SUMMARY
Results-driven managerial executive with a decade of multi-faceted
experience driving inorganic growth via mergers, acquisitions,
divestitures, joint ventures and strategic alliances. Possess exceptional
communication skills, strong technical background and excellent
organizational ability. Closely collaborate with C-level management. Have
an established record of receiving progressively responsible positions of
trust. Innate ability to develop a cohesive peer group and drive success
working with cross-functional and cross-border teams. MBA (Finance &
Strategy) and US Permanent Resident.
Core Competencies
. All stages of a transaction. Financial modeling and valuation, due
diligence, LOIs (non-binding and firm offers), term sheet, deal
structuring, negotiations, and definitive documentation
. Domain expertise in the I.T sector - software products & services and BPO
. Proficiency in North American, European, and Asian markets with sound
understanding of economic factors, social/cultural practices and industry
trends - and their impact on growth and profitability
. Demonstrated ability to present to internal and external stakeholders
. Capacity to influence without authority
. Strive in intense, competitive settings under deadlines to produce key
deliverables
PROFESSIONAL EXPERIENCE
HCL TECHNOLOGIES LIMITED (http://www.hcltech.com/)
May 2002 - Present Director, Strategic Initiatives Group
Sunnyvale, CA
. Work with the office of the Chairman to determine M&A and business
development opportunities
. Core member of designated group responsible for execution of strategic
transactions
. Company's primary liaison with investment banks & private equity for
target generation and sourcing
Key Accomplishments:
. Key role in contributing approximately $250 M to company top line
. Presently structuring deal for HCL's investment into Wellogic to
establish beachhead in President Obama's federally funded Health
Information Exchange (HIE) market with guaranteed Revenues of $8.5 M
over 3 years
. Sourced and completed acquisition of Control Point Solutions to make
HCL a leader in telecom expense management (TEM) BPO services and
added $30 M in Revenues, 60 clients, 200 employees, and 4 delivery
centers in the US
. Initiated and consummated strategic alliance with Computer Associates
(CA) for security software. Deal transitioned 375 CA employees in 8
countries to HCL. Annual Revenue in excess of $100 M.
. Facilitated acquisition of Liberata Financial Services to make HCL a
significant player in Insurance BPO services and added $60 M in
Revenues, 6 clients, 800 employees and 4 delivery centers in the U.K
. Special recognition from Chairman for success in defending HCL in a
multi-million dollar litigation related to HCL's acquisition of eGulf
Technologies by working in tandem with HCL general counsel and
external legal advisors
. Led the due diligence for HCL's acquisition of Capital Stream. Deal
enhanced HCL's ability to provide comprehensive lending and STP
solutions to commercial banks and finance companies. Added $22 M in
Revenues, 70 employees and 24 customers in North America.
. Valued member of high-level team established to float a $200 M SPAC
(Special Purpose Acquisition Company) on the Euronext Amsterdam with
HCL as corporate sponsor. SPAC was to acquire a Banking & Finance
software company with the proceeds of the IPO. SPAC could not list due
to adverse global economic conditions
. Developed deal structuring options for HCL's joint venture with Jones
Apparel Group, Inc., a Fortune 500 apparel company. HCL's first major
advance in the retail vertical. Revenue commitment of $32 M
. Devised HCL's investment approach for Zamba Solutions, a US based
consulting and systems integration company, to offer joint CRM
solutions to global 2000 companies. $9 M Deal
. Excellent relationships developed with bulge-bracket, middle-market
and boutique Investment Banks
CINCOM SYSTEMS, INC. (http://www.cincom.com)
June 2001 - April 2002 Associate, Business Development
Cincinnati, OH
. Led financial modeling and valuation assessments for Cincom's M&A and
corporate development strategy
. Supported deal structuring and due diligence and participated in
negotiations
. Identified potential growth opportunities and partners
. Presented findings to office of President and CFO
Key Accomplishments:
. Significant role in deal to sell two Cincom divisions to HCL
Technologies
. Created the term sheet and business plan for a joint venture with a
leading collections company with the main thrust of the partnership
being to collect the debt using a 125-seat call center in India
. Formulated the investment strategy for a partnership with a leading
customer relationship management (CRM) company to offshore their
customer support to Cincom Systems India Ltd.
BANC OF AMERICA SECURITIES May 2000 -
August 2000
Summer Associate, Global Corporate and Investment Bank (GCIB)
Chicago, IL
. Investment Banking Summer Intern for the e-commerce division
Key Accomplishments:
. Developed strategy for increasing sales of research reports generated
by Banc of America Securities
. Proposed framework for improvements in online transaction capabilities
for Private Client Services based on industry best practices
. Created financial models and performed sensitivity analyses to measure
the financial viability of the call centers for the corporate banking
division in the Midwest
TRIDENT GROUP (http://www.tridentindia.com)
June 1998 - July 1999
Assistant to V.P. of Corporate Finance
New Delhi, INDIA
. Financial planning and analysis role
Key Accomplishments:
. Assisted in the internal merger of two subsidiary companies
. Aided process of procurement of $1.3 M long-term loan from a
consortium of three financial institutions
. Coordinated with ICICI Securities (Merchant Bankers) for a $10 M
equity issue of a subsidiary company
EDUCATION
Case Western Reserve University
May 2001
MBA (Finance & Strategy)
Cleveland, OH
. Merit based Scholarship
. GMAT Score: 700 (97th Percentile); GPA: 3.60/4.0
. Co-Authored Paper: "N.R. Narayana Murthy: Powered by Intellect,
Driven by Value" (October 2000)
. Paper referenced in National Bestseller: "Primal Leadership: Learning
to Lead with Emotional Intelligence"
University of Delhi
July 1998
B.A Economics (with Honors)
Delhi, INDIA
INTERESTS
. Voracious appetite for reading (History, Fiction, Geo-Politics and
Current Affairs)
. Sports: Tennis, Cricket, Table Tennis and Bowling
. Texas hold 'em[pic]