Rohit has more than eight years of professional experience in management consulting, project management, investment banking, private equity and venture capital. He has worked on over 30 buy and sell side deals, over an array of industries including: information technology, mining, insurance, healthcare and manufacturing.
Before joining Next Pathway Inc. as a Director of Finance, he worked as a Manager of Business Development at Cisco Systems. Prior, Rohit worked as an Associate overseeing the internal valuation group at CPPIB and In the past, Rohit also worked at a mid-market investment bank and a Toronto-based venture capital and private equity company. A BAS in Accounting graduate of York University, he is a: Chartered Professional Accountant (CPA), Certified General Accountant (CGA), and Association of Certified Chartered Accountants (ACCA).
Areas of experience: Transaction Advisory, Mergers and Acquisitions, Corporate Finance
Industry experience: Technology, Insurance, Manufacturing, Healthcare, Mining, Diversified Services
Research Platforms: Capital IQ, Bloomberg, FactSet Research, Thomson One, PitchBook
Software: Excel (Pivot Tables, VB, Macros, Advanced Functions), Access, PowerPoint, Word
Director | Finance @ Next Pathway Inc., is a leading provider of custom software solutions to the largest companies across North America. Our solutions are designed for enhanced productivity and competiveness. We use leading technology and best practices to ensure our solutions are delivered in an efficient, timely and cost-effective manner. We provide three primary services to our clients: IT management consulting, software development and enterprise infrastructure. From August 2015 to Present (5 months) Toronto, Canada AreaManager | Business Development @ Cisco Systems, Inc. is an American multinational corporation headquartered in San Jose, California, that designs, manufactures, and sells networking equipment. Its products are installed at enterprise businesses, public institutions, telecommunications companies, commercial businesses, and personal residences.
• Managed a national sales team of 50+ representatives in the Mid-Market (MM) segment within Canada.
• Achieved Y/Y growth of 20%+ leading MM to the top performing business within Canada for FY14.
• Lead the customer intelligence team for MM, identifying new potential leads and opportunities.
• Assisted with weekly, monthly and quarterly forecast rollup for senior executive team.
• Conducted sales trends and variance analysis (business units, technology, architectures)
• Developed monthly reporting metrics for use within sales teams and segments.
• Liased with customers, business partners, senior executive team and business units globally. From October 2013 to August 2015 (1 year 11 months) Toronto, Canada AreaAssociate | IF Private Investments @ The CPP Investment Board is a professional investment management organization based in Toronto, whose purpose is to invest the assets of the Canada Pension Plan in a way that maximizes returns without undue risk of loss. The CPP Fund is $183.3 billion.
• Managed a cross-functional team of (6) individuals supporting the PING and INFRA investments.
• Conducted internal valuation review’s of Ping and Infra investments, utilizing various valuation metrics.
• Liaised with external valuators for reviews, discussing methodologies and assumptions to derive value.
• Created and presented to the senior management team, monthly and quarterly reports.
• Created quarterly and annual budgets for holding companies; analyzing variances and discrepancies.
• Assisted in tax structuring/funding of entities to minimize financial impact to CPPIB and stakeholders. From March 2013 to October 2013 (8 months) Toronto, Canada AreaSenior Analyst | Corporate Finance @ Collins Barrow - Corporate Finance is a mid-market investment banking and consulting firm, offering client’s with enterprise values of $10-$350+ million, assistance with mergers, acquisitions, divestures, financings and advising on all aspects of strategic transactions and capital sourcing activities.
• Transaction strategy development and evaluation on deals ranging from $10-$350+ million
• Preparation of transaction marketing documents (management, offerings, prospectuses).
• Created due diligence reports for clients on buy and sell side M&A transactions.
• Conducted industry research and analysis for business valuations and industry research reports.
• Created financial forecasts for companies seeking seed and angel investors.
• Created complex financial models to help raise capital for finance transactions and valuations.
• Assisted clients in the development of purchase and sales agreements.
• Assisted in the post-transaction and integration planning; systems, monthly reporting (Bank/BOD) From July 2010 to March 2013 (2 years 9 months) Toronto, Canada AreaAnalyst | Venture Capital @ Next Pathway Inc., is a venture capital and private equity firm that works with high-value businesses to unleash their full potential. They leverage their experience, capital and network to help companies execute on their business objectives.
• Deal screening and selection for newly established fund, backed by high net worth investors.
• Preparation of one-page deal summaries for review by key management team.
• Assisted in the financial and business due diligence process for potential investments.
• Created financial forecasts for portfolio companies.
• Conducted trend and variance analysis on financials for current investments and holdings.
• Prepared and presented executive presentation material on core businesses and investments. From May 2009 to June 2010 (1 year 2 months) Toronto, Canada AreaAnalyst | Transaction Advisory @ DMCT LLP is a mid-market accounting and consulting firm, offering client’s assistance with complex and routine accounting such as: audit and assurance, taxation, public markets, transaction advisory and valuations.
• Created due diligence reports for clients on M&A transactions (diversified services)
• Review of; contingencies, commitments, accounting policies, customers and vendors.
• Assisted clients in the development and structuring of purchase and sales agreements.
• Created financial models to assist clients with the rollup of their new acquisitions..
• Post-transaction and integration planning; including system integration and financial reporting. From May 2007 to April 2009 (2 years) Toronto, Canada AreaAnalyst | Corporate Finance @ M Systems Group is a leading systems integrator specializing in financial services. Through their experienced consultants M Systems Group assists their clients to design, implement and manage enterprise wide solutions.
• Prepared financial reports that were used in the sale of M Systems Group to BCE in July 2006.
• Rearched the technology market to assist in the valuation of the company.
• Worked with the Sales team to prepare budgets and forecasts for future sales and contracts.
• Prepared executive presentation material that illustrated key financial information. From May 2006 to April 2007 (1 year) Toronto, Canada Area
ACCA, Accounting @ Association of Chartered Certified Accountants (ACCA)CPA, Accounting @ Chartered Professional Accountant (CPA)CGA, Accounting @ Certified General Accountant (CGA)BAS Honours, Accounting @ York University Rohit Mathur, CPA, CGA, ACCA is skilled in: Due Diligence, Financial Modeling, Corporate Finance, Valuation, Strategy, Financial Reporting, Mergers & Acquisitions, Management, Strategic Planning, Business Valuation, Mergers, Private Equity/Venture Capital, Capital IQ, Integration, Business Analysis
Websites:
http://www.nextpathway.com