Naincy Gulati

Associate Consultant

Gurugram, Haryana, India6 yrs 5 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

5+ years in M&A and private equity transactions.
Expertise in financial modeling and investment analysis.
Strong client relationship management across global teams.

Stackforce AI infers this person is a Financial Services professional with expertise in M&A and investment analysis.

Contact

Skills

Core Skills

Mergers & Acquisitions (m&a)Financial AnalysisCorporate FinanceCorporate GovernanceRegulatory Compliance

Other Skills

Financial ModelingValuationNegotiationParalegal StudiesBusiness StrategyCustomer Relationship Management (CRM)Commercial Real EstateInvestment ValuationPolicy DevelopmentInvestor RelationsAuditingReal Estate Investment Portfolio ManagementDeal ExecutionPortfolio ManagementEquity Research

About

With 5+ years of experience delivering end-to-end support across M&A, private equity, real estate investment, and cross-border transactions. I enjoy roles that sit at the intersection of structured analysis and real-world decision-making. From building financial models to leading due diligence and deal execution, I bring a well-rounded skill set that spans:Equity & debt financing, Portfolio monitoring & market research,Client relationship management across global teams. I’ve worked across sectors, including industrial, real estate, infrastructure, healthcare, energy, consumer, and TMT—enabling data-backed decisions for high-stakes deals. I'm proficient in AI tools, BI dashboards, Bloomberg, and Capital IQ, which I use to craft high-impact investment insights and presentations for stakeholders and clients. I’m actively exploring new opportunities in investment banking, private equity, and strategic advisory — ideally roles that tap into my expertise in equity, debt, market research, and cross-border deal strategy. 📬 Let’s connect if you’re hiring or collaborating in this space!

Experience

6 yrs 5 mos

Total Experience

2 yrs 1 mo

Average Tenure

4 yrs 7 mos

Current Experience

Acuity analytics

2 roles

Senior Associate

Apr 2026 – Present · 2 mos

Financial ModelingValuationMergers & Acquisitions (M&A)Financial Analysis

Senior Associate

Nov 2021 – Apr 2026 · 4 yrs 5 mos

Conduct in-depth market research, trend analysis, and company profiling to support high-value equity and debt investment decisions across consumer, healthcare, industrials, TMT, energy, and financial services sectors.
Lead end-to-end M&A execution (buy-side & sell-side), cross-border transactions, deal origination, and strategic advisory for private equity clients and corporates.
Build and maintain complex financial models (DCF, trading/transaction comps, sensitivity analysis) to assess valuation and deal viability.
Create and deliver pitch books, RFPs, and investor presentations that effectively communicate investment theses and strategic opportunities.
Screen and evaluate potential deal pipelines, filtering opportunities based on alignment with fund strategy, valuation metrics, and risk appetite.
Monitor and report on CRE-backed loan portfolios, asset summary reports ensuring compliance with lending covenants, lease structures, and macroeconomic trends.
Present investment strategies, performance updates, and market outlooks to internal teams, fund managers, and clients.
Manage and deepen client relationships by delivering timely market intelligence, custom financial solutions, and financial advisory.
Collaborate cross-functionally with legal, compliance, and portfolio management teams to ensure seamless execution.
Stay up to date with global financial markets, and evolving regulatory environments.
Experienced across capital raising, due diligence, portfolio monitoring, trading comps, deal screening, and strategic market insights.
Tools: Excel, PowerPoint, Bloomberg, Capital IQ, PitchBook

NegotiationValuationMergers & Acquisitions (M&A)Corporate Finance

Gopal chopra & associates

Corporate Advisory executive

Aug 2020 – Nov 2021 · 1 yr 3 mos · Delhi, India · On-site

Assisted in policy drafting, contract management, and investor agreement reviews, ensuring accuracy in critical clauses and M&A execution requirements.
Led and executed end-to-end mergers and acquisitions (M&A) across real estate, travel & tourism, and NGOs, managing all phases from deal origination to closure.
Provided corporate finance advisory with a focus on financial compliance, policy implementation, and strategic cost management to improve client performance.
Developed and maintained management information systems (MIS), business performance dashboards, and investor reports to support decision-making and risk management.
Ensured full regulatory compliance, corporate governance alignment, and audit readiness across multiple entities including Companies, LLPs, and Trusts.
Acted as a relationship manager, strengthening client and investor partnerships through proactive communication, project updates, and solution-driven advisory.
Designed and delivered stakeholder presentations, investor reports, and financial pitches to support capital raising and strategic growth initiatives.

Paralegal StudiesRegulatory ComplianceCorporate Governance

Bses delhi

Corporate Secretary

Mar 2019 – Sep 2020 · 1 yr 6 mos · India

Assisting in Secretarial Audits, preparation of notices, agendas, board meetings, annual general meetings.
Corporate actions like appointments of directors, KYC filings , XBRL etc
supported senior executives, managing the executive's daily schedule, coordinating travel arrangements,
acting as the first point of contact for internal and external stakeholders.
primary responsibilities was organizing and preparing for high-level meetings, including creating agendas, taking minutes, and following up on action items.
collaborate with various teams across the organization, ensuring smooth business process flow
Conducting para legal services and CSR activities management

Business StrategyCustomer Relationship Management (CRM)