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Nathan Krishnan S, Finance Expert in Kochi, Kerala, India
Nathan Krishnan S

Finance Expert in Kochi, Kerala, India

Member since March 24, 2017
During his two-decade career in Asia and the US, Nathan has consulted in strategy, valuations, corporate finance, financial planning and analysis, forecasting, and investments across six continents—ranging in value from $10 million to $1 billion. While a senior manager at Ernst & Young, he led engagements in valuations and modeling and recently left to pursue entrepreneurial endeavors while working on challenging projects at Toptal.
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Career Highlights

Education

Select Certifications

Case studies

  • Business Plan for an Education Institute
    Business Plan for an Education Institute
  • Valuation of an Industrial Company
    Valuation of an Industrial Company
    • DCF Valuation
    • Relative Valuation
    • Valuation
    • Kuwait
    • Middle East
    • Financial Analysis
    • Financial Modeling
    • Forecasting
    • Three-statement Modeling
    • Revenue & Expense Projections
    • Valuation Modeling
    • Private Company Valuation
    • Microsoft Excel
    • Excel Modeling
    • Transaction Comparables
    • Cash Flow Analysis
    • Free Cash Flow (FCF)
    • Cash Flow Forecasting
    • Cash Flow Modeling
    • Cash Flow
    • Corporate Finance
    • Cost of Capital
    • Financial Ratios
    • Transaction Modeling
    • Industry Analysis
    • Strategic Planning
  • Equity Research | Infosys
    Equity Research | Infosys
    • Valuation
    • Equity Research
    • Equity Research Analysis
    • India
    • Financial Analysis
    • Financial Writer
    • Financial Modeling
    • Forecasting
    • Research Analysis
    • Investment Banking
    • Microsoft Excel
    • Excel Modeling
    • Free Cash Flow (FCF)
    • Cash Flow Forecasting
    • Cash Flow Modeling
    • Cash Flow
    • Corporate Finance
    • Cost of Capital
    • Financial Ratios
    • Equity Investment
    • Financial Markets
    • Transaction Modeling
    • Industry Analysis
    • Investment Ideas
    • Stock Analysis
    • Investment Return Scenario Analysis
    • Scenario Analysis
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Industry Expertise

  • Agriculture
  • Animals & Livestock
  • Business Services
  • Accounting Services
  • Call Centers & Business Centers
  • Management Consulting
  • Custom Software & IT Services
  • Holding Companies & Conglomerates

Other Expertise

Employment

  • Director of the Board

    2020 - PRESENT
    Quantum Healthcare India
    • Evaluated the potential acquisition of multiple hospitals, clinics, and diagnostic labs.
    • Valued hospitals, clinics, and diagnostic labs for acquisition.
    • Explored leveraged (LBO) and management buyout (MBO) options for hospitals, clinics, and diagnostic labs.
    • Evaluated and proposed financial and resource optimization of specialty hospitals, clinics, and multi-specialty hospitals.
    Focus areas: Project Evaluation, Mergers & Acquisitions (M&A), Acquisitions, Acquisition Analysis, Valuation, DCF Valuation, Fundraising

  • Consultant

    2017 - PRESENT
    Freelance
    • Consulted for company valuations for funding and financial reporting for clients, such as a Big 4 firm, a government consultant, and startups in logistics tech, medtech, and defense technology.
    • Built financial models for hardware pricing as a service for an industrial IoT startup, models for SaaS startups, and an IIoT product under design.
    • Consulted on the funding strategy for various startups in North American, Indian, and other Asian markets.
    • Consulted on 409A valuations, reviewed valuation models and methodologies, and signed off on the final 409A valuation report for startups.
    • Served on grant and funding panels, advising seed-level funding from incubators, accelerators, and seed investors.
    Focus areas: Startups, Angel Investing, Angel/Seed Funding, HaaS, Device as a service, Pitch Deck Consultant, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Financial Analysis, Valuation Modeling, Private Company Valuation, 409A Valuation, Emerging Markets, Foreign Exchange, Foreign Currency, Financial Data, Bonds, Currencies, Research Analysis, Investment Banking, Microsoft Excel, Excel Modeling, Software as a Service (SaaS), Models, Asset Management, Business to Consumer (B2C), Early-stage Venture Capital, Early-stage Funding, Seed Fundraising, Term Sheets, Term Sheet Negotiations, Employee Stock Options, Options, Bankruptcy, Option Schemes, Real Options Reasoning, Equity Derivatives, Derivatives, Derivative Pricing, Investment Analysis, Investment Research, Investments, Financing, Series A, Startup Consulting, Startup Funding, Startup Accelerators, Strategic Planning & Execution, Strategy, Deal Structuring, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financials, Financial Ratios, Share Purchase Agreements, Comparable Company Analysis, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Investment Ideas, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Fintech, India, Business Model Canvas, Business Modeling, Consumer Products, Healthcare, Manufacturing, EMEA, Investment Memoranda, Impact Investing, Project Evaluation

