Surbhi .

Manager at Global Growth Holdings
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Contact Information
us****@****om
(386) 825-5501
Location
Gurugram, IN

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Manager
      • Oct 2021 - May 2023

      Faridabad, Haryana, India Key Responsibilities: • Experience of working on buy–side transaction in various sectors like Healthcare IT, Financial Technology, Project Workflow Solutions, Information/Market Research space and more. • Work closely with Portfolio Manager/Business Head for making the corporate M&A strategies to help existing businesses to grow inorganically. • Team management and mentoring for complete transaction support including comparable analysis, market and industry research, and competitor… Show more Key Responsibilities: • Experience of working on buy–side transaction in various sectors like Healthcare IT, Financial Technology, Project Workflow Solutions, Information/Market Research space and more. • Work closely with Portfolio Manager/Business Head for making the corporate M&A strategies to help existing businesses to grow inorganically. • Team management and mentoring for complete transaction support including comparable analysis, market and industry research, and competitor analysis to identify the potential target. • Analyzing and screening potential synergies related to the existing business (Cost Synergy, Revenue Synergy etc.) • Develop and maintain work relationships with internal and external advisors including investment bankers, deal brokers, etc. with target business unit teams to understand their business objectives and strategies. • Responsible for the complete execution of the deal including reviewing pitch book/valuations sheets (DCF & LBO models), negotiations, seamless information flow between seeler, business unit leaders and all relevant teams involved. • Identifying key success factors of a deal from both a front and back-office perspective. • Some of the deals I have been part of are:  100% acquisition of an India based healthcare IT Company, Lekhisoft.  Strategic acquisition of a SaaS based NZ Project Management Software Company, ProActive Software. Show less

    • India
    • Events Services
    • Manager
      • Nov 2018 - Sep 2021

      India Key Responsibilities: • Analyzing industries and niche segments to pick where company can explore and launch new events. • Making strategies and consuting the same with management to compete with existing exhibitions and conferences on the same topic (Using 5C’s & 5P’s). • Representing the company in front of Big Clients like ABB, Siemens, Crompton Greeves, Kamdhenu, Tata Steel, Jindal, RR Kabel, etc. Helping team in closing the deal majorily with big brands. • Provide financial… Show more Key Responsibilities: • Analyzing industries and niche segments to pick where company can explore and launch new events. • Making strategies and consuting the same with management to compete with existing exhibitions and conferences on the same topic (Using 5C’s & 5P’s). • Representing the company in front of Big Clients like ABB, Siemens, Crompton Greeves, Kamdhenu, Tata Steel, Jindal, RR Kabel, etc. Helping team in closing the deal majorily with big brands. • Provide financial commentary including variance analysis to senior management (Actual vs Budget). • Ensure Annual Budgeting and Half yearly forecasting are achieved accurately, completely and in a timely manner. • Support as a partner between operation team and C level team (CEO, COO) for financials analysis related matters. • Identify non-financial parameters and discuss with Owners to improve profitability of the business. Show less

    • Investment Banking
    • 1 - 100 Employee
    • Manager
      • Jan 2018 - Nov 2018

      Faridabad Area, India As a part of the US based holding company (part of Corporate team) looking after investment opportunities for the group. Key responsibilities include: • Preparation of target industry research reports and corporate M&A strategy for analyzing and screening potential synergies related to the existing businesses. • Looking for M&A opportunities in different sectors like niche software (project management software, insurance software), eLearning, healthcare, collection, media, insurance… Show more As a part of the US based holding company (part of Corporate team) looking after investment opportunities for the group. Key responsibilities include: • Preparation of target industry research reports and corporate M&A strategy for analyzing and screening potential synergies related to the existing businesses. • Looking for M&A opportunities in different sectors like niche software (project management software, insurance software), eLearning, healthcare, collection, media, insurance, certification etc. across different geographies like US, Europe, Australia/NZ, Asia. • Directly interacting with the Owners/Founders of the target company and was responsible for all the relevant findings related to queries from backend teams like valuation, and due diligence. • Reviewing pitch book/valuations sheets (DCF & LBO models) to make sure that everything has been included in the findings and projects. • Team management and mentoring analysts/associates. This role also involves recruitment (interviews), training, work allocation, performance review and career management.

