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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 (4 years 9 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 (6 years 9 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.