You are on page 1of 4

SAMEER GUPTA

Mobile: 09986217591 EMail: sameer_gupta1786@yahoo.in, sameer_ind1786@rediff.com Seeking assignments in M&A/ Corporate Advisory / Private Equity/ Business Consulting/ Investment planning with an organisation of repute CAREER SYNOPSIS CFA (Investment Management), FRM (Risk Management), MBA (Finance) and CTP (Treasury); offering nearly 7 years & 2 months & multiple International front end client experience in Business Consulting, Corporate Finance, Investment Management, M&A/ Valuations, Restructuring and Business Development. Currently associated as Senior Advisory Consultant(Investment & M&A) Strategy Consulting Division of IBM Being the part of top talent team of IBM (0.1%) of total IBM work force Created an Impact of Incremental Sales Pipeline of USD 200 million in APAC region Only Person in IBM India history to get a promotion in less than a year Earlier associated as Senior Associate Consultant - Consulting Division with Infosys Technologies. Track record of executing and closing very big deals and winning multimillion deals Has worked in 6 International locations-Australia, Singapore, Hong Kong ,Switzerland, UK & Spain Proven ability to improve operations, impact business growth and maximise profits through achievement in financial management, efficiency improvements/Business Advisory Gained understanding in financial modeling and analysis, M&A deal structuring, Investment analysis business plan for new investments, Business / Brand Valuation and profitability metrics like NPV, ROI, and ROE. Demonstrated excellence in improvement of M&A Business Strategies & helping at CXO level to improve their decision making in line with best practice. A reasonable level of numeracy with a high standard of personal integrity and decisiveness, in addition to problem-solving and influencing skills. Track record of enthusiastic leadership and achievement; consistently promoted to positions of increasing responsibility. PROFICIENCY FORTE Jan 10 to present Jan 11 to present Jan 10 to Dec 10 IBM Business Consulting Senior Advisory Consultant (M&A) Lead Consultant (M&A) in Business

http://www-935.ibm.com/services/us/index.wss/offerfamily/gbs/a1029386
M&A Strategy Development: Corporate and business strategy, M&A capability development, Transaction strategy, Target identification, Screening, and selection Transaction Support: Strategic Rationale for the deal, Due diligence, Valuation & Business case, Synergy evaluation, Regulatory process support, Risks & Issues, Outline Integration Blueprint, Operating model guidelines Post Merger Integration Planning: Integration Planning (First 100 day plan, PMO, Governance, Team mobilization, Value-driven priorities, Interdependencies and contingencies, Day 1 readiness Planning) Transition: Implementation Plan (Day 1 actions, First 100 Day plan, Quick wins), Post-close business review, Organization structure / roles & responsibilities, Synergy program, Operating Model design, Change Mgmt Consulting Engagements in IBM

M&A Engagement: Inorganic growth strategy for leading for leading Chinese retailer Suning End to End M&A Engagement for UK largest Water Company Severn Trents M&A Consulting for leading Japanese Chemical firm Tiejin Target Identification Exercise for leading Japanese Holding Firm Tanaka Holdings M&A Consulting to Norways largest oil firm Sea well for acquisition of a US company Growth Strategy Strategy Consulting to largest Malaysian Bank Maybank Growth strategy for largest Chinese Bank China Construction Bank Growth Strategy Project for Asias largest real estate Investment Management firm CapitaLand Business Consulting project for defining the Growth strategy for large Indian PSU bank PNB Restructuring (Operational & Finance) Business Restructuring for Singapore largest Investment Management firm Ascendas Cost Restructuring Consulting for Singapore Largest health care company Parkways Financial Restructuring exercise for one of the largest Telco in Indonesia Indosat Cost Restructuring Exercise for Thailand largest oil firm PTT Restructuring advisory to one of the largest South Asian Airline Philippines Airlines for Improving their profitability Business Restructuring for exercise for world largest animal protein firm JBS SA Jun06/Jan 10 Infosys Technologies, Bangalore Senior Associate Consultant - Consulting Division(M&A) KEY DELIVERABLES: Strategic Consulting: Client Engagement, Market Research & Analysis, Formulating Strategies, Implementation Support, Program Management, Risk Management Implementation, Valuation of Complex Financial Instruments, Creating Business Plans and Cases, Interaction at CXO level M&A & Investment Advisory Engagement (External & Internal): Scanning the Target Company, Due-Diligence (Strategic, Financial, Operational, IT & Legal, Investment Analysis, Valuation, Deal Structuring, Negotiation, Post Merger Implementation Support, Governance Support & Dispute Resolution Investment Evaluation: Screening new projects and conducting feasibility studies to determine the financial viability of new ventures; projecting cash flow and growth opportunities. Developing fund flow and cash flow projections to monitoring movement of funds. CHIEF PROJECTS in INFOSYS: M&A & Investment Advisory Engagement (External & Internal) M&A Advisory to NAB for acquiring Challenger Mortgage Company in Australia as a part of inorganic growth for Private Wealth management business. Active Participant of Corporate Strategy team in evaluating early stage funding ventures M&A Advisory to prominent Australian client Westpac for acquisition of St. George Bank. Evaluated a USD 50 million Investment proposal for private equity arm of Infosys Technologies. Investment Analysis of a target IT Company in India. Formulation of an acquisition plan and valuation of an IT company for acquisition in US. Due Diligence of one of the prominent IT Company for Infosys Technologies for strategic acquisition. Key stake holder in forming alliance of Infosys with largest Stock Exchange of India NSE. Strategic Consulting/Financial Risk Consulting Engagements (External Clients) Provided strategic consulting to: o Development Bank of Singapore for establishing a new business. o Australia largest bank NAB for setting a Private Wealth Management Business in Australia. o World number 1 Global wealth management firm UBS. o UBS to completely outsource their IT & Operation on Lift & Shift Model to 3 rd party service provider. o Biggest mortgage bank in world Wachovia for valuing the cost saving and synergies for outsourcing their IT enabled Treasury services to low cost location like India. Risk management consulting to Spain largest Bank Banka de Espana (Bank of Spain).

