Rohit Verma
Verified Expert in Management Consulting
Finance Expert
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
Career Highlights
Education Highlights
Case Studies
Management Presentation to Help Raise Capital for a $30-million Renewable Energy Company
Investment Thesis for a Large Public Company's (AT&T) Stock
DCF Valuation of a Private $150-million Manufacturing Business
Industry Expertise
- Finance
- Banking
- Investment Banking
- Manufacturing
- Financial Modeling
- Software as a Service (SaaS)
- Capital Markets
- Renewable Energy
Other Expertise
- Capital Raising
- Corporate Finance
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
- Part-time CFO
- Valuation
Work Experience
Principal
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.
Senior Vice President, Mergers & Acquisitions
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.
Director, Global Investment Banking
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.
Associate
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.
Education
Master of Business Administration (MBA) Degree in Finance & Strategy
Cornell University - Ithaca, NY, United States
Master's Degree in Computational Engineering
Mississippi State University - Starkville, MS, United States
Bachelor's Degree in Aerospace Engineering
IIT Bombay - Mumbai, India
Skills
Finance
Mergers & Acquisitions (M&A), Corporate Finance, Valuation, Financial Modeling, DCF Valuation, CFO, Three-statement Modeling, M&A (Sell-side), Due Diligence, Capital Raising, Financial Planning & Analysis (FP&A), Budgeting, Credit Analysis, Forecasting, Working Capital Management, Revenue & Expense Projections, Financial Reporting, Private Equity, Loan Origination, Fundraising
Industry Expertise
Financial Services, Renewable Energy, Capital Markets, Banking & Finance, Technology
Output Software
Office 365, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Data & Analysis Software
Capital IQ
Other
Investment Banking, Financial Statements, Acquisitions, Deal Structuring, Due Diligence Consultant, Investments, Business Strategy, Negotiation, Part-time CFO, Business Analysis, Market Research & Analysis, Manufacturing, Investing, Research, Board Presentations, Exit Strategy, Divestitures, Financial Analysis, Software as a Service (SaaS), Business Modeling, Fundraising Consultant, Fractional CFO, Interim CFO, SaaS, Pitch Decks, CAPEX Budgeting & Inventory Management, Business Models, US GAAP, Offer Evaluation, Real Estate Investment Trust (REIT)
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