Kotak Mahindra Bank - Team Lead - M&A & Investments

Background:

- Strategy team works closely with the Bank and its subsidiaries (Group) to evaluate and execute strategic initiatives including M&A, divestitures, equity investments, special internal projects, business planning process, and other strategic transactions

- Proposed role will be part of strategy team and will be focused on equity investments and M&A execution.

- The team member will be expected to independently lead (a) equity investments - from proactive sourcing to successful execution, and (b) M&A execution.

- Specific capability required include strong interpersonal skills, positive attitude, entrepreneurial drive and highest level of work ethics/ integrity

Job Role:

- For M&A

- Partner with internal business heads before, during and after the M&A process, to ensure the deals make strategic sense, fit with our stated strategy and business plans, and are integrated smoothly and fully optimized

- Perform detailed financial analysis, develop pro forma financial models, valuation analysis and synergy models in support of potential transactions

- For equity investments

- Proactive sourcing of attractive investment opportunities through building and maintaining strong relationships with market intermediaries and external partners

- Develop rigorous, fact based analysis to support investment recommendations

- Monitoring of portfolio companies

In case of early stage investee companies, provide high-touch support, and proactively work with the founders to achieve scale, organization build out, and cash-flow planning

- Leading all aspects of transaction execution (whether equity investments or M&A execution) including project management, business and financial due diligence, structuring, valuation, document negotiation.

o Work closely with business teams (M&A transactions), internal functional experts (legal, tax, accounting etc) and outside advisors to support execution

- Presenting investment recommendations or M&A opportunity for internal approvals including board submissions

Job requirements:

- Minimum 10 (maximum 15) years of relevant experience in investment banking (specifically coverage of financial institutions, or M&A execution)

- Experience leading negotiations with multiple stakeholders and executing a wide range of agreements

- Broad financial acumen including a strong foundation in corporate finance principles (comprehensive understanding of valuations principles)

- Superior analytical and problem solving skills, with demonstrated intellectual and analytical rigor, attention to detail

- Outstanding record of academic achievement, superior interpersonal skills, demonstrated communication and presentation skills (oral and written), independence of thought, and an entrepreneurial nature

- Strong work ethic, ability to proactively manage multiple high priority projects and work effectively in team