Shrey Mehta Email & Phone Number

Greater Vancouver, British Columbia, Canada

• Build financial models and value companies with DCF, comparables, and precedents methods and analyze financial statements
• Leverage scenario comparisons and market research to drive decision-making for expansion and growth across various verticals
• Create decks of proposed M&A transactions and present financial / strategic rationales to the executive team and board members
• Lead qualitative and quantitative analysis including build/buy/partner considerations, financial forecasting, and go-to-market strategies
• Present strategies and recommendations to C-Suite and work with cross-functional teams to implement strategies
• Lead entire transaction execution process from term sheets and deal structuring to due diligence and post-deal integration

Greater Vancouver, British Columbia, Canada

Greater Vancouver, British Columbia, Canada

Greater Vancouver Metropolitan Area

Greater Vancouver Metropolitan Area

Vancouver, British Columbia, Canada

• Built financial models using MS Excel and S&P Capital IQ and valued companies with DCF, comparables and precedents methods
• Drove the entire transaction execution process from target screening (EV<$50M) and deal structuring to due diligence and term sheets
• Created decks of proposed M&A transactions and presented financial / strategic rationales to the executive team and board members
• Prepared 15+ CIMs for Fortune 500 companies looking to enter the cannabis space and initiated 5 meetings with strategic investors
• Developed 30-page investor presentations and 100-page lender decks with detailed financial / operational data and uses of proceeds
• Facilitated deal origination by networking with founders and management of cannabis/CPG startups and attending industry events

Vancouver, British Columbia, Canada

• Analyzed pricing & specifications of hardware products used by Telus to enable data-informed purchase decisions and forecast spend
• Drove the company-wide cloud migration initiative and delivered total cost savings of ~$1M by managing the end-to-end RFP process
• Created an RFP from scratch and evaluated supplier quotes in detail using MS Excel (e.g. INDEX-MATCH functions and PivotTables)
• Presented analysis of suppliers’ RFP responses to the leadership team and facilitated the ongoing negotiations with 15 suppliers

Mumbai Area, India

• Frank's International is a global services provider to the oil and gas industry – NYSE: FI
• Analyzed company’s revenue across 6 geographic markets, 3 business segments and by top 10 customers in MS Excel (PivotTables)
• Evaluated competitors’ corporate strategies by researching financial reports, MD&As, investor presentations and industry databases
• Assisted in the company’s strategic initiatives by researching and analyzing geographical and product expansion opportunities
• Prepared monthly corporate revenue and market outlook presentations that were used in quarterly filings released to shareholders
• Attended meetings with senior management to discuss revenue forecasts and identify organic growth opportunities to increase revenue

Mumbai Area, India

• Veer Securities is a Mumbai-based sell-side equity research firm
• Built & updated financial models and valued companies to create buy/sell/hold recommendations on ~30 public companies in India
• Participated in 20 earnings calls and summarized key takeaways for research analysts and CEO to facilitate their decision-making
• Drafted 10 initiating coverage reports by analyzing filings, researching industry trends and attending meetings with management
• Undertook industry research and participated in weekly meetings with research analysts and CEO to present market updates

Mumbai Area, India

• Blinc Advisors is a private equity firm focused on the education and fintech sectors
• Built financial models (i.e. DCF and comparables) and estimated valuations to identify optimal purchase price, IRR and exit multiples
• Researched ~100 firms matching screening criteria and communicated with 15 target companies to assess interest in an acquisition
• Advised a portfolio company on its corporate strategy and prepared investor presentations to assist the PE firm’s fundraising

Master Of Business Administration - Mba, Business, Cgpa - 3.69/4.33, Finance & Entrepreneurship Gpa - 4.22/4.33

Master Of Commerce, Management, Gpa - 6.37/7.00

Bachelor Of Management Studies, Finance, Gpa - 6.88/7.00

Education record

Level 2 Candidate

Master Of Business Administration - Mba, Business Administration And Management, General, 3.69/4.33