    • Assistant Manager
      • Jan 2017 - Dec 2017

      Faridabad Area, India As a M&A consultant, I am looking for M&A opportunities which can have synergies with the existing businesses of Eli Global.

    • Senior Merger & Acquisition Analyst
      • Jan 2016 - Dec 2016

      Faridabad Area, India Handling a team of research and reporting associates. Deliverable for team includes monitoring and predicting key trends and issues in M&A industry, converting the knowledge into impact full research and analysis that can create potential business opportunities for Eli Global. This role also involves recruitment (interviews), training, work allocation, performance review and career management. I am responsible for end to end project management that involves data collection,… Show more Handling a team of research and reporting associates. Deliverable for team includes monitoring and predicting key trends and issues in M&A industry, converting the knowledge into impact full research and analysis that can create potential business opportunities for Eli Global. This role also involves recruitment (interviews), training, work allocation, performance review and career management. I am responsible for end to end project management that involves data collection, provide execution guidelines to the team members, generation of standard operating procedure, designing of work plan, QC checklist etc.

    • Merger & Acquisition Analyst
      • Aug 2014 - Dec 2015

      Faridabad Area, India As a M&A analyst, my role was to research on different sectors like healthcare, collection, media, insurance, certification etc. and select companies which have synergy with Eli existing businesses and can be acquired.

    • United Kingdom
    • Media Production
    • 300 - 400 Employee
    • Senior Associate
      • Apr 2014 - Jul 2014

      Noida Area, India Key Deliverables: Headed a team for General Partner’s (GP) since April 2013 along with their daily work reporting to the Head of Data & Research, unquote (UK). Key Responsibilities: • Research and analyze private equity and venture capital deals, exits and funds across Europe. • Analysing and presenting data pertaining to recent private equity deals, including details of the investor groups (general partners), portfolio companies, deal terms and advisors. • Conduct secondary and… Show more Key Deliverables: Headed a team for General Partner’s (GP) since April 2013 along with their daily work reporting to the Head of Data & Research, unquote (UK). Key Responsibilities: • Research and analyze private equity and venture capital deals, exits and funds across Europe. • Analysing and presenting data pertaining to recent private equity deals, including details of the investor groups (general partners), portfolio companies, deal terms and advisors. • Conduct secondary and primary research on financial institutions, General Partners (GPs) and Investors (LPs) with regards to their asset allocation, investment strategy, portfolio, trends and key contacts. • Develop an expert understanding of the market and the roles of the key players within the private equity industry. • Covering the private equity deals for B2B Private Equity magazine – “Unquote” available at http://www.unquote.com • Analyzing Hedge fund strategies and Fund proposals and consulting fund managers and institutional investors. • Involved in of Valuation of private equity deals. • Managing & mentoring a team of 5 people, • End-to-end design workflow of any new project. • Creating WSR (weekly status report), monthly status reports as well as Client discussions on future plan of projects in pipeline. Skills required at work: Subjects: Corporate Finance, Private Equity, Financial Research, Competitive Analysis, Marketing Research Technical: Microsoft Excel, Power point. Other: Good Leadership skills, Cheerful, Adaptable, Ethical, Self – Motivator, Analytical approach, Commitment, Honest.

    • Associate
      • Apr 2013 - Mar 2014

      Noida Area, India

    • Business Analyst
      • Jan 2012 - Mar 2013

      Noida Area, India

Education

  • Amity Business School
    Master of Business Administration (M.B.A.), Finance and Marketing
    2010 - 2012
  • Atma Ram Sanatan Dharma College
    Bachelor's Degree, B.COM (Hons.)
    2006 - 2009

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