Hire the Best Mergers & Acquisitions Specialists
in India

You shouldn't need a finance degree to use your own financial model. I build financial models, business valuations, CIMs, pitch decks, due diligence (QoE) reports, FP&A forecasts, QuickBooks bookkeeping and Power BI dashboards. Every one passes the same test: can you open it, drive it, and defend it in front of an investor — without me in the room? If not, it's not done. By day I'm a senior analyst on live U.S. middle-market M&A deals — 60+ transactions, $5M to $50M+. On Upwork, you get that same analyst, directly. 100% Job Success. My reviews say it better than I can: ★ "Detailed and exceptionally well presented." ★ "Understood the brief quickly… quality work under tight timelines." ★ "Responsive and reliable." 𝗪𝗵𝗮𝘁 𝗜 𝗯𝘂𝗶𝗹𝗱 ✔ Financial modeling — three-statement models, DCF, LBO, startup financial projections, scenario and sensitivity analysis (Excel, VBA, Power Query) ✔ Business valuation — DCF valuation, comparable company analysis, precedent transactions ✔ M&A and financial due diligence — Quality of Earnings (QoE) reports and databooks, EBITDA normalization, net working capital peg, proof of cash — buy-side and sell-side ✔ CIM and pitch deck — investor-ready Confidential Information Memorandums, teasers and fundraising decks, Seed to Series B ✔ FP&A — budgets, forecasts, 13-week cash flow, variance analysis, KPI dashboards, board packs ✔ Power BI — interactive finance dashboards: KPI scorecards, budget vs actual, drill-downs ✔ Bookkeeping and accounting — QuickBooks Online and Xero: monthly close, cleanup and catch-up, bank reconciliation, A/R and A/P, GAAP-aligned ✔ Equity research — investment theses, peer comps, coverage-style reports 𝗪𝗵𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝘁𝗮𝘆 ✔ This is my day job, not a course certificate — 60+ live M&A deals and 8 investor CIMs across AI, FinTech, HealthTech, SaaS, PropTech, crypto, real estate and D2C ✔ Every model ships audited — zero hardcodes, sourced assumptions, integrity checks, lender- and IC-ready formatting ✔ No black boxes, no week-long silences — a written workplan in 24 hours, updates at every step, same-day answers to "why this number?" ✔ Semi-qualified Chartered Accountant (ICAI) and CFA Level 1 candidate 𝗛𝗼𝘄 𝘄𝗲 𝘀𝘁𝗮𝗿𝘁 Send the file, the data room, or just the question. Within 24 hours you'll have a clear workplan — scope, milestones, timeline. You approve the structure before the heavy build starts. U.S.-hours overlap, plain English, fast first draft. And if it's 2 a.m. and the investor meeting is Friday — message me anyway. I've shipped under worse deadlines.

Proven expertise in the Consulting and Research domain spanning diverse industry verticals, coupled with a strong background in Private Equity and Investment Banking. Adept at discerning potential targets for successful business partnerships, with a comprehensive understanding of Investment Banking activities related to target identification and shortlisting. I am a collaborative team player who aligns seamlessly with organizational requirements and team-specific objectives. Consulting Projects: Valuation of Private Companies: Utilized methods such as DCF, Sum of the Parts, and Scorecard for accurate valuation. Deal Knowledge Graph: Mapped diverse deals across industries, extracting strategic directions through regress analysis. Dynamically updated insights in data repositories for future analysis and prediction. M&A Target Identification: Employed methodologies like DCF, Comparable Company Analysis, and Precedent Transaction Analysis to identify and value relevant targets. Investment Banking Support: Assisted an Investment Bank in making investment decisions using valuation methodologies like Comparable Company Analysis and Precedent Transaction Analysis. PE Investment Trend Analysis: Shortlisted VC/PE firms based on past and announced investments, identifying sectors of focus. Strategic Acquirer Identification: Aided a PE firm in identifying strategic acquirers for portfolio companies, conducting benchmarking on financial and operating parameters. Vendor Solvency Recommendation: Provided vendor solvency recommendations to an Anglo-Australian multinational mining, metals, and petroleum company. Financial Models: Developed and maintained monthly/weekly Financial Models using the Relative Valuation Approach. Product Development: Collaborated with the product development team on a financial product in progress. Text Analytics: Engaged in developing a text analytics module for identifying relevant filings and articles from the web. Research and Analytical Projects: Comparable Company Analysis (CCA): Prepared comprehensive summaries of trading multiples and key operating metrics using relative valuation. Precedent Transaction Analysis: Identified, valued, and provided analysis of historic M&A deals. Research Reports: Developed Industry and Company Specific Research Reports. Benchmarking: Conducted benchmarking on various financial and operating parameters to analyze competitive positioning. Debt Maturity Analysis: Worked on Profiles, Debt Maturity Summaries, and graphical representations. Pro Forma Financial Statements: Created pro forma financial statements, identified trends, and made forward-looking predictions. Professional Skills: Project Management: Responsible for project management, daily workflows, and resource allocation to ensure timely delivery and high-quality output. Research Tools and Databases: Proficient in utilizing research tools and databases such as Bloomberg, Thomson, Capital IQ, Fact Set, Merger Market, Factiva, and Pitchbook.

