- Assurance- Accounting Advisory- Tax AdvisoryAssociate firms: - Tagore A & Co. (https://www.linkedin.com/company/tagaco/)- Five Rivers Capital Advisors (https://www.linkedin.com/company/fiveriverscapitaladvisors)

- Assurance- Accounting Advisory- Tax Advisory

• ~$40M cross border hive-off of a major Indian brake pad manufacturer:- Represented the seller to prepare transaction documents required by the purchaser/investor and PwC diligence teams- Built a 3-statement valuation model to determine the value of the company using DCF and comparable methods- Recommended the slump sale of the unit instead of a demerger to ensure tax efficiency and to save time, money and resources- Closely monitored the progress & ensured crisp communication to domestic and international transaction participants in weekly investor calls

• Technology and Non-Technology diversified vertical investing across North America• Financial databases proficiency: Bloomberg, Capital IQ, Thomson One, Mergent Online, Pitchbook, IBIS world and Statista

• Marking/Teaching assistant for undergraduate and graduate level courses - ACTG 3000C and ACTG 6250Q: Financial Reporting And Analysis for professor Beppino Pasquali (CPA, CA)• Developed a detailed marking analysis excel sheet and a common error sheet for the students. • Received "Excellent" recommendation on LinkedIn

• Designed a 3-year business expansion strategy for a small batch distiller in Ontario• Conceptualized 4 strategic initiatives to increase sales from $3M in FY19 to $10M in FY23- Improved relationship with retailers and business partners- Expanded current offerings and introduce new offerings- Strategic new partnerships- Increasing distribution channels

• Worked as a part of a 5 member lean team to design the go to market strategy to increase the customer base.This involved problem restatement, primary & secondary market research, opportunity analysis, customer analysis and leveraging technology prowess.

• Managed End-to-End 3 front-end debt funding deals in infrastructure (Roads) sector• Introduced financial modelling best practices• Developed detailed valuation models, investment teasers and investment memorandums.• Tracked daily news to identify investment banking, DCM and ECM, targets in the following sectors - infrastructure (Roads & Housing) - Healthcare,- Energy (Solar),- Education.

At EY, Karanjeet worked in the Financial Due Diligence (FDD) practice where he executed and led assignments across various sectors like infrastructure, energy, agriculture, FMCG. His key achievements are: • Executed ~30 deals and led teams of analysts on 6+ end-to-end buy & sell side deals with revenues between $2M - $500M• Prepared detailed financial Databooks by compiling the financial and operational information, preparing reconciliations, conducting profitability, key customer analysis, trend & seasonality analysis, cash flow analysis, working capital analysis etc.• Identified key issues related to Quality of earnings, Quality of assets including working capital of the Company.• Identified key line items to normalize the EBITDA, analysed company working capital & Identified items to be included in net debt schedule to leverage their impact on arriving at purchase price consideration (PPC).• Wrote sections of financial due diligence (FDD) report with focus on financial and commercial reason to evaluate performance and position of the target.• Analysed contracts including lease agreements, project deeds, concession agreements, EPC contracts, financing agreements, O&M contracts, etc.

• ~$10M equity infusion in a North Indian food processing company:- Built a company valuation model and investment teaser; Assisted in market research and due diligence• Prepared valuation models and investment opportunity reports for 5+ companies with revenues between $5M - $50M• Ensured legal compliance for 80+ companies; Minimized penalties under corporate & securities laws and various other laws

Established in 1954, Mohinder Puri & Co, better known as 'MPCO' in the CA fraternity, is a uptown firm of Chartered Accountants and Tax advisors, in New Delhi. (www.mpco.in).Karanjeet worked full time in Audit and Tax practice of the firm:Audit and Assurance practice• Led teams of 3+ junior audit assistants to conduct statutory audits of 8+ companies with revenues ranging between $2M - $50M• Assisted a lean team of CA’s for a ~$30M acquisition of a travel company; Performed comprehensive strategic and financial analysisTax Practice• Prepared transfer pricing market study reports of 5+ major market players with revenues ranging between $10M - $200M • Filed tax assessment material for 5+ companies and tax returns for 50+ individuals and companies; Ensured no tax leakage