Sales Management

Saumil Bhansali

CFA, MBA (Finance), Series **, Series 63

******.********@*****.*** 857-***-****

SUMMARY

Experienced Investment Banking professional with strong industry experience in knowledge intensive industries. Trusted advisor for clients through the decision-making process with proven leadership and people skills in taking strategic initiatives and managing multi-functional teams to deliver business critical results. Strategic thinker with excellent analytical and presentation skills in engaging all stakeholders.

EXPERIENCE

EQUITEQ New York, NY

Investment Banking Associate Mar 2017 – Present

Currently involved in three live engagements in various stages of transaction process

̵Project Hawkeye: Sell-side adviser to a global implementation-focused multi-industry consulting firm [LoI stage]

̵Project Gateway: Strategic sell-side adviser to fully integrated, secure, and scalable IoT platform [Management meetings]

̵Project Moneyball: Sell-side adviser to a specialized data management and analytics company [Buyer outreach]

Led / Supported execution on all aspects of sell-side M&A process including formulation of initial pitch, preparing CIM and other marketing materials, developing financial and valuation models, identifying, engaging buyer universe and negotiating agreements

Worked directly with CEOs and CFOs of client companies to develop value positioning, normalize financials, identify buyer universe, draft CIMs, setup virtual data rooms, prepare management for meetings and address buyer requests

Reached out to buyer universe to solicit interest in the opportunity and acted as a liaison between client management teams and potential buyers to facilitate information sharing related to operations, financials, tax, legal, intellectual property, human resources and sales and marketing

Developed valuation (DCF, precedent transactions, trading comps, LBO) and other financial models

Managed and delegated work streams to a team of 3 analysts and 2 interns by prioritizing tasks

Selected Closed Transaction Experience:

̵Advisor to CMF Associates on sale to CBiz

WOMBAT CAPITAL New York, NY

Investment Banking Associate / Intern Sep 15 – Mar 17

Supported senior bankers over the entire life cycle in executing 2 sell-side transactions totaling $75 m

Led the design and assembly of marketing materials utilizing company information, market data, industry research, and precedent structuring expertise to present optimize transaction rationale for 6 clients

Laisied client management to draft management presentations, populate data rooms and coordinate due diligence sessions on potential transactions

Developed financial models using a range of valuation methodologies including merger model, accretion-dilution, sum-of-parts, ability-to-pay, leveraged buyout, discounted cash flow, comparable company and precedent transaction

Researched and analyzed market and industry data to compile and organize vital pitch and deal related materials

Managed and assigned tasks to a team of two interns to manage timelines on multiple deliverables

Select transaction experience:

̵Advisor to PharmaCore on sale to Cambrex

̵Advisor to J-Star Research on sale to Porton

ROOT CAPITAL Boston, MA

Risk Management Intern (during MBA) May 15 – Aug 15

Advised the Board on raising $10m equity by analyzing investment trends and competitive and industry landscapes

Delivered 13% reduced default potential by building a risk appetite tool to measure each loan’s contribution to portfolio risk

Analyzed historic performance to identify and trigger early warning signals for clients defaulting on loans

BIRLASOFT Apr 11 – Jun 13

Business Relationship Manager – Software and Technology Consulting Bangalore

Engaged client leadership on strategic partnerships; generated $2.9M in revenue, 31% of India revenue at 67% growth

Partnered with clients on strategic resource planning; improved fulfillment by 7% and account profitability by 350 bps

Led 50+ member team; managed performance evaluation, effort estimation, resource allocation and billing across businesses

Mentored two sales professionals; acquired two clients and grew one into the second largest account in India

MINDCRAFT Apr 09 – Apr 11

Senior Manager, Business Development – Fintech and Technology Services Mumbai

Managed and nurtured client relations to overcome reputed competition; won company’s largest technology deal of $0.5m

Engaged industry leaders to develop industry-specific technology solutions; acquired 7 clients contributing 19% of revenue

Identified and created a mobile trading platform for an asset management company by capitalizing on regulatory changes

Conceived and designed knowledge repository portal to share client updates, create case studies and develop solutions

SATYAM Sep 06 – Apr 09

Marketing Executive – Asia Pacific, Middle East & Africa Hyderabad, Singapore, Johannesburg

Involved in strategic business planning for banking industry – preparing presentations, case studies, responding to RPFs

Analyzed technology trends to develop requirement forecast, provided critical inputs to leadership on service offerings

Developed branding and customer experience strategies that influenced deals ranging from $5m - $400m

IDI LASER Singapore

Sales Engineer Aug 05 – Sep 06

Led company’s India operations; developed market-entry strategy, established operations and managed decision-making

Performed cross-functional impact analysis on overall business to manage resources; trained across business functions

EDUCATION

BOSTON UNIVERSITY – QUESTROM SCHOOL OF BUSINESS Boston, MA

MBA (Finance) GPA 3.6 2016

UNIVERSITY OF MUMBAI Mumbai, India

Bachelor of Engineering (Computer Engineering) 2004

CERTIFICATION

CFA, FRM, Series 79, Series 63

ADDITIONAL

Taught Corporate Finance and Financial Statement Analysis to over 20 students preparing for CFA exam 2012 – 2014

Conceived of and invested in a startup food venture growing it to five outlets in India 2009 – Present

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