Karanjeet Singh, Aca, Cfa, Mba Email & Phone Number

South Delhi

South Delhi, Delhi, India

- 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)

South Delhi, Delhi, India

- Assurance- Accounting Advisory- Tax Advisory

New Delhi, Delhi, India

• ~$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.

Toronto, Ontario, Canada

• 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

Toronto, Canada Area

• 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

Toronto, Ontario, Canada

• 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.

Hyderabad, Telangana, India

• 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.

New Delhi Area, India

• 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.

Gurgaon, India

• 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.
• 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.

Jalandhar, Punjab, India

• ~$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

New Delhi Area, India

• 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.
• 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

Master Of Business Administration - Mba, Finance And Strategy

• Represented Schulich (In top 5 among 20+ teams) in Canadian finals of global Accuracy Business Cup 2020 case competition - Designed an.

Charter, Investment Management, Financial Analysis, Corporate Finance, Quant, Economics, Structured Products, Chartered Financial Analyst

• Charter received • Top bracket scores in Corporate finance, alternative investments, equity investments, financial reporting & analysis.

Charter, Business And Finance, Including Audit, Taxation, Financial, General & Strategic Management., Chartered Accountant

• Charter received • Scored exemption marks in Law and Cost accounting & financial management in CA IPCC/CA Inter • Scored exemption marks.

Charter, Banking, Corporate Law, Finance, Securities Law, Governance And Strategy, Company Secretary/Chartered Secretary

• Charter received • Awarded the “Best Presenter” (Topic: Intellectual Property Rights) out of 40 presenters at the 214th MSOP Program in.

Bachelor Of Commerce - Bcom, Business/Commerce, General