SARTHAK KUMAR +91 9971170909 | sarthak.kumar96.sk@gmail.
com | LinkedIn
2 Years’ Work Experience Mergers & Acquisitions IPO Investment Analysis Deal Evaluation
WORK EXPERIENCE
Investment Analyst (Strategy and M&A) – Omega Seiki Mobility (part of the Anglian Omega Group) (1.8 Years, Feb’23-Till date)
• Performed due diligence on investment opportunities, analyzing financial statements, and risk factors.
• Monitor the financial performance of portfolio companies, track KPI’s, and identify strategies for value enhancement.
• Conducted valuation assessments of private equity investments, strategic investments and infrastructure assets.
Responsibilities • Assist in deal execution, from sourcing to investment memos and market research for company assessment.
• Crafted detailed information memorandums for Fundraising in Electric & Hydrogen Vehicles and Drone Businesses.
• Conducted Industry Research for Expansion of Export Business, built Project Finance Model & Feasibility Report.
• Directed IPO of OBSC Perfection Limited: end-to-end execution of Prospectus Filing & responding to NSE’s Queries.
• Led Series-A Funding Round from Japan-based Investor securing $5mn; raised $10mn+ debt from DFI's & Banks.
• Spearheaded expansion in MENA region, securing $2mn+ from UAE-based investor by preparing feasibility report.
Achievements • Successfully listed OBSC Perfection Limited on NSE: Rs. 66 crore IPO, managing investor relations & communications.
• Built Investment Thesis of Rs. 5 crore Investment in an EV-Charger manufacturer, negotiated terms & deal structure.
• Received Employee of the Quarter Award in October’24 for exemplary performance across IPO & Equity Transactions.
Investment Banking Analyst – Acuity Knowledge Partners (formerly Moody’s Corporation) (8 Months, June’22 – Feb’23)
• Executed Research Projects for UK-based Client focused on Equity Capital Markets in buy/sell-side transactions.
• Analyzing Financial Statements of target companies, across USA, Western Europe & Scandinavian countries.
Responsibilities • Created Company Profiles, Information Memorandums, Sector Reports, Competitive Financial Benchmarking.
• Conducted Target Screening through Valuation Techniques DCF, Trading Comparable & Precedent Transactions.
• Undertook extensive knowledge of databases such as Thomson Reuters, CapIQ, MergerMarket and FactSet.
• Executed 10+ fin-tech focused projects, specializing in deal sourcing, target identification, profiling and deal evaluation.
Achievements
• Automated competitive benchmarking, valuation processes, resulting in a 30% lesser timeline for delivery of projects.
INTERNSHIPS
Intern: Strategy & Transactions - Ernst & Young India LLP (EY) (3 Months, Dec’21-March’22)
• Structured infrastructure transactions, prepared term sheets, financial models, and investor presentations, driving deal execution.
Strategy Consultant - Boston Analytics Pvt. Ltd. (Received PPO) (5 Months, Oct - Feb’21)
• Enhanced asset performance for DBS Bank by optimizing ML pipelines, taxonomy, and data-driven strategies for decision-making.
Product Management (ESG & Sustainability) - Gossamer Green Technologies Pvt. Ltd. (3 Months, June - Sept’21)
• Developed CX strategy for Gossamer’s platform to enhance reliable data collection, contextualization, and long-term value reporting.
POSITIONS OF RESPONSIBILITY
Senior Executive - Qnights, The Quiz Society, Ramjas College (1.5 years, 2021-22)
Hosted MahaQumbh’22 with 10,000+ participants and 5 speakers; launched India’s 1st UG Level Quiz Book, selling 300+ in its 1st edition.
Executive- Ramjas Commerce Society (1 Year, 2020-21)
Organized Arbitrage’21 with 2,000+ attendees, secured 2 sponsors, increased the budget by Rs. 10,000+, and efficiently managed finances.
EDUCATIONAL QUALIFICATIONS
Course Name of the Institution Percentage/CGPA Year
Bachelors of Commerce (Hons.) Ramjas College, University of Delhi 8.1 CGPA 2019-22
Class XII Commerce (CBSE) Bal Bharati Public School, Noida 97.0% 2019
Class X (CBSE) Bal Bharati Public School, Noida 9.4 CGPA 2017
Achievements Received Certificate of Merit for being among the top 0.1% students in India of English in Class XII board exam (2019)
EXTRA-CURRICULAR ACTIVITIES & ACCOMPLISHMENTS
• Won 1st position in Cultural Quiz organized by Department of Commerce, Jesus & Mary College (2020)
Quiz • Finalist in Business Quiz organized by Department of Commerce, Ramjas College (2021)
• 1st Runner-up in Inter-School Business & Finance Quiz hosted by Ahlcon International School (2018)
• Won 1st position in GSM (Graduate School Maverick): M&A case competition organized Deloitte India (2020)
Case Competitions
• 1St Runner-up in (2021) in HSBC India Business Case Competition among 100+ top colleges across India
Technical Skills • Experienced in operating MS-EXCEL (Advanced), PowerPoint, Power BI, Tableau, SQL & Alteryx