  • Director of the Board

    2006 - PRESENT
    Seshadri Nathan Securities Pvt. Ltd.
    • Founded the company in 2006 for Indian investors with value-investing strategies for equity investments and financial-planning assistance for individuals.
    • Engaged in corporate and management consulting and advised startup clients on valuation and fundraising.
    • Invested in Indian startups such as mobile app, facilitating home delivery of pharmaceutical drugs, EV conversion-kit startup, and a media-tech startup.
    • Advised a client in the logistics sector on resolving a shareholder dispute and recommended financial reporting and control processes.
    • Prepared the information memorandum and industry research for a client in the specialty coffee sector.
    • Consulted as a venture partner for a multi-national angel network to help raise angel investments for startups.
    • Performed ongoing advisory engagement for startups in the medical-distribution sector, skills enhancement for graduating students, and patent-owning startup in waste management space.
    Focus areas: Price Analysis, Pricing, Financial Analysis, Business Research, Equity Valuation, Equity Research, Valuation Modeling, Value Investing, Valuation, Investment Summaries, Investment Thesis, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Financial Management, Pitch Deck Consultant, Software, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Excel 365, Fundraising, Valuation of Financial Instruments, Pre-revenue Valuation, Private Company Valuation, Budgeting, Interim CFO, Virtual CFO, Part-time CFO, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Exchange, Foreign Currency, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Investment Banking, Microsoft Excel, Excel Modeling, Software as a Service (SaaS), Models, Asset Management, Business to Consumer (B2C), Early-stage Venture Capital, Early-stage Funding, Seed Fundraising, Term Sheets, Term Sheet Negotiations, Options Trading, Futures & Options, Employee Stock Options, Options, Bankruptcy, Option Schemes, Real Options Reasoning, Equity Derivatives, Derivatives, Derivative Pricing, Investment Manager, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Series A, Startup Consulting, Startups, Startup Funding, Startup Accelerators, Fractional CFO, Strategic Planning & Execution, Strategy, Deal Structuring, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, Cash Management, M&A Modeling, 13-week Cash Flow, Equity Research Analysis, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Presentations, Financials, Financial Model Auditing, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, SME/SMB Financing, Equity Investment, Share Purchase Agreements, Finance Director, Operational Finance, Microfinancing, Financial Markets, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Fintech, India, Deal Sourcing, Angel Investing, Investment Briefs, Investment Committee Advisory, Business Model Canvas, Business Modeling, Consumer Products, Healthcare, Investment Memoranda, Impact Investing, Project Evaluation

  • Financial Modeling and Strategy Expert

    2022 - 2022
    Banpu Innovation & Ventures, Co., Ltd.
    • Prepared detailed investment strategy and investment policy statement for corporate venture capital.
    • Conducted detailed research in venture capital investments and presented to support strategic decision-making.
    • Extracted from strategy and built a checklist to assist in identifying potential investments and key criteria to track the progress of investments separately for early-stage and later-stage investments.
    Focus areas: Business Strategy, Investment Thesis, Investment Policy Statements, Investment Strategy, Early-stage Venture Capital, Venture Funding

