Bhaskar A.

CFO for Capital Events | M&A, Debt & Fund Finance | Harvard Graduate

I’m a CFO-level finance operator and investor who works on capital, acquisitions, and high-stakes financial decisions - the kind that don’t allow for guesswork or “we’ll figure it out later.” Over my career, I’ve been involved in $4B+ of capital raised, deployed, or underwritten, spanning operator-led holding companies, investment platforms, and large corporate environments. I’ve worked on transactions ranging from $20M tuck-ins to billion-dollar acquisitions, and I spend most of my time helping principals, boards, and investors make sure the math actually holds up under real pressure. I don’t come in to decorate pitch decks or talk strategy in the abstract. I come in when someone needs to understand risk, downside, cash flow, and capital structure, and make a clean decision. What I Do Best • Capital & Financing Decisions Debt capacity analysis, capital stack design, downside protection, covenant sensitivity, and lender-ready financials. Senior debt, ABL, equipment financing, mezzanine, seller notes, earn-outs, structured to survive bad quarters, not just good ones. • Acquisition & Buy-Side Finance Conservative underwriting, “bankable EBITDA” rebuilds, DSCR and cash-flow stress testing, and support through diligence and execution. Focused on durability and control, not just headline returns. • Fund & Investment Platform Finance Building fund financial infrastructure from scratch: capital calls, deployment pacing, reserves, fees and expenses, distributions, waterfalls, and multi-year fund models (IRR, MOIC, DPI). Work designed to stand up to LPs, auditors, and IC scrutiny. • Institutional-Grade Reporting & Governance Board, lender, and investor reporting that cuts through noise and drives decisions. Clear cash visibility, clean assumptions, and no hidden landmines. Why Work With Me 1. I’ve operated at real scale I’ve worked across $4B+ in capital and transactions, including Fortune 500 M&A and operator-led platforms. I’ve seen firsthand what breaks when structures are fragile, and how to avoid it. 2. I think like both an operator and a capital provider I work directly with CEOs, GPs, boards, lenders, and LPs. I understand how each side evaluates risk, where deals quietly fail, and what actually matters when money is on the line. 3. Harvard Business School Grad A strong foundation, paired with real execution under pressure. 4. Forbes Business Councils Expert I’m honored to have been selected by Forbes as a Business Councils Expert, recognized as one of the leading voices in private markets, capital strategy, and institutional finance. If you search my name online, you’ll find more context on the work I do and the problems I’m trusted with - which should help you quickly assess whether I’m the right fit. 5. I’ve built things that didn’t work I’ve been on the wrong side of assumptions before. That experience shows up today in how conservative, practical, and disciplined my work is. How I Work I’m built in a way that if I put my name on something, I make sure the quality is high and the thinking is sound. I tend to be the grown-up in the room. I’m direct, and execution-focused. I’ll tell you clearly whether something will work or won’t work based on experience, not optimism. That honesty is usually why people bring me in. Not a Fit If you’re looking for bookkeeping, controller work, QuickBooks cleanup, pitch decks, branding, or early-stage “figuring it out,” I’m not the right person. If you’re running a serious business or investment platform and need senior finance support around capital, acquisitions, or fund economics, I’m happy to talk. The right decision at the right moment matters more than almost anything else.