Guneet Bhatia, CFA

Establishing Constellation Software’s M&A presence in India for Andromeda, across strategy, execution, and deal flow

Group M&A – Responsible for acquisitions, disposals, strategic partnerships, and minority investments, including: - Advising on and executing M&A opportunities for the bank - Evaluating transaction value, supporting senior leads and strategy alignment - Managing assessments across complex and smaller deals - Collaborating with internal teams and external advisors - Preparing and reviewing financial and strategic papers for approval - Presenting analyses and recommendations to senior management - Overseeing transaction plans, risks, and dependencies - Leveraging market insights to identify new strategic opportunities

Reporting to CEO -3 to drive a £500+m bank wide portfolio with an ambition to build a sustainable cost model for the bank by 2025

Change and Business Solutions Graduate Scheme 2018-2020 Worked in Commercial Banking, Supply Chain Services, Retail Banking and Cash Strategy

Pro bono consultant for NGOs & Female Entrepreneurs across India - Worked with Greend India Founder for a period of three months to tranform their Operations & financial management performance - Worked with Ulgulan Foundation that aims to end information property in the rural areas in Maharashtra to enhance their financial management practices and techniques to scale operations

StatusToday is the world’s first employee insights platform that helps companies boost employee wellness and transform workplace productivity. It is a one-stop analytics platform with a continuous data driven feedback loop between managers and employees. Patented Artificial Intelligence in StatusToday analyses metadata to compare companies and creates actionable insights without extensive monitoring.

Winner of Annual Stock Pitch Presentation 2017-18 Sector: Technology Stock Pick : Square

Worked with two city professionals with 30 years of work experience in Investment Banking and Private Equity aiming to start a venture of their own. -Provide research support for seed-stage global equities fund set-up. -Assist with in-depth fundamental stock analysis, operating and valuation modelling, benchmarking and comparable. - Led research on the Expert intelligence industry that connects investors with relevant sources.

Represented India at Indo -China 15 Day Youth Delegation Conference 2017 at Beijing & Shanghai sponsored by the Ministry of Youth Affairs,Goverment of India & Democratic Republic of China

Research Intern – Longitudinal Impact Study • Worked closely with various stakeholders to assess the contribution in the education and the health sector • Conducted primary and secondary research ensuring reliability and integrity of the data collection process • Did qualitative and quantitative analysis of the education and health data of previous five years • Interpreted the vast numeric data and presented the Impact Study Report before the board members

• A key member of the flagship project “Tata Business Excellence Model” • Initiated, calculated and reported on the weekly progress of the key processing indicators of the sales team

Corporate Finance Assets Markets Quantitative Security Analysis Mergers, Buyouts and Corporate Restructuring Portfolio Management Corporate Investment and Financial Policy

Fundamentals of Investment Macro&MicroEconomics Accounting-Corporate, Cost & Management Business Organisation and Management Business and Corporate Law

Pursuing Operation Level