ATCOenergy

Investments

• Worked on 40 M&A Advisory assignments across diversified sectors, (Professional and Financial Services, and Tech) reviewing financial information, facilitating management meetings, preparing financial models and marketing material, and conducting industry research to support clients through the deal process. 
• Analyzed quality of earnings by preparing pro forma statements, computed indebtedness levels, prepared working capital true-up analysis, and evaluated performance using relevant sector KPIs.
• Drafted diligence reports detailing key observations, and red flags to support investment thesis and valuation for investors, lenders, sponsors, and insurance underwriters. 
• Participated in business development initiatives and prepared industry-focused pitchbooks for M&A advisory.
• Led monthly internal training to coach the staff, and initiated the use of VBA to automate financial modelling.

Selected Transactions

- Supported a global ESG consulting firm in acquisition of a Canadian ESG consultancy firm, ERM, by performing financial diligence, conducting a free cashflow analysis, identifying seasonality, and identifying synergies. 
- Assisted CIP Capital in refinancing a global workforce deployer platform valuing US$ 300M by reviewing quality of earnings, computing run-rate EBITDA, and conducting diligence calls with KKR, TPG and other investors.
- Assisted a listed Canadian technology company in acquisition of a competitor by reviewing revenue performance, computing and benchmarking against industry KPIs.
- Supported Battery Ventures, a global PE firm, in acquisition of a data center REIT valued at US$ 2B by reviewing revenue trends, revenue composition, client concentration and historical client churn.
- Advised JP Morgan Asset Management in competitive bidding to acquire 80% equity interest for US$ 452M in a water utility by analyzing 12-year historical performance reviewing trends in capital structure.

Manager, Transaction Advisory

Associate, Transaction Advisory

Canadian Venture Capital & Private Equity Association (CVCA)

Member

Houlihan Lokey

• Overview: Worked directly with bankers from Houlihan Lokey to identify the economic sectors on the verge of distress.
• Financial Analysis: Performed financial ratio analysis, conducted secondary research, analyzed market trends and competitive landscape using articles and research reports.
• Financial Analysis: Analyzed large data sets of credit default spreads, credit ratings, historical debt infusion and default probabilities using tools like Alteryx and MS Excel.

Carlson Finance Intern

KPMG

• Overview: Completed internal audits and SOX 404 certification for Fortune 500 & SEC companies operating across various sectors including film production, media & entertainment, and pharmaceuticals. Received two applause achievement commendations for meeting engagement objectives, exemplary teamwork, and exceeding expectations.
• Report Writing: Drafted thorough internal audit reports and prepared executive summaries for the C-Suite executives detailing key observations, material gaps, and recommendations.
• Business Development: Pitched new clients for the firm which contributed to USD 0.5 M increase in firm’s revenue. 
• Control Testing and Reporting: Evaluated the existence and effectiveness of internal controls, performed scenario analysis, assessed potential pain points and recommended additional controls. 
• Team Management: Led a cross-functional team of 4 consultants and reviewed deliverables prepared by analysts, while providing valuable coaching and direction to subordinates. Independently managed ~10% of the firm’s risk consulting business (Media and entertainment sector).

Consultant

•	Performed demand planning reviews for multinational pharmaceutical corporation to reduce the stock outs.
•	Assisted organizations in streamlining promotional spending process and reduced the turnaround time by 20%.
•	Designed forensic reviews of the distribution function of leading Pharmaceutical company to plug revenue losses and realized an annual saving of INR 1 Million.
•	Pitched new clients for the firm and contributed to an INR 3 Million increase in revenue.
•	Awarded “Super Team” and “kudos” award by Chairman, KPMG, for exemplary teamwork and deliverables.

Associate Consultant

Lodha & Co.

Audit Associate

Vikram is a Manager at BDO Canada with over four years of experience in M&A advisory. He advises both private equity and strategic investors on buy and sell-side transactions. He is Proficient in financial modeling, due diligence, and deal analysis across various sectors. He is skilled in using Excel, PowerPoint, Capital IQ, and Bloomberg.

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