  • Senior Manager, Valuations and Transaction Advisory Services

    2013 - 2017
    Ernst & Young LLP
    • Built and reviewed valuation models for banking companies in the Middle East and Europe; modeled loan loss provisions and regulatory capital adequacy.
    • Advised petroleum and petrochemical clients, sovereign wealth funds, and investment holding companies in the Middle East to evaluate assets, intangibles, and associate and subsidiary investments.
    • Counseled sovereign wealth funds, real estate, and investment holding companies in the Middle East to evaluate real estate properties and hotel properties in Asia, Africa, Europe, and the Americas.
    • Valued intellectual property, including software, mobile apps, football player contracts, service management contracts for hotels, and other intangibles for clients in the asset management, hospitality, real estate, and entertainment industries.
    • Conducted research to arrive at transaction comparables and trading multiples for valuation of assets, including ships, oil tankers, real estate, hotels, and investments.
    • Performed commercial and financial due diligence on a specialty ink company in the Middle East for acquisition by the world's largest ink and pigment products company; recommended structuring the venture.
    • Prepared M&A and leveraged the buyout (LBO) models, prepared investor decks, advised on structuring acquisitions, spinoffs, and sales.
    • Built and reviewed models valuing non-traded derivatives, including swaps, currency forwards, commodity forwards, forex options, structured products, Islamic finance, and Shariah products for clients in the banking, insurance, and power sectors.
    • Valued employee stock options for banking, financial services, and other service companies in the Middle East and India.
    • Prepared detailed purchase price and allocation models.
    Focus areas: Financial Analysis, Intellectual Property Valuation, Derivative Pricing, Purchase Price Allocation, Transaction Structuring, M&A Modeling, Leveraged Buyout Modeling, Banking Provision Models, Transaction Modeling, Fairness Opinion Reports, Financial Options, Investor Presentations, 409A Valuation, Contingent Valuation Method, Private Equity Valuation, Liability Valuations, Equity Valuation, Asset Valuation, Valuation Analysis, Valuation Modeling, Valuation Multiples, Valuation, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, HaaS, Device as a service, Pitch Deck Consultant, Software, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Mergers & Acquisitions (M&A), Cross-border M&A, M&A (Buy-side), Investment Banking, Data Analysis, Excel 365, Fundraising, Valuation of Financial Instruments, Intangible Asset Valuation, Pre-revenue Valuation, Private Company Valuation, Emerging Markets, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Software as a Service (SaaS), Models, Managed Service Providers (MSP), Managed Services, Pricing Models, Pricing, Hedge Funds, Asset Management, Term Sheets, Term Sheet Negotiations, Futures & Options, Employee Stock Options, Options, Bankruptcy, Leveraged Buyout (LBO), Option Schemes, Real Options Reasoning, Project Finance, Equity Derivatives, Derivatives, Fixed-income Derivatives, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Startup Consulting, Startups, Startup Accelerators, Strategic Planning & Execution, Strategy, Deal Structuring, Shared Services, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), Bank Debt Raises, DCF Valuation, Cash Flow, 13-week Cash Flow, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Oil & Gas, Financial Ratios, Share Purchase Agreements, Loan Valuation, Structured Finance, Leveraged Finance, Financial Markets, Banking & Finance, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, M&A (Sell-side), Sell-side, Fintech, Business Model Canvas, Business Modeling, Consumer Products, Manufacturing, EMEA, Project Evaluation

  • Co-founder—Managing Director and Acting CFO

    2012 - 2013
    JRSCA Consulting and Advisory Pvt. Ltd.
    • Co-founded the company and spun off a consulting operations service from the larger firm; structured the service offerings and scaled the organization to more than 100 employees in one year.
    • Assisted with incorporating companies for clients in India and supported clients through the initial years; served on the board of directors as a resident director for international clients.
    • Advised foreign clients on investing in India regarding corporate laws, international taxation, and new business issues.
    Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Operations Analytics, Strategy, Operational Finance, Business Advisory, Financial Advisory, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Financial Management, Pitch Deck Consultant, Software, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Data Analysis, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Valuation Modeling, Private Company Valuation, Budgeting, Interim CFO, Virtual CFO, Part-time CFO, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Currency, Financial Data, Financial Systems, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Business to Consumer (B2C), Term Sheets, Term Sheet Negotiations, Startups, Fractional CFO, Controllership, Strategic Planning & Execution, Deal Structuring, Management Consulting, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, Cash Management, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Presentations, Financials, Financial Closing, Financial Ratios, Financial Records, SME/SMB Financing, Share Purchase Agreements, Finance Director, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, India, Business Modeling, Investment Memoranda

