Prateek Modi
CA Final- AIR 18 (May 24) | Anand Rathi-IB | Ex-EY | CFA L2 Candidate | CA Foundation- AIR 21 | MDP- ISB Hyderabad | Best Student of the Year 2K23- RVG
- Role
- Analyst at Anand Rathi Investment Banking
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Prateek Modi
I am a qualified Chartered Accountant with AIR-18 in CA Final and currently a CFA Level 3…
Experience
Analyst
Anand Rathi Investment Banking
Nov 2022 — Present · Mumbai, IN
Closed multiple transactions across Aerospace & Defence, Education & Industrial sectors• Private Equity Fundraise – ₹300 Cr (~$35 Mn)| Rangsons Aerospace – From Valuequest Investment Advisors• Buy Side M&A Buy-side M&A – ~₹150 Cr (~$18 Mn)| NIIT Ltd – Acquisition of iamneo• Structured Debt Financing – ₹450 Cr (~$55 Mn)| Veranda Learning – Financed by BPEA Credit• Strategic Partnership | Witty Group with Global School FoundationBusiness Development• Built Term Sheets, Financial Models, Information Memorandum, Teasers, and Pitch decks across sectors including Education, Aerospace & Defence, Infrastructure, Industrials, SaaS & Consumer sectors• Led the Due Diligence & Documentation process, coordinating with legal, tax, and regulatory advisors for seamless deal execution; negotiated BTA, SPA, SHA, SSA, Employment agreement and other transaction documents• Contributed to DRHP drafting including sections on Objects, Risk Factors, Industry Overview, and Our Business
Education
The Institute of Chartered Accountants of India
CA Intermediate
The Institute of Chartered Accountants of India
CA Foundation
Central Board of Secondary Education
Higher Secondary, Commerce
2017 — 2019
The Institute of Chartered Accountants of India
CA Final
Central Board of Secondary Education
Secondary Education
2015 — 2017
Pandit Deendayal Upadhyaya Shekhawati University (PDUSU), Sikar
Bachelor of Commerce - BCom
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