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@kunjalsheth
Chartered Accountant and M&A Associate with extensive financial modeling expertise.
I am a Chartered Accountant and M&A Associate currently working at Pinnacle Towers, where I lead mergers and acquisitions, engaging in extensive financial modeling and business development activities across Asia. My role involves advising management on strategic decisions and collaborating with subsidiary management teams to drive growth and efficiency.
Previously, I served as an Investment Banking Associate at JP Morgan, focusing on Australia's General Industries. I actively participated in deal teams, developing financial models and marketing materials for significant transactions. My experience also includes fixed income research at SBI Mutual Funds, where I managed coverage of various sectors and supported senior fund managers in credit analysis and risk assessment.
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Work history, roles, and key accomplishments
Pinnacle Towers
Nov 2023 - Present (2 years)
Led business development and M&A activities across Asia, including extensive financial modelling and deal execution from initial offer to post-deal integration. Advised management on long-term strategic decisions and collaborated with subsidiary teams on strategy, analytics, and fundraising. Managed high-profile projects including cross-border acquisitions and large-scale site transitions.
JP Morgan
Apr 2021 - Oct 2023 (2 years 6 months)
Provided coverage for Australia's General Industries, actively participating in deal teams to develop materials, financial models, and manage stakeholders. Created marketing pitch-books covering industry trends, M&A targets, and valuations for potential transactions. Prepared financial models for various fundraising opportunities and tracked performance and trends for coverage companies.
SBI Mutual Funds
Jan 2020 - Mar 2021 (1 year 2 months)
Managed credit coverage for major Indian sectors, supporting senior fund managers with in-depth credit profiles, financial models, and industry analysis. Participated in the execution of debenture and commercial paper transactions, including covenant negotiations. Analyzed quarterly performance, conducted risk testing, and was a member of deal teams for significant primary issuances and project fi
Degrees, certifications, and relevant coursework
CFA Level II cleared, Finance
Chartered Accountant, Chartered Accountancy
Bachelor of Commerce, Commerce
Grade: 88.9%
Software and tools used professionally
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