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Riya Chhatwani

Riya Chhatwani

Senior Manager, Financial & M&A Research

Talent
BloomingtonMember since April 28, 2026
Financial & M&A researchTransaction advisorySector deep-divesTelecom sectorConsumer sectorFinancial SponsorsTeam LeadershipHiringOnboardingPerformance managementClient ManagementConsulting client engagementGenie AI tool designWorkflow automationBloombergFactSetCapital IQBamsecPitchbookRefinitiv EikonEquilarDealogicMerger Market
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Financial & M&A researchTransaction advisorySector deep-divesTelecom sectorConsumer sector

About

Senior Manager with 15+ years of experience in Financial and M&A research, specializing in qualitative research, transaction advisory and sector coverage for bulge bracket Investment Banks and Management Consulting firms. Proven track record in building high-performing teams from scratch, converting pilot engagements into long-term client mandates, and driving AI-led workflow transformation. Known as a "go-to" partner for complex, high-stakes research mandates across Technology, Telecom, Consumer, Healthcare and M&A verticals.

Experience

Senior Manager, Team Lead, Diversified Sectors - Evalueserve

(2026-03)

  • Built and scaled a new team of 22 FTEs from scratch, achieving full operational readiness within 3 months
  • Lead diversified sector research and transaction advisory support across sectors for a major IB client
  • Championed AI adoption across workflows — designing sector-specific prompts and templates for the company's AI tool
  • Drive client interaction cadence to proactively identify process improvement opportunities
  • Ensure SLAs such as TAT and utilization are met

Activism Research Lead - Evalueserve

(2024-02 - 2026-02)

  • Played an instrumental role in a new pilot project, taking it from concept to a fully functioning sub-product — activism request research
  • Managed a team of 12 FTEs, overseeing quality, delivery timelines, and professional development
  • Initiated automation of recurring reporting tasks, saving ~150 hours annually and freeing capacity for higher-value work

Sector Lead - Evalueserve

(2019-03 - 2024-02)

  • Spearheaded a Telecom sector pilot for a key IB client; the engagement scaled into a dedicated, standalone team — a direct result of delivery quality and client trust
  • Led Consumer sector team of 4–5 FTEs, managing end-to-end delivery across company and industry research assignments
  • Converted 3 pilot projects into long-term mandates, building deep client relationships across the U.S. and U.K.

Senior Analyst → Delivery Lead - Acuity Knowledge Partners

(2010 - 2019)

Progressed from Senior Analyst to Delivery Lead within 6 years — one of the fastest tracks in the team

  • Led multi-sector delivery for a Global Investment Bank, covering company research, company profiling, industry analysis, case studies, benchmarking and M&A transaction support
  • Managed cross-functional teams across company/industry research, advisory, and transaction services

Education

MBA - Marketing & Finance - Loyola Institute of Business Administration, Chennai (2007 - 2009)

BBA - Rajasthan University, Jaipur (2004 - 2007)

Skills

Senior ManagerFinancial & M&A Research

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