Saurabh Verma

• Executed 5+ live M&A and capital-raising mandates, producing and presenting full deal thesis and proposals— teasers,
buyer/investor longlists, and information memorandums —to support transaction launch and investor outreach
• Built integrated 3-statement models and valuation frameworks — DCF, trading comps, precedent transactions, relative valuation —
for M&A mandates, leveraging GenAI-assisted Excel workflows to reduce build time by ~30%
• Prepared pitch books, client presentations and transaction materials; conducted sector research using S&P Capital IQ,
Refinitiv and Bloomberg to support deal execution
• Conducted industry research and analysis to assist in the identification and analysis of potential business opportunities
• Managed 3-4 concurrent workstreams, maintaining output quality across deal documentation, valuation, and client
communications under time-sensitive deadlines
• Benchmarked KPIs and industry metrics using broker reports from Capital IQ, Refinitiv, and Bloomberg; supported due diligence
processes on live transactions
Selected Transaction Experience
• Drove buy-side valuation for Brookfields USD 1.2bn acquisition of Indian commercial real estate assets — delivering asset-level
DCF analysis, investment recommendations, and CIM to support deal closing

• Delivered valuation and financial modelling across 10+ cross-border transactions — covering PE fundraising, M&A, and
feasibility mandates —for clients across Middle East, APAC, and EMEA, utilising S&P Capital IQ and Refinitiv Workspace
• Collaborated with UBS bankers across Middle Eastern, APAC and EMEA regions on cross-border projects involving clients across
MENA and South/East Asia
• Authored investor memoranda, management presentations, and board-level materials for 3+ transactions, directly supporting
client engagement and deal execution on sell-side and buy-side mandates
• Guided and reviewed work of 2-3 interns on transaction documentation and financial modelling tasks, enabling independent
delivery within 2 weeks
Selected Transaction Experience
• Delivered buy-side valuation models and strategic analysis for Sycamore Partners USD 870mn acquisition of Walgreens Boots
Alliance assets, informing bid pricing and investment committee materials
• Developed Digital Health landscape report covering 50+ companies, identifying key sector trends for global investors

• Built GAAP and IFRS-compliant financial models and executive briefing materials for senior management, supporting investment
program evaluation and reporting

• Reviewed third party valuation/ management reports for reasonableness and performed market research