Gap, Financial Analysis and Valuation of one of the biggest custodian in world Mellon Financial, US as a part of business consulting project. Risk Management Consulting to European largest Bank Barclays PLC

NOTABLES: Recognised as a key stakeholder in creating Infosys footprint in Australian market and getting the biggest deal for Infosys in Australian market. Distinction of being the fastest person to complete the project in Infosys Technologies (BCMD IBU) in all new Business Analysts in world with highest grading. Written a POV on merger of stock exchange which is being published in major Journals. Streamlined the Pre-Sales & Sales Process of Infosys by centralising all the collaterals and activities Nominated for Most Valuable Player (MVP) for Consulting & Solution Category Teaches in Pristine classes during weekends for advanced Finance courses like CFA & FRM and got the award of best professor from students Mar03-Jul04 Metal Products of India Ltd., Agra, UP Deputy Manager (Corporate Finance) KEY DELIVERABLES: Accountable for dealing with business customers. Managing operational and commodity risk and formulating hedging strategy as a risk management tool. Liaising with bankers for short term financing. Handling investment analysis & capital budgeting.

ACADEMIA 2012 CFA (Investment Management) from CFA Institute, USA, Candidate for CFA Level 3 2007 FRM (Risk Management) from GARP, USA 2008 CTP (Treasury) from AFP, USA 2006 MBA (Finance) from Welingkar Institute of Management, Mumbai; 72% marks 2003 B.Tech. (EC) from FET RBS College, Agra, 83% marks Distinctive Highlights: Topped the university in Engineering and recipient of President Gold Medal and topped in Welingkar Institute of Management (Finance Specialization). Fastest Person to complete the project in RBI internship with highest grading. CERTIFICATIONS NCFM Derivatives (Dealers) from SEBI, NSE NCFM Surveillance of Exchange from SEBI, NSE NCFM Mutual Fund (Primary) from SEBI, AMFI NCFM Mutual Fund (Advisor) from SEBI, AMFI NCFM Commodity from SEBI, FMC, NCDX NCFM Security from SEBI, NSE NCFM Derivative (Basic) from SEBI, NSE NCFM Security (Dealer) from SEBI, NSE D&B 101 Security Market from Dun & Bradstreet D&B 102 Capital Market from Dun & Bradstreet D&B 103 Derivative Market from Dun & Bradstreet D&B 104 Retail Banking from Dun & Bradstreet D&B 105 Corporate Banking from Dun & Bradstreet D&B 204 Structured Products from Dun & Bradstreet 90% 70% 73% 73% 86% 86% 85% 87% 88% 83% 89% 87% 88% 85%

PROJECTS HANDLED during MBA Title Organisation Role Title : : : : NBFC coming through FDI route DNBS, Reserve Bank of India, Mumbai Executed detailed study for giving recommendations. Due Diligence & Valuation

Organisation Role Title Organisation Role

: : : : :

ONGC, Mumbai Team Leader Financial Analysis, Valuation & Modelling TISCO, Mumbai Detailed study, analysis & Valuation

Academic Projects: Key Issues in Mergers of companies. Restructuring of companies. Valuation of Brand Philips. Key Issues in IPO Handling. Research Project for NSE for finding market for their Technology solution. International Bond and fixed Income security market. Critical Issues in risk management of treasury. PERSONAL DETAILS Date of Birth : 19th June, 1980 Current Address : Flat No 202, Mahaveer Palms Apartment, Kodichikkanhalli Road, near Vijaya Bank layout, behind IIMS Bangalore, Bannerghatta Road, Bangalore, 560100 Visa Status : Long term work permit for Australia & Singapore