Sample document — fictional candidate for illustration only. Where real organisations are named, the person, their role there and every result are invented; no connection with or endorsement by those organisations is implied. Your CV is prepared from your own record.
Licences & Certifications
CFA Charterholder — CFA Institute, 2021
Series 79 — FINRA, 2019
Series 63 — FINRA, 2019
FRM Part I & II — GARP, 2020
Professional Summary
M&A advisory professional with 8 years of experience across cross-border transactions in technology, industrials, and financial services. Advised on £4.2bn in aggregate deal value. Proven in origination, execution, and client management across buy-side and sell-side mandates in the UK, India, and UAE.
Selected Transaction Experience
£1.4bn
Buy-side acquisition advisory — UK fintech, 2025
£820m
Sell-side mandate — Industrial conglomerate, 2024
£640m
Cross-border JV — UK/UAE infrastructure, 2023
£4.2bn
Aggregate deal value, 2018–2026
Experience
Rothmore Capital Partners, London
- Led end-to-end execution of 6 transactions totalling £2.9bn, including the £1.4bn acquisition of PayCore Technologies by a FTSE 100 financial group.
- Managed client relationships across 4 active mandates simultaneously; 100% client retention over 3-year tenure at VP level.
- Built and reviewed financial models for DCF, LBO, and comparable company analysis across 14 live engagements.
- Mentored and assessed 6 analysts and associates; 2 promoted to Associate within 18 months of joining the team.
- Expanded coverage of Indian mid-market — originated 3 new mandates worth £380m from Mumbai relationships.
Barclays Capital, London
- Executed 4 sell-side advisory mandates and 2 equity raises totalling £1.1bn across technology and healthcare sectors.
- Prepared marketing materials, information memoranda, and management presentations for 9 completed transactions.
- Reduced model build time by 30% by standardising LBO and merger model templates adopted team-wide.
- Coordinated due diligence process across legal, tax, and financial workstreams for a £640m cross-border acquisition.
ICICI Securities, Mumbai
- Supported 7 IPO and QIP transactions raising ₹4,800 crore for clients in industrials and consumer goods.
- Built detailed sector models covering 22 listed companies; reports distributed to 140+ institutional investors.
- Ranked top 5% in annual analyst review both years; promoted to London office rotation after 18 months.
Technical Skills
- Financial modelling (DCF, LBO, M&A accretion/dilution)
- Valuation (comparable companies, precedent transactions)
- Bloomberg Terminal
- Capital IQ
- FactSet
- Excel (advanced — VBA, Power Query)
- PowerPoint (pitch books, IMs)
- Dealogic
- Mergermarket
Education
MBA, Finance & Strategy
Sep 2015 – Jun 2017
London Business School — Distinction
B.Com (Hons), Accounting & Finance
Jul 2011 – May 2015
Shri Ram College of Commerce, University of Delhi — First Class, 87th percentile