Prashant Sharma, Finance Expert in New York City, NY, United States
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Prashant Sharma

Verified Expert  in Finance

Finance Expert

Location
New York City, NY, United States
Toptal Member Since
January 23, 2023

Prashant is a Georgetown graduate and a seasoned financial consultant who has helped clients grow their businesses and successfully executed over 10 M&A transactions. He has advised startups and Fortune 500 corporations while working in investment banking and private equity. He has also led strategic finance for a startup that successfully exited to a large Fortune 10 company. Prashant joined Toptal to help clients grow their businesses.

Career Highlights

Financial Consultant
Financial Consultant
Private Equity Associate
Arlington Capital Partners

Education Highlights

Bachelor's Degree
Georgetown University

Case Studies

Work Experience

Financial Consultant

2023 - PRESENT
Financial Consultant
  • Assisted four seed-stage startups in raising initial capital through preparing an investor-friendly pitch deck, identifying good-fit investors, evaluating term sheets, and modeling impact to capitalization tables.
  • Served as an equity research analyst supporting a hedge fund portfolio manager in evaluating stocks through reviewing public filings, building three-statement annual and quarterly projection models, and constructing discounted cash flow analyses.
  • Created investor readiness evaluations for multiple software businesses, where financial and operational data was analyzed and scored based on likely investor feedback. Provided guidance on how to successfully execute a capital raise.
  • Conducted a valuation analysis of a private software business and provided feedback on how to optimize the business for sale. Utilized comparable companies and precedent transactions to benchmark valuation.
  • Created a sell-side three-statement financial model of a software business that was presented to private equity buyers in a successful M&A transaction.
  • Served as an M&A advisor to a software business, where I built a financial model, constructed an investor deck, facilitated introductions to investors, managed the diligence process, reviewed legal documents, and modeled proceeds distribution.
Focus areas: Financial Modeling, Forecasting, Financial Planning & Analysis (FP&A), Investments, Investment Banking, Private Equity, Private Credit, Equity Research, Growth Equity, Data Analysis, Microsoft Excel, Revenue Modeling, Cash Flow Modeling, Balance Sheets, Capital Raising, Growth Capital Raising, Investment Capital Raising, Fundraising, Startups, Valuation, Cap Tables, Startup Funding, Board Decks, Excel Expert, Dashboards, Waterfall Modeling

Director of Strategy and Business Development

2021 - 2022
Optum
  • Oversaw the growth strategy, increasing customer count by over 100%.
  • Spearheaded the pricing and reimbursement strategy, leading to the business's 1st upsell of clinical services and gross profit expansion by 33%.
  • Led the annual budgeting process, quarterly budget refreshes, long-range planning, and discussions on business plans and strategic marketing.
  • Managed junior FP&A, data analytics, and business operations resources to create quantitative analyses and report to C-suite-level executives.
  • Built an M&A pipeline and strategy for the business unit and evaluated potential acquisition opportunities.
  • Created an ideal customer profile analysis through analyzing large data sets on customer data to determine a correlation between customer order size and churn rate.
  • Led annual budgeting process, creating a comprehensive financial model with revenue projections and fixed and variable expense forecasts.
Focus areas: Finance, Strategy, Business Operations, Accounting, Business Strategy, Data Analysis, Fractional CFO, Interim CFO, Business Models, Startups, Medical Software, Financial Forecasting, Reporting, Healthcare IT, Medical Devices, CFO, Investor Reporting, Cash Flow, Budgeting, Forecasting, Health & Wellness, Consumer Products, Valuation, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), eCommerce, Expert Witness, Interviews, Customer Interviews, Interviewing, In-depth Interviews, Panels, Mentorship, Mentorship & Coaching, Team Mentoring, Resumes, Resume Screening, Cohort Analysis, Investor Relations, Small & Medium-sized Enterprises (SME), United States, Financial Reporting, M&A (Buy-side), Executive Coaching, Technology, Venture Capital, Growth Equity, SaaS, Artificial Intelligence (AI), Venture Debt, M&A Strategy, Sales Strategy, Growth Strategy, Startup Growth Strategy Development, Growth Hacking, Healthcare, Insurance, Health Insurance, Deal Structuring, Startup Funding, Business Planning, Business Plan Consulting, Corporate Finance, Business Development, Finance Reports, Board Decks, Excel Expert, Dashboards, Strategic Marketing

