Anuj Agarwal

Associate Partner

Gurgaon, Haryana, India19 yrs 3 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in valuation of illiquid investment portfolios.
  • Led teams in high-stakes financial analysis.
  • Extensive experience in investment banking and corporate finance.
Stackforce AI infers this person is a Finance expert with a strong focus on valuation and investment analysis.

Contact

LinkedIn

Skills

Core Skills

ValuationInvestment BankingCorporate FinanceInvestment AnalysisFinancial Modeling

Other Skills

Financial AnalysisEquity ValuationCredit Memorandum PreparationEquitiesPortfolio ManagementResearchMutual FundsEquity ResearchCapital MarketsInvestmentsAnalysis

Experience

19 yrs 3 mos
Total Experience
4 yrs 9 mos
Average Tenure
7 yrs 3 mos
Current Experience

Ey

Assistant Director - Portfolio Valuations (Private Credit, IP/Litigation Assets)

Feb 2019 – Present · 7 yrs 3 mos · Gurgaon, India · Hybrid

  • Advising global private credit clients on valuation of illiquid investment portfolios for tax and financial reporting purposes. Fair valuation of investments in middle market companies in the form of mezzanine loan, senior/subordinated notes, preferred/common equity, warrants, convertibles, etc. Engaging with hedge fund clients for valuation of litigation and IP assets. Working with large corporate clients undergoing M&A activity for valuation of intangible assets recognized in the buyout transaction. Leading a team of financial services professionals.
ValuationFinancial AnalysisCorporate FinanceInvestment BankingEquity Valuation

Evalueserve

Group Manager

Sep 2014 – Jan 2019 · 4 yrs 4 mos · Gurgaon, India · On-site

  • Lead a strategic long-term engagement with one of the fortune 500 clients.

D. e. shaw & co.

Investment Analyst

Jul 2008 – Aug 2014 · 6 yrs 1 mo · Hyderabad Area, India · On-site

  • Evaluating mid-market lending opportunities in the United Kingdom market across capital structure (senior/mezzanine loan and preferred/common equity). Pre-deal preparation of credit memorandum, leveraged buyout model and financial due-diligence documents. Post-deal loan portfolio monitoring and quarterly valuation memo updates.
Financial ModelingInvestment AnalysisCredit Memorandum Preparation

Moody's analytics knowledge services

Associate

Nov 2006 – Jun 2008 · 1 yr 7 mos · Bengaluru Area, India · On-site

  • Buy-side analyst covering FTSE350 constituents with a UK-based multi-cap equity fund.

Education

The Institute of Chartered Accountants of India

Chartered Accountant — Accounting and Finance

Jan 2000 – Jan 2005

CFA Institute, USA

Level III Candidate

Jan 2008 – Jan 2010

DAV Jawahar Vidya Mandir, Ranchi

12th

Jan 1997 – Jan 1999

Bishop Westcott Boys' School, Ranchi

10th — High School

Jan 1990 – Jan 1997

Carmel Primary School

Primary Education

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