Venkatesh S.

Investment professional with experience across buy-side and sell-side research, financial modeling, valuation, M&A, and due diligence. I help investors, advisory firms, and businesses with: Investment & equity research Financial modeling & forecasting (Pro forma) Company & industry analysis DCF, EBITDA, SDE & other comparable company valuations M&A and due diligence Market & competitive research Investment memos and CRE CIMs I combine strong financial analysis with practical transaction experience to deliver clear, decision-ready insights. I’m proficient with Bloomberg, Morningstar, Excel, Power BI, and Tableau, and I’m also comfortable with VBA and coding for financial analysis, automation, and data-driven workflows. If you need someone who can research, analyze, model, and communicate the investment story, I’d be happy to discuss your project.