Hardik Doshi
Head - Corporate Finance & IR @ Capri Global Capital Ltd.
About
Hardik is an experienced BFSI professional having spent 13+ years in the field of Investment Banking, M&A, Equity Capital Markets with strong public and private markets investor relationships. He is currently working as a Director in Kotak Investment Banking and leads the deal origination and end-to-end deal execution for BFSI clients including Banks, NBFC, Insurance, Asset Management and Fintech sectors. He has worked on several large and marquee transactions in M&A, Private Placements (PE & Strategic Investor fund raise) and ECM (IPO, Pre-IPO, QIP, Rights Issue, Follow-on Offerings) transactions for the leading financial institutions which is testimony to his deep sector understanding and strong client relationships. He has experience in leading the work streams such as business and financial analysis, positioning and marketing the company, information memorandum, investor targeting and interaction, financial due diligence, financial modelling & valuation, transaction document negotiation, overall deal coordination and closure. Prior to Kotak, he has worked with MNC firms like Deutsche Bank, Haitong Securities, Crisil. Prior to that Hardik has worked as an equity research analyst tracking banking sector and has good knowledge of financial markets too. In addition, as part of his study, training and work, he has had experience in international geographies such as New York, London, Hong Kong, Singapore, Dubai. With strong interpersonal skills, analytical abilities, an eye for detail and sound understanding of financial and accounting concepts, he aspires to build a long term career in the areas of Corporate M&A and Strategy, Investment Banking and Private Equity fields in India or Overseas. Specialities: Hardik's key strengths are Deal Origination and Execution, CXO relationships, Deep Multiple Sector and Product Expertise, understanding of Equity Capital Markets, M&A, IPO, Follow-on offerings, transaction docs negotiation, Financial Due Diligence, Financial Modeling, Valuation, Business Management
India
Mumbai
Investment Banking
Business Strategy, Networking, Financial Services, Fundraising, Leadership, Financial Advisory, Investment Management, Venture Capital, Pre-IPO, Initial Public Offerings (IPO), BFSI, Valuation, Equity Research, Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Mergers & Acquisitions, Due Diligence
Experience
Head - Corporate Finance & IR
Capri Global Capital Ltd.
Mumbai
Director - BFSI
Kotak Investment Banking
Mumbai Area, India
Responsible for leading origination and execution of M&A, ECM, PE transactions for BFSI clients
Vice President - BFSI
Kotak Investment Banking
Mumbai, Maharashtra, India
Vice President - BFSI
Haitong Securities
Mumbai, Maharashtra, India
Senior Associate IB
Deutsche Equities India Private Limited
Mumbai Area, India
• Part of India Investment Banking & Coverage team at Deutsche Bank with primary exposure to FIG (Banks, NBFCs, Insurance, AM and Fintech) and Industrials, IT / BPO, Metals & Mining, Financial Sponsors sectors • Strong execution expertise and product knowledge having worked on diverse set of transactions such as ECM, DCM, buy-side / sell-side M&A, Financing and Fairness Opinion • Worked on client coverage materials, pitches, RFPs, financial modelling, valuation, Board memos, investment memorandums, deal documents, internal committee memos, conducted management due diligence, involved in legal agreements negotiations and coordinated with external parties as worked end to end on transaction execution • Six months of experience working at Deutsche Bank’s London office • Strong deal execution experience having worked on several transactions across products including ECM, M&A, DCM and Loan Financings
Equity Research Analyst
Crisil
Mumbai
• Tracked and performed fundamental analysis on some of the largest banking stocks in India • Assisted lead analyst in writing research reports, event updates, results preview and daily news wraps • Project on comparative and fundamental analysis of major banking players in Indian market and prepared an equity research report and financial models of Yes, SBI, HDFC and IndusInd bank • Developed end to end financial models for banks, country/sector models and valuation model for banks • Attended earnings conference call, performed quarterly earnings revision, tracked daily news
Systems Executive
Fujitsu
Pune Area, India
• Performed systems study of client legacy environment for a PeopleSoft ERP implementation in financial modules such as Accounts payable, Accounts receivable, General Ledger and Risk management • Prepared a detailed project implementation plan and worked on PeopleSoft application tools
Project Engineer
Wipro
Bengaluru Area, India
• Analysed business requirements on PeopleSoft ERP modules such as Risk Management, AP & AR modules • Performed pre-sales activities for PeopleSoft practice and worked on Request for Proposals for new projects
Education
Columbia Business School
Strategy, Finance
Selected amongst few to attend full time Global Associate Executive Education program sponsored by Deutsche Bank
Sardar Patel University
electronics & Communication
Hardik Doshi's Contact Information
Phone
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