talent-profile-avatar

Sri Malladi

Managing Partner, Athena Consulting Partners

Edison, United States

$800/day

I've led $6.5 billion of M&A both as an investment banker (Bank of America Merrill Lynch and Macquarie), in corporate development (Hertz), and now at Athena Consulting Partners - both buy and sell side deals. I've written more than 120+ investment memos, management presentations and confidential information memoranda and built 300+ financial models of varying degrees of complexity. My work has been used to persuade investors, boards, corporate and PE buyers and sellers to close deals. My expertise includes market research (sizing, competitive landscape, value chain and differentiator analysis), due diligence (across multiple functional areas), valuation, deal structuring, negotiation and helping to develop the post-close integration strategy. I'm familiar with and have led the entire sell-side process from CIM and management presentation preparation, financial model, due diligence, data room population, deal structuring, negotiations, helping with reviewing / drafting the asset or stock purchase agreement and closing. I have also worked extensively on the buyside, in industries from communications (Cox Communications), Industrials (Cinelease and Hertz), from deal sourcing to analyzing data room materials, building financial models, building the business cases and pro forma financial models, acc / dil analysis. I've worked with stakeholders including PE, VC and Strategics and my skillsets include financial modeling, market and sector research, developing Board presentations, CIMs, management presentations, data room prep, due diligence assessments. I have worked across multiple sectors including technology (both enterprise software and SaaS), fintech, industrials, and media. Please look at www.athenaconsultingpartners.com, or www.linkedin.com/in/smalladi for more details, case studies and testimonials.

Domain experience

Relevant Total Experience: 13 years

Seniority Level: Senior

Sector Experience: 

Construction Materials Containers and Packaging Metals and Mining Paper and Forest Products Real Estate Management and Development Software and Services Technology Hardware and Equipment

Skills

Skilled in: Sell-side M&A, Corporate Development

Technical Skills: Microsoft Excel, PowerPoint, Microsoft Office, Capital IQ

Languages: English

Work Experience

Athena Consulting Partners

Founder | Helping Management Build Shareholder Value Using Strategy, Finance And Data

01/03/2019

 

- Now

I help companies execute growth strategies through a combination of M&A, investments and strategic finance. ✅ 1. M&A and Investments Buy-Side • Acquisition strategy • Identify potential acquisition targets • Due diligence • Valuation and financial modeling • Deal structuring • Negotiation • 90-day integration plan Sell-Side • Positioning and value drivers • Business memorandum, pitch deck and teaser • Data room checklist and population • Valuation model and returns analysis • Identify potential acquirers and investors • Negotiate and close the deal ✅ 2. Strategic Finance Strategic Finance • Long range strategic models (3-5 year plan) • Scenario analysis, pricing, competitive analysis • Annual, quarterly budgets, 13-week cash flow model • Investor and management reporting presentations • Board presentations Examples of clients I've worked with: Cox Communications ($12 billion telecom company), Hertz ($8 billion car rental company), Capitolis (Series C funded fintech), Harbourview Equity ($1 billion music rights acquisition fund), Cinelease ($100M real estate + entertainment company), TriMech (PE funded 3D printing services company), XenoData (early stage SaaS + services data management company)

Federal Reserve Bank of New York

Senior Director, Data and Statistics Group

01/09/2014

 

- 01/05/2019

Led Bank-sponsored strategic transformation initiative. Oversaw workstreams spanning products and services, digital investments, risk, people strategy, and innovation. Established an ongoing practice to increase operational effectiveness, improve data quality and reduce risk. Developed KPIs, implemented operational and governance model. Overall transformation included data visualization, self-service data analytics, predictive models for data quality issues. Established a highly successful innovation practice to source 50+ creative ideas from the organization, and to execute on those with the best return on investment. Coached on business case development, evaluated opportunities, secured funding. 5-7 ideas are transitioning into long term strategic initiatives leveraging business rules, machine learning, data visualization, workflow that reduce risk, improve data accuracy and increase capacity.

Hertz

Manager, Corporate and Business Development

01/08/2012

 

- 01/09/2014

Led strategic analysis and M&A transactions from beginning to end, including business development, valuation analysis, diligence, negotiation, closing and post-close integration activities. Collaborated across multiple functional areas and geographies to successfully execute M&A and franchising deals.

Macquarie Capital

Senior M&A Associate

01/04/2011

 

- 01/04/2012

Advised corporate and private equity firms on how to generate value through M&A ($2 billion deal value). My work spanned competitive positioning, target selection, deal structuring, valuation, negotiation and diligence. Led transactions across multiple industries including Industrials, Infrastructure, Technology Media and Telecom and Real Estate.

Bank of America Merrill Lynch

Investment Banking Associate

01/08/2009

 

- 01/12/2010

Advised firms on M&A transactions and public debt and equity capital (IPO) raising activities, and played an active role in executing transactions. Performed industry research and developed company marketing materials and Board presentations, led financial modeling and valuation analysis, and collaborated with the leveraged finance and equity capital markets to drive transactions to close.

The Duschossois Group

Venture Capital Associate

01/03/2009

 

- 01/06/2009

Analyzed industries and companies; conducted secondary and primary market research to inform investments in the PC and wireless networking industry. Performed in-depth analysis of smart energy market and presented findings and recommendations to steering committee to inform investment decisions.

Banc of America Securities

Summer Associate

01/06/2008

 

- 01/08/2008

Helped execute $2.5 billion+ strategic technology acquisition, and participated in business development activities.

Microsoft

Software Engineering Lead

01/06/2002

 

- 01/08/2007

Led the design and implementation of an automated testing strategy for Microsoft's support site infrastructure, and managed a team across Redmond, China and India. Awarded a patent for a software diagnostic tool, and collaborated with the Windows team to integrate that technology into the operating system.

Convergys Corporation

Senior Systems Analyst

01/06/2001

 

- 01/06/2003

Led the development of a core portion of Convergys billing software, and worked with customers Verizon and AT&T to develop requirements and deploy the product. Developed high availability and a scaleable architecture to support millions of concurrent users.

Education

The University of Chicago Booth School of Business

Finance, Entrepreneurship, Accounting

University of Cincinnati

Computer Engineering

Master's thesis in area exploration, mapping and connectivity using a group of wirelessly connected autonomous robots.

Indian Institute of Technology, Madras

Engineering