Renil James, Cfa Email & Phone Number

New York, Ny, Us

New York, United States

• Performed financial analysis to determine the value of businesses, assets, and collateral utilizing DCF, comparable company analysis, precedent transactions, and ratio analysis.• Reviewed financial statements, conducted ratio analyses, performed trend analysis, and assessed creditworthiness.• Collaborate with legal teams to provide valuation support in litigation cases, including shareholder disputes and intellectual property disputes.• Developed clear and insightful reports, presentations, and recommendations, effectively communicating complex valuation concepts.

• Supervised and mentored a team in conducting rigorous valuations, including fair market valuations, purchase price allocations, goodwill impairment testing, and intangible asset valuations for clients across diverse industries.• Analyzed market data, cash flow projections, prepayment and default assumptions, and other relevant factors to determine fair values of various liquid and illiquid assets.• Oversaw quarterly fair market valuations of fund portfolio companies, developing comprehensive valuation reports and analytics for debt and private equity investments as per ASC 820.• Reviewed and validated projection models, accounting for macroeconomic factors, industry trends, and underlying assumptions for reliable valuations.• Reviewed valuation analysis from third-parties and assessed the reasonableness of valuations, identifying and investigating discrepancies as necessary.• Reviewed and validated financial models for accuracy, consistency, and adherence to industry standards.

• Calculated debt service coverage, loan-to-value ratios, and cash flow projections to determine the change in credit quality of private equity investments.• Analyzed loan terms, interest rates, maturity dates, payment schedules, and special features for valuation and credit analysis purposes.• Performed valuation of solar power projects, post-deal M&A valuation of upstream, midstream, and downstream oil & gas companies, and fresh start accounting for oil rigs.• Utilized financial modeling techniques, including DCF, market comparable analysis, precedent transactions analysis, and Black-Scholes Option Pricing Model, for valuation and credit analysis.• Assisted with projects on business enterprise/equity valuations, intellectual property/intangible assets, goodwill impairment testing, contingent consideration, and stock options.• Extracted and analyzed data from sources like Capital IQ, Bloomberg, DealStats, Pitchbook, and Thomson One and maintained proficiency in Microsoft Excel, Word, and PowerPoint.