Capwise Financial Services Private Limited
Website:
capwisefin.com
Job details:
Company Overview
Capwise Financial Services is a full-service investment banking and financial advisory firm that helps businesses raise capital, execute strategic transactions, and navigate complex financial decisions across domestic and cross-border markets. With experience spanning 200+ debt transactions and 35+ equity and M&A deals, the firm combines a strong origination network with an active deal pipeline and a partner-led model, where sector heads own their client franchise, revenue budgets, and teams, supported by Capwise’s broader platform, central origination network, and execution capabilities.
Position Overview
We are seeking an experienced Partner / Director to lead our Healthcare & Life Sciences practice, covering pharmaceuticals and biotechnology, medical devices and diagnostics, hospitals and healthcare delivery, diagnostics and pathology labs, pharma services (CRO/CDMO), digital health and health-tech, and healthcare-focused business services. This is a P&L-owning role. You will carry the revenue budget for the sector, build and convert your own origination pipeline, price and win mandates, and be accountable for the profitability, resourcing, and growth of the practice.
You will own the healthcare and life sciences franchise end to end: cultivating relationships with promoters, boards, and financial sponsors; converting them into signed mandates on commercially attractive terms; overseeing delivery of fund-raising and M&A transactions through your team; and managing the revenue, cost, and margin outcomes of the vertical.
Key Responsibilities
1. P&L Ownership & Business Development
- Revenue & P&L Ownership: Own the Healthcare & Life Sciences P&L — set and deliver the annual fee-revenue budget, manage the team cost base and deal expenses, and report performance and forecasts to the firm's leadership.
- Origination & Pipeline: Build and own a proprietary pipeline of promoters, corporates, family offices, and financial sponsors across the healthcare and life sciences space, supplemented by the firm's central network and balance sheet.
- Pitch to Win: Lead pitches and bake-offs, presenting deep healthcare and life sciences sector insight and bespoke transaction strategies that convert prospects into signed clients.
- Mandate Structuring: Draft, negotiate, and finalize Mandate Letters, Engagement Agreements, and fee structures, pricing mandates to protect the practice's margin and the commercial interests of the firm.
2. Transaction Oversight & Delivery
- Transaction Management: Hold delivery accountability across the entire lifecycle of capital raising and M&A (buy-side, sell-side, joint ventures) transactions.
- Financial Modeling & Valuation: Supervise the creation of complex financial models, valuation analyses (DCF, comparable companies, precedent transactions), and investment thesis formulations.
- Collateral Preparation: Ensure the highest quality production of pitch books, Confidential Information Memorandums, Teasers, and Management Presentations.
3. Due Diligence & Deal Closing
- Data Room Management: Oversee Virtual Data Rooms (VDR), managing the flow of information between clients, investors, and buyers.
- Due Diligence Coordination: Lead the financial, legal, tax, and commercial due diligence processes, actively resolving deal-breakers and bottlenecks.
- Definitive Documentation: Collaborate with legal counsels to negotiate and finalize Share Purchase Agreements (SPA), Share Subscription Agreements (SSA), Shareholders' Agreements (SHA), and other definitive transaction documents.
4. Team Leadership & Stakeholder Management
- Team Building & Leadership: Hire, manage, mentor, and maximize the utilization and productivity of a dedicated team of Vice Presidents, Associates, and Analysts within the Healthcare & Life Sciences practice.
- Client Management: Act as the primary, trusted advisor to C-suite executives, boards, and promoters across the full relationship lifecycle, deepening wallet share and building a durable, repeat client base.
Qualifications & Experience
Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFA charterholder.
Experience: 15+ years of core investment banking experience within a reputed IB firm