Partner / Director - Investment Banking - Defence & Aerospace

Capwise; Mumbai; On-site; INR 4,500,000 - 9,000,000; Full time

Job summary

Capwise Financial Services Private Limited seeks a Partner/Director to lead the Defence & Aerospace practice. You will own the sector P&L, originate mandates, and drive revenue growth while supervising end-to-end capital-raising and M&A transactions.

The role requires 15+ years in investment banking, deep sector expertise, and senior stakeholder management with a track record of closing significant deals. You will mentor teams and build client relationships across promoters, boards, and sponsors.

Qualifications

• MBA from a Tier-1 business school, CA, or CFA charterholder.
• 15+ years of core investment banking experience within a reputed IB firm, institutional platform, or boutique advisory house.
• Track record of closing mid-to-large cap M&A and fundraising transactions.

Responsibilities

• Own the defence and aerospace sector P&L — set and deliver the annual fee-revenue budget, manage the team cost base and deal expenses, and report performance.
• Build and own a proprietary pipeline of promoters, corporates and financiers across defence & aerospace.
• Lead pitches and mandates with sector insight and bespoke transaction strategies for signed clients.
• Draft, negotiate, and finalize Mandate Letters, Engagement Agreements, and pricing mandates.
• Oversee end-to-end delivery of capital raising and M&A transactions, including diligence and documentation.

Skills

Business development

P&L management

Negotiation skills

Legal documentation

Analytical acumen

Education

MBA from Tier-1 business school

CA

CFA charterholder

Job description

Capwise Financial Services Private Limited | Full time

Partner / Director - Investment Banking - Defence & Aerospace

Capwise Group comprises Capwise Financial Services Private Limited (Investment Banking & Advisory), Capwise Finance Private Limited (RBI-registered NBFC), Capwise Wealth Management Private Limited, and Capwise Financial Product Distribution Private Limited - delivering integrated solutions across advisory, lending, wealth management, and financial distribution. Capwise Financial Services is the Group's investment banking and financial advisory arm, helping businesses raise capital, execute strategic transactions, and navigate complex financial decisions across domestic and cross-border markets.

Job Description

Weare seeking an experienced Partner /Director to lead our Defence & Aerospace practice, covering defencemanufacturing and land systems, aerospace and aerostructures, MRO, avionics anddefence electronics, naval systems and shipbuilding, space and satellitetechnology, drones and unmanned systems, and homeland security . This is a P&L-owning role. You willcarry the revenue budget for the sector, build and convert your own originationpipeline, price and win mandates, and be accountable for the profitability,resourcing, and growth of the practice .

You will own the defence and aerospacefranchise end to end: cultivating relationships with promoters, boards, andfinancial sponsors; converting them into signed mandates on commerciallyattractive terms; overseeing delivery of fund-raising and M&A transactionsthrough your team; and managing the revenue, cost, and margin outcomes of thevertical.

Key Responsibilities

1. P Ownership & Business Development

• Revenue & P&L Ownership: Own the defenceand aerospace sector P&L — set and deliver the annual fee-revenue budget,manage the team cost base and deal expenses, and report performance andforecasts to the firm's leadership.
• Origination & Pipeline: Build and own aproprietary pipeline of promoters, corporates, DPSUs and their vendorecosystems, MSME defence suppliers, family offices, and financial sponsorsacross the defence and aerospace space, supplemented by the firm's central network and balance sheet.
• Pitch to Win: Lead pitches and bake-offs,presenting deep defence andaerospace sector insight and bespoke transaction strategies that convertprospects into signed clients.
• MandateStructuring: Draft, negotiate, and finalize Mandate Letters, EngagementAgreements, and fee structures, pricingmandates to protect the practice's margin and the commercial interestsof the firm.

2. Transaction Oversight & Delivery

• TransactionManagement: Hold deliveryaccountability across the entire lifecycle of capital raising andM&A (buy-side, sell-side, joint ventures, and foreign OEM partnerships,technology-transfer and offset tie-ups) transactions.
• FinancialModeling & Valuation: Supervise the creation of complex financialmodels, valuation analyses (DCF, comparable companies, precedent transactions),and investment thesis formulations.
• CollateralPreparation: Ensure the highest quality production of pitch books,Confidential Information Memorandums, Teasers, and Management Presentations.
• Data RoomManagement: Oversee Virtual Data Rooms (VDR), managing the flow ofinformation between clients, investors, and buyers.
• DueDiligence Coordination: Lead the financial, legal, tax, and commercial duediligence processes, actively resolving deal-breakers and bottlenecks.
• DefinitiveDocumentation: Collaborate with legal counsels to negotiate and finalizeShare Purchase Agreements (SPA), Share Subscription Agreements (SSA),Shareholders' Agreements (SHA), and other definitive transaction documents.

4. Team Leadership & Stakeholder Management

• Team Building & Leadership: Hire,manage, mentor, and maximize the utilization and productivity of adedicated team of Vice Presidents, Associates, and Analysts within the Defence & Aerospace practice .
• ClientManagement: Act as the primary, trusted advisor to C-suite executives, boards, and promoters across the fullrelationship lifecycle, deepening wallet share and building a durable, repeatclient base .

Requirements

Qualifications & Experience

• Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFAcharterholder.
• Experience: 15+ years of core investment banking experience within a reputed IB firm,institutional platform, or boutique advisory house, including substantialcoverage of defence, aerospace, and allied enginee ringclients.
• TrackRecord: A proven history of successfully closing mid-to-large cap M&Aand fundraising transactions. Must be able to demonstrate an extensive list ofclosed deals , together with evidenceof personally originated revenue and, ideally, prior ownership of a revenuebudget or practice P&L .
• SectorExpertise: Deep domain knowledge of defence and aerospace value chains (platforms and systems integration,aerostructures and precision components, avionics and defence electronics, MRO,space and unmanned systems), working familiarity with MoD procurement and theDAP framework, offsets, indigenization and licensing requirements, FDI norms indefence, and export-control regimes, and active networks among Indian andglobal OEMs, DPSUs, strategic acquirers, PE and defence-focused funds, andpromoter groups in the sector .
• Skills: Proven business -development andclient-origination ability, commercial and P&L management judgment(pricing, resourcing, cost control), master-level negotiation skills, strong understanding of legaldocumentation/deal structures, and sharp analytical acumen.