Puneet Gandhi

Puneet Gandhi

Gurugram, Haryana, India
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Puneet Gandhi

Puneet Gandhi

Gurugram, Haryana, India
Member since November 23, 2016
Puneet is a strategic financial adviser with 10 years of experience in investment banking (Goldman Sachs & UBS), equity research (an equity hedge fund, $1 billion AUM), and corporate finance (The Times Group). He's helped his clients raise more than $5 billion in capital across 3 M&A and 11 capital markets transactions. He also founded IsquareR—a financial research, analysis, and advisory firm—in 2014 which has served 20+ clients since inception.
Puneet is now available for hire
Career Highlights
Academic Highlights
Case studies
Industry Expertise
  • Financial Services
  • Technology
Other Expertise
  • Financial Planning & Analysis (FP&A)
  • India
  • Investment Due Diligence
  • Mergers & Acquisitions (M&A)
  • United States
  • Valuation
Employment
  • Founder
    IsquareR
    2014 - PRESENT
    • Analyzed 200+ investment opportunities over last 3 years by preparing financial models, attending earnings calls and analyzing broker research for an Austin-based equity hedge fund ($1 bilion+ AUM).
    • Analyzed three investment opportunities for the past year including contact center software, a commercial real estate platform, and a digital marketing offering for a NYC-based VC firm ($1 billion+ AUM).
    • Analyzed two acquisition opportunities for the past year including a Canadian digital lender and an American mobile payments technology provider for a Philadelphia-based lender ($400 million+ valuation).
    • Completed the entry strategy for the US mortgage financing for nonresidents including market sizing, unit economics, key lending terms, and potential structures for a Miami-based conglomerate ($100 million+ valuation).
    • Prepared a portfolio performance analysis and investor marketing materials for fundraising efforts for a Boca Raton-based merchant cash advance ($10 million+ AUM).
    • Prepared a valuation model, an investor presentation, and advised the founders on a strategic sale for a US-focused VPN startup ($3 million+ revenues).
    • Prepared pitch decks, information memorandums, financial models, and bid analysis materials for 20+ client partners over the last year for a NYC-based mid-market investment bank.
    • Prepared due diligence reports on real estate investment projects for US immigrant investors for a US-focused due diligence firm.
    Focus areas: Mergers & Acquisitions, Financial Modeling, Financial Planning & Analysis (FP&A), Financial Benchmarking, Financial Reporting, Due Dilligence, Venture Funding, Growth Capital Raising, Investor Communications, Valuation, Equity Research, Market Research, Three Statement Operating Model, Revenue & Expense Projections
  • Associate
    Goldman Sachs
    2011 - 2013
    • Led the sell-side execution and completed the transaction in a four-month timeline for the US$87 million sale of Hutchison Global Services to Tech Mahindra.
    • Prepared the deal marketing materials for fundraising efforts for the US$17 million growth capital for Jaiprakash Power Ventures.
    • Advised a leading European insurer on increasing its stake in its Indian life insurance JV—built a financial model for valuation discussion.
    • Advised a NYSE-listed business services provider on potential strategic alternatives including the sale of the business, management buy-out, and take-private through private equity.
    • Advised a NYSE-listed Indian bank on a public listing of its subsidiary which involved preparing marketing materials including valuation and investor considerations.
    Focus areas: Mergers & Acquisitions, Growth Capital Raising, Financial Planning & Analysis (FP&A), Financial Modeling, Valuation, Fundraising, Three Statement Operating Model, Financial Benchmarking
  • Associate Director
    UBS
    2008 - 2011
    • Prepared a valuation model, board presentations, bid strategy, and investor update materials for the US$550 million acquisition of Headstrong by NYSE-listed Genpact (M-CAP: US$5 billion).
    • Handled the sale of Times of Money to Network International which involved preparing the transaction marketing materials and a financial model.
    • Worked on an offering for the prospectus, the roadshow presentation, and investor marketing for the US$600 million follow-on offering for Hindalco.
    • Worked as part of the left lead execution team working on various regulatory aspects over 1.5 years and behind one of the most comprehensive marketing campaigns (lasting over three months) for the US$530 million IDR for Standard Chartered Bank.
    • Conducted financial due diligence, prepared financial projections, and led an investor roadshow with the management for the US$200 million IPO for Orient Green Power.
    • Advised an Indian conglomerate on the sale of its non-core business to a private equity which involved preparing information memorandum, a financial model, and a due diligence package for potential investors.
    Focus areas: Mergers & Acquisitions, Growth Capital Raising, Fundraising, Investor Communications, Valuation, Financial Modeling, Financial Planning & Analysis (FP&A), Three Statement Operating Model, Due Dilligence
Other Experience
  • Should We Rethink the Use of EBITDA? (Publication)
    EBITDA is one of the most common metrics in finance. However, while intended to provide a “cleaner” picture of operating performance than net income, in reality it often achieves the opposite effect. It is also in many cases a questionable proxy for cash flow, as well as a dubious valuation tool.
Education
  • Master's degree (MBA) in Business Administration
    Indian Institute of Management - Calcutta, India
    2006 - 2008
  • Bachelor's degree in Electronics and Communications
    Delhi College of Engineering - Delhi, India
    2001 - 2005
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