Vice President - Tristone - Mumbai, India
(2023-06)
Boutique private-markets investment advisory firm
- Lead investment due diligence and manager research across alternative asset classes (i.e. private equity, secondaries, private credit, venture capital, infrastructure, real assets, hedge funds and uncorrelated strategies) for family offices and institutional clients.
- Authored 140+ investment due diligence memoranda covering new fund commitments, co-investments and recommitments for multi-family offices, single-family offices and RIAs across the United States, GCC, Europe and India.
- Conduct end-to-end manager evaluation: investment process, track-record and performance-attribution analysis, portfolio-construction review and risk-management assessment.
- Lead manager search and selection, applying quantitative and qualitative peer-comparison frameworks to identify best-in-class managers.
- Advise institutional debt investors on restructuring and distressed-credit situations, including a $200M debt placement for a construction-engineering company.
- Originate and structure advisory mandates and serve as a primary point of contact for investment advisory and client relationships.
- Present due diligence findings and investment recommendations at client Investment Committee meetings.
- Manage and mentor a team of analysts and associates across due-diligence workstreams, analytical frameworks and report writing.
Assistant Vice President - Tristone - Mumbai, India
(2020-06 - 2023-05)
Boutique private-markets investment advisory firm
- Led deal execution and closure of 15+ buy-side and sell-side transactions across healthcare, industrials, technology and financial services.
- Led buy-side financial due diligence including Quality of Earnings (QoE), normalised EBITDA adjustments, working-capital analysis, pro-forma carve-out financials and identification of transaction risks.
- Delivered due diligence findings and investment recommendations to investment committees, deal sponsors and institutional LPs, translating complex financial data into actionable insights.
Senior Associate - Tristone - Mumbai, India
(2019-06 - 2020-05)
Boutique private-markets investment advisory firm
- Led a team of associates and analysts on M&A advisory and capital-raising mandates across diverse sectors.
- Provided end-to-end deal support: market mapping, target screening, financial modeling and negotiation support for domestic and cross-border transactions.
- Coordinated external stakeholders including legal counsel, auditors and regulatory advisors to manage execution timelines.
Associate - TresVista - Mumbai, India
(2017-07 - 2019-06)
Financial services firm serving asset managers
- Led a team of analysts on financial projects for private equity clients, supporting growth-equity and buyout transactions in healthcare, industrials and financial services.
- Built and maintained complex LBO, DCF and scenario-analysis models to support investment theses and portfolio monitoring for institutional PE investors.
Analyst - TresVista - Mumbai, India
(2015-06 - 2017-06)
Financial services firm serving asset managers
- Built highly complex, dynamic financial forecast models for PE-backed portfolio companies across healthcare, SaaS, real estate and technology.
- Conducted valuations using DCF, relative and SOTP methodologies to support investment decisions across multiple sectors.
