Ayush Pansari, Finance Expert in Bengaluru, Karnataka, India
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Ayush Pansari

Verified Expert  in Finance

Bio

Ayush is an investment banker who executed over $3 billion of acquisitions and M&A, working with Allegro Capital. As a due diligence advisor with KPMG, he advised PEs and corporates on 15+ transactions to identify the key transaction considerations and negotiation insights. He is a chartered accountant and a chartered financial analyst. He enjoys freelancing as it provides him the opportunity to work for the most exciting startups and interact with entrepreneurs.

Career Highlights

Assistant Vice President
Allegro Capital Advisors Pvt
Officer
D B Desai & Co

Education Highlights

Master's Degree
Institute of Chartered Accountant of India

Case Studies

Work Experience

Assistant Vice President

2017 - PRESENT
Allegro Capital Advisors Pvt
  • Assisted startups across fintech, health-tech, and retail chains in preparing detailed business plans and investment pitches for fundraising exercises.
  • Oversaw the acquisition of a national healthcare chain, which led to around an 80% increase in valuations of acquirers. The client made a major stride in becoming the market leader in State and among the largest national healthcare chains.
  • Advised on the acquisition of a single hospital at a 30% lower valuation against other recent healthcare transactions, which helped the Client consolidate its market leadership in the micro market.
  • Managed the time-sensitive engagement for divestment of a hospital asset in Malaysia at a 25% higher valuation than the client's expectation and managed the project efficiently to achieve liquidity.
  • Advised a retail eyewear company on valuation, positioning for a potential exit to existing investors and primary fundraising, and initial outreach.
  • Developed complete, complex, and comprehensive financial models for corporates with multiple healthcare assets across subsidiaries, associates, and joint ventures.
  • Prepared multiple pitch decks for getting mandates in the pharma, retail healthcare, and health technology space.
  • Researched and analyzed Indian health, general, and life insurance players to understand the market size, industry dynamics, accounting policies, key actuarial assumptions, equity valuations in recent transactions, and listed company valuations.
  • Advised the largest provider of co-working spaces in India on acquisitions and financing plans for acquisitions.
Focus areas: Mergers & Acquisitions (M&A), Fundraising, Divestitures, Cash Flow Modeling, Forecasting, Financial Forecasting, Revenue & Expense Projections, Three-statement Modeling, M&A Strategy, Fintech, Strategy, Fintech Consultant, Exit Strategy, Business Models, Business Modeling, Private Equity, Cross-border M&A, Financing, Debt Financing, Startups, Business Planning, Venture Capital, Startup Funding, Pitch Decks, Pitch Deck Consultant, Real Estate, Investor Presentations, United Kingdom, Seed Fundraising, SaaS, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Investment Banking, Valuation Modeling, Health & Wellness, M&A (Buy-side), Leveraged Buyout Modeling, Waterfall Modeling, Manufacturing, Valuation, DCF Valuation, Leveraged Buyout (LBO), Budgeting, Fundraising Strategy, Leases, Information Memoranda, Structured Finance, Project Finance, Data Analysis, Data, Lead Generation, Research, Data Research, Corporate Finance, Business Development, Quality of Earnings, Finance, M&A Due Diligence (Financial), Edtech Design, Consumer Products, Scenario Analysis, Business Consulting, Startup Consulting

Assistant Manager

2014 - 2017
KPMG
  • Advised PE investors and strategic corporates on acquisitions by analyzing financial and business information.
  • Developed project plans, established credibility with clients, and maintained business contacts.
  • Collaborated in closing deals through closing due diligence, including purchase price negotiations.
  • Contributed to 20+ mezzanine deals in healthcare, chemicals, and IT sectors, of which 12 were completed.
Focus areas: Due Diligence, Three-statement Modeling, Revenue & Expense Projections, Financial Forecasting, Forecasting, Cash Flow Modeling, M&A Strategy, Private Equity, Cross-border M&A, Pitch Deck Consultant, Investor Presentations, Seed Fundraising, SaaS, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Valuation Modeling, Health & Wellness, M&A (Buy-side), Leveraged Buyout Modeling, Waterfall Modeling, Manufacturing, Valuation, DCF Valuation, Leveraged Buyout (LBO), Budgeting, Fundraising Strategy, Data Analysis, Data, Lead Generation, Research, Data Research, Quality of Earnings, eCommerce, Finance, United States, M&A Due Diligence (Financial), Consumer Products, Scenario Analysis, Startup Consulting

Officer

2013 - 2014
D B Desai & Co
  • Performed valuation of a captive power plant for a potential acquirer.
  • Assisted in the preparation of financial projections, valuation models, and finalization of transaction structures.
  • Contributed to preparation of teasers and detailed information memorandum of potential target and acquiring companies.
Focus areas: Taxation, Valuation, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Quality of Earnings, Finance
2009 - 2013

Master's Degree in Finance

Institute of Chartered Accountant of India - New Delhi, India

2009 - 2012

Bachelor's Degree in Finance

Goenka College of Commerce and Business Administration - Kolkata, India

JULY 2014 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

Finance

Due Diligence, Fundraising, Financial Modeling, Mergers & Acquisitions (M&A), Valuation, Direct Taxation, M&A (Sell-side), Deal Advisory, Profitability Analysis, Cash Flow Modeling, Forecasting, Revenue & Expense Projections, Three-statement Modeling, Private Equity, Cross-border M&A, Startup Funding, Seed Fundraising, Valuation Modeling, M&A (Buy-side), Leveraged Buyout Modeling, DCF Valuation, Budgeting, Project Finance, Data Analysis, Corporate Finance, Taxation, Indirect Taxation, Annual Tax Returns, Business Advisory, Accounting

Output Software

Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Industry Expertise

Hospitals, Health Insurance, Venture Capital, Real Estate, Health & Wellness, Leases, Consumer Products, Retail & Wholesale

Geographic Expertise

United Kingdom, United States

Other

Investment Banking, Investment Ideas, Investment Presentations, Divestitures, Competitor Analysis & Profiling, Teasers, Revenue Analysis, Cost Analysis, Inventory Consulting, Healthcare Services, Financial Forecasting, Fintech, Strategy, Business Models, Business Modeling, Financing, Debt Financing, Business Plan Consulting, Startups, Business Planning, Pitch Decks, Pitch Deck Consultant, Investor Presentations, SaaS, Waterfall Modeling, Leveraged Buyout (LBO), Fundraising Strategy, Information Memoranda, Structured Finance, Data, Lead Generation, Research, Data Research, Quality of Earnings, Finance, M&A Due Diligence (Financial), Scenario Analysis, Business Consulting, Startup Consulting, Negotiation, Business Partnerships, B2B Partnerships, M&A Strategy, Fintech Consultant, Exit Strategy, Manufacturing, Business Development, eCommerce, Edtech Design, Financial Presentations, Advisory, Thought Leadership, Healthcare IT, Modeling

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