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Yogesh Rawlani

@yogeshrawlani

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I am a private equity analyst specializing in financial modeling and M&A.

India

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What I'm looking for

I seek a mid-level private equity or investment role focused on financial analysis, M&A and deal sourcing, offering end-to-end ownership, collaborative teams, and opportunities to lead due diligence and build models.

I am a private equity professional with more than five years of experience in mid-office roles, specializing in financial analysis, secondary research, company profiling and M&A target identification.

I have prepared investor presentations and pitchbooks, conducted DCF and both trading and transaction comps for valuation, and built financial models that supported investment decisions. I carry end-to-end ownership of deliverables, manage small teams, and perform rigorous quality checks under tight deadlines.

I passed CFA Level 2 and hold a Bachelor of Commerce, and I am proficient with PitchBook, Capital IQ, FactSet, Preqin, Merger Markets, PowerPoint and MS Excel. I seek to apply my analytical rigor and due-diligence expertise to drive deal sourcing, valuation and strategic initiatives.

Experience

Work history, roles, and key accomplishments

Private Equity Associate

AcuityKnowledge Partners

Sep 2021 - Present (3 years 11 months)

Analyzed financial statements, annual reports, investor decks, and other documents to create detailed company profiles and sector reports across various industries. Identified and profiled potential M&A targets, leveraging both financial criteria and strategic fit.

DCF Valuations Financial Analysis M&A Target Identification DCF Valuation Benchmarking Pitchbook Capital IQ Factset Preqin

Research Analyst

IHS Markit

Sep 2019 - Present (5 years 11 months)

Performed investment due diligence, conducted thorough research, and wrote case studies on public companies. Created structured financial products as per client requirements, calculated NAV and Index values, and incorporated M&A, dividends, stock splits, and other corporate actions.

Due Diligence NAV Calculation Corporate Actions

Education

Degrees, certifications, and relevant coursework

CFA Institute

CFA Level 2, Finance

2019 - 2019

Grade: Passed

Successfully completed and passed the CFA Level 2 examination, demonstrating advanced knowledge in investment tools, asset valuation, portfolio management, and wealth management. This achievement signifies a strong foundation in financial analysis and ethical professional standards.

Dr. RMLAU

Bachelor of Commerce, Commerce

2015 - 2018

Grade: 7.2 CGPA

Completed a Bachelor of Commerce degree, gaining comprehensive knowledge in business, accounting, finance, and economics. Achieved a CGPA of 7.2, reflecting strong academic performance and understanding of core commercial principles.

A.I.S

Class XII (CBSE), General Studies

2014 - 2015

Grade: 91%

Completed Class XII under the CBSE curriculum, achieving a score of 91%. This demonstrates strong academic performance in secondary education and a solid foundation for higher studies.

A.I.S

Class X (CBSE), General Studies

2011 - 2012

Grade: 7.4 CGPA

Completed Class X under the CBSE curriculum, achieving a score of 7.4 CGPA. This reflects a foundational academic achievement in early secondary education.