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Madhu Chaudhary
Verified Expert in Management Consulting
Finance Expert
Bengaluru, Karnataka, India
Toptal member since June 21, 2018
Bio
Madhu is a finance professional with 10+ years of experience in researching and recommending over $100 million in investment opportunities in public and private equity for institutional investors, such as hedge funds, private equity, and endowments. He has also helped execute middle market transactions under $100 million for an investment bank.
Career Highlights
Investment Analyst
Contrast Capital Management LLC
MBA Analyst
Tully & Holland Inc
Investment Analyst
Sequence Capital LLC
Education Highlights
Master of Business Administration (MBA) Degree
Babson College
Master's Degree
University of Exeter
Case Studies
Equity Research Note - Dufry AG
Equity ResearchFinancial MarketsAsset Management
Investment Recommendation - Dufry AG - Presentation
Equity ResearchPresentations
Royal Caribbean - Financial Model
Financial ModelingEquity Research
Equity Research Note - MasterCard
Equity ResearchFinancial Modeling
Industry Expertise
- Investment Banking
- Manufacturing
- Food & Beverage
- Retail
- Financial Modeling
- Financial Markets
- Luxury Goods
- Industrials
Other Expertise
- Equity Investment
- Financial Modeling
- Investments
- Mergers & Acquisitions (M&A)
- Stock Market
Work Experience
Director
2018 - PRESENT
Indago Research Pvt. Ltd.
- Conducted a detailed study of the Macau Gaming industry and presented investment recommendations to a US based long/short hedge fund client.
- Developed a buyer list in the consumer sector for a US-based investment bank looking for a prospective buyer for one of its sell-side clients.
- Prepared detailed research reports on preferred securities with above average income potential for an asset management client.
Focus areas: Finance Strategy, Corporate Finance, Mergers & Acquisitions (M&A), Financial Modeling, Market Research, Equity Research
Investment Analyst
2015 - 2018
Contrast Capital Management LLC
- Generated actionable equity investment ideas globally. Recent research work includes an American consumer company, Japanese business services company, and a Swiss travel retail company.
- Developed detailed forecasts of financials including income statement, balance sheet, and cash flow statements. Built valuation models using various valuation methodologies such as the sum of the parts (SOTP), discounted cash flow (DCF) and relative value (RV).
- Led exhaustive discussions with management and investor relations officers of companies across geographies to understand business strategy, discover the value and identify potential catalysts; attended multiple investor conferences held in Boston.
- Analyzed gross/net exposures in sectors and countries, and research instruments to appropriately hedge beta exposure; recommended instruments for hedging that significantly improved the accuracy, cost, and flexibility of our hedging program.
- Participated, along with the Portfolio Manager, in investor due diligence meetings. Presented the firm’s core investment ideas to potential investors including funds of funds and institutional investment consultants.
Focus areas: Equity Research
MBA Analyst
2014 - 2015
Tully & Holland Inc
- Worked on significant sell-side transactions involving a New England-based specialty food distributor as well as a growing brand in the plant-based protein food segment.
- Developed detailed financial models, business forecasts and performed valuation using DCF, precedent transaction analyses, and public comparable company analyses.
- Participated in discussions with sell-side clients to understand their business models and form assumptions for financial models.
- Worked with Managing Directors on pitch books and information memoranda.
- Executed a comprehensive search to identify buyers globally for the firm's sell-side clients.
- Assisted the firm's marketing manager with preparation of marketing collateral.
Focus areas: Mergers & Acquisitions (M&A)
Consultant Analyst
2012 - 2012
Zuna Capital Partners LLC
- Developed new ways of sourcing deals such as visiting retail stores located in 2nd and 3rd tier cities in India to identify lesser known brands.
- Expanded the fund’s pan-India network of consultants and investment banks. Deal flow increased by more than 20% per quarter.
- Built valuation models based on inputs from internal research and management projections; assisted with preparation of term sheets.
Focus areas: Private Equity
Investment Analyst
2006 - 2012
Sequence Capital LLC
- Generated catalyst-driven long/short ideas in the retail and consumer sectors. Sub-sectors of focus included hardlines, softlines, broadlines retailers and wholesalers, consumer packaged goods, sporting goods, mattresses, and cruises.
- Conducted detailed discussions with CFOs and investor relations departments of companies such as Urban Outfitters, Deckers Outdoor & Royal Caribbean to understand the market structure and growth dynamics, and to suggest ways to enhance shareholder value.
- Prepared comprehensive financial models to forecast revenue and profit both on a quarterly as well as annual basis.
- Visited and called various malls and standalone retail stores to assess inventory and promotional levels. Used observations from channel checks to construct profitable pair trades based on changes in competitive dynamics and the resultant impact on earnings power.
- Led the recruitment effort and mentored new analysts hired to cover different sectors. Resulted in a broader sector coverage, allowing the fund to raise more money and deployment to increase multi-fold over 2 years.
Focus areas: Equity Research
Education
2013 - 2015
Master of Business Administration (MBA) Degree in Finance
Babson College - Massachusetts
2004 - 2005
Master's Degree in Finance
University of Exeter - Exeter
2001 - 2004
Bachelor's Degree in Commerce
Bangalore University - Karnataka
Skills
Finance
Three-statement Modeling, Mergers & Acquisitions (M&A), Equity Research, Financial Modeling, Market Research, Corporate Finance, Finance Strategy, Private Equity
Data & Analysis Software
Capital IQ, Bloomberg
Industry Expertise
Hoovers, Retail & Wholesale, Industrials, Asset Management, Luxury Goods, Food, Financial Markets
Geographic Expertise
United States, India, Western Europe
Other
Manufacturing, Equity Investment, Investments, Stock Market, Presentations
Collaboration That Works
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