I am a qualified Chartered Accountant and a Masters in Management from HEC Paris. I have worked in Investment Banking, LBO and Valuation roles at BNP Paribas, Credit Agricole and private equity and venture capital funds in India. I have over 7 years of work experience in these domains.
I run a boutique financial advisory firm known as Baptista Research ([login to view URL]) specializing in mergers & acquisitions (M&A), private equity/ venture capital fundraising, equity research, valuation, and investment management services for corporates. We are active in the US equity research space. We also help startups with high potential in raising funding from institutional investors.
I have expertise in financial research and analysis, investment analysis, valuations, financial modeling, investor reporting, building financial projections and business plans for startups and SMEs and treasury management.
Baptista Research is a boutique financial advisory firm specializing in mergers & acquisitions (M&A), private equity/ venture capital fundraising, equity research, valuation, and investment management services for corporates.
For more details, please visit https://baptistaresearch.com/
Analyst - Private Equity and Venture Capital Investements
TIW Private Equity
Apr 2016 - May 2018 (2 years, 1 month)
Carried out the complete end-to-end evaluation process of potential Venture Capital, Venture Debt and Growth Capital transactions which includes liaising with investment bankers and advisory firms to improve deal flow, financial analysis, financial projections and due diligence including direct interactions with entrepreneurs and CEOs, building financial projections and valuation models, internal pitches and final Investment Committee reports.
Investment Banking Analyst - LBO Financing
Apr 2015 - Mar 2016 (11 months, 1 day)
Carried out extensive credit analysis involving industry research, strategic and financial analysis of companies and modeling of financial projections using due diligence reports, for the preparation of internal credit papers for two successful leveraged buyouts.
• Assisted in the preparation of Information Memorandums, lenders’ presentations for syndication and rating agencies for these leveraged buyouts and also for a refinancing deal within the technical services industry.
Masters in Management
HEC School of Management, France 2012 - 2015
The Institute of Chartered Accountants of India, India 2008 - 2012