Daksh Thapan

About Daksh Thapan

Daksh Thapan is a qualified CA, CFA, and FRM, currently working as an Investment Banking…

Experience

1. Investment Banking Analyst

   Agentis Capital

   Jun 2023 — Present · Mumbai, IN

   Key Achievements:1. Led discussions with global private equity funds to explore investments in brownfield road assets in India2. Led the initiative to establish the firm\'s presence in Saudi Arabia, including engaging with key stakeholders3. First team member in India, instrumental in establishing the office and driving client development for the firm4. Independently led end-to-end preparation of client-ready deal materials, including due diligence, kick-off presentations, information memorandums, and rating agency presentations5. Managed and mentored 8+ junior analysts, balancing priorities and ensuring timely, high-quality deliverablesKey Responsibilities:1. Supported execution of 6+ live mandates worth $6.2bn in the infrastructure sector, spanning greenfield development, M&A, PE fundraising, and project finance across Public-Private Partnership and transportation sectors2. Prepared kick-off and information memorandum decks for two 56-mile managed lanes projects, and led a rating mapping exercise by engaging major rating agencies to help secure the highest possible project finance rating3. Coordinated due diligence by liaising with legal, technical, and diligence advisors, managing data rooms and Q&A, and performing in-depth analysis4. Prepared sector overview decks for renewables, and digital infra, identifying key trends and platform companies5. Updated financial models for 20+ infrastructure assets under management, incorporating actual performance data across a portfolio valued at ~$19bn6. Pitched opportunities in the Indian toll road sector to foreign institutional investors, covering a pipeline of ~90 assets valued at ~$31.4bn, including development of the valuation model7. Prepared pitch books covering industry overviews, company profiles, trading and transaction comparable, share price performance, and valuation multiples across dozens of companies