Prashant Sharma
Verified Expert in Finance
Finance Expert
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
Education Highlights
Case Studies
Expertise
- Accounting
- Finance
- Financial Modeling
- Fractional CFO
- Investment Banking
- Mergers & Acquisitions (M&A)
- Private Equity
Work Experience
Financial Consultant
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.
Director of Strategy and Business Development
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.
Private Equity Associate
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.
Investment Banking Analyst
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.
Education
Bachelor's Degree in Economics, International Relations
Georgetown University - Washington, DC, USA
Skills
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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