Headline

Investment Banking | M&A | Financial Sponsors | Corporate Finance | Cross-Border Transactions | CFA Level II

About

Investment Banking Senior Associate with 10+ years of experience across M&A, Financial Sponsors, and Corporate Finance, covering Industrials, Technology, and Consumer sectors. Extensive experience in executing buy-side and sell-side transactions, financial modeling (DCF, LBO, merger models), due diligence, and deal structuring across cross-border transactions in APAC, EMEA, and the Americas. Track record of delivering end-to-end transaction execution, developing investor materials (CIMs, pitchbooks), and supporting senior stakeholders on complex strategic mandates. Currently exploring opportunities in Private Equity, Corporate Development, and strategic M&A roles.

Location

Bengaluru

AI stack

claude

ChatGPT

Work experience

Senior Associate at Wells Fargo, Feb 2024 - Present · 2 yrs 7 mos, • Lead execution and valuation analysis for buy-side and sell-side M&A transactions ($500M–$3B) across the Industrials sector, including financial modeling (DCF, LBO, merger models) and transaction structuring • Manage and mentor a team of 20+ Analysts and Senior Analysts, overseeing staffing, quality control, and delivery across 20+ concurrent transactions and strategic engagements • Drive development of client-facing materials, including pitchbooks, CIMs, management presentations, RFP responses, and investment memos, supporting both origination and execution • Partner with Managing Directors and senior stakeholders on strategic advisory initiatives, including target screening, buyer mapping, and positioning analyses

Associate at Wells Fargo, May 2022 - Feb 2024 · 1 yr 10 mos, • Execute due diligence processes, including financial analysis, synergy identification, and coordination with cross-functional stakeholders • Review and finalize complex financial models (DCF, LBO, merger consequences, scenario analysis), ensuring analytical rigor and client-ready outputs • Deliver industry research, competitive benchmarking, and strategic insights to support transaction execution and client decision-making • Developed automation and quality-control tools for company profiling and financial analysis, improving accuracy, reducing rework, and enhancing turnaround time

Senior Analyst at Bank of America, Aug 2021 - May 2022 · 10 mos, Gurugram, Haryana, India, Played a key role in preparing CIMs, management presentations, investment committee materials, and buyer outreach lists for sell-side mandates. Built a Financial Sponsors Portfolio Company (PortCo) database, identifying LBO sell-on and cross-sell opportunities, subsequently used for origination and coverage planning. Coordinated with cross-functional and cross-regional teams to develop a Tableau-based interactive dashboard, improving visibility into sponsor portfolios and deal pipelines. Designed and implemented a company profiling quality-control tool, reducing cosmetic and data errors by ~50%, materially improving client deliverable quality.

Analyst at Bank of America, May 2018 - Aug 2021 · 3 yrs 4 mos, Gurugram, Haryana, India, Supported live M&A transactions and sponsor-driven deals across APAC, EMEA, and the Americas, working directly with onshore bankers and deal teams. Executed financial analysis and valuation for Technology, Business Productivity Software, Consumer & Auto Retail sectors, including LBO screening and return analysis for sponsor clients.

Software Engineering Analyst at Accenture, Jun 2014 - Jun 2016 · 2 yrs 1 mo, Mumbai, Was senior resource in a part of team responsible for Data Transformation and Loading in Utilities Domain using SAP-EMIGALL and BODS tool.

Education

Master of Business Administration (M.B.A.), Finance, Institute of Management Technology, Ghaziabad

B.E., Electronics & Instrumentation Engineering, Institute of Engineering and Technology Indore