Functional Skills

Business Analysis
Corporate Finance
Investment Banking
Benchmarking
Market Research
Commercial Due Diligence
Private Equity Investing
Acquisition Target Identification
Financial Modeling
Financial Due Diligence
M&A Support
M&A Transaction Readiness
M&A Deal Sourcing
Accounting
Business Development

Software Skills

Capital IQ
Bloomberg
Microsoft Excel
Microsoft PowerPoint

Certifications

CFAChartered Financial Analyst

Sector Experience

Automotive
Business Services
Consumer Goods
Technology
Transportation & Logistics

Languages

English
Case Study
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Case Studies

financeAccounting
Valuation Advice on Sale of a Real Estate Software Business
Technology Valuation Financial Modeling M&A Support

Notable Clients

DHL
Silverfleet Capital
Sweda Inc.

Big 4 Accounting
Top Consulting Firms

Experience

KnoVantage Solutions Finance
Founder & President
8/2024 - Present
Rajiv offers his freelancing services through KnoVantage Solutions.

KnoVantage Solutions is an independent firm focused on M&A, capital raising, valuation and due diligence support services. It is committed to addressing the distinct needs of start-up founders, small to medium businesses, middle-market investment banks, management consultants, private equity, and venture capital firms.

It offers a full suite of services across the transaction life cycle including but not limited to sourcing Investor / Targets; Financial Modeling; Business Valuation; Investor Presentations; Industry Research; Marketing Materials; Dataroom Management; Due Diligence Support.

KPMG Finance
Associate Vice President | Investment Banking
8/2015 - 8/2024
• Provide mergers, acquisitions, and divestiture advisory services to middle-market clients across Canada, Asia, and Europe
• Responsible for several workstreams including but not limited to:
• Executing both sell-side and buy-side M&A deals, managing the entire process from pitching to deal signing
• Deliverables include business analysis, market research, competitive landscape assessments, and regulatory environment evaluations, supply chain, technology, and infrastructure analysis. Developed strategies for future organic and inorganic growth
• Crafted marketing and process documents, including pitch books, confidential information memorandums, strategy papers, and management presentations
• Deep experience in financial modelling and valuation, including DCF & LBO methodologies
• Negotiating deals and liaising with various internal and external functional teams, such as legal, tax, accounting, insurance, advisory, and banking teams to facilitate due diligence and negotiation

Evalueserve Finance
Research Lead | Investment Banking
6/2013 - 7/2015
• Worked with Credit Suisse, a leading global bulge-bracket investment bank, supporting its investment banking activities in the Americas, Europe, India and Singapore
• Key sectors covered include industrials, metals & mining, technology and consumers

UBS AG (Verity Knowledge Solutions) Finance
Lead Associate | Investment Banking
3/2010 - 6/2013
• Worked with UBS AG, a leading global bulge-bracket investment bank, on M&A deals across US, UK, Singapore and Hong Kong
• Key sectors covered include automotive, chemicals, industrials and metals & mining

Solo Tradewings Start-Up
Business Development Executive
6/2006 - 3/2008
• Responsible for vendor management, inventory management, bookkeeping