Shubham Sawant

Shubham Sawant

Associate - Business Advisory and Investment Banking Services

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location of Shubham SawantMumbai, Maharashtra, India

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  • Timeline

  • About me

    Chartered Accountant || Assistant Manager- Glenmark Pharmaceuticals

  • Education

    • D.A.V. Public School, Thane

      -
      CBSE
    • CFA Institute

      2024 -
      CFA

      Level 1 ClearedLevel 2 Candidate

    • The Institute of Chartered Accountants of India

      2018 - 2022
      Chartered Accountant

      Cleared all levels of the Chartered Accountancy examination in first attempt.

    • Somaiya Vidyavihar

      2018 - 2021
      Bachelor of Commerce - BCom
  • Experience

    • KNAV India

      Oct 2020 - Mar 2023
      Associate - Business Advisory and Investment Banking Services

      Undertaken 20+ Deal Evaluations of prospective Investment Banking Mandates.• Developed Investor facing documents including Investment Pitch Decks / Information Memorandum,Financial Models and Definitive Documents for companies across multiple Industries, while helping themseek external funding.• Assisted in outreach campaigns across several investment transactions: PE/VC fundraise, M&A, Tranches,IBC, and PIPE deals.• Played an Integral role in preparation of a Resolution Plan under CIRP of a Listed Steel ManufacturingCompany along with attending CoC meetings for presentation of Resolution Plan.• Orchestrating end-to-end drafting and release of more than 5 ESOP and SAR schemes including a crossborder scheme.• Conducting detailed evaluation of Investment opportunities in the start-up landscape, for HNIs and providingconstant portfolio progress updates.• Assisted in conducting Financial Due Diligence including documentation and reporting.• Formulation and review of detailed Business Plans for Organizations.• Drafted as well as commented upon Term Sheets and Shareholders Agreement.• Conducting competition benchmarking along with conducting research for assignment specific researchnotes.• Opined on points to be covered in Family Charter to address various issues as part of a Family BusinessCounsel Assignment• Contributed to firm’s Market Releases and Thought Leadership articles as well as preparation of Industry Reports. Show less

    • Glenmark Pharmaceuticals

      Apr 2023 - now
      Assistant Manager

      Stint 1- R&D Finance and Business DevelopmentStint 2- Corporate Treasury

  • Licenses & Certifications

    • Corporate Financial Statement Analysis

      LinkedIn
      Jan 2020
      View certificate certificate
    • Hike + Clean Up Drive

      Rotaract Club Of Thane Horizon (RCTH)
      Mar 2021
    • Strategic Thinking

      LinkedIn
      Jan 2020
      View certificate certificate
    • Information Technology Training

      Institute of Chartered Accountants of India
      Jan 2020
    • Orientation Course

      Institute of Chartered Accountants of India
      Jan 2020