Highlights:

Skills:Private Equity, PE, Buy Side, Associate, Analyst, Investment Banking, Corporate Finance, Senior Associate, Senior Analyst, Assistant Vice President

Membership:Member of Institute of Chartered Accountants of India and Council of Chartered Financial Analysts of India.

Certification:CFA, ACA

Honor:Awarded the Morgan Stanley Business Principle Award for 2008 in the category ‘Win in the Market Place’ for questioning convention by constantly offering innovative thinking and creative solutions; pursuing excellence in everything; being agile and entrepreneurial to seize new commercial opportunities; and embracing risk while managing it aggressively and learning from mistakes.

Assistant Vice President 04/2014 - current
JM Financial Investment Managers Limited, Mumbai, Maharashtra India
Industry: Private Equity
Assistant Vice President in a sector agnostic US$ 225 mn private equity fund in India
Experience – 1) Senior Analyst from Aug.’11 to Mar.’12, Associate from Apr.’12 to Mar'14 and Assistant Vice President effective Apr.'14 2) Part of a three member team managing a US$225 mn sector agnostic India focused growth fund 3) Responsibilities include:- (a) Internal & External Reporting: Risk Reporting, Investment Committee Notes, Trustee Meetings, Board Presentations, preparing investor reports, handling investor queries, periodic fund valuation, etc. (b) Deal Sourcing: Evaluating investment proposals, meeting with financial intermediaries & promoters, preparing independent financial models & arriving at valuations, conducting industry research & collating information, preparing investment committee presentations, etc. (c) Portfolio Management: Liaising with investee companies and assisting them with their various business efforts, ensuring compliance with shareholders agreements, tracking industry & generating alerts, competitor & regulatory watch, progress & financial monitoring of investee companies, identifying improvement areas & bringing value additions, attending board & review meetings, preparing & maintaining meeting notes, etc. (d) Exit: Liaising with investment bankers, potential acquirers and investee companies and work through the entire process including valuation exercises, agreement formulations, deal structuring, etc. Notable Transactions: 1) Merger of digital publishing and eRetail business of Datamatics Global Services (a listed entity) with Pre-Media Global, an investee company of the Fund 2) Exit from Samson Maritime, an offshore services company, to Kotak Private Equity Fund 3) Invested in a pharma business in a very short time period of a week--
Associate - Private Equity 04/2012 - 03/2014
JM Financial Investment Managers Limited, Mumbai, Maharashtra India
Industry: Private Equity
Associate in a sector agnostic US$ 225 mn private equity fund in India
"described in detail under the promoted role"--
Senior Analyst - Private Equity 08/2011 - 03/2012
JM Financial Investment Managers Limited, Mumbai, Maharashtra India
Industry: Private Equity
Senior Analyst in a sector agnostic US$ 225 mn private equity fund in India
"described in detail under the promoted role"--
Senior Associate, Energy & Utilities - Investment Banking Division 01/2010 - 05/2011
Morgan Stanley, Mumbai, Maharashtra India
Industry: Investment Banking
Senior Associate in Investment Banking
Experience – 1) Associate from Sept.’07 to Dec.’09 and Senior Associate effective Jan.’10; additionally, Assignment Associate from July’10 2) Worked in Global Energy and Utilities Group, on Business Development (preparing pitch books) and Executions 3) Extensive financial valuation analysis – Comparable companies analysis, Premium paid analysis, Benchmarking analysis, WACC calculations, Credit models, Pro-forma merger analysis, Discounted Cash Flow, Leveraged Buyout 4) Industry analysis – Conducting industry research, Analyzing industry trends, Summarizing the competitive landscape within an industry, Asset overviews, Identifying & analyzing potential acquisition opportunities 5) Company specific analysis – Company profiles, Credit history reviews/credit agency overviews, Equity & debt research reviews, Management profiles, Relative share price performance analysis, SWOT analysis and strategic evaluation Notable Transactions: 1) RPL's merger with RIL, India’s largest merger ever based on market capitalization of both the companies; MS along with E&Y acted as the valuation advisor 2) JV between Veolia Environnement and Mubadala (water production, waste water collection & treatment) 3) EDP Renováveis €1.8 Bn IPO Achievements/Contributions – 1) Awarded the Morgan Stanley Business Principle Award for 2008 2) Created several automated/standardised pitch-book templates; results appreciated by clients and senior bankers 3) Pitched ideas aimed at cost savings, efficiency improvement & effective time utilisation and to unlock synergies across several business functions--
Analyst - Oil & Gas, Investment Banking Division 10/2009 - 12/2009
Morgan Stanley, Hong Kong, Hong Kong Hong Kong
Industry: Investment Banking
Analyst in Investment Banking
Experience – 1) Worked in the Natural Resources Group, primarily in the oil and gas space as part of a Short-Term Assignment 2) Investment/Equity story for pitching to financial investors, Assets and Industry Overview, Financial Modelling 3) In relation to the project, attended client meetings in Hanoi (Vietnam) - 4 trips Notable Transactions - 1) Assisted PetroVietnam on seeking credit rating from Fitch, S&P and Moody’s; to follow up with a bond issue--
Associate, Energy & Utilities - Investment Banking Division 07/2007 - 12/2009
Morgan Stanley, Mumbai, Maharashtra India
Industry: Investment Banking
Associate in Investment Banking
"described in detail under the promoted role"--
Industrial Trainee - Strategic Planning, Corporate Finance 02/2005 - 12/2005
ITC Limited, Kolkata, West Bengal India
Industry: FMCG
Industrial Trainee in Strategic Planning, Corporate Finance
Experience – 1) Research towards assisting in preparation of various reports for the senior management including:– (a) Fortnightly M&A Report for the CFO (b) Appreciation Note as part of the Annual Business Planning process (c) Company profiles to be considered by managers in their decision making processes 2) Tracking the performance & operational strategies of competitors 3) Analysis of financial statements, research reports & news items 4) Preparation of various template worksheets & financial models as required by managers for specific transactions 5) Summarisation of minutes of meetings between the industry and government held in context of the National Manufacturing Competitiveness Council, for CEO’s perusal Achievements/Contributions – 1) Prepared an excel tool to automate repetitive task, converts data from ‘Prowess’ into a standardised reporting format (Worksheet appreciated by senior managers) 2) Created an innovative ratio analysis tool based on Du-Pont concept--
Audit Trainee 12/2002 - 01/2005
Dudheria & Associates, Kolkata, West Bengal India
Industry: Accountancy and Auditing
Audit Trainee
Experience – 1) Assisted in carrying out audit of private companies, partnership firms, HUFs, sole proprietors & bank branch audits; 2) Preparation of tax returns of individuals and HUFs; and 3) Internal audit (limited to):– (a) Inventory control systems; (b) Cash management & operating systems; and (c) Accounts receivables--

St. Thomas' Boy's School, Calcutta 02/1986 - 03/2001
, , India
Degree: High School Or Below
Major:English, Hindi, Mathematics, Accountany, Commerce, Economics
I.C.S.E. and I.S.C. Board

Prashant Purohit Private Equity, India, Investment Bank, Venture Capital, CFA, ACA