Gaurav Bhagwat, Finance Expert in Pune, Maharashtra, India
Gaurav Bhagwat

Finance Expert in Pune, Maharashtra, India

Member since August 21, 2017
Gaurav is a finance expert with over a decade of experience. He has executed M&A, private equity, and other strategic transactions in diversified industry verticals across the globe. Most recently, he drove corporate development initiatives for a $500 million Fortune 500, publicly listed Indian company, leading M&A, strategic partnerships, and minority investments. Gaurav enjoys consulting as a way to advise clients on complex capital raising, M&A, and corporate finance initiatives.
Gaurav is now available for hire

Career Highlights

Industry Expertise

  • Financial Services

Employment

  • Financial Consultant

    2018 - PRESENT
    Freelance
    • Provided valuation advisory to the shareholders of a US-based specialty retail company to determine fair valuation during the strategic sale process. The company sold, serviced, and stored recreational boats, generating $37 million in revenue.
    • Acted as a sell-side advisor to the specialty retail company by preparing the confidential information memorandum (CIM) to be shared with prospective acquirers.
    • Provided sell-side advisory to a $24 million marine furniture and upholstery manufacturer (operating in the US and Canada) by preparing the confidential information memorandum (CIM) to be shared with prospective acquirers.
    Focus areas: Revenue & Expense Projections, Financial Modeling, Three Statement Operating Model, Valuation, Company Research, Pitch Decks, Investment Banking, Confidential Information Memorandum (CIM), Valuation Modeling, Financial Analyst, Financial Services, Cross-border M&A, Market Research, Mergers & Acquisitions (M&A)
  • Senior Associate - Corporate Development

    2013 - PRESENT
    Persistent Systems Limited
    • Advised the executives of a $500 million, publicly listed, global technology products and services company in formulating an inorganic growth strategy. Performed periodic market reviews and competitive research and identified new markets.
    • Originated, evaluated, and executed acquisitions, minority investments, and strategic partnerships (e.g., royalty agreements) aimed at shifting from a traditional headcount-based linear revenue model to an IP-based, non-linear model.
    • Prepared an operating model and valuation analysis and spearheaded due diligence for the acquisition of a European competitor, enabling entry into new geographies, a valuation increase by more than $16 million, and segment revenue growth of 33%.
    • Developed an operating model and valuation analysis and spearheaded due diligence to acquire a European competitor, thereby strengthening competitive position, increasing the valuation by $10+ million, and growing revenue by 15%.
    • Evaluated a minority investment in a fintech startup and participated in the Series A round. Exiting after four years resulted in strong cash-on-cash returns.
    • Coordinated with internal stakeholders, cross-functional teams, and external advisors during due diligence, preparation, and finalization of definitive documents and closure of transactions leading to valuation enhancements in excess of $50 million.
    Focus areas: Revenue & Expense Projections, Financial Modeling, Three Statement Operating Model, Valuation, Company Research, Confidential Information Memorandum (CIM), Due Diligence, Investments, Corporate Development, Valuation Modeling, Financial Analyst, Forecasting, Business Strategy, Technology, M&A (Buy-side), Cross-border M&A, Deal Execution, Strategic Partnerships, Deal Advisory, Equity Investment, Mergers & Acquisitions (M&A)
  • Senior Analyst

    2010 - 2012
    Alcor Advisors
    • Developed an operating synergy plan and valuation model and led due diligence for a US company engaged in industrial control and automation systems during its $30 million acquisition in India, adding EBITDA of $6 million for the acquirer.
    • Created a business plan and financial model for a 50:50 joint venture between an Indian and US company engaged in the energy equipment industry. Advised the management of both companies to achieve valuation parity through an upfront true-up.
    • Solicited proposals from four independent global lenders on behalf of the largest pharmaceutical packaging company in India and secured $6 million in restructured debt, reducing stake dilution during the upcoming growth equity round.
    • Performed financial analysis / benchmarking and prepared company profiles to assist senior bankers in identifying transaction opportunities across industries such as engineering, infrastructure, clean energy, and real estate.
    • Interviewed, trained, and managed a team of interns, thereby improving the productivity of the M&A team.
    Focus areas: Residential Real Estate, Real Estate, Revenue & Expense Projections, Financial Modeling, Three Statement Operating Model, Valuation, Company Research, Pitch Decks, Investment Banking, Confidential Information Memorandum (CIM), Due Diligence, Valuation Modeling, Clean Energy, Financial Analyst, Joint Ventures, Financial Services, M&A (Buy-side), Financial Analysis, Cross-border M&A, Deal Execution, Deal Sourcing, Deal Advisory, Financial Forecasting, Private Equity Consultant, Growth Capital Raising, Mergers & Acquisitions (M&A)
  • Credit Analyst

    2009 - 2010
    CRISIL Limited (S&P Subsidiary)
    • Conducted financial analysis and forecasting and prepared credit models and credit memos based on a review of the company's strategy, financial strength, and industry outlook for the heavy engineering and industrial vertical.
    • Evaluated lending proposals for residential and commercial real estate projects with values up to $100 million to determine the credit risks assumed by lenders and creditworthiness of the projects.
    • Assessed greenfield and brownfield infrastructure projects to determine the credit risks assumed by lenders and creditworthiness of the projects. Provided recommendations on credit enhancement and risk mitigation measures.
    Focus areas: Residential Real Estate, Real Estate, Revenue & Expense Projections, Financial Modeling, Three Statement Operating Model, Company Research, Financial Analyst, Forecasting, Financial Services, Financial Analysis, Financial Forecasting, Credit Ratings, Credit Analysis

Education

  • Master of Business Administration (MBA) in Finance
    2007 - 2009
    Indira Institute of Management - Pune, India

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