Private Equity Associate

2019 - 2021
Arlington Capital Partners
  • Executed two platform and four add-on business acquisitions in the healthcare and government service sectors with a combined value of over $1 billion. Built financial models and investment committee materials and led due diligence.
  • Served as a board observer on the board of directors of four businesses—Radius Aerospace, Everest Clinical Research, Centauri, and Quantum Spatial. Assisted company leadership teams in preparing board materials and led board-level discussions.
  • Executed the sale of two investments—Centauri and Quantum Spatial—for over $1 billion to large public acquirers. Modeled impact-of-term sheets on proceeds waterfalls, managed advisors, and executed payments distribution.
  • Conducted complex financial analyses of leveraged buyouts, corporate carve-outs, initial public offering exits, and dividend recapitalizations.
  • Managed the capitalization tables of portfolio companies and modeled the distribution of payments to shareholders.
  • Led due diligence of investment targets through historical financial and operational data analysis. Spearheaded diligence sessions with management teams and utilized findings to create diligence-informed financial models.
Focus areas: Private Equity, Leveraged Buyout (LBO), Capitalization Tables, Debt Raises, Mergers & Acquisitions (M&A), M&A (Sell-side), Finance, Accounting, Investing, Growth Capital Raising, M&A Modeling, Investment Capital Raising, Fractional CFO, Interim CFO, Modeling Cases, Fundraising, Fundraising Strategy, Fundraising Consultant, Business Models, Pitch Preparation, Pitch Presentations, Startups, Medical Software, Financial Forecasting, Reporting, Healthcare IT, Initial Public Offerings, Medical Devices, CFO, Manufacturing, Investor Reporting, Cash Flow, Budgeting, Forecasting, Health & Wellness, Consumer Products, Valuation, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Biotechnology, eCommerce, Expert Witness, Search Fund, Search Fund Expert, Interviews, Customer Interviews, Interviewing, In-depth Interviews, Panels, Mentorship, Mentorship & Coaching, Team Mentoring, Resumes, Resume Screening, M&A Due Diligence (Financial), Due Diligence, Due Diligence Consultant, Investments, Investment Strategy, Cohort Analysis, Investor Relations, SME/SMB Financing, Small & Medium-sized Enterprises (SME), United States, Three-statement Modeling, Financial Reporting, M&A (Buy-side), Executive Coaching, Investment Analysis, Stock Analysis, Equity Research, Stock Price Analysis, Value Analysis, Stock Trading, Stock Market, Technology, Venture Capital, Growth Equity, SaaS, Artificial Intelligence (AI), Venture Debt, M&A Strategy, Healthcare, Insurance, Health Insurance, Private Equity Consultant, Minority Investments, Private Equity Secondaries, Private Placements, Deal Structuring, Capital Raising, Investment Memoranda, Business Planning, Business Plan Consulting, Corporate Finance, Debt Financing, Business Development, Finance Reports, Debt, Loans, Cap Tables, Startup Funding, Board Decks, Excel Expert, Dashboards, Waterfall Modeling

