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Vivek Channamsetty, Finance Expert in New York, NY, United States
Vivek Channamsetty

Finance Expert in New York, NY, United States

Member since August 10, 2017
Vivek's raised $10 billion for the Cox leveraged buyout financing, advised UBM on a $2 billion M&A deal, and led investments for multibillion-dollar hedge funds. He's executed debt and equity transactions, M&A advisories and principal investments for leading Wall Street firms like JP Morgan, Credit Suisse, and HSBC in healthcare, media, telecom, and retail. He joined Toptal to work on challenging projects while pursuing other aspirations.
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Career Highlights

Education

Case studies

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Other Expertise

Employment

  • Investment Analyst

    2016 - PRESENT
    Olivetree Financial
    • Identified and researched investment opportunities in the event-driven universe, including merger arbitrage (agreed, hostile, and speculative mergers) and spin/split-offs. The key situations analyzed included NXP Semiconductors, Monsanto, Time Warner, Whole Foods, T-Mobile, and Aetna.
    • Communicated with the senior management, industry experts, legal counsel, financial advisors, and proxy solicitors to obtain pertinent incremental information to construct investment theses.
    • Conducted in-depth fundamental and comparative financial valuation using a comprehensive set of methodologies (i.e. discounted cash flow (DCF), a sum of the parts (SOTP), leveraged buyout (LBO) modeling, comparative valuation, M&A transaction valuation, accretion/dilution, and credit analysis).
    Focus areas: Credit Analysis, Equity Research Analysis, Financial Modeling, Market Research, Investment Briefs, Investment Thesis

  • Investment Analyst

    2014 - 2016
    Summer Road
    • Executed direct investments as a senior analyst and junior portfolio manager at a $1 billion family office. Investment portfolio outperformed the S&P 500 and HFR Event Driven Index by material margins over tenure.
    • Identified and analyzed investment opportunities in the event-driven universe including merger arbitrage (agreed, hostile and speculative mergers), spin/split-offs, special-purpose acquisition companies (SPACs), distressed credit, bankrupt credit and value with catalysts.
    • Conducted in-depth fundamental and comparative financial valuation using a comprehensive set of methodologies (DCF, SOTP, LBO modeling, comparative valuation, M&A transaction valuation, accretion/dilution, credit analysis).
    • Interacted with senior management, research analysts, legal counsel, financial advisors, and proxy solicitors.
    • Analyzed corporate, securities, and contract legal issues to understand value enhancing or destructive elements.
    • Focused on public market investments in the healthcare, telecommunications, media, retail, and energy sectors.
    Focus areas: Credit Investing, Equity Research Analysis, Market Research, Investment Memoranda, Evaluation, Risk, Investment Monitoring, Investment Thesis, Investment Portfolio Management, Investment Decision-making

  • Managing Director

    2013 - 2014
    R.W. Pressprich
    • Developed new investment ideas as a lead desk analyst for equity and credit event-driven situations at RWP.
    • Identified and research investment opportunities in the event-driven universe including merger arbitrage (agreed, hostile, and speculative mergers), spin/split-offs, and value with catalysts.
    • Recommended FRX, which appreciated 33%; ACT, which appreciated 31%; YHOO, which appreciated 30%; and URI, which appreciated 30%.
    • Conducted in-depth fundamental and comparative financial valuation using a comprehensive set of methodologies (DCF, SOTP, LBO modeling, comparative valuation, M&A transaction valuation, accretion/dilution, credit analysis).
    • Quantified the risk-reward profile of potential investments (valuation, regulatory, political, legal, credit, market, liquidity, operational, etc.), and developed hedging strategies when applicable.
    • Communicated recommendations to clients and internal sales force by email, phone, published research and conference calls.
    Focus areas: Credit Analysis, Equity Research Analysis, Financial Modeling, Market Research, Investment Briefs, Investment Thesis

  • Investment Analyst

    2010 - 2012
    One East Partners
    • Executed direct investments as a senior analyst and junior portfolio manager at a $600 million investment fund.
    • Identified and monitored investment opportunities in the global event-driven universe including merger arbitrage (agreed, hostile and speculative mergers), spin/split-offs, and other corporate finance catalysts.
    • Focused on public market investments in the healthcare, telecommunications, media, retail, and mining sectors.
    • Performed due diligence and executed investments in early stage, private and public companies in the healthcare sector.
    • Analyzed industry dynamics, product potential, financial forecasts, cash burn and breakeven analysis, sources and uses, valuation, and patent strength for early-stage healthcare investments.
    Focus areas: Credit Investing, Equity Research Analysis, Market Research, Investment Memoranda, Evaluation, Risk, Investment Monitoring, Investment Thesis, Investment Portfolio Management, Investment Decision-making

  • Investment Analyst

    2006 - 2009
    Credit Suisse
    • Executed direct investments as a senior analyst and junior portfolio manager at a $2 billion investment fund.
    • Identified and researched potential investment opportunities to invest $2 billion of capital in public equities and credit, consistent with event-driven and value strategies.
    • Conducted in-depth intrinsic valuation analysis utilizing a comprehensive set of methodologies.
    • Determined risk-reward profiles, developed hedging strategies, and monitored all aspects of capital positions.
    • Evaluated corporate, securities, contract, and tort legal issues to understand potential value enhancing or destroying elements.
    • Focused on public market investments in healthcare, telecommunications, media, technology, and mining sectors.
    Focus areas: Credit Investing, Equity Research Analysis, Market Research, Investment Memoranda, Evaluation, Risk, Investment Monitoring, Investment Thesis, Investment Portfolio Management, Investment Decision-making

  • Vice President

    2004 - 2006
    HSBC Securities
    • Led the banking team in equity and debt capital raising transactions, including the $10 billion privatization of Cox, $3.8 billion MGM acquisition, $2.0 billion DirecTV and $2.5 billion Omnicom financings.
    • Executed sell-side M&A advisory mandates for a leading North American publisher ($2 billion), a leading U.K. professional publisher (~$400 million) and a leading Indian television broadcaster (~$250 million).
    • Developed financial and valuation models for various debt capital issuances, initial public offerings, and M&A transactions.
    • Analyzed trading, transaction, operating and financial comparables across the media and entertainment industry.
    Focus areas: M&A Modeling, Debt Raises, Equity Offerings, Financial Modeling, Mergers & Acquisitions (M&A)

  • Associate

    2000 - 2004
    JPMorgan Chase
    • Covered equities in the wireless communications, homebuilding, and education services sectors.
    • Analyzed wireless carriers using an intrinsic value (modified book value) methodology to obtain short-term price targets; Conducted stratification of EBITDA margins and cost structures; Analyzed the internal rate of return per subscriber for each wireless carrier across the industry.
    • Performed extensive financial and valuation modeling, prepared earnings forecasts, conducted valuation analyses, wrote in-depth reports, and spoke with clients on companies under coverage.
    Focus areas: M&A Modeling, Market Research, Financial Modeling, Equity Research

Education

  • Bachelor's Degree in Biology
    1996 - 2000
    Rutgers University - New Brunswick, NJ, USA
  • Bachelor's Degree in Finance
    1996 - 2000
    Rutgers University - New Brunswick, NJ, USA

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