About the Company:
Capwise Financial Services Pvt. Ltd. (CFSPL) is a financial services company catering to companies across all segments and all sectors in India. We offer customized financial advisory services and the best finance strategy for the company’s growth. We offer full-fledged/boutique investment banking services to our clients, including debt syndication, private equity, advisory, M&A, and debt capital markets. Incorporated in 2020, Capwise is one of the fastest-growing investment banks based in Mumbai. We have closed 32 equity and M&A transactions and raised 21,000 cr debt.
Role Overview:
We are looking for a highly experienced Senior Investment Banker with over 12 years of experience specializing in private equity, M&A, and fundraising. This role is designed for a strategic, results-driven leader with a proven track record in revenue generation, deal origination, transaction management, and team development. The ideal candidate thrives in an entrepreneurial environment and has extensive experience working across sectors such as healthcare, pharmaceuticals, and TMT.
Key Responsibilities:
- Proactively identify and source M&A and fundraising opportunities to build a robust deal pipeline that drives revenue growth for the company.
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Lead business development initiatives, establish and expand relationships with corporate clients, private equity firms, and venture capitalists, and focus on developing revenue-generating strategies to support the firm's growth and profitability.
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Contribute to Capwise’s growth by implementing innovative deal strategies, swiftly adapting to market shifts, and capitalizing on emerging opportunities. Operate with an entrepreneurial mindset that aligns with the firm’s high-growth objectives.
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Oversee the full life cycle of M&A and fundraising transactions, including deal structuring, negotiation, due diligence, and closure. Ensure all transactions comply with regulatory standards while effectively managing risk. Prepare and review investment materials such as investment memoranda, management presentations, and pitch decks.
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Serve as a trusted advisor to clients, deeply understanding their strategic goals and crafting tailored financial solutions to meet their needs. Cultivate strong relationships with new and existing clients, helping to expand business and foster long-term partnerships.
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Lead and mentor a team of investment professionals (analysts, associates, AVPs), fostering a high-performance culture and building expertise within the team across M&A and fundraising domains.
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Monitor and analyze industry trends, competitive landscapes, and market developments to provide strategic insights and guide informed decision-making within the firm.
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Develop and oversee detailed financial models to evaluate the value of debt and equity in mergers, capital-raising, and other transactions.
Key Requirements:
Experience: Minimum of 12 years in investment banking with significant expertise in fundraising, M&A, and private equity, with a strong focus on sectors such as healthcare, pharmaceuticals, and TMT.
Education: MBA - Finance (B-School) IIT, IIM, CA, CFA, FRM
Skills:
- Extensive experience in M&A and fundraising with an established network in corporate, private equity, and venture capital sectors.
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Proven ability to develop and execute revenue-generating business development strategies.
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Strong entrepreneurial mindset with the ability to excel in a high-growth, fast-paced environment.
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Skilled in team leadership and development, focusing on performance and professional growth.
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Excellent communication, negotiation, and interpersonal skills.
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Strategic thinker capable of making independent decisions and effectively managing pressures.
Industry Knowledge: Comprehensive understanding of M&A and fundraising processes, market trends, and regulatory environments.
Why Join Capwise
- High-Growth Platform: Be part of one of India’s fastest-growing boutique investment banks with a strong deal pipeline and aggressive growth plans.
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Growth Trajectory: Be part of a dynamic and fast-growing investment bank that has closed marquee deals in a short span of time.
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Entrepreneurial Culture: Work in a dynamic and agile setup where innovation and ownership are highly valued.
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Leadership Opportunity: Play a pivotal role in shaping the firm’s M&A and equity franchise and lead a high-caliber team.
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Diverse Sector Exposure: Work on a wide range of complex and innovative transactions across sectors and structures.
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Recognition & Rewards: Your performance and initiative are directly recognized and rewarded at Capwise.