Investment Banking Analyst

2017 - 2019
Citigroup
  • Executed the sale of divvyDOSE to the UnitedHealth Group by building a sell-side model, creating a confidential information memorandum, and managing buyer diligence requests.
  • Created complex financial models for public-public mergers and leveraged buyouts, corporate carve-outs, spin-offs, and equity and debt financing transactions.
  • Advised clients in the digital health, healthcare IT, pharmaceutical, medical technology, and healthcare services industries on mergers, acquisitions, divestitures, IPOs, debt financings, and other complex financial transactions.
Focus areas: Mergers & Acquisitions (M&A), Leveraged Buyout (LBO), Finance, Accounting, Financial Modeling, Capitalization Tables, Data Analysis, Pitch Books, Pitch Decks, Pitch Deck Consultant, Growth Capital Raising, M&A Modeling, Investment Capital Raising, Modeling Cases, Fundraising, Fundraising Strategy, Seed Fundraising, Fundraising Consultant, Business Models, Pitch Preparation, Pitch Presentations, Medical Software, Financial Forecasting, Reporting, Healthcare IT, Initial Public Offerings, Medical Devices, Manufacturing, Investor Reporting, Cash Flow, Budgeting, Forecasting, Valuation, Revenue & Expense Projections, Equity Research Analysis, Equity Markets, Biotechnology, Interviews, Customer Interviews, Interviewing, In-depth Interviews, Panels, Mentorship, Mentorship & Coaching, Team Mentoring, Resumes, Resume Screening, M&A Due Diligence (Financial), Due Diligence, Due Diligence Consultant, Cohort Analysis, SME/SMB Financing, Small & Medium-sized Enterprises (SME), United States, Three-statement Modeling, M&A (Buy-side), Investment Analysis, Stock Analysis, Equity Research, Stock Price Analysis, Value Analysis, Stock Trading, Stock Market, Venture Capital, Growth Equity, SaaS, Venture Debt, M&A Strategy, Healthcare, Insurance, Health Insurance, Private Equity Consultant, Minority Investments, Private Equity Secondaries, Private Placements, Deal Structuring, Capital Raising, Investment Memoranda, Business Planning, Business Plan Consulting, Corporate Finance, Debt Financing, Finance Reports, Debt, Loans, Cap Tables, Startup Funding, Board Decks, Excel Expert, Dashboards, Waterfall Modeling
2014 - 2017

Bachelor's Degree in Economics, International Relations

Georgetown University - Washington, DC, USA

Finance

Financial Modeling, Data Analysis, Accounting, M&A Modeling, Mergers & Acquisitions (M&A), Growth Capital Raising, Private Equity, Debt Raises, M&A (Sell-side), Investment Thesis, Investment Briefs, P&L Forecasting, Fundraising, Seed Fundraising, CFO, Cash Flow, Budgeting, Forecasting, Valuation, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Equity Research Analysis, Due Diligence, Three-statement Modeling, Financial Reporting, M&A (Buy-side), Equity Research, Stock Price Analysis, Stock Trading, Growth Equity, Venture Debt, Minority Investments, Private Equity Secondaries, Capital Raising, Investment Memoranda, Corporate Finance, Debt, Startup Funding, Comparable Company Analysis, Discounted Cash Flow (DCF), Balance Sheets, Cash Flow Modeling, Revenue Modeling, Private Credit

Output Software

Microsoft Excel, Microsoft PowerPoint

Data & Analysis Software

Financial Data, NetSuite, Intuit QuickBooks

Industry Expertise

Health & Wellness, Consumer Products, Technology, Venture Capital, Healthcare, Insurance, Health Insurance

Geographic Expertise

United States

Other

Finance, Economics, Business Strategy, Investment Capital Raising, Investment Banking, Early-stage Venture Capital, Fractional CFO, Interim CFO, Strategy, Business Operations, Leveraged Buyout (LBO), Capitalization Tables, Investing, Pitch Books, Pitch Decks, Pitch Deck Consultant, Investment Cases, Investment Ideas, Modeling Cases, Hedge Funds, Fundraising Strategy, Fundraising Consultant, Business Models, Pitch Preparation, Pitch Presentations, Startups, Medical Software, Financial Forecasting, Reporting, Healthcare IT, Initial Public Offerings, Medical Devices, Manufacturing, Investor Reporting, Equity Markets, Biotechnology, eCommerce, Expert Witness, Search Fund, Search Fund Expert, Interviews, Customer Interviews, Interviewing, In-depth Interviews, Panels, Mentorship, Mentorship & Coaching, Team Mentoring, Resumes, Resume Screening, M&A Due Diligence (Financial), Due Diligence Consultant, Investor Relations, Investments, Investment Strategy, Cohort Analysis, SME/SMB Financing, Small & Medium-sized Enterprises (SME), Executive Coaching, Investment Analysis, Stock Analysis, Value Analysis, Stock Market, SaaS, Artificial Intelligence (AI), M&A Strategy, Sales Strategy, Growth Strategy, Startup Growth Strategy Development, Growth Hacking, Private Equity Consultant, Private Placements, Deal Structuring, Business Planning, Business Plan Consulting, Debt Financing, Business Development, Finance Reports, Loans, Cap Tables, Board Decks, Excel Expert, Dashboards, Waterfall Modeling, Transaction Comparables, Discounted Cash Flow Analysis, Hedge Fund Consultant, Equities, Income Statements, Strategic Marketing

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