Suraj Malik

CEO

Gurugram, Haryana, India22 yrs 2 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in succession planning and family office management.
Prolific keynote speaker on M&A and private equity.
Extensive experience in strategic finance and deal structuring.

Stackforce AI infers this person is a Financial Services expert specializing in M&A and family office management.

Contact

Skills

Core Skills

Succession PlanningMergers & Acquisitions

Other Skills

AuditingBusiness DevelopmentBusiness ValuationConsultingCorporate FinanceCorporate GovernanceCorporate TaxCross-border M&ADeal ExecutionDue DiligenceEntrepreneurshipFinanceFinancial AccountingFinancial AnalysisFinancial Modeling

About

Succession. Strategy. M&A. For Founders, Promoters & Family Offices. With extensive experience in setting up and managing family offices and trusts, we help business owners drive effective succession planning, wealth presentation and estate planning all aimed at Legacy creation. As an advisor to family offices, founders and promoters, our focus spans strategic finance, M&A, private equity, joint ventures, business restructuring, tax and regulatory matters, IBC/NCLT matters, and deal strategy. We also assist in structuring and launching AIFs, PE/VC funds in India and offshore, including GIFT City. We actively support the private entrepreneurial and innovation ecosystem by proving value added solutions on growth strategy, deal structuring, fund raising, and exit planning. Beyond work, am a prolific keynote speaker at global and national forums, I speak extensively on M&A, private equity, start-ups, family business, succession, valuation, finance, tax, and the economy. I also serve as a visiting faculty at top-tier management institutions in India.

Experience

Legacy growth

Founder & CEO

Dec 2021 – Present · 4 yrs 3 mos · New Delhi, Delhi, India

Legacy Growth supports private clients and families to meet their fundamental objectives – creating legacy and realising growth.
Legacy Growth offers a fully integrated multi family office solution that combines financial and legal capabilities along with core focus on estate and succession planning.
We have the capability to provide comprehensive consulting and project management solutions for any M&A transactions or special situations alongside ensuring governance and planning for wealth preservation, succession, growth or exit
Our core services are often supplemented by a curated network of external partners and we ensure the overall delivery is based on our proprietary approach. This approach eliminates any potential conflicts of interests and provides the highest quality and reliable solutions to our clients.
Every family operates in their own distinctive style with their unique quotient, however one common concern remains the inherently complex family structure. The necessity of a simplistic and efficient family structure is paramount.
For more please contact us and check out webpage www.legacygrowth.com

Cross-border M&AInvestmentsSuccession PlanningTax and legalTrust ServicesMergers & Acquisitions

Bdo india llp

Partner

Jul 2018 – Dec 2021 · 3 yrs 5 mos · New Delhi Area, India

M&A , deals, private equity and family business. Special focus on fund structuring and startups

Pwc india

Director – Mergers & Acquisitions

Dec 2014 – Jun 2018 · 3 yrs 6 mos · Gurgaon, India

Structure M&A transactions to optimise net cash flows
Assess and manage acquisition, carve-out, consolidation and merger tax risks
Cross border transactions
Restructuring of businesses
Succession planning and personal wealth
Private equity, Seed Funds and Venture capital
Financial structuring / balance sheet planning
Carry out pre-acquisition or pre-sale due diligence
Ensure that tax & regulatory compliance requirements are met throughout the deal

Jindal stainless limited

CMD's office (Performance Analytics and Strategy)

Apr 2014 – Dec 2014 · 8 mos · Delhi

Ernst & young

4 roles

Senior Manager

Jun 2012 – Apr 2014 · 1 yr 10 mos

Deal Sourcing and transaction /acquisition structuring,
M&A Advisory,
Private equity and Venture capital advisory,
Financial structuring / balance sheet planning,
Cash / profit extraction strategies ,
Promoter stake consolidation ,
Group restructuring,
Due diligence,
Regulatory and legal advisory,
Business modeling / valuation

Manager

Promoted

Jun 2009 – Jun 2012 · 3 yrs

Responsible for providing solutions to multinational and Indian companies on M&A and transactions from a commercial, financial, tax and regulatory perspective.

Senior

Promoted

Jun 2007 – Jun 2009 · 2 yrs

Consultant

Dec 2006 – Jun 2007 · 6 mos

State bank of india

Specialist -Accounting, M&A and Tax

Jan 2004 – Dec 2006 · 2 yrs 11 mos

Core team lead for overseeing the entire gamut of taxation matters (corporate level). Responsible for statutory and regulatory reporting. Self-initiated re-engineering of numerous financial processes procedures and cost saving initiatives. Involved in matters connected to amalgamations and restructuring, corporate governance and stakeholder relation management.