Samyak Kothari

Financial Analyst @Archer Lewis

Miami, FL, US
EMAILS
s•••••••@archerlewis.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2024 — Present

Financial Analyst @Archer Lewis

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Miami, FL, US

Collaborated with the Investment Team on Deal sourcing to find local accounting firms worth $1.5mm+ in revenue• Created revenue models for 20+ local accounting firms across the US to improve the pricing & cost strategy & enhance profitability• Reviewed Quality of Earning\'s report\'s & Investment Committee Memo\'s to identify unusual accounting practices and one-time charges• Contributed to client on-boarding decks and attended management meetings to note the overall firm dynamics of the seller firms• Evaluated management consent forms & Engagement letters along with the Letter of Intent to have a smooth transition process

EDUCATION

2018 — 2021

University of Mumbai

Bachelors , Accounting and Finance

N/A

Babson College

Master of Science - MS, Finance, General

N/A

University of Mumbai

Master's degree, Banking & Finance

ABOUT SAMYAK KOTHARI

Financial Analyst - Archer Lewis | Babson MSF | CFA L2 Candidate | Athlete

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