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Atul Paun

Atul Paun

Gandhinagar, Gujarat, India
Member since January 26, 2017
Atul has approximately 10 years of experience working in investment banking across India and the U.S. for clients in the industries of retail, oil & gas, media, biotechnology, and infrastructure. His focus areas include capital raising, M&A, restructuring, budgeting, planning, and strategy. He's a voracious reader of business and political journals and is also a fitness advocate—engaging in motivational speaking at city gyms and runners groups.
Atul is now available for hire
Career Highlights
Case studies
  • Endeavor Revenue Projection and Strategic Transaction Presentation
Industry Expertise
  • Alternative Energy
  • Retail & Wholesale
Other Expertise
  • Business Plan Development
  • Comparable Company Analysis
  • Equity Research
  • Financial Modeling
  • Mergers & Acquisitions (M&A)
  • Three Statement Operating Model
  • Associate Investment Banking
    2015 - PRESENT
    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 forge an alliance with a foreign defense company for the transfer of technology and to form a joint venture—in order 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 valuation of deals—minimizing economic and legal blowback.
    Focus areas: Mergers & Acquisitions (M&A), Financial Options, Financial Modelling, Financial Planning & Analysis (FP&A), Budgeting, Cost Benchmarking, Derivative Accounting, Equity Research, Business Plan Development, Market Research, Comparable Company Analysis, Debt, Capital Structure, Angel/Seed Funding, Revenue Management, Revenue Optimization, Revenue & Expense Projections, Return Analysis, Cost Reduction & Optimization, Due Dilligence, Discounted Cash Flow (DCF), Debtor & Creditor Management, Data Analysis, Ratio Analysis, Interest Rate Risk, Working Capital Management, Capital Structure Analysis, Three Statement Operating Model, Currency Exchange, Capital Raising
  • Consultant
    2016 - 2016
    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 process and updated 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 turned out to be very successful with a very high ROI for a brand new event.
    Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Budgeting, Revenue & Expense Projections, Business Plan Development, Cost Benchmarking, Cost Reduction & Optimization, Financial Benchmarking, Revenue Management, Revenue Optimization
  • Associate Investment Banking
    2009 - 2015
    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.
    • Raised the private equity 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.
    Focus areas: Mergers & Acquisitions (M&A), Financial Modeling, Financial Options, Financial Planning & Analysis (FP&A), Debt, Business Plan Development, Breakeven Analysis, Financial Benchmarking, Variance Analysis, Financial Risk Assessment, Capital Structure Analysis, Three Statement Operating Model, Comparable Company Analysis, Cost Reduction & Optimization, Capital Raising, Pricing Analysis, Revenue & Expense Projections, Profitability Analysis, Capital Structure, International Finance, Investor Communications, Interest Rate Risk, Derivative Accounting, Equity Research, Equipment Finance, Asset-based Finance, Discounted Cash Flow (DCF), Cost Benchmarking, Market Research
  • Wealth Manger
    2008 - 2009
    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.
    Focus areas: Portfolio Analysis, Financial Risk Assessment, Financial Modeling, Private Banking
  • Financial Analyst
    2007 - 2008
    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 for a team of 5.
    • Conducted financial and sales training for new employees and showed them the ropes of the business.
    Focus areas: Equity Research, Debt, Portfolio Analysis, Discounted Cash Flow (DCF)
  • Business Development Executive
    2006 - 2007
    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%.
    Focus areas: Business Plan Development, Business Intelligence, Working Capital Management, Budgeting
  • Process Associate
    2006 - 2006
    C-Metric Solutions
    • Re-evaluated troubled mortgages block by block.
    • Conducted impact analyses of interest and principal overdue.
    • Handled foreclosures as per the bank's policy.
    • Worked closely with the bank's legal counsel to carry out the legal process smoothly for delinquencies.
    • Traced delinquents and defaulters.
    Focus areas: Financial Risk Assessment, Interest Rate Risk, Private Credit, Debtor & Creditor Management
  • Chartered Financial Analyst (CFA) in Finance Analysis
    2014 - 2018
    CFA Institute - Charlottesville, VA, USA
  • Master's degree in Economics
    2011 - 2013
    Vinayaka Mission University - Salem, India
  • Master of Business Administration (MBA) in Business Administration
    2007 - 2009
    National Institute of Management - Ahmedabad, India
  • Bachelor's degree in Business Administration
    2004 - 2007
    National Institute of Management - Ahmedabad, India
  • Diploma in Business Administration
    2003 - 2004
    National Institute of Management - Ahmedabad, India
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