Delivering end-to-end tech focused M&A advisory and strategy consulting services catering to small and mid-sized US-based businesses, including but not limited to deal origination, preparation of financial model, deal valuation, support for due diligence post LOI signing

Introduced a PMS arm to provide expert analysis on market conditions to meet clientele's objectivesIncreased brokerage revenues by ~33% during the 2017-18 turbulent market conditions by collaborating with a mutual fund advisory expertDeveloped an automated financial model to derive the FMV of listed companies to identify undervalued-overvalued stocksLed a valuation and financial modelling training program designed to hire, train, and provide mentoring support, which led to 2 new… Show more Introduced a PMS arm to provide expert analysis on market conditions to meet clientele's objectivesIncreased brokerage revenues by ~33% during the 2017-18 turbulent market conditions by collaborating with a mutual fund advisory expertDeveloped an automated financial model to derive the FMV of listed companies to identify undervalued-overvalued stocksLed a valuation and financial modelling training program designed to hire, train, and provide mentoring support, which led to 2 new hiresUtilized business acumen to resolve work-flow process inefficiencies, resulting in reduction in penalties imposed by the stock exchange Show less

Worked closely with the founders of early-stage tech companies seeking seed funding from Angel Investors, Venture Capitalists, Crowdfunding, Strategic Partnership, etc.Explored M&A opportunities for buy-side clients desiring to acquire start-ups with disruptive technology

Investment Banking - Advisory & Execution on M&A, Private Equity placements, Debt Syndication & Capital MarketsPreparation of Investment Pitch Books, Financial Models, Valuation metrics, IMs, Deal Structuring and Term Sheet Analysis. Preparation of Valuation Models and Valuation reports

Managed retail clientele with regards to investments equities, futures & optionsPerformed technical analysis under the guidance of senior brokersHelped the analysts by gathering the data to produce research reports adding value to the clients