Bhuta Shah & Co LLP - Corporate Finance Partner

Role : Corporate Finance Partner

Location : Mumbai

Department : Corporate Finance

Experience : 15+ Years

Qualification : Chartered Accountant (CA), MBA (Finance) preferred

About the Role :

We are seeking an experienced and entrepreneurial Corporate Finance Partner to lead and expand our Corporate Finance practice. The role involves driving transaction advisory, mergers & acquisitions, business valuations, financial due diligence, fundraising, restructuring, and strategic financial consulting assignments while building strong client relationships and developing the practice.

Key Responsibilities :

Practice Leadership :

• Lead and grow the Corporate Finance practice across industries.
• Develop business strategies to enhance revenue, profitability, and market presence.
• Mentor and manage a team of managers, associates, and analysts.
• Establish service offerings and ensure quality delivery of engagements.

Transaction Advisory & M&A :

• Lead buy-side and sell-side M&A transactions.
• Advise clients on acquisitions, divestitures, mergers, joint ventures, and strategic alliances.
• Manage transaction structuring, negotiations, and deal execution.
• Coordinate with legal, tax, and regulatory advisors throughout the transaction lifecycle.

Fund Raising & Capital Advisory :

• Advise clients on equity, debt, venture capital, private equity, and structured financing.
• Prepare investment teasers, information memorandums, and financial models.
• Engage with investors, lenders, and financial institutions to facilitate funding transactions.

Valuation & Financial Due Diligence :

• Lead business valuation assignments for M&A, regulatory, accounting, and strategic purposes.
• Oversee financial due diligence reviews and identify key risks and opportunities.
• Review financial models, valuation reports, and transaction documents.

Client Relationship Management :

• Develop and maintain relationships with promoters, CXOs, private equity funds, investors, and lenders.
• Act as a trusted advisor to clients on strategic and financial matters.
• Identify cross-selling opportunities across tax, audit, and advisory practices.

Business Development :

• Drive new client acquisition and revenue generation.
• Build networks with industry associations, investment bankers, PE/VC funds, and corporate groups.
• Represent the firm at conferences, seminars, and industry events.
• Prepare proposals, pitch presentations, and engagement strategies.

Compliance & Risk Management :

• Ensure engagements comply with professional standards, regulatory requirements, and firm policies.
• Review engagement quality and manage risks associated with advisory assignments.

Desired Skills & Competencies :

• Strong expertise in M&A, transaction advisory, valuations, and fundraising.
• Excellent financial modeling and analytical skills.
• Strong negotiation and deal-closing capabilities.
• Exceptional stakeholder management and communication skills.
• Proven leadership and team management abilities.
• Strong commercial acumen and business development experience.
• Ability to manage multiple high-value engagements simultaneously.

Preferred Industry Exposure :

• Manufacturing
• Infrastructure
• Real Estate
• Technology & Startups
• Healthcare
• Financial Services
• Consumer & Retail

Key Performance Indicators (KPIs) :

• Revenue generation and practice growth.
• Number and value of transactions successfully completed.
• New client acquisition and retention.
• Team development and utilization.
• Client satisfaction and relationship expansion.
• Contribution to overall firm growth and market positioning.

What We Offer :

• Opportunity to lead a high-growth Corporate Finance practice.
• Direct interaction with promoters, investors, and senior management teams.
• Entrepreneurial environment with significant growth potential.
• Attractive profit-sharing and partnership structure.
• Platform to build a market-leading advisory practice.