  • Director

    2012 - 2013
    JRS & Company
    • Conducted financial and corporate due diligence on prospective investment targets, including a 200-bed hospital and a 250-bed hospital for a foreign healthcare investor.
    • Advised on the valuations of Indian companies in the video gaming and construction management software industries for acquisition by non-Indian investors.
    • Advised the potential merger of three government companies into a focused single entity.
    Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Due Diligence, Mergers & Acquisitions (M&A), Venture Funding, Financial Regulations, Asset Valuation, Valuation Analysis, Valuation Modeling, Property Investment, Intellectual Property Valuation, Finance, Real Estate, Valuation Multiples, Valuation, Venture Capital, Financial Writer, Business Plan Consulting, Software, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, M&A (Buy-side), Data Analysis, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Private Company Valuation, Virtual CFO, Accounting, Controllership/Accounting, Emerging Markets, Financial Data, Financial Systems, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Term Sheets, Term Sheet Negotiations, Investment Analysis, Investment Research, Investments, Financing, Series A, Startup Consulting, Startups, Startup Funding, Strategic Planning & Execution, Deal Structuring, Management Consulting, Pitch Decks, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, M&A Modeling, 13-week Cash Flow, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Financial Ratios, SME/SMB Financing, Share Purchase Agreements, Trade Finance, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Pricing Strategy, Strategic Planning, Scenarios, Scenario Analysis, M&A (Sell-side), Cross-border M&A, Due Diligence Consultant, India, Business Modeling, Healthcare, Real Estate Development, Project Evaluation

  • Head of Advisory Services and Research

    2010 - 2011
    Capital Eye for Business Consultancy KSCC
    • Advised on valuation and prepared teaser and detailed presentations for finding equity investors in banking and financial services sectors, successfully raising $10 million for a Middle Eastern microfinance company.
    • Guided on valuation and prepared teaser and detailed presentation to find equity investors for $50 million for a commercial real estate developer and $10 and $20 million for two financial services companies.
    • Advised on valuation and prepared teaser and detailed presentation for finding equity investors for $10 million for a Middle East industrial gas operator and $20 million for a North African BOT gas processing plant.
    • Prepared investment reports and briefs for clients in the Middle East who were looking to make outbound investments in Europe, Asia, and North America.
    • Advised on valuation and prepared teaser and detailed presentation for finding equity investors for $12 million for a Kuwait-based electrical equipment supplies company.
    • Conducted due diligence on legal, commercial, and financial matters for an acquirer of a $20 million Kuwaiti medical equipment company.
    • Recommended restructuring scenarios for a $45 million Middle Eastern apparel retailer.
    Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Due Diligence, Valuation Analysis, Valuation Modeling, Valuation, Property Investment, Investment Briefs, Investment Memoranda, Pitch Decks, Mergers & Acquisitions (M&A), Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Pitch Deck Consultant, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Cross-border M&A, M&A (Buy-side), Investment Banking, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Private Company Valuation, Financial Data, Research Analysis, Microsoft Excel, Excel Modeling, Models, Business to Consumer (B2C), Term Sheets, Term Sheet Negotiations, Bankruptcy, Investment Analysis, Investment Research, Investments, Financing, Deal Structuring, Management Consulting, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, M&A Modeling, Equity Research Analysis, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Oil & Gas, Financial Ratios, Microfinancing, Financial Markets, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Industry Analysis, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Sell-side, M&A (Sell-side), Due Diligence Consultant, Fintech, Business Modeling, Consumer Products, Healthcare, Islamic Banking, Real Estate Development, EMEA, Project Evaluation

  • Assistant Vice President — Corporate Finance

    2008 - 2009
    First Qatar Real Estate Development KSCC
    • Prepared financial models and lender packages to raise bank funding for two Qatari real estate development projects, including a $100 million mixed-use development project nearing completion and a new $300-million project.
    • Created financial models to evaluate the returns of potential real estate acquisitions in Kuwait, Oman, and Qatar, ranging in value from $10-30 million.
    • Researched office, retail, and residential real estate demand and drivers in these geographies to validate assumptions.
    • Improved the quality of investor communication and lender packages by providing financials and the status of development projects on a timely basis, eventually obtaining a corporate rating from S&P.
    • Prepared a model for hedging currency exposure in other GCC markets against Kuwaiti Dinar for managing treasury investments and long-term investments.
    Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Financial Planning & Analysis (FP&A), Hedging, Credit Analysis, Property Investment, Investment Monitoring, Investment Summaries, Investment Briefs, Finance, Real Estate, Investor Presentations, Investor Relations, Financial Writer, Business Plan Consulting, Fundraising Consultant, Financial Management, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Investment Banking, Data Analysis, Excel 365, Fundraising, Private Company Valuation, Budgeting, Controller, Accounting, Controllership/Accounting, CFO, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Hedge Funds, Asset Management, Options Trading, Futures & Options, Options, Financial Options, Project Finance, Derivatives, Fixed-income Derivatives, Investment Manager, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Controllership, Strategic Planning & Execution, Strategy, Investment Strategy, Alternative Investments, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Bank Debt Raises, DCF Valuation, Cash Flow, Cash Management, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financial Presentations, Financials, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, Equity Investment, Structured Finance, Leveraged Finance, Operational Finance, Financial Markets, Equity Research, Strategy Planning, Business Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Business Modeling, Islamic Banking, Real Estate Development, EMEA, Project Evaluation

