Atul Paun
Verified Expert in Finance
Finance Expert
Atul has over 15 years of experience working in investments, investment banking, corporate finance, and wealth management across India and the US for clients in renewables, retail, TMT, oil and gas, media, biotechnology, and infrastructure. His focus areas include capital raising, M&A, restructuring, budgeting, planning, and strategy. In his recent role, Atul leads the equity capital raising and investments desk at one of India's largest renewable energy companies.
Career Highlights
Education Highlights
Case Studies
Industry Expertise
Other Expertise
Work Experience
Head - Equity & Investments
Sorigin Group
- Headed equity investments at Skeiron/Sorigin across the renewable energy value chain: investment mandates, investor relationships, financial modeling, project assessment, credit analysis, risk management, and institutional credit partnerships.
- Spearheaded a renewable energy platform with investment capital from international investors for renewable opportunities in the commercial and industry segments. Drove P&L on over 100 MW renewable energy projects.
- Oversaw the strategic development, including BRD/FRD of a renewables-focused fintech platform with aggregator capabilities. Created Industry focused product mix by optimizing service offerings and various SLA levels.
Managing Partner
Neon Office Works
- Acquired and developed business with clients in FMCG and the infrastructure sector on debt financing products, exports credit, and restructuring working capital needs. Deal size: $3 million. Managed over 40 clients and 100 trading partners in 15 countries.
- Developed prolific relationships and executed contracts with local and international clients on exports of commodities such as rice, oil/oil seeds, and bananas and provided new hi-tech packaging solutions to local farmers/exporters.
- Set up banking and credit relationships for an Afro-American venture with the inclusion of forex hedging. Helped set up trading systems and established banking relationships for the Cayman Fund, Mauritius, and Middle-Eastern Funds.
Vice President - Investment Banking
Leverage Capital Private Limited
- Executed the financing of 108 buses worth $11 million from the four largest financial institutions in a record time of three months.
- Advised fintech payments company on their capital raise of $5 million to expand their operations into rural India.
- Led the investor and banking negotiations for a logistics and warehousing company for their $3 Million growth capital and $2 million working capital raise.
Associate Investment Banker
Coherent Capital Management
- Advised companies with their strategic transactions and inorganic growth strategy across countries.
- Built financial models with sensitivity and scenario analyses to derive the impact of various probable events.
- Secured the mandates for capital raising and investor access.
- Performed feasibility studies for the transfer of technology to infer value addition, output analysis, cost reduction, project economic benefits, and evaluate synergies.
- Worked with a specialty foods company in raising capital for their growth and strategic motives.
- Worked with an Indian defense company to ally with a foreign defense company to transfer technology and form a joint venture—to develop new technologies for an upcoming surge of order flow under an offset policy.
- Conducted a request for proposal for the US Naval Defense Company to build a large vessel for clients in India.
- Evaluated and contained the risk in the valuation of deals, minimizing economic and legal blowback.
Consultant
Comic Con Palm Springs
- Built financial models to derive the feasibility and economic viability of the brand-new comic convention event in Palm Springs, California.
- Implemented stress tests to optimize revenue projection, optimization, and management.
- Created an effective budget at the start of the process and updated it at regular events to minimize costs for the event.
- Developed a strategy to effectively manage cash flows and receivable/payable management.
- Advised on the marketing strategy and led the business development and sponsorship campaigns. The event was very successful, with a high ROI for a brand-new event.
Associate Investment Banking
Miller Tabak + Co. LLC | Mitchell Securities
- Closed successfully a PIPE (private investment in public equity) of $3 million with a follow-up financing of $20 million for a biotech company—created shareholder value.
- Developed and maintained preferred client relationship management with Indian companies for access to foreign capital in form of debt as well as equity.
- Led the private equity transaction of a $1 billion for an Ultra Mega Power project.
- Worked on a $500 million convertible bond for a mass transportation system in South India.
- Forged a heavy oil/shale oil joint-venture opportunities for Indian oil companies with the oil companies for in the Americas.
- Raised capital for an infra-focused fund sponsored by a major engineering company in the country.
- Drove a strategic transaction worth $250-$300 million for an electronics retail chain.
- Calibrated a strategic alliance between an Indian defense company and a US major defense company.
- Built financial models (DCF, asset based, embedded, fixed income, binomial, and option pricing), confidential information memorandums, pitch books, and investor presentations.
- Performed economic and market research in various segments to evaluate risk and derive valuation related to working opportunities.
Public Speaker
Principal
- Retained by Principal Mutual Fund in conjunction with ICOFP in 2009 during "The Great Recession" to do three public speaking engagements for an audience of over 100 each at Rajkot, Vadodara & Surat on "How to invest in recent tough times."
- Prepared the interactive presentation content with investment models and varied degrees of investment objectives.
- Worked on the engagement that turned out to be a big success and brought double-digit growth to Principal Mutual Fund's business.
- Served as s a wealth manager and grew my business fivefold.
Wealth Manger
Bajaj Capital Limited
- Spearheaded the institutional advisory business for Gujarat.
- Developed preferred client relationships with companies on managing their treasury and provided cash management services via money market securities.
- Held HNI accounts with assets upwards of US $500,000.
- Brought the division to profitability in the second month of operations.
- Conducted investor education and financial planning sessions for HNIs.
Financial Analyst
JP Turner + Co. LLC
- Conducted equity and fixed income research on S&P 500 stocks and energy market debt for US oil & gas companies.
- Developed an advisory-based relationship with US investors.
- Managed multiple portfolios with a varied degree of risk.
- Managed the compliance & financial product training for a team of 10 Personnel.
- Conducted financial and sales training for new employees and showed them the ropes of the business.
Business Development Executive
I-Serve Solutions
- Worked on a new client acquisition in B2B segment; had 40% share of the largest client accounts.
- Managed the accounts receivables, checks and balances for clients accounts, and the upgrade of services.
- Managed existing client relationships and handled grievances.
- Ran promotional campaigns for clients based on their usage of services.
- Calibrated the best carriers for clients' long-distance calls; carried a satisfaction rate of over 90%.
Process Associate
C-Metric Solutions
- Re-evaluated portfolio troubled mortgages block by block.
- Conducted impact analyses of interest and principal overdue.
- Handled foreclosures as per the client bank’s policy.
- Worked closely with the bank's legal counsel to carry out the legal process smoothly for delinquencies.
- Skip-traced delinquents and defaulters with advanced search tools.
Education
Chartered Financial Analyst (CFA) in Finance Analysis
CFA Institute - Charlottesville, VA, USA
Master's Degree in Economics
Vinayaka Mission University - Salem, India
Master of Business Administration (MBA) in Business Administration
National Institute of Management - Ahmedabad, India
Bachelor's Degree in Business Administration
National Institute of Management - Ahmedabad, India
Diploma in Business Administration
National Institute of Management - Ahmedabad, India
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