Two finance professionals with a combined [12]+ years across private equity, investment banking, and corporate strategy. We have worked on both the buy side and the advisory side, building the models, research, and decision-ready materials that investment committees, deal teams, and founders rely on to move capital. One of us comes from a buy-side investment research and holding company background focused on serial acquisitions and long-term value creation. The other comes from strategy and M&A advisory across private equity, pharmaceuticals, and hospitality. Together that gives you a rare mix of investor judgment and hands-on execution on the same engagement. Between us we have supported a 3 billion dollar plus private equity and growth-equity portfolio, structured investment theses and IC memos, led commercial due diligence on live acquisitions, and built the valuation models and board-grade analysis that informed hundreds of millions in capital deployment. We have run market sizing and competitive landscaping, stress-tested management revenue and margin plans, designed value creation and post-merger integration plans, and translated messy commercial and operational data into clean recommendations that leadership can act on. The work we produce is meant to sit in front of an investor, a board, or an investment committee without rework. What sets us apart is how we combine traditional finance rigor with modern AI automation. We build custom tools using Claude Code and the Anthropic API to accelerate research, data extraction, document processing, and reporting. That means we can turn around deep research studies, large data sets, and recurring reporting faster than a conventional analyst, without cutting corners on accuracy. If your project involves pulling and structuring data from filings, websites, or PDFs, benchmarking a large universe of companies, or standing up a repeatable reporting workflow, this is where we save you the most time and money. Our core services include financial modeling such as DCF, LBO, comparable company analysis, three-statement models, EBITDA bridges, Pitchdeck, Company Research, List building, Market Research, Lead generation, Teaser, Investment Memo, Investment deck, and scenario analysis. We do valuation work for fundraising, M&A, and internal decision making. We deliver investment research covering market sizing, competitive landscaping, and company and sector deep dives. We handle commercial due diligence, value creation plans, and synergy analysis. We produce pitch decks, investment memorandums, and board or IC ready presentations. And we build AI-powered automation including custom research pipelines, data extraction tools, and reporting solutions. We are fluent in Excel and VBA, Power BI, Tableau, Capital IQ, Bloomberg, PitchBook, Alteryx, and SQL, alongside Python and Claude Code for automation.