  • Manager — Corporate Finance

    2007 - 2008
    RSM (McGladrey) International
    • Researched industry demand, development model, customer base, and competitors to prepare a valuation for the sale of a stake in a $175 million Kuwaiti information technology company with US DoD contracts.
    • Prepared a financial model of a combined entity for the $1.7 billion proposed merger of two public Kuwaiti real estate companies; quantified the synergies of scale and assisted management in preparing the pitch book for the transaction.
    • Researched the local market, proposed projects, and determined demand drivers to prepare the placement memorandum for $500 million of equity in a Qatari real estate development company.
    • Valued real estate holdings for a $200 million GCC retail operation and proposed a sale and leaseback of the real estate, as well as a transaction structure for the spinoff, sale, and leaseback.
    • Researched markets and demand for the product offerings to prepare the business plan for a professional education venture covering Gulf Cooperation Countries (GCC), North Africa, and Levant regions.
    • Analyzed the historical trade book and order books from the Kuwait Stock Exchange for the public market acquisition of a 30% stake in a real estate company and proposed acquisition strategies to minimize overall costs.
    Focus areas: Price Analysis, Pricing, Financial Analysis, Due Diligence, Finance, Real Estate, Valuation Multiples, Investment Memoranda, Purchase Price Allocation, Valuation Analysis, Valuation Modeling, Valuation, Private Company Valuation, Private Equity, Mergers & Acquisitions (M&A), Corporate Finance, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Pitch Deck Consultant, Software, Financial Modeling, Business Models, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Cross-border M&A, M&A (Buy-side), Investment Banking, Excel 365, Fundraising, Valuation of Financial Instruments, Intangible Asset Valuation, Pre-revenue Valuation, Emerging Markets, Financial Data, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Term Sheets, Term Sheet Negotiations, Futures & Options, Options, Option Schemes, Real Options Reasoning, Financial Options, Project Finance, Equity Derivatives, Derivatives, Derivative Pricing, Investment Analysis, Investment Research, Investments, Financing, Deal Structuring, Global Strategy, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, M&A Modeling, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Oil & Gas, Financial Ratios, Leveraged Finance, Financial Markets, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Industry Analysis, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, M&A (Sell-side), Sell-side, Due Diligence Consultant, Fintech, Business Modeling, Consumer Products, Healthcare, Islamic Banking, Real Estate Development, EMEA, Project Evaluation

  • Corporate Finance Analyst

    2002 - 2007
    Nest Technologies Corporation
    • Valued a US commercial real estate property using a pro forma NOI for a $25 million investment, preparing the financial models with sensitivity to borrowing rate and other relevant factors.
    • Prepared financial models and the data room for due diligence and authored sections of investment memorandum for the equity sale of a $120 million Indian company and a $10 million sale of a US-based cable-television monitoring-equipment company.
    • Drew up financial models and recommendation reports that supported the acquisitions of a $5 million product division from the Chapter XI bankruptcy sale of a cable TV company.
    • Provided financial models and recommendation reports that supported the acquisitions of $25-50 million in technology product companies in Sweden and Ireland and $10-20 million in software companies in North America, India, and Japan.
    • Established revenue and cost recognition processes; improved cash flow planning and order-to-cash processes for group companies, leading to an approximately 20% higher cash flow.
    • Identified vendors, negotiated the contract, and transitioned parts of the accounting process, including order-to-bill, payroll processing, accounting, and GL reconciliation to an offshore location, saving the group companies around 15% in G&A expenses.
    • Prepared equity research models and recommendation reports for corporate treasury investments, including PAYX, GRA, HAS, RMD, BRK-A, and INFY.
    • Created lender packages and participated in lender meetings for a product company's $10 million bank funding, recruited and trained new accounting staff.
    • Managed the treasury operations of a group of companies, including investments, currency exposure, and hedging.
    Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Financial Planning & Analysis (FP&A), Treasury, Financial Reporting, Taxation, Mergers & Acquisitions (M&A), Investment Summaries, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Financial Management, Software, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Cross-border M&A, M&A (Buy-side), Investment Banking, Data Analysis, Excel 365, Fundraising, Valuation of Financial Instruments, Intangible Asset Valuation, Valuation Modeling, Private Company Valuation, Budgeting, Controller, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Pricing Models, Pricing Strategy, Pricing Plans, Managed Services, Asset Management, Term Sheets, Term Sheet Negotiations, Options Trading, Futures & Options, Employee Stock Options, Options, Bankruptcy, Leveraged Buyout (LBO), Option Schemes, Real Options Reasoning, Financial Options, Equity Derivatives, Derivatives, Fixed-income Derivatives, Derivative Pricing, Investment Manager, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Controllership, Strategic Planning & Execution, Strategy, Deal Structuring, Shared Services, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), Bank Debt Raises, DCF Valuation, Cash Flow, Cash Management, M&A Modeling, 13-week Cash Flow, Equity Research Analysis, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, Equity Investment, Share Purchase Agreements, Finance Director, Structured Finance, Leveraged Finance, Operational Finance, Trade Finance, Financial Markets, Transaction Modeling, Transaction Structuring, Equity Research, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Business Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, M&A (Sell-side), Sell-side, Due Diligence, Business Modeling, Manufacturing, EMEA, Investment Memoranda, Project Evaluation

