2014 - PRESENT
SHCA | Boutique Strategy and Finance Consulting
- Represented a client for a $6 million investment in a hospitality brand, including valuation and strategic and market analysis.
- Consulted ventures in the food and beverage restaurant sectors and several companies in the healthcare sector. This included exclusive mandates for fundraises and M&As, including a $10 million business for a hospital.
- Developed purchase price allocations and performed impairment testing. Created business, IP, 409A, ESOP, and financial instrument valuations. Designed financial models and investor pitch decks for companies across several industry domains.
- Served as a consultant to prepare a purchase price allocation, impairment testing, and IP valuation for a leading global textile company based in NY that holds licenses for some of the world's top fashion brands, mainly in the US and Europe.
- Acted as the interim finance head for a blockchain company. Prepared a valuation and investor deck for an acquisition target that manufactures rubber products in Sri Lanka.
- Produced 409A valuations for technology, ad tech, data analytics, pharma, biopharma companies, and multiple other industry domains.
- Developed a presentation and valuation for a fintech company within the digital payments industry with $300 million in net revenue.
- Consulted on strategy, business models, market research, financial models, pitch decks, valuations, and fundraises for various startups.
- Consulted in healthcare IT, physician practice management, electronic health records, AR management, transcription, health information system, and telemedicine to develop a pitch deck, market research, valuation, and financial model.
- Mentored participants in a leading global fintech accelerator program and consulted several fintech ventures in payments, lending, and digital banking, covering strategy, financial and business models, market research, and valuations.
Focus areas: Consumer Packaged Goods (CPG), Investment Banking, FMCG, Forecasting, PowerPoint Design, Venture Capital, Software as a Service (SaaS), SaaS, Business Models, Business Strategy, Mobile Apps, eCommerce, Hospitality, Hospitals, Healthcare, Agriculture, Restaurants & Dining, Food & Beverage, Food, Budgeting, Profitability Analysis, Income Statements, Cash Flow Modeling, Business Modeling, Financial Statements, Financial Reporting, US GAAP, Accounting, Startup Growth Strategy Development, Startup Funding, Startup Accelerators, Startups, Investor Presentations, Competitor Analysis & Profiling, Technology, Biosimilars, Pharmaceuticals, Business Plan Consulting, Fintech, Fashion, Manufacturing, M&A Modeling, Fundraising Consultant, Finance Strategy, Company Strategy, Research, Company Research, DCF Valuation, Three-statement Modeling, Management Consulting, Intellectual Property Valuation, Licensing, Intellectual Property Licensing, Apparel & Accessories, Turnaround, Branding, Pricing, Price Analysis, Pricing Models, Acquisitions, Investments, M&A (Buy-side), 409A Valuation, GAAP, ESOPs, Entertainment & Leisure, Internal Control, Budget Controls, Consolidated Reporting, Policies & Procedures Compliance, Internal Audits, Market Research Analyst, Market Research, E-learning, CFO, Interim CFO, Sales Funnel, Sales Operations, India, Ind-AS, Indian Companies Act, Asia, Asia-Pacific (APAC), Southeast Asia, Middle East, Market Research & Analysis, Monte Carlo Simulations, Zoho Books, Intuit QuickBooks, Bookkeeping, Deal Sourcing, Deal Structuring, Deal Advisory, Cap Tables, Asset Valuation, Intellectual Property, IP Valuation, Pitch Preparation, Digital Banking, Singapore, Reporting, Consumer Loans, Lean Startups, Cash Flow, Early-stage Venture Capital, Financial Analysis, Microfinancing, Startup Consulting, CleanTech, Clean Energy, Project Finance, Energy Storage, FIG