Dhaval S.

About Dhaval S.

As a Senior Associate at Whitewater Corporate Advisory Pvt Ltd, an Investment Banking Firm, I bring over four years of experience in the investment banking sector. Over the course of my career, I have cultivated expertise across a range of industries, encompassing healthcare, personal care, renewables, specialty chemicals, consumer electronics, print media, EPC, textiles, automobile components, food processing, color-coated sheets, fruit juice and pulp manufacturing, and beyond. I hold the CFA charter and successfully passed all levels on my first attempt, ranking in the top 10 percentile. In my role as a Senior Associate at Whitewater, I deliver comprehensive hands-on advisory services, offering support to companies both domestically and internationally. My expertise spans fundraising from Private Equity (PEs), Venture Capital Funds (VCs), and Family Offices, as well as involvement in Mergers and Acquisitions (M&A), Strategic Partnerships, and debt resolution strategies for companies. Select deals: Project Pyramid (Private equity) • Successfully facilitated a private equity investment of INR 3,100 Mn in a personal care company from IndiaRF • Evaluation of funding requirements, prepared the investment financial model along with valuation, identified potential investors, delivered pitch presentations, assisted in due diligence, and engaged in negotiation and term sheet finalization. Project Pyramid • Successful debt resolution of Personal care company – INR Mn • Assistance in the assessment of the Company\'s financial situation, lender communication and negotiation, preparation of restructuring financial model and debt resolution documents, assistance in TEV & credit rating process, finalizing restructuring agreement and documentation and Implementation of the restructuring plan Project Magnet • Successfully secured debt investment of INR 350 Mn for an EPC company • Assistance in assessing capital needs, evaluating creditworthiness, preparation of the financial proposal, lender terms negotiation, due diligence, documentation, liasioning with various stakeholders and post closing compliance Project Delta • Acquisition of a Textile Company under NCLT – INR 900 Mn • Strategy formulation, financial model preparation, acquisition structuring & valuation, and bid documents preparation If you are looking for Transactional Advisory services then feel free to drop in an email at d•••••@whitewateradv.com for a quicker response.

Experience

1. Senior Associate

   Whitewater Corporate Advisory

   Apr 2019 — Present

Education

• CFA Institute

  Cleared CFA level 3

  2017 — 2022

• Global Association of Risk Professionals (GARP)

  Cleared FRM part 1

  2017 — 2017