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KANWAR DALIP SINGH VIRK

Email: ad1afj@r.postjobfree.com LinkedIn: www.linkedin.com/in/kdsvirk Mergers and Acquisitions Corporate Development

Professional Synopsis

• Results-driven and strategic-minded professional with a strong background in Corporate Development, Mergers & Acquisitions (M&A) and Fund raising with 6+ years of experience; worked on sectors like Insurance, Banking, Fintech, Asset Management, Pension Funds, Capital Goods and Pharmaceuticals.

• Consistently delivered value through successful deal execution, financial analysis, and strategic decision-making.

• Proficient in identifying and evaluating potential M&A opportunities, through robust market research and network building.

• Adept at conducting comprehensive financial due diligence, including financial modelling, valuation assessment & risk analysis.

• Skilled in structuring deals to maximize shareholder value while mitigating risks, with an ability to negotiate & secure favourable terms.

• Experienced in post-merger integration, ensuring a seamless transition, and realizing synergies while maintaining business continuity.

• Proven expertise in aligning M&A activities with overall corporate strategies & objectives, while assessing competitive landscape.

• Thorough examination of financial statements and operational processes to identify potential risks and opportunities.

• Proactively assessing & mitigating potential risks associated with M&A activities to safeguard organization's financial health & reputation.

• Drove growth and enhanced shareholder value by identifying and executing strategic transactions that align with company's vision. Core Competencies

Deal Origination and Execution Financial Analysis and Valuation Deal Structuring and Negotiation Integration Planning and Execution Strategic Planning Stakeholder Management Financial Due Diligence Market Research and Analysis Regulatory Compliance Cross-functional Collaboration Post-Deal Performance Monitoring Risk Management Notable Accomplishments

• Sale of Aviva’s Singapore Operations to Singlife, the largest insurance deal in Singapore valued at US$2.3bn.

• Sale of AXA Singapore to HSBC Insurance for a consideration of US$529mm.

• Establishing an exclusive 20-year life bancassurance partnership between SeABank and Prudential Vietnam.

• Successfully completed book building for Cochin Shipyard IPO, SBI Life IPO, Vijaya Bank QIP, Satin Credit Care QIP.

• Raised US$27mm Venture Debt from Innoven Capital, Blacksoil Capital & Stride Ventures (leading players in Indian Venture Debt Space).

• Raised US$2mm in a Super Angels round led by Shikhar Dhawan, Larry Fitzgerald, and Kal Somani. Work Experience

Upstox Senior Manager – Corporate Development Since Mar’22

• Managing in-house corporate finance function by identifying prospective M&A opportunities, preparing for a sizeable equity fund raise, and negotiating financial agreements etc.

• Handling investor relations, taking care of corporate restructuring process & preparing groundwork for entering new business streams.

• Leading creation of a treasury function and co-ordinating operations for investment management of own & client funds.

• Taking care of financial groundwork for launch of revamped mutual funds experience on the Upstox app. JP Morgan Chase India Pvt. Ltd. Associate Mar’18 – Mar’22

• Prepared detailed pitch book for Financial Institution Group (FIG) clients across Southeast Asia.

• Conducted detailed valuation analysis covering comprehensive methodologies such as appraisal valuation, DDM, broker SoTP, regression analysis, GGM, trading comps and transaction comps.

• Facilitated in-depth financial research using techniques like DuPont Analysis, RoE Bridge Formation and Capital Structure Evaluation.

• Worked on FIG deals in Developed Asia & SEA: Teaser, Information Memorandum, Management Presentation, Launch Documents, Pricing Documents, VDR Management etc.

SBI Capital Markets Ltd. Associate - Deal Sourcing / ECM Team / PE Analysis Apr’17 – Oct’17

• Worked on pitch preparation to secure IPO, QIP and rights issue mandates in public sector (DIPAM) and private sector companies.

• Assisted in investor targeting preparation and cooperated with the sales team to bring investors on board for live mandates.

• Prepared pricing and launch documents and handled sensitive transaction related information.

• Analysed business model of earmarked pharmaceutical companies to create a target subset for PE funding.

• Underscored preparedness of proposed targets to go for a funding round through conducting a detailed financial study. Academic Credentials

• MBA from NMIMS, Mumbai, India in 2017.

• B.Com. from Panjab University, Chandigarh, India in 2014. Technical Skills

• MS Office Suite

• Databases used: Bloomberg, FactSet, S&P Global Market Intelligence, Thomson One, Factiva, Merger Market, VCCEdge, Capitaline, Pitchbook