Sonali Jain

Work History

Acuity Knowledge Partners

12.2024 - 10.2025

Review detailed opportunity assessment, M&A mapping, due diligence reports, investment thesis and company reports
Also perform industry and economic research that include analyzing industry related trends
Conduct company comparable valuations using trading and transaction comparable models
Work closely with clients to manage and improve performance through tools, such as benchmarking, value chain analysis, customer analysis, competitive assessment, cost management
Experience in all types of secondary research (databases, industry/association websites), as well as, general research (company websites, SEC Filings, research reports, news articles etc.)
Developed strategic initiatives that improved operational efficiency and reduced turnaround times.
Facilitated training sessions to enhance team capabilities and performance standards.
Mentored junior team members, fostering professional growth and skill development.

Jindagilive Consulting Private Limited

09.2018 - 12.2024

Assist startups and MSMEs in fundraising through Venture Capitalists and Private Equity Funds
Review and approve business decks, detailed financial models and valuation
Provide financial and strategic advisory services to startups
Assist SMEs in providing latest industry trends for sustenance amid stiff competition
Help clients in evaluating their business synergies and identifying suitable targets for acquisition or option for divestitures
Business development – Interacting and onboarding Clients

WNS

03.2015 - 03.2016

Review research and analysis of industry reports
Detailed company profiling including financial analysis and strategy analysis.
Conduct competitive intelligence, studying competitors’ strategies and business activities
Leverage both internal & external research sources such as databases, industry journals, analyst reports to provide valuable insights to the client

Deloitte

03.2014 - 03.2015

Conduct Research, analysis and development of company and executive profiles, briefing books, financial analysis and competitive benchmarking to assist US counterparts in identifying business opportunities.
Perform information gathering and research tasks to develop key insights to their respective clients/ stakeholders.
Conduct competitive intelligence by gathering, analyzing the information for various industries as well as the competitors using various databases.
Perform analysis to develop stronger client relationships and more successful marketing programs, such as provide summary reports to track key client contact and relationship metrics.
Database management: Help create/maintain standard protocols, materials, and tools for enabling the team to improve efficiency in servicing its clients/stakeholders
Manage projects to ensure agreed upon deadlines – following efficient workflow requirements – to meet stakeholder’s expectations.
Provide relevant intelligence, facts/qualifications, bios, and past project references for the leadership to develop a pursuit strategy
Interacting and resolving the queries of clients

Copal Partners

11.2011 - 11.2013

Creating broad range of analyses including industry research, trading comps, M&A. transaction comps, target and peer screening, financial benchmarking analysis and company profiles
Creating Pitch books.
Being a good communicator with good coordination abilities having good experience of team handling
Assists in the training and coaching of junior members of staff.
Preparation of trading comps by analysing the financial statements of the company to give client accurate multiples
Preparing transaction comps for various companies going for mergers and acquisitions to advise the client that a particular company is a suitable buy or not
Preparing detailed profiles for various companies to assist client in understanding the key players in particular sector
Updating daily trading of various companies as per client request
Well versed with Thomson, Factiva, IBIS World, OneSource, Hoover’s, Capital IQ, Factset, Reuters and Merger market, BoardEx databases.