Sankar R

Experience

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  Moody's Analytics Knowledge Services

  Jan 2018 - Mar 2020

  Analyst - Investment Banking

  Works in the Mergers & Acquisitions (M&A) team for a sell-side Investment Bank (client). Sectors served include Technology & Services, Industrial, Consumer, Healthcare, Energy, etc. Also assisted the ECM, DCM and the FSG teams on various projects.Products worked on include: - Potential buyers and add-on targets screening- Identifying peer companies through databases such as Capital IQ, Mergermarket, Pitchbook, FactSet, Bloomberg, Orbis, Dealogic and others- Identifying M&A rationale by studing the business model, growth strategy and key perfomance indicators of companies- Company profiling, pitch book (creation and partial updations)- Relative Valuation through Comparable Companies Analysis (Trading/Public Comps) & Comparable Transactions Analysis (Transaction Comps)- Creates & publishes M&A and other sector specific newsletters on a daily, weekly, monthly and quarterly basis in the areas of M&A rumors, deal announcements, management changes, M&A strategies, financial advisers etc. - Preparing competitive landscapes- Periodical updation of valuation databases- Operational and Financial Benchmarking- Financial model auditing and linking (M&A and LBO models) Show less

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  Acuity Knowledge Partners

  Apr 2020 - Apr 2022

  Member of a team which specializes in and supports the Mergers & Acquisitions (M&A) services for a sell-side, mid-sized Investment Bank (client). Promoted as an Associate and works for various sectors including Technology & Services, Industrial, Consumer, Healthcare and Energy sectors. Also supports the ECM, DCM and the FSG teams of the client on ad-hoc projects. Experience in project scoping, proposal creation, team management and client management through continuous client interactions.Works with various databases including Capital IQ, Mergermarket, Orbis, Pitchbook, FactSet, Bloomberg Terminal, Dealogic, Alphasense, etc. Scope of work include:- Screening and identifying potential buyers and add-on targets;- Performing M&A rationale analysis by studying the business model, growth strategy and key performance indicators of companies;- Relative valuation through comparable companies’ analysis (public/trading comps); and comparable transactions analysis (transaction comps);- Performing pro-forma adjustments for M&A as well as divestitures in the financial statements of companies while performing valuations; - Company profiling, creating and updating pitch books and CIM’s;- Creates & publishes M&A and other sector specific newsletters on a daily, weekly, monthly and quarterly basis in the areas of M&A rumors, deal announcements, management changes, M&A strategies, financial advisers etc.;- Analyzing broker reports to evaluate forecasted financials and its supported rationale; - Periodical updation of valuation databases;- Operational and Financial Benchmarking;- Financial model auditing, editing and updation (M&A & LBO models);- Trains as well as performs quality evaluation of various client deliverables by junior analysts. Show less

  • Senior Associate - Investment Banking

    Oct 2021 - Apr 2022

  • Associate - Investment Banking

    Apr 2020 - Sept 2021
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  Straive

  May 2022 - now

  • Deputy Manager - Financial Planning and M&A

    Nov 2023 - now

  • Assistant Manager - Financial Planning and M&A

    May 2022 - Oct 2023