💼 Senior Financial Modeler | Fractional CFO | FP&A Consultant | M&A | Valuation | Financial Due Diligence (FDD) | Quality of Earnings (QOE) | Ex-PwC TAS | Chartered Accountant | CFA Level III Passed I help founders, CFOs, and investors build investor-ready financial models, valuation analyses, and FP&A systems that support 💵 fundraising, 💵 M&A decisions, and 💵 strategic growth. I’m a Chartered Accountant (CA) and CFA Level III Passed finance professional with Big 4 (PwC – Transaction Advisory Services) experience specializing in financial modeling, FP&A, valuation, M&A support, financial due diligence (FDD), and quality of earnings (QOE). Over 5+ years, I’ve worked as a senior FP&A analyst, financial modeler, and fractional CFO for startups, SMBs, and CFOs across North America, Europe, and Oceania, supporting capital raises, deal evaluation, investor reporting, and strategic finance initiatives. I help finance teams move from messy spreadsheets to structured financial models and FP&A systems that stand up to investor and board scrutiny. 💵 Selected Transaction & Financial Impact • Supported 💵 $200M+ in M&A transactions through financial analysis, diligence support, and valuation work • Built sales forecasting models for a $500M+ annual revenue company, improving revenue visibility and operational planning • Contributed to financial analysis and transaction support for an 💵 $2B airline sector deal • Developed financial models used in investment decisions, strategic planning, and board reporting 💵 Core Services Financial Modeling & Valuation • 3-statement financial models (P&L, Cash Flow, Balance Sheet) • SaaS, subscription, e-commerce, commission-based, and services models • Valuation models (DCF, comparable companies, scenario & sensitivity analysis) • Investor models, pitch-deck financials, and deal pricing models FP&A / Fractional CFO Support • Budgeting, forecasting, and rolling forecasts • Cash flow forecasting and runway analysis • KPI dashboards, variance analysis, and management reporting • Board decks, investor updates, and lender reporting Transaction & Strategic Finance • M&A analysis and transaction support • Financial Due Diligence (FDD) • Quality of Earnings (QOE) analysis • Strategic finance and business planning models Tools & Technology Excel (Advanced Financial Modeling) Power BI | SQL | Python | R | Google Sheets QuickBooks | Xero | NetSuite | LiveFlow | Syft Looker Studio | Tableau | Qlik How I Add Value I don’t operate as a junior analyst or bookkeeper. I work as a senior finance partner, building investor-ready financial models, scalable FP&A frameworks, and CFO-level insights that support growth, fundraising, and strategic decision-making. If you're looking for a financial modeling expert, FP&A consultant, or fractional CFO to support 💵 fundraising, 💵 financial planning, or 💵 strategic transactions, I’d be happy to help.

I help investors, search funds, and acquirers make confident acquisition decisions through clear, decision-oriented Financial Due Diligence and Quality of Earnings (QoE) analysis. I am a Chartered Accountant with ex-EY Financial Due Diligence experience, supporting buy-side and sell-side transactions across SMBs, SaaS, and services businesses. My focus is simple: 👉 normalize earnings 👉 identify deal risks 👉 explain financials in plain English 👉 support price and structure negotiations 🔍 What I Deliver Quality of Earnings (QoE) analysis Cash-to-accrual conversion EBITDA normalization & adjustments Revenue recognition & sustainability review SaaS MRR analysis (new, churn, expansion, contraction) Working capital analysis & normalized WC peg Proof of cash & financial tie-outs One-time, non-recurring & owner-related adjustments Investor-ready diligence reports & databooks 📊 Selected Deal Experience Buy-Side QoE – Services Business (~$3m revenue) • Converted cash-basis books to accrual • Identified overstated EBITDA due to deferred expenses and aggressive add-backs • Normalized EBITDA reduced by ~18%, supporting price renegotiation SaaS Financial Due Diligence • Built monthly MRR bridge and cohort analysis • Assessed churn risk, customer concentration, and revenue quality • Highlighted sustainability risks impacting valuation multiple Lower-Middle-Market Acquisition Support • Normalized working capital and seasonality impact • Identified timing risks affecting cash flows • Provided negotiation inputs used in SPA discussions Clients value both the quality of analysis and clarity of communication. As one client shared: “His insights significantly enhanced the quality of the financial due diligence report, and his deep understanding of the business ensured a thorough analysis.” Another client noted: “Rupanshu has done a good job of doing the audit of the company and coming up with detailed results.” 🧠 Background I have 8+ years of post-qualification experience, including Big 4 (EY) Financial Due Diligence, working on transaction support, QoE, working capital, and financial risk assessment. I combine Big-4 rigor with freelancer flexibility. 🤝 Best Fit For Private equity & independent sponsors Search funds & first-time buyers Strategic acquirers Investors acquiring businesses with $0.5m–$10m revenue If you want Big-4 quality diligence without Big-4 fees, let’s talk.

I am a Chartered Accountant and Investment Banker with over 20 years of global experience. • Expertise in Financial Modeling, Corporate finance strategies, Enterprise valuation, Capital Budgeting, • Mergers & Acquisitions advisory • High Expertise with Advanced Excel • MIS, Budgeting & Forecasting, periodic business analysis • In-depth understanding of IFRS, US GAAP, IAS • Experience of working as CFO for strategic growth and compliance management • Structuring debt and equity deals across USA, UK, Middle East, Singapore & India