Vice President – Investment Banking/Merger & Acquisition

Lodha Capital Markets Ltd; Mumbai; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A leading mid-market investment bank in Mumbai seeks an investment banking professional to manage end-to-end roles in deal origination and execution. The ideal candidate will have strong analytical skills, be self-motivated, and possess excellent communication abilities. Candidates with a CA/CFA/MBA from top-tier colleges and experience in investment banking are preferred. This role offers an opportunity to engage with high-profile clients and investors.

Qualifications

• Strong ability to work on multiple engagements and meet client deliverables.
• Capability to interact with management teams and investors.
• Experience in Investment Banking (M&A and capital raising) or FDD with Big 5.

Responsibilities

• End to End IB Role – deal origination, execution, and transaction closure.
• Preparation of information memorandums, financial models, and pitch decks.
• Engaging with investors to build their conviction about the opportunity.

Skills

Strong analytical skills

Ability to interpret financial statements

Attention to detail

Excellent communication skills

Hunger to learn and self-motivated

Education

CA/CFA/MBA from top tier colleges

Job description

About Lodha Capital Markets

Lodha Capital Markets is one of India’s leading mid-market investment banks specializing in M&A and capital raising. Consistently ranked amongst the top 10 financial advisors in India. Advised on capital raising and M&A (domestic and cross-border) transactions involving many well-known companies/ brands/ corporate groups/ private equity funds such as Godrej, ICICI Lombard, RP-Sanjiv Goenka, Paharpur Group, Nature’s Basket, Social, TVS Capital, GEF, Chrys Capital, Samara, Marathon Edge, etc. Appointed by marquee PE funds such as General Atlantic, Everstone Capital, L Catterton, Gaja Capital for M&A/fundraise for their portfolio companies.

Some of the marquee deals include :

– Sale of majority stake in Impresario to India RF for Rs. 5,500 Mn. Sole advisor to the Company and its PE investor shareholder L Catterton on this transaction

– PE fund raise for The Belgian Waffle Co. from Marathon Edge

– Advisors to Godrej Group on sale of Nature’s Basket to Spencer’s, part of RP – Sanjiv Goenka group, for Rs. 3,000 Mn

– Advisor to ICICI Lombard on acquisition of software platform of Elevation Partners backed Unbox Technologies for Rs. 2,250 Mn

– Sale of 45% stake by promoters and financial investors in Excel Crop Care Ltd. to Sumitomo Chemical (deal size Rs. 6,230 Mn including open offer)

– Acquisition of dry cooling business of Nasdaq listed SPX Corporation by Paharpur Cooling Towers for Rs. 3,200 Mn

– Investment by Graphite India to General Graphene Corp (Rs. 1,320 Mn).

Job Description:

• End to End IB Role – deal origination, execution, and transaction closure.
• Preparation of information memorandums, financial models, and pitch decks.
• Forming a view on valuations of companies. This will involve the application of different valuation methodologies that will be relevant to the company being valued.
• Assisting the senior team on M&A / fundraising transactions which will involve the following:
• Originating the client and pitching to them
• Preparing marketing collaterals for investors. Key thing here would be to make the right pitch to investors which will also involve participating in ideating sessions with the management team.
• Understanding the financial statements of companies and helping present financials in the most appropriate way to investors.
• Engaging with investors to build their conviction about the opportunity.
• Advising on a term sheet that will include valuation and key deal terms.
• Assist in due diligence initiated by investors which will involve collating data, analysis, assessing implications on the deal, etc.
• Advising on definitive agreements (share purchase agreements, share subscription agreements, etc.).
• Assisting in deal closure.
• – Assisting the senior team with business development (BD).
• – Researching different sectors and develop an investment thesis to form a view on sectors/ segments that are likely to do well in the future along with appropriate rationale and pursue such sectors to identify BD opportunities.
• – Interacting with clients and investors.
• – Originating and cultivating relationships with clients, prospective clients, and investors (entrepreneurs / CXOs / PE or VC funds/family offices/ professional advisors).

– Interacting with clients and investors.

• Originating and cultivating relationships with clients, prospective clients, and investors (entrepreneurs / CXOs / PE or VC funds/family offices/ professional advisors).

Skills sets required :

• Strong analytical skills and ability to understand business, strategic and financial strengths/ weaknesses of companies
• Strong ability to understand and interpret financial statements and perform valuation analysis.
• Hunger to learn and self-motivated
• Ability to create research papers
• Ability to work on multiple engagements and meet client deliverables
• Capability to interact with management teams and investors
• Attention to detail
• Excellent communication, drafting and presentation skills

Preferred candidates :

• CA/CFA/MBA (top tier colleges) with experience in Investment Banking (M&A and capital raising) or experience in FDD with Big 5 or experience with back office investment banking department of bulge bracket IB firms.