Sana Shaikh Email & Phone Number

Mumbai, Maharashtra, India

•Developed a comprehensive financial model and investment memorandum (IM) for a Saudi Arabia-based company specialising in construction materials (RMC) to assist the organisation in raising $80-$100 million from the Public Investment Fund (PIF) and other strategic investors. Also assisted the company in evaluating its high performing branches and various investment opportunities such as spin-off of certain divisions.•M&A scouting for possible acquisition targets for an Oil and gas wireline company based in Saudi and initiating primary discussion by reaching out to these targets.

Mumbai, Maharashtra, India

•Worked on a strategic business advisory project for a Qatar-based bank, evaluating expansion opportunities for a Qatar-based entertainment ticketing solution company to KSA.•Worked alongside an Expert witness on an ongoing IP (patent) infringement litigation in Delhi High Cout between a leading mobile phone provider and a patent holder. Estimated the total damages to the toll of INR 18,000 crore.•Worked alongside the Expert witness to estimate a loss of profit of INR 6,300 crore in an arbitration proceeding between the Landowner and the Developer due to a breach of the Joint Development agreement by the Landowner.

Mumbai, Maharashtra, India

•Worked on various valuation engagements including, Business Valuations, IRC 409A, ESOP valuation ASC 718, actively involved in every stage of engagement and handling the engagement from end to end. •Worked on Purchase price allocations (ASC 805) valuation for intangible assets such as non-competes, customers, software, and goodwill for over 10 acquisitions •Valued complex securities (derivatives, options, earn outs, etc) using Monte Carlo simulations and BSOP for financial reporting requirements, including valuation of a commodity-based derivative (copper streaming agreement) for a listed company in the UK under IAS 39.

Mumbai, Maharashtra, India

-Creation and presentation of draft and final financial plans within agreed timelines, helping clients plan out their various long term and short term financial goals and create investment strategy aligning to their risk and goals requirements.

Mumbai, Maharashtra, India

-Quarterly reviews of existing client’s portfolio as per market scenario and update client on progress in relations to goals as per Financial Plan created.-Aid in queries linked to client’s financial plan and/or portfolio recommendations

Mumbai, Maharashtra, India

-One of three Portfolio Managers managing Rs. 35 to Rs. 50 lakhs assets under management. Accounts include mutual funds and Insurance assets.-Conducted research before making a recommendation to clients on product such as, Mutual funds, Equities, Life Insurance, Health insurance, Portfolio Management Services.-Periodical client portfolio review and change recommendation to financial advisor.

Msc Finance

Activities and Societies: Published Research paper “A Comparative Study: Impact on pharma sectors across the globe” with International.

Bachelor Of Commerce (B.Com.)