Rohit Verma, Finance Expert in New York, NY, United States
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Rohit Verma

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
November 10, 2020

A Cornell MBA with an engineering background (IIT-Bombay), Rohit has executed over $25 billion in debt, equity, and M&A transactions for blue-chip companies and private equity clients while working on Wall Street (UBS, RBC) for over a decade. Rohit is involved in entrepreneurial activities in renewable energy/clean technology space and enjoys freelancing to help advise clients on complex M&A, corporate finance, and capital raising activities in diverse industries

Due Diligence ConsultantFinancial ModelingValuationMergers & Acquisitions (M&A)Exit StrategyFundraising ConsultantFractional CFOInterim CFOPart-time CFOCapital MarketsFinancial Planning & Analysis (FP&A)Credit AnalysisRevenue & Expense ProjectionsFinancial ReportingPrivate Equity

Career Highlights

Principal
Nu-Alpha Advisors LLC
Senior Vice President, Mergers & Acquisitions
RBC Capital Markets
Director, Global Investment Banking
UBS Investment Bank

Education Highlights

Master of Business Administration (MBA) Degree
Cornell University
Bachelor's Degree
IIT Bombay

Case Studies

Work Experience

Principal

2016 - PRESENT
Nu-Alpha Advisors LLC
  • Acted as the head of M&A and corporate finance for a private equity backed independent sponsor—actively pursuing acquisition(s) of power generation assets in North America.
  • Sourced and led the execution on multiple acquisition targets including hedging strategies (financial and physical), capital structure optimization (debt, equity, preferred), and contract negotiations.
  • Served as the corporate finance lead for a startup private equity fund backed by high net-worth family office and industry veterans focused on renewable generation assets and related technology.
  • Negotiated a JV agreement with a component manufacturer, resulting in the JV partner making a long-term investment that funded 70% of the capital investment, and attracted new sources of equity for the project.
  • Advised a privately held $150-million company (manufacturing musical instruments) in the evaluation of a buy-out offer from a PE firm.
Focus areas: Corporate Finance, Part-time CFO, Financial Analysis, Mergers & Acquisitions (M&A)

Senior Vice President, Mergers & Acquisitions

2013 - 2016
RBC Capital Markets
  • Provided mergers and acquisitions expertise and advice for power, utility (electric, gas & water), and renewable energy companies.
  • Led M&A transactions valued at over $15 billion—overseeing the analytics, structuring, negotiations, and due diligence for all transactions.
  • Advised clients on a wide range of deal types including mergers, acquisitions, divestitures, and leveraged buyouts.
Focus areas: Mergers & Acquisitions (M&A)

Director, Global Investment Banking

2007 - 2013
UBS Investment Bank
  • Evaluated clients’ capital structure, financing, and shareholder value creation initiatives; explored, analyzed, and recommended strategic alternatives for global companies.
  • Managed resource allocation, targeted recruiting, training, and performance evaluation for a 25-person group (3-year period).
  • Was selected and participated in an exclusive 18-month UBS leadership program for the top 5% of directors.
  • Served as the lead associate on a ~$13-billion hostile takeover for merger analysis as well as a $2.5-billion debt commitment.
  • Advised regulated-and-unregulated merchant businesses on equity and debt capital markets, risk management, leveraged finance, and credit products and services with over $30 billion in advisory and capital markets transactions.
Focus areas: Financial Modeling, Corporate Finance, Capital Raising, Mergers & Acquisitions (M&A), Investment Banking

Associate

2006 - 2007
RBC Capital Markets
  • Advised a midstream energy company (MLP) on a ~$750 million acquisition of its publicly listed GP.
  • Advised a communications satellite company on its cross-border sale to a competitor.
  • Provided financial advisory services to domestic and international clients for mergers, acquisitions, divestitures and leveraged buyout transactions for clients in real-estate, energy, industrials, and technology sectors.
Focus areas: Mergers & Acquisitions (M&A)
2004 - 2006

Master of Business Administration (MBA) Degree in Finance & Strategy

Cornell University - Ithaca, NY, United States

1999 - 2001

Master's Degree in Computational Engineering

Mississippi State University - Starkville, MS, United States

1994 - 1998

Bachelor's Degree in Aerospace Engineering

IIT Bombay - Mumbai, India

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