Expert Contributor

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, or for more details, case studies and testimonials.

Relevant total experience: 13 years
Seniority level: Senior

Contributions by Sri Malladi

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