Lodha & Co - Associate Vice President/Senior Associate/Associate - Investment Banking/M&A

Company Overview: A reputed mid-market investment bank with more than 20 years of experience in M&A/ capital raising. We have been ranked consistently among the top 10 financial advisors in India by Venture Intelligence. Advised on capital raising and M&A (domestic and cross-border) transactions involving many well-known companies/ brands/ corporate groups/ private equity funds such as Godrej, ICICI Lombard, RP-Sanjiv Goenka, Paharpur, Nature's Basket, Social, Everstone Capital, L Catterton, TVS Capital, GEF, Chrys Capital, Samara, etc. Key focus sectors are consumer, technology, clean energy, manufacturing, healthcare and financial services.

Responsibilities:

- End to End Role - deal origination, execution and transaction closure

- Preparation of information memorandums, financial models and pitch decks

- Forming a view on valuations of companies. This will involve application of different valuation methodologies that will be relevant to the company being valued

- Assisting the senior team on M&A/ fund raising transactions which will involve the following:

1) Originating the client and pitching to them

2) Preparing marketing collaterals for investors. Key thing here would be to make the right pitch to investors which will also involve participating in ideating sessions with the management team

3) Understanding financial statements of companies and helping present financials in the most appropriate way to investors

4) Engaging with investors to build their conviction about the opportunity

5) Advising on term sheet that will include valuation and key deal terms

6) Assist in due diligence initiated by investors which will involve collating data, analysis, assessing implications on the deal , etc.

7) Advising on definitive agreements (share purchase agreements, share subscription agreement, etc.)

8) Assisting in deal closure

- Assisting the senior team for business development (BD)

- Researching different sectors and develop investment thesis to form a view on sectors/ segments that are likely to do well in future along with appropriate rationale and pursue such sectors to identify BD opportunities

- Interacting with clients and investors

- Originating and cultivating relationships with clients, prospective clients and investors (entrepreneurs / CXOs / PE or VC funds / family offices/ professional advisors)

Skills sets required:

- Strong analytical skills and ability to understand business, strategic and financial strengths/ weaknesses of companies

- Strong ability to understand and interpret financial statements and performing valuation analysis

- Hunger to learn and self-motivated

- Ability to create research papers

- Ability to work on multiple engagements and meet client deliverables

- Capability to interact with management teams and investors

- Attention to detail

- Excellent communication, drafting and presentation skills

- Strong work ethic

- Well versed with excel/ word/ power point

Preferred candidates:

- CA/CFA/MBA (top tier colleges) with experience in Investment Banking (M&A and capital raising) or experience in FDD with Big 5 or experience with back office investment banking department of bulge bracket IB firms (this requirement will not be there for freshers)