Vipin CHUGH

Promoted to SVP, overseeing strategic direction, team growth, and client expansion. Scaled the research team 2x, from 80 to 150+ professionals across Analysts, Associates, AVPs, and VPs. Played a central role in driving firm-wide client strategy, cross-functional team capacity, and capability-building initiatives. Partnered closely with sales leadership and CXOs to define and execute growth roadmaps across global accounts Leadership and Strategic Responsibilities: - Acted as senior escalation point and relationship lead for 20+ global clients, including a top mid-market IB (US), a Sovereign Wealth Fund (Asia), and big corporate houses (Southeast Asia) - Led client farming, expansion planning, and executive-level engagement; participated in onsite visits in New York and other locations - Set up a new, dedicated Data Analytics team from scratch for a strategic client mandate - Led the people strategy for the unit: managed campus hiring, succession planning, L&D, and performance cycles across functions - Created strategic sales assets, including collaterals, RFPs, and pitch materials, in collaboration with sales and delivery teams to win new mandates Project Oversight: - IB/M&A: Oversaw support for live M&A deals (company screening, CIMs, pitchbooks, valuation (M&A/LBO), and transaction/legal documentation) and standardized best practices across teams - Strategic Finance: Guided client delivery teams on budgeting and forecasting process, financial modelling, variance analysis, and profitability reporting, as well as reviewed and advised on CXO-level dashboards and reporting packs - Strategy/Consulting: Led strategic thinking across market entry, sector benchmarking, competitive landscape, and client-specific transformation goals in partnership with client leads to define strategic roadmaps and growth initiatives

Promoted to VP for demonstrated leadership across client management, project delivery, and team scaling. Oversaw and grew the delivery team 4x, from 20 to 80 professionals, including Analysts, Associates, and AVPs, within 2.5 years. Played a pivotal role in shaping delivery strategy, leading cross-functional execution, and supporting strategic business growth across global clients. Responsible for managing client relationships, hiring, capacity management, and L&D, and liaising with the sales team and senior management to set the growth plans. Strategic and Tactical Responsibilities: - Strengthened global client relationships, led pilot projects, and ensured 100% conversion into long-term mandates - Responsible for end-to-end project delivery, including setup of client-dedicated teams, quality oversight, and ongoing engagement expansion - Partnered with the sales and leadership team to identify and pitch new opportunities within existing and new accounts - Managed talent strategy across the unit: set up hiring plans, led campus programs, and oversaw L&D and performance cycles Technical Responsibilities: - IB/M&A: Supported senior bankers on live deals across deal origination, CIM preparation, buyer/target screening, and valuation (M&A/LBO) - Strategic Finance: Helped corporate clients build and refine financial models (along with budgeting and forecasting), margin, cost, and variance analysis, KPI dashboards, reporting packs, and scenario planning to guide CXO-level decision-making - Strategy/Consulting: Advised clients on market entry strategy, benchmarking, competitive intelligence, and sector overviews, as well as strategic frameworks and analytics to support the growth planning initiatives

Owing to my performance, versatility, and leadership, promoted to AVP in October 2013. Led a 15-member team supporting global clients across transaction/M&A execution, financial planning, strategic finance, and consulting. Also led firm-wide campus recruitment and thought leadership, including market updates and a Whitepaper on “Asset Returns in India.” Responsibilities: - Managed multiple client accounts and relationships across IB, PE, and Corporate Strategy engagements; ensured timely, high-quality project delivery - Converted 100% of pilot engagements into long-term client contracts; drove client account growth and strategic expansion - Oversaw full employee lifecycle, including hiring, training, and professional development; led feedback and performance review cycles - Created and automated analytics templates to improve the quality of output and for quick turnaround IB/M&A Support: - Supported senior bankers on live M&A deals, from deal origination to closing: buyer/target screening and deal structuring - Valuation models (DCF, SOTP, Comps) and LBO/M&A models for live deals - Prepared Pitchbooks, CIMs, and info memos for clients Strategic Finance: - Led financial planning & analysis for corporate clients across Automobile, Healthcare, F&B, and Retail, among others - Responsible for budgeting, planning, forecasting, cost and margin analysis, and performance review to make strategic decisions - Designed and implemented management dashboards and reports, delivering profitability insights and business performance reviews for CXOs and senior stakeholders Strategy/Consulting: - Helped PE/corporates in assessing market entry strategies, sector deep-dives, and competitive benchmarking to support investment decisions - Led strategic initiatives focused on business performance improvement, KPI benchmarking, and internal analytics - Worked closely with client leadership to develop and implement business strategies aligned with long-term goals and market positioning

Joined as an Equity Analyst supporting global clients across sectors with financial modelling, valuation, and research deliverables. Later transitioned to a dedicated role for a Middle East-based Private Equity firm, supporting its investment life cycle across fundraising, IM papers, deal sourcing, diligence, portfolio maintenance, and value creation. Private Equity Support (July 2012 – October 2013): - Worked as a dedicated offshore analyst for a Middle East-based PE firm, supporting across the full investment lifecycle, including fundraising, target screening, due diligence, IC materials, portfolio management, and exit valuations (including value creation plans) - Led financial modelling and valuation efforts, building business and project finance models from scratch and calculating NPV, IRR, MOIC, and exit metrics - Delivered strategic inputs including competitive benchmarking, market entry analysis, industry deep dives, and value creation plans - Contributed to fundraising material (including $1bn Africa Healthcare Fund) and teasers, and supported strategic reviews of new and existing investments Equity Analyst (July 2011 – July 2012): - Built and maintained financial models for US-listed Healthcare and Airline companies, using DCF, SOTP, and market-based valuation techniques - Wrote equity research reports, including Initiating Coverage and Earnings Updates with investment recommendations - Built financial and business models for investment analysis using NPV and IRR methodologies - Prepared high-impact research products: industry analyses, company profiles, info memos, and newsletters