  • Accounts Controller

    2000 - 2002
    SFO Technologies
    • Prepared consolidated pro forma financial models and investor presentations for three optical fiber cable and optronic contract manufacturing companies in India to establish the milestones for a future IPO.
    • Drew up a financial model and a business plan for a $10 million investment in India's soda bottling and bottled water plant.
    • Recommended best practices in inventory management at the shop floor to the CEO and board, which resulted in the reduction of work-in-process inventory by around 15% and obsolete inventory by around 10%.
    • Developed and implemented improved financial reporting processes for the software companies owned by the group, leading to the faster collection of receivables.
    Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Enterprise Resource Planning (ERP), Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Reporting, Feasibility Studies, Financial Writer, Business Plan Consulting, Financial Management, Software, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Data Analysis, Excel 365, Private Company Valuation, Budgeting, Controller, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Systems, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Bankruptcy, Real Options Reasoning, Investment Analysis, Investment Research, Financing, Debt Financing, Controllership, Strategic Planning & Execution, Shared Services, Global Strategy, Pitch Decks, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), Bank Debt Raises, DCF Valuation, Cash Flow, Cash Management, M&A Modeling, 13-week Cash Flow, Corporate Finance, Cost of Capital, Financial Presentations, Financials, Financial Model Auditing, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, SME/SMB Financing, Share Purchase Agreements, Operational Finance, Trade Finance, Financial Markets, Transaction Modeling, Comparable Company Analysis, Private Equity, Pricing Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, India, Business Modeling, Consumer Products, Manufacturing, Project Evaluation

Other Experience

  • Equity Levels of Value: The Logic Behind Premiums and Discounts (Publication)
    https://www.toptal.com/finance/valuation/value-of-assets
    Business value is much more than just the sum of discounted future cash flows. There are strategic elements related to equity control that also determine true worth. These factors manifest through control, liquidity, marketability, and synergistic discounts and premiums.
  • Getting to the Greeks: The Comprehensive Guide to Option Pricing (Publication)
    https://www.toptal.com/finance/financial-analysts/option-pricing
    Stock options are widely used in public and private markets, both as malleable trading tools and for employee compensation. Yet many do not understand the components behind how they are priced. This guide discusses what drives the behavior of call and put options and how they can be deployed within portfolio management.

Education

  • Executive MBA Degree in Strategy and Marketing
    2015 - 2017
    Indian Institute of Management, Kozhikode - Kochi, Kerala, India
  • Bachelor's Degree in Commerce
    1994 - 1997
    Mahatma Gandhi University - Kottayam, Kerala, India

Certifications

  • Registered Valuer - Securities or Financial Assets
    JUNE 2019 - PRESENT
    Insolvency and Bankruptcy Board of India (IBBI)
  • Registered Mutual Fund Advisor
    JUNE 2012 - JUNE 2024
    Association of Mutual Funds in India
  • Financial Modeling Certification
    AUGUST 2009 - PRESENT
    Wall Street Prep
  • Chartered Financial Analyst (CFA)
    SEPTEMBER 2006 - JUNE 2023
    CFA Institute
  • Chartered Accountant in Accounting, Taxation, and Finance
    APRIL 1999 - MARCH 2023
    Institute of Chartered Accountants of India

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