Pratik S — Associate Partner

I’m an investment banking professional with 15 years of deal-making experience and a passion for empowering the next generation of finance leaders. Over the course of my career at Citi (bulge bracket), Keynote Corporate, and Quest Financial, I’ve led domestic and cross-border transactions in M&A, private equity, debt restructuring, and project financing. My sector experience spans Consumer, Healthcare, EPC, Cement, Facility Management, and Nutraceuticals—always focusing on delivering value-driven outcomes for clients. Beyond the boardroom, I channel my enthusiasm for finance education through Wizenius, my investment banking training institute, where I teach financial modeling and advanced deal-structuring to working professionals, MBA students, and lifelong learners. I also serve as a visiting faculty member at leading business schools, bridging rigorous academic theory with real-world best practices in IB. My mission is simple: demystify finance, mentor tomorrow’s leaders, and enable meaningful transactions that drive sustainable growth. If you share a passion for Investment Banking, financial modeling, or lifelong learning, let’s connect. Core Competencies - Investment Banking | Corporate Finance Advisory | M&A | Private Equity | Debt Syndication & Restructuring - Financial Modeling | Valuation | Pitch Book Creation | Transaction Structuring - Teaching & Mentorship | Curriculum Development | Executive Education Feel free to reach out if you’d like to discuss opportunities, collaborate on transactions, or explore new ways to shape the future of finance.

Stackforce AI infers this person is a Finance professional specializing in Investment Banking and Corporate Finance.

Location: Mumbai, Maharashtra, India

Experience: 15 yrs 1 mo

Skills

Investment Banking
Corporate Finance

Career Highlights

15 years of deal-making experience in investment banking.
Expert in M&A, private equity, and debt restructuring.
Passionate educator mentoring future finance leaders.

Work Experience

Confidential

Associate Director (9 yrs 2 mos)

Quest Profin Advisors Private Limited

Assistant Vice President (1 yr)

Keynote Corporate Services Limited

Assistant Vice President (11 mos)

Citi

Assistant Manager (3 yrs 4 mos)

Euromoney Institutional Investor

Assistant Project Manager (1 yr 1 mo)

Education

Master of Business Administration (M.B.A.) at N. L. Dalmia Institute of Management Studies and Research

Bachelor of Engineering (B.E.) at University of Mumbai

Junior College at Kishinchand Chellaram College of Arts Commerce and Science

Pratik S

Associate Partner

Mumbai, Maharashtra, India15 yrs 1 mo experience

Most Likely To SwitchHighly Stable

Key Highlights

15 years of deal-making experience in investment banking.
Expert in M&A, private equity, and debt restructuring.
Passionate educator mentoring future finance leaders.

Stackforce AI infers this person is a Finance professional specializing in Investment Banking and Corporate Finance.

Contact

Skills

Core Skills

Investment BankingCorporate Finance

Other Skills

Mergers and AcquisitionsFinancial ModelingPitchingNegotiationPrivate EquityDebt FinancingDebt RestructuringInformation CollateralsPitch Book PreparationUser Interface DesignManagementFinancial AnalysisTeam ManagementBankingFinance

About

Experience

Confidential

Associate Director

Jan 2017 – Present · 9 yrs 2 mos

Quest profin advisors private limited

Assistant Vice President

Jan 2015 – Jan 2016 · 1 yr · Mumbai Area, India

Front-end Investment Banking role in a sector agnostic environment involving end-to-end handling of transactions including
>>>>Mergers and acquisitions: Part of M&A transactions involving preparation of the pitch, financial model with scenario based proforma numbers, synergy analysis, presentations.
Shortlisting potential strategic investor and pitching through meetings with the CXOs, negotiations. Part of M&A transactions in Pharma, Facility Management space.
>>>>Fund raising through private equity and debt: Handled transactions involving fund raise through PE and debt finance. Pitching the business model to financial investors, handling the queries and negotiations.
>>>>>Corporate Advisory activities in transactions involving debt restructuring: Handled debt restructuring transactions with prime responsibilities involving creating the restructured financial model in lines with the RBI guidelines, preparation of Corrective Action Proposals, attending the Joint Lenders Meetings. Worked closely as a co-advisor to the client along with SBI Caps.

Mergers and AcquisitionsFinancial ModelingPitchingNegotiationPrivate EquityDebt Financing+3

Keynote corporate services limited

Assistant Vice President

Jul 2014 – Jun 2015 · 11 mos · Mumbai Area, India

Handled debt restructuring transactions in the EPC and Cement manufacturing space. Delivered information collaterals in line with the JLM.

Debt RestructuringInformation CollateralsCorporate Finance

Citi

Assistant Manager

Feb 2011 – Jun 2014 · 3 yrs 4 mos · Mumbai Area, India

Served for the Institutional Client Group, being an active part of International transactions.
Looked into Consumer, Healthcare and Real Estate Sectors.
Key Transactions include
>>>>>>GSK - Novartis 3 part Asset Swap Transaction (M&A transaction at a deal Value of $16.0bn);
>>>>>>LBO attempt of WM Morrisons, a UK based supermarket chain operator by Apax Partners
>>>>>>Gained expertise in preparation of Pitch Books, comparable comps, precedents,research, financial modelling and analysis.

Mergers and AcquisitionsFinancial ModelingPitch Book PreparationInvestment Banking

Euromoney institutional investor

Assistant Project Manager

Jan 2010 – Feb 2011 · 1 yr 1 mo · Mumbai

Techno - Financial Role involving designing, creating and testing financial models, ratios and company profiles.
Actively involved in innovation based designing and testing of user interface in line with competition

Financial ModelingUser Interface Design