Consultant
Alvarez & Marsal
Total years of experience :7 years, 2 Months
Working as a consultant in the Strategic Advisory and Activist Investors team within CTS
• Advised CEOs and finance leaders of eight listed UK and European corporates on maximizing their share prices through both organic and inorganic transformation processes resulting in winning €12mn+ mandates
• Evaluated cost structures, asset portfolios, operating models, balance sheets, and capital structures of 25+ private and public companies to identify value-creation opportunities and built roadmaps to enhance shareholder value
• Advised a €2.5bn German chemical manufacturing company to carve out its speciality chemical business from the commoditized chemical portfolio, leading to premium valuation for the speciality division by leveraging its superior returns profile and enhanced valuation for the group by using the proceeds to pay down €350mn of debt
• Conducted strategic portfolio review for the mobility solutions division of a German multinational engineering and technology company; identified three underperforming subunits by performing returns-based analysis and advised on the three-year €6bn capital allocation plan for the company across its four divisions
• Advised a UK-based FTSE 100 consumer company in identifying cost reduction and transformation opportunity of ~£750mn in SG&A savings, along with working capital cash release of ~£1.2bn through optimized inventory management and supply chain enhancements
Founding member of a boutique wealth and capital advisory firm
• Advised 10+ capital raising and structuring transactions. Raised capital for four start-ups and executed three real estate ware-housing deals. Prepared financial models, business and cashflow projections, and information memos
• Liaised closely with government officials, bankers, lawyers, lenders, and angel/VC investors. Built and developed strong client relationships that helped generate new service opportunities through referrals from existing clients
• Led a team of three analysts to set up the investment research division. Created model portfolios and delivered structured investment solutions for 85+ clients, advising an AUM $30mn in less than three years
• Developed referral channels, conducted investment seminars, and actively pitched new clients to grow the advisory business. Successfully closed the leads by gaining the trust and confidence of clients
Worked as an equity research analyst in the hedge division of an investment management company
• Specialised in analysing companies in the BFSI and consumer sectors, which sectors comprised more than 40% of the $750mn long-only hedge fund across three strategies
• Screened and researched companies using bottom-up fundamental analysis and presented the investment thesis to the Investment Committee; added seven companies to the fund and initiated three exits
• Prepared in-depth financial models using various valuation methodologies, conducted competitive benchmarking, and formulated and updated opinions on the portfolio companies
• Conducted due diligence to link financial performance with outlined business strategy. Undertook company visits and interviewed C-suite executives, customers, suppliers, and competitors. Attended conference calls and AGMs
Worked as an offshore analyst for Theleme Partners, a London-based $4.5bn long/short equity hedge fund
• Created detailed investment decks and financial models (including MBOs, LBOs, and merger models) for multiple listed, private and pre-IPO high-growth companies across various sectors and geographies
• Analysed financial statements, conducted fundamental ratio analysis, and provided valuation estimates using DCF and relative valuation methodologies for companies across various sectors in the US and European markets
• Conducted industry/company research and wrote detailed reports, including thematic deep-dives, strategic reviews, and results analysis. Created trackers to follow and analyse the macro-economic trends in the US