Nayan Mukherjee Email & Phone Number

Kolkata, West Bengal, India

SREI Group is a Kolkata-based NBFC & Financial Services Company. SREI is a Stock Exchange listed. The Group is involved in, Infrastructure Finance and Advisory, Equipment Finance, Investment Banking, Project Management and Consulting with presence across all Major Cities in India. Also offers Private Equity / Venture Capital, Debt Syndication, M&A Advisory, Government Project Consulting & other Advisory Services. The flagship group companies are SREI Infrastructure Finance Ltd. and SREI Equipment Finance Ltd. Conducted Internal Audit of SERI Equipment & other Group Companies. Involved in different Govt. / Infrastructure Project Consulting & Resource Mobilization. Directly worked with the Directors / Business Heads of SREI & group companies. Primary and Secondary Industry / Company/Govt. Project Research to gather Industry & Organizations info.Evaluated Govt. policies, Acts, &Statutes. Directly interacted with Senior Govt. official’s both at State & Central Govt. Level. Made Presentations & Reports to showcase different entities. Analyzed financial situation of different Govt. Bodies and ULB’s. Worked on different High-Value Infrastructure Projects & other Company Projects across sectors. Prepared Bid documents & Pricing models, also assisted the legal professionals in preparing Consulting Agreements & conducted Due Diligence. Client visits in different States of India to understand & evaluate their requirements & Company’s Scope of Work. Worked with India & Global Head of MNC's & was a part of a Senior Team of Professionals/Directors working on Projects of National importance from Inception, Execution, Capacity Building & Organization Strengthening, Funding Strategy Evaluation for Revenue Generation.# Worked with MottMcDonald UK LTD. & Mott McDonald India heads, STEER GROUP (INFRA, & TRANSPORT) accross 10 states in India on Infra. Projects for Municipalities & Uraban Local Bodies.  Handled responsibilities within the group companies.

Substance is a Kolkata-based Investment Banking Co. founded by an ex-KPMG Transaction Advisory professional. It offers PE / VC & Debt Syndication, M&A advisory, India Entry Strategy and other Advisory services. Interfaced with Senior Management of client Co.'s, including Chairmen, Managing Directors, to source, execute & close deals. Coordinated with Key Decision Makers to source new Business and drive Revenue growth  Conducted Primary & Secondary Business Research to gather information about clients and the Industry. Prepared & Distributed Information Memorandum (IM), Financial Snapshot , Teasers and Project Reports to PE investors, Banks, FI's, NBFC's and Buyers  Served as debt syndicator in arranging Term Loans, Unsecured Loans and Working Capital  Assisted PE Investors and FI's in conducting due diligence of investee Co.'s.  Identified and assessed suitable Buyout and Exit options for FI's.  Represented the Organization in Industry conferences conducted by different Chamber of Commerce and Industry Bodies.Significant Achievements: Arranged Term Loan of INR 48 Crore for a Real Estate Ancillary Co.  Identified targets and facilitated the acquisition process for a large PE-backed Hospital Chain seeking to expand into West Bengal, valuing between INR 50 – 60 crore  Assessed and interacted with buyers for a CTP plant sell transaction, engaged in advanced negotiations with major CTP Players  Instrumental role in formulating, Exit option for Mid Sized Dairy unit in West Bengal, and Electrical Equipment Manufacturing Co. belonging to large business house.  Formulated Acquisition Strategy for a hotel chain  Worked on the fundraising exercise for Apparel Company, and facilitated PE fundraising for an e-grocery Co. Worked on the Majority Stake Sale transaction of a well known Ayurvedic / FMCG company. Located and negotiated with a strategic investors who could infuse INR 15 – 20 crore in the investee Co.  PE, Debt, Fixed Income.

Zacks is an Equity / Investment Research firm headquartered in Chicago, with operations in USA & India. It conducts Fundamental Research & Compiles a Global collation of Brokerage views• Produced Fundamental Research reports in sectors such as BFSI, Capital Markets, Real Estate, REIT, Healthcare, Healthcare Equipment, Infrastructure, Technology, Gaming, Datacenter and Research & Database Companies listed on NASDAQ / NYSE.• Provided Buy / Sell / Hold Recommendations and wrote reports for major clients (such as Goldman Sachs, J.P. Morgan, BOA, Deutsche Bank, Piper Jaffray, Jefferies, Merrill Lynch, Wall Street Journal etc.).• Coverage universe included HP, Dell, Apple, Salesforce, Symantec, Bloomberg, Factiva, Pfizer, Roche, Electronic Arts, Sony, Nintendo, HDFC Bank, SanDisk, Western Digital, Siemens, GE, Samsung, American Tower, Equinix, CBRE Group, Boston Properties, NTT DOCOMO, Iron Mountain, Oracle, NVIDIA etc.• Data compilation and evaluation from live conference calls, call transcripts, 10K, 10Q, Annual Reports and other SEC Filings & management calls.• Authored Industry research reports based on Primary & Secondary research, including expert opinion, peer review and broker evaluation. Also produced reports and topical blogs on yahoo.com, yahoo finance, google finance and zacks.com covering sectors / companies such as Technology, Real Estate, Gaming, Financial Services, Healthcare. DataCenter,IBM, Eaton Corporation, United Health Group, Thermo Fisher.* Wrote topical articles on Capital Markets, Mergers & Acquisitions, entry strategies, business model evaluation etc• Prepared Excel-based Financial Models to project Cash Flow and Earnings under the guidance of Senior lead Analysts. & assisted them in writing marketing presentations.• Supported Overseas Management team to cater client needs, execute projects and client handling.

Private Equity & Capital Market Financing

Applied Corporate Finance

Master Of Business Administration (Mba), Finance And Marketing (University Of Calcutta), Ist Class, 4Th In Finance (Major)

Activities and Societies: Business Debate, Case Presentation, Industry Interaction, Project & Dissertation.FINANCIAL ANALYAIS, CORPORATE.

Diploma In Business Finance, Finance, General

B.Com (Honours), Commerce

High School