Sergi Bernat Rozas
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Sergi Bernat Rozas Email & Phone Number

M&A Manager @ Deloitte | IESE Executive MBA '25 | Passed CFA Level 2 exam at Deloitte
Location: Greater Barcelona Metropolitan Area, Spain, Spain 9 work roles 5 schools
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Current company
Deloitte
Role
M&A Manager @ Deloitte | IESE Executive MBA '25 | Passed CFA Level 2 exam
Location
Greater Barcelona Metropolitan Area, Spain, Spain
Company size
295722 employees

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Sergi Bernat Rozas is listed as M&A Manager @ Deloitte | IESE Executive MBA '25 | Passed CFA Level 2 exam at Deloitte, a company with 295722 employees, based in Greater Barcelona Metropolitan Area, Spain, Spain. AeroLeads shows a matched LinkedIn profile for Sergi Bernat Rozas.

Sergi Bernat Rozas previously worked as Manager Corporate Finance at Deloitte and M&A Vice President at Translink Corporate Finance. Sergi Bernat Rozas holds Executive Mba from Iese Business School.

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About Sergi Bernat Rozas

With over 8 years of professional experience in Mergers and Acquisitions, I have been actively involved in cross-border transactions spanning diverse sectors such as TMT, Healthcare, Consumer and Industrials.Prior to joining Deloitte, I honed my expertise at Translink Corporate Finance, BBVA and Crea Inversión. Additionally, I hold the position of Associate Professor of Finance at Universitat Pompeu Fabra (UPF).My academic credentials include a BBA from Universitat de Barcelona (UB), a MSc in Corporate Finance from Universitat Pompeu Fabra (UPF), and a Summer School stint at the London School of Economics (LSE), where I undertook courses in business analysis and valuation. I have also passed the second level of the CFA Institute program.Currently, I am pursuing an Executive MBA at IESE Business School and look forward to graduating in June 2025.

Listed skills include Financial Analysis, Risk Management, Financial Modeling, Portfolio Management, and 29 others.

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Deloitte
Deloitte
M&A Manager @ Deloitte | IESE Executive MBA '25 | Passed CFA Level 2 exam
new york, new york, united states
Website
deloitte.com
Employees
295722
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9 roles

Sergi Bernat Rozas work experience

A career timeline built from the work history available for this profile.

Manager Corporate Finance

Current
Deloitte

Barcelona, Catalonia, Spain

Apr 2023 - Present

M&A Senior Associate

Translink Corporate Finance

Barcelona, Catalonia, Spain

  • Deals executed:o Buy-side | Pedrollo Group acquires Saci Pumps | Manufacturing – December 2022o Sell-side | Fielmann acquires Ibervisión, Medop and Elaboria for €70.8M | Retail & Manufacturing – December 2022o.
Feb 2021 - Jan 2023

M&A Associate

Translink Corporate Finance

Barcelona, Catalonia, Spain

  • Deals executed:o Sell-side | Grupo Primavera acquires Contasimple | SaaS (e-invoicing) – December 2020
Mar 2019 - Feb 2021

Adjunct Professor Of Finance

Universitat Pompeu Fabra

Barcelona Area, Spain

2018 - 2022: Financial Management II (Corporate Finance)2017 - 2018: Financial Economics

May 2018 - Apr 2022

M&A Associate

Crea Inversion

Barcelona, Catalonia, Spain

  • CREA Inversión is a corporate boutique focused on high-growth digital companies. It advises on Mergers & Acquisitions and financing (equity, debt and alternative investments).
  • Assisting in execution of deals in various sectors (mainly technology).
  • Management and training of Analysts and reporting upwards.
  • Creation and review of different financial and economic models (e.g., valuation, financial projections, project finance) to support strategic decisions or M&A transactions.
  • Conduction of market research, competitive landscape assessments and benchmarking.
  • Design of marketing documents (Information Memorandum and Teaser).
Sep 2018 - Feb 2019

M&A Analyst

Crea Inversion

Barcelona, Catalonia, Spain

  • Business plan modelling (balance sheet, profit and loss, cash flow)‬‬
  • Preparation of Investor Decks and Teasers for acquisitions and capital increases.
  • Preparation of valuation documents using multiples and discount methods.
  • Screenings of potential buyers/sellers/investors.
Sep 2016 - Aug 2018

Financial Analyst - Internship Program

Bbva

Barcelona

  • Supported a Senior Relationship Manager in the global management of large corporate clients.
  • Forecasting and projection of risks and returns with internal rating tools.
  • Collection and diagnosis of information related to Investment Banking projects in collaboration with the specific department. (Leveraged Finance, Project Finance, Restructuring, M&A, Derivatives, Syndicated Loans)
  • Preparation of the Financial Program for each client, with analysis of the industry and evaluationof the annual accounts, together with details of the use and limits of contracted products.
Dec 2014 - Jun 2015

Junior Auditor - Industrial Placement

Laes Nexia

Barcelona

Dec 2013 - Jun 2014
Team & coworkers

Colleagues at Deloitte

Other employees you can reach at deloitte.com. View company contacts for 295722 employees →

GR Glefen Reynon Glefen Reynon Colleague at Deloitte Arlington, Virginia, United States, United States View → SK Sujith Kumar Padavala Sujith Kumar Padavala Colleague at Deloitte Hyderabad, Telangana, India, India View → WW Wen Wen Hsiao Wen Wen Hsiao Colleague at Deloitte Taiwan, Taiwan, Province Of China View → NA Nur Aishah Abd Razak Nur Aishah Abd Razak Colleague at Deloitte Selangor, Malaysia, Malaysia View → AT Angelina Tayar Angelina Tayar Colleague at Deloitte Belgium, Belgium View → FR Friedman Revital Friedman Revital Colleague at Deloitte Tel Aviv District, Israel, Israel View → ER Emma Radtke Emma Radtke Colleague at Deloitte Greater Milwaukee, United States View → SM Shiv M. Shiv M. Colleague at Deloitte Phoenix, Arizona, United States, United States View → NV Nikolay Vasilyev Nikolay Vasilyev Colleague at Deloitte Moscow, Moscow City, Russia, Russian Federation View → RA Richu Augustine Richu Augustine Colleague at Deloitte Kottayam, Kerala, India, India View →
5 education records

Sergi Bernat Rozas education

Master’S Degree, Corporate Finance And Banking, 8.1 / 10

Universitat Pompeu Fabra

Activities and Societies: Master Thesis: Abengoa, financial restructuring from a legal and financial point of viewThe Master of Science in.

Bachelor’S Degree, Business Administration And Management

Universitat De Barcelona

Specialist minor in accounting and tax. Final Thesis: “Market risk reduction through Hedge Accounting”.

FAQ

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What company does Sergi Bernat Rozas work for?

Sergi Bernat Rozas works for Deloitte.

What is Sergi Bernat Rozas's role at Deloitte?

Sergi Bernat Rozas is listed as M&A Manager @ Deloitte | IESE Executive MBA '25 | Passed CFA Level 2 exam at Deloitte.

Where is Sergi Bernat Rozas based?

Sergi Bernat Rozas is based in Greater Barcelona Metropolitan Area, Spain, Spain while working with Deloitte.

What companies has Sergi Bernat Rozas worked for?

Sergi Bernat Rozas has worked for Deloitte, Translink Corporate Finance, Universitat Pompeu Fabra, Crea Inversion, and Bbva.

Who are Sergi Bernat Rozas's colleagues at Deloitte?

Sergi Bernat Rozas's colleagues at Deloitte include Glefen Reynon, Sujith Kumar Padavala, Wen Wen Hsiao, Nur Aishah Abd Razak, and Angelina Tayar.

How can I contact Sergi Bernat Rozas?

You can use AeroLeads to view verified contact signals for Sergi Bernat Rozas at Deloitte, including work email, phone, and LinkedIn data when available.

What schools did Sergi Bernat Rozas attend?

Sergi Bernat Rozas holds Executive Mba from Iese Business School.

What skills is Sergi Bernat Rozas known for?

Sergi Bernat Rozas is listed with skills including Financial Analysis, Risk Management, Financial Modeling, Portfolio Management, Financial Risk, Corporate Finance, Fixed Income, and Quantitative Models.

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