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Kasi Sridharan is a seasoned executive with 20+ years of experience in finance, business development, and leadership. He has held various positions in investment banking, management, and consulting, with a strong background in strategy, mergers and acquisitions, and equity investments. Kasi is currently the Co-Founder, President & CEO of Sales Strategy & Synergy LLC, a telemarketing and inside sales services company. He has also worked as an Executive Vice President at Regency Strategic Advisors, Inc., a boutique investment banking firm, and as the CEO of Ideal Business Combinations, Inc., an investment banking firm focused on M&A services and consulting. Kasi has reviewed over 400 acquisition targets worldwide and has completed 14 acquisitions in various countries. He has also prepared integration strategies for most of these acquisitions and helped integrate newly acquired companies. Kasi holds a Fellow Member of the Institute of Chartered Accountants of India and a Bachelor's Degree in Commerce from Annamalai University.

Experience

    • Co-Founder, President & CEO
      • Aug 2017 - Present
      • Dunedin, Florida

      Sales Strategy & Synergy LLC is a telemarketing and inside sales services company promoting specific industry-focused software solutions dynamically improving operational efficiency, containing cost, optimizing utilization of resources and producing high return on investments.

  • Regency Strategic Advisors, Inc.
    • Safety Harbor, Florida
    • Executive Vice President
      • Jan 2004 - Present
      • Safety Harbor, Florida

      Partner of a boutique investment banking firm - Responsibilities include client acquisition and management, develop acquisition criteria for various clients, review the database of targets to go after for the clients, execute buy side, sell side and capital raising projects including contacting the targets, setting up and attending the meetings with the targets for the clients, preparation of Confidential Information Memorandum, review of financial statements, review of Letters of Intent, Acquisition & Investment Agreements, etc.

    • President
      • Oct 2001 - Dec 2003
      • Dunedin, Florida

      CEO of Investment Banking firm that was focused on providing M & A services and other consulting services to technology and BPO industry.

    • Vice President - Business Development
      • Jan 1998 - Jan 2001

      Review of acquisition targets worldwide that fits with the acquisition criteria of IMRglobal Corp. I have reviewed over 400 acquisition targets worldwide, visited roughly 60 companies and completed 14 acquisitions in Australia, Canada, France, Japan, UK and the United States. I have also prepared integration strategy for most of them and helped integration of the newly acquired companies.

    • Vice President & Executive Vice President
      • Oct 1995 - Dec 1998

      Review of proposals going out to Fortune 500 companies, review of the operations and financial statements received from overseas subsidiaries, overseeing accounting and finance of the Company, management reports preparation, making the financial statements of foreign subsidiaries GAAP compliant. During this period, I was involved in the IPO of the Company including selection of underwriters, law firm, financial statement preparation, prospectus drafting, etc.

    • Vice President - Finance & Business Planning
      • Apr 1992 - Sep 1995
      • Mumbai Area, India

      Managing the operations of India, overseeing preparation of the financial and management reports, infrastructure management, regulatory compliance including corporate governance, Reserve Bank of India guidelines, Companies Act, Income-tax Act, sale of equity to foreign equity funds, setting up new offshore development facilities, etc.

    • Chief Financial Officer
      • Apr 1988 - Mar 1992
      • Pune Area, India

      Center for Development of Advanced Computing, a premier R & D organization set-up to develop high-performance computers based on parallel processing architecture. The responsibilities included, accounting, finance, review of purchase order placed for acquisition of components, etc. reporting to Chief Executive Officer (Executive Director).

  • Kerala State Electronics Development Corporation Ltd
    • Chennai Area, India & Trivandrum, India
    • Assistant Manager
      • Oct 1984 - Mar 1988
      • Chennai Area, India & Trivandrum, India

      Overseeing the finance and accounting including purchase and administration of the Chennai Branch - In-charge of accounting & finance of Cybernetics Division - The responsibilities included managing the finances of Medical Electronics, Computers & Software and management of finances for execution of Automated Passenger Control System project executed for Metro Railway, Calcutta in collaboration with Electronics Serge Dassault, France.

Education

  • 1973 - 1977
    Fellow Member of the Institute of Chartered Accountants of India
    Member of the Institute of Chartered Accountants of India, Accounting, Corporate Finance, Corporate Law, Income Tax & Economics
  • 1970 - 1973
    Annamalai University
    Bachelor’s Degree, Commerce, Economics, Banking, Rural Economics, Accounting, Commercial Laws, Income-tax Law

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