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

Finance Expert in Pune, Maharashtra, India

Member since July 8, 2020
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

Case studies

Industry Expertise

  • Finance
  • Manufacturing
  • Food & Beverage
  • Real Estate
  • Retail
  • Software
  • Financial Modeling
  • Information Technology

Other Expertise

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 US-based 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 North Americas and China by preparing the CIM to be shared with prospective acquirers.
    • Created a financial model for a US-based time-synchronization and auditing software company during an M&A process. Advised the financial sponsor on valuation and optimum capital structures (debt-equity mix), considering cash flow characteristics.
    • Built an integrated financial model for a pan-African investment firm intending to get into property development, financing, and technology-driven property management operations. It helped in the determination of funding needs and capital structure.
    • Elaborated a financial model for a Saudi Arabia-based prop-tech startup intending to get into property development, financing, and technology-driven property management operations. It helped determine funding needs and capital structure.
    Focus areas: Manufacturing, M&A Modeling, Investment Modeling, M&A (Sell-side), Revenue & Expense Projections, Financial Modeling, Three-statement Modeling, Valuation, Company Research, Pitch Decks, Investment Banking, Confidential Information Memorandum (CIM), Valuation Modeling, Financial Analysis, Financial Services, Cross-border M&A, Market Research, Mergers & Acquisitions (M&A), Discounted Cash Flow (DCF), Leveraged Buyout Modeling, Pitch Deck Consultant, Debt Financing, Cash Flow Management, Financial Management, Finance, Business Models, Early-stage Venture Capital, Early-stage Startups, Venture Capital
  • Manager - Corporate Development

    2013 - 2022
    Persistent
    • 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 of 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: Investor Presentations, Financial Planning & Analysis (FP&A), M&A Modeling, Investment Modeling, Due Diligence Consultant, SaaS, Revenue & Expense Projections, Financial Modeling, Three-statement Modeling, Valuation, Company Research, Confidential Information Memorandum (CIM), Due Diligence, Investments, Corporate Development, Valuation Modeling, Financial Analysis, Forecasting, Business Strategy, Technology, M&A (Buy-side), Cross-border M&A, Deal Execution, Strategic Partnerships, Deal Advisory, Equity Investment, Mergers & Acquisitions (M&A), Discounted Cash Flow (DCF), Deal Structuring, India, Pitch Deck Consultant, Intellectual Property Valuation, Asset Valuation, Budgeting, Finance, Business Models, Early-stage Venture Capital, Early-stage Startups, Venture Capital
  • Senior Analyst

    2010 - 2012
    ALCOR Fund
    • 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 and 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: Manufacturing, Investor Presentations, M&A Modeling, Investment Modeling, Due Diligence Consultant, M&A (Sell-side), Food & Beverage, Fundraising Consultant, Fundraising, Residential Real Estate, Real Estate, Revenue & Expense Projections, Financial Modeling, Three-statement Modeling, Valuation, Company Research, Pitch Decks, Investment Banking, Confidential Information Memorandum (CIM), Due Diligence, Clean Energy, Valuation Modeling, 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), Discounted Cash Flow (DCF), Deal Structuring, Commercial Real Estate, Credit/Debt, India, Pitch Deck Consultant, Asset Valuation, Budgeting, Debt Financing, Finance
  • 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 Modeling, Company Research, Forecasting, Financial Services, Financial Analysis, Financial Forecasting, Credit Ratings, Credit Analysis, Credit/Debt, India, Cash Flow Management, Financial Management, Finance

Education

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

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