Lodha Capital Markets - Senior Associate/Associate - Origination/Valuation (1-5 yrs)

1. Deal Origination, Execution, and Transaction Closure:

- Lead and support the full deal lifecycle, including deal origination, execution, and transaction closure.

2. Preparation of Key Transaction Documents:

- Prepare comprehensive information memorandums, financial models, and pitch decks to support M&A and fundraising transactions.

3. Valuation Analysis:

- Formulate a view on company valuations by applying relevant valuation methodologies (e.g., DCF, comparable company analysis, precedent transactions) tailored to the specific company.

4. M&A and Fundraising Transactions:

- Client Engagement: Originate and pitch to clients, working closely with senior team members to develop tailored strategies for clients.

- Investor Marketing: Create and prepare marketing collateral for investors, ensuring the right pitch and messaging, and participate in ideation sessions with the management team.

- Financial Statement Analysis: Understand and present companies financial statements in a clear and compelling manner to investors.

- Investor Relations: Engage with potential investors to build their conviction and interest in the opportunity.

- Term Sheet Advisory: Advise on key terms, including valuation and deal structure, ensuring alignment with client objectives.

- Due Diligence Support: Assist in managing the due diligence process, including data collation, analysis, and assessing deal implications.

- Definitive Agreement Advisory: Provide input on definitive agreements (e.g., Share Purchase Agreements, Share Subscription Agreements) to ensure alignment with deal terms.

5. Business Development (BD):

- Sector Research: Conduct thorough research on various sectors to develop investment theses, identifying high-growth opportunities and forming views on key market trends.

- Client and Investor Relationship Building: Cultivate relationships with current and potential clients, investors (e.g., private equity or venture capital funds, family offices, CXOs), and professional advisors.

- Lead Generation and Opportunity Identification: Proactively identify and pursue business development opportunities by engaging with entrepreneurs, corporate executives, and other stakeholders.