Samit Umatiya Email & Phone Number

Austin, TX, US

Dallas, Texas, United States

• Developed comprehensive LBO structures, debt schedules, and three-statement models for a live deal
• Active involvement in a syndicated credit facility, worth over $30mm, participating in lenders' presentations, and gaining valuable insights in the dynamics of large-scale financing and capital raising
• Applied valuation methodologies and derived key multiples to support a potential IPO for a company

Austin, Texas Metropolitan Area

• Direct operational team of 4 who interacts with 14 suppliers and 50 customers to ensure all customer service needs are met
• Implement financial analysis utilizing functions VLOOKUP and Pivots in Excel to derive profitability ratios of the business
• Assessed product margin to target products of high demand and profitability, increasing up to 6 daily orders on average throughout the first six months

Austin, Texas, United States

• Engaged in equity research and derived lists of 50 potential targets of which transactions totaling $35mm were closed
• Developed client communication documents, participating in, and taking notes during client and prospect calls
• Maintained a CRM database in Zoho with information regarding potential target companies for clients to employ in acquisition process

Decatur, Georgia, United States

• Conducted industry research to support evaluation of accretive investment opportunities in landfill waste diversion, EV, and residential assisted living sectors which was later used in closing $35mm in transactions
• Utilize forecasting models to evaluate CRE deal of $15mm in residential assisted living homes in the submarkets of Atlanta
• Constructed financial models in Excel to perform investment analysis and valuations employing discounted cash flow
• Prepared presentations including due diligence and model outputs to senior leadership, assisting in decision making