Vikas Aggarwal

Experience

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  Eli India

  Apr 2011 - Aug 2014

  Senior Associate

   Creation of Market Research Reports, performing number check (Quantitative analysis) and CAGR calculations through MS excel modeling and training new recruits. Writing Research summaries/Commentaries for research reports. Creation of Product Brochure, PowerPoint presentations and Industry News products. Responsible for the Report Production Tracking and Quality Check for Market Research Reports. Conducting Secondary research and work on company profiling for the research reports. Show less

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  Bank of America

  Sept 2014 - Jun 2019

  Team Developer - Investment Banking Research

   Provide deal origination support and identify targets/potential buyers through screening; perform in-depth company and industry research supporting specific live M&A deal engagements. Working on various projects involving company overviews/profiles, M&A transaction advisory, presentations, pitch book preparation, and valuation models as required. Working on various newsletters on a daily/weekly basis to provide relevant news articles & information on various industries as well as major companies in those industries. Newsletters include coverage of major industry/company-related news events and comps updates, financial metrics, and share price tracking. Work on various ad-hoc research requests of the global investment banking team and provide strategic and high-quality research and information documents related to equity capital markets, debt capital markets, loans, mergers and acquisitions, biographies of individuals, news runs, economic indicators, credit ratings, and various broad-based industry-related topics. Provide due diligence support and conduct news runs from Factiva related to companies or specific M&A deals; and perform sanctions newsruns on individuals & companies. Do research on mergers & acquisitions related databases like Mergermarket, Dealogic, SDC premium and Capital IQ & source M&A related information. Conducting secondary research on various industries including healthcare, consumer retail, and Financial Institutions Group (FIG) and source information on broad company-specific financial and operating metrics by using secondary research databases, equity/fixed income research reports, rating agency reports, company filings & various industry-specific publications to support financial analysis of companies & industry analysis. Show less

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  DishTV

  Jun 2019 - Oct 2020

  Lead - Corporate Finance, Investor Relations

   Prepare and maintain financial models for decision-making purposes and perform a valuation of the company and its peers using DCF and relative valuation techniques. Perform quantitative analysis of financial data and maintain historical & projected financial database for Dish TV and its peer companies in the Media, OTT & DTH industry to identify future trends. Competitive intelligence - Conduct industry research and prepare company profiles for peer companies in the industry, perform peer benchmarking, and track news events & key metrics of competitors. Work on corporate development projects (M&A deal advisory) and identify, source, and evaluate inorganic opportunities (both acquisition and strategic investment) for the company. Prepare company/industry overviews, investor pitches, earnings releases, investor presentations, newsletters and update valuation models on major players of the Industry periodically. Track overall M&E/TMT sector events and industry regulations and stock price movement of the company and its peers and conduct company and industry news analysis through secondary research databases like Factiva, Bloomberg etc.  Do comparisons with broker projections and keep a record of the company's financial guidance. Regular interaction with the investors & analysts to provide updates on the financial performance. Working with the head of investor relations to organize conference calls for analysts & investors including preparing presentation deck, information memos & other supporting documents for the event. Show less

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  Acuity Knowledge Partners

  Feb 2021 - now

  Senior Associate - Investment Banking

   Provide deal origination support and identify targets/potential buyers through screening; perform in-depth company and industry research supporting specific client engagements. Deliver and manage projects on various corporate finance initiatives and products including company profiles, target/buyer screenings, pitch materials, and valuation assessments.  Work on various projects involving M&A transaction advisory and prepare transaction-specific materials (information memorandum, pitch books, corporate profiles, and industry/thematic research) Update financial models, including relative valuations (trading & transaction comps) and other valuation assessments as per requirement Perform financial and operational benchmarking related to various companies and provide high-quality research and information products. Working on various newsletters on a daily/weekly basis to provide relevant news articles & information on various industries as well as major companies in those industries.  Work towards tight deadlines, adding value to complex and high-profile projects. Managing client communication; daily workflow allocation & project assignments to team members. Performing quality checks for project deliverables and ensuring accurate, timely delivery of projects. Provide guidance, training, and timely feedback to project team assignees. Show less