Analyst

Karan Sharat Nath

• * Water Street, New York, NY, 10004 • 646-***-**** • ***********.****@*****.*** https://www.linkedin.com/in/karan-sharat-nath-04597a93 EDUCATION

Pace University: Lubin School of Business, New York, NY, USA May 2014- May 2017 (Expected) BBA in Finance, 3.38 current GPA

Merit Scholarship Awarded: $19,000

Long Island University Post, Old Brookville, NY, USA September 2012- December 2013 BBA in Finance

WORK EXPERIENCE

Falcon Investment Advisors LLC, New York, USA- Private equity fund June 2015- July 2015 Falcon Investment Advisors, LLC is a private equity firm that invests subordinated debt and equity capital in leading middle market companies. With $1.8 billion under management, Falcon provides capital for acquisition financings, recapitalizations and refinancing, management/leveraged buyouts, growth capital financings, liquidity for existing shareholders, including generational transfers as well as structured finance, typically engaging in transactions ranging from $10-$75 million.

Summer Analyst

• Assisted Falcon’s investment team during analysis of 4 new prospective investments based on revenues, EBITDA, cyclical implication, market share, Industry & scalability, of which one deal received an investment of $40 million.

• Generated new business leads through industry research and GLG calls.

• Engaged in due diligence by conducting channel checks and background checks on management through industry reference calls.

• Drafted a capital call proposal for limited partners pertaining to an investment of $40 million, proposed to be invested in 2 tranches, primarily as senior

& junior debt with a marginal equity stake and 25%- 60% profit forecasts with a 5 year exit strategy.

• Engaged in analysis and sampled a discounted cash flow model for a potential investment deal.

• Assisted in the compilation of Investment committee memos. James & Smith Pvt. Ltd, Pune, India- Food production and distribution company June 2012- August 2012 James & Smith is a food company based in Pune, India that has its own breeding facility for wholesale & retail production. Management/Marketing Intern

• Developed a new website that automated the tracking and execution of orders.

• Adjusted books at end of financial quarter for accounts receivable, payables, depreciation, purchase discounts & returns and inventory indiscretions to compile reconciled income statement, balance sheet, cash flow statement, profit & loss account and equity statement.

• Engaged in segmented accounting analysis to recognize the level of productivity, cost analysis and margins from the different subdivisions of business.

• Followed up on leads for prospective clients by setting up meetings with management. Swadaar FinServe Pvt, Ltd, Mumbai, India- Mirco finance firm January 2012- May 2012 A Non-Banking Finance Company engaging in urban microfinance. Headquartered in Mumbai, Swadhaar is among the earliest initiatives aimed at providing financial services to India’s unbanked and economically active urban lower income group. Client Acquisition Intern

• Analyzed the possibility for expansion into 2 new regions in India, with populations of 50,000 and revenue potential of $800,000.

• Developed a high level marketing plan for entry into new regions involving the merger or acquisition of another small micro finance entity.

• Supported the analysis of non-performing loans and proposed an initiative to reduce loan defaults, via revised screening process.

• Initiated a fund raising campaign & created prospectus for new investors and followed up leads for prospective clients and business relations.

• Suggested and explored the opportunity to expand beyond individualized micro financing, into micro finance loans for small business. Ultraseal India Pvt. Ltd, Pune, India- Impregnation sealant and equipment company June 2011- December 2011 An international entity based in the automotive industry specializing in providing casting impregnation equipment, impregnation, powered metal components, and electronic components sealant as a solution to the universal problem of porosity in castings. Operations Assistant

• Shadowed CEO and assisted in his day-to-day tasks, scheduling and prepping literature for meetings, drafting emails.

• Assisted the development company website that automated the process of managing, tracking and receiving new orders placed by existing customers.

• Attended senior management meetings and directly oversaw the creation of a marketing plan used to attract new customers, in expansion efforts.

• Engaged in market research for new subsidiary business by collecting data & conducting fieldwork.

• Examined likely target clients and set up meetings to conduct presentations to gather feedback and build awareness of new subsidiary business.

• Identified competitor & market overview for new subsidiary business by analyzing competitors’ pricing, sales, marketing methods, distribution as well as recognizing the internal & external market contingencies via industry statistics & trends specific to market segment. EXTRA CURRICULAR ACTIVITIES

NY SQUASH: New York League 2015- 2016, New York Health & Racquet Club, 3.5 Team. Skills: Microsoft Office, Accounting, Financial Analysis & Modeling, Communication, Understanding Cultural Divergence& Social Gaps, Teamwork. Interests: Squash, Reading, Travel, Financial Markets, Panel Discussions, Economics, Startups.

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