• Evaluated core financial indicators including leverage, normalized EBITDA, income quality, revenue drivers, and working capital efficiency for transaction assessment.
• Led stakeholder engagement, conducting management interviews and deep-dive discussions on financial and operational performance.
• Delivered buy-side and sell-side transaction support through due diligence reports and customized pitches using market intelligence platforms (Private Circle, Mergermarket).
• Performed earnings sustainability assessments by normalizing EBITDA, isolating non-recurring items, and evaluating underlying profitability.
• Reviewed historical and projected financial statements to identify growth drivers, margin sensitivities, and cost behavior.
• Analyzed working capital dynamics and debt-like exposures to identify potential valuation and purchase price adjustment risks.
• Identified transaction risks, financial red flags, and value leakage areas; distilled insights for investment committee and deal teams.
• Supported deal execution through inputs on SPA provisions, closing adjustments, and completion account mechanisms.
• Partnered with tax, legal, and commercial diligence teams to deliver integrated, transaction-ready diligence findings.
• Led and managed multiple concurrent engagements, ensuring high-quality deliverables under accelerated deal timelines.
• Evaluated accounting policies, financial controls, and reporting quality to assess reliability of target financial information.
• Delivered concise, decision-oriented insights to senior leadership, private equity investors, and corporate acquirers.

Key Transaction Experience

• Conducted sell-side due diligence for a US-based IT services company with revenues of approximately USD 20 million, supporting a proposed strategic acquisition.
• Led sell-side due diligence for a company executing turnkey infrastructure projects for Indian government entities, in connection with the divestment of a 20% equity stake to an investment fund at an enterprise valuation of USD 47 million (INR 400 crore).
• Delivered sell-side due diligence services for NSEIT Ltd, a subsidiary of the National Stock Exchange of India, engaged in IT and digital services, culminating in a stake sale to Investcorp valued at USD 120 million (INR 1,000 crore).
• Performed buy-side due diligence for a private equity fund investing in high-growth SME platforms, with respect to a geospatial technology services provider generating revenues of approximately USD 14 million (INR 120 crore).
• Executed buy-side due diligence for Right Tight Fasteners on a competitor fastener manufacturing business owned by Fontana Group (Italy), facilitating a merger transaction valued at USD 120 million (INR 1,000 crore).
• Assisted in buy-side due diligence for India SME Investments in connection with the funding of Pontika Aerotech, a leading contract manufacturer for pharmaceutical and cosmetic products, at a valuation of USD 26 million (INR 217 crore).
• Supported sell-side due diligence for Brainvire, a US-focused IT services provider, resulting in its strategic merger with Said Differently, Inc.
• Provided buy-side due diligence support to Elev8 Capital and 3one4 Capital on:
  • Astrotalk, a digital astrology platform (funding of USD 10 million at a valuation of USD 300 million), and
  • Elivaas, an accommodation booking platform, which raised USD 5 million in funding.

• Performed quarterly and annual Statutory Compliance Audits for listed steel manufacturing entities (₹100 Cr+ turnover) and Non-Banking Financial Companies (NBFCs).
• Delivered Corporate Advisory Services related to shareholding restructuring and ownership reorganization transactions.
• Executed Tax Compliance Reviews under Section 44AB and managed Direct Tax Filings for corporate and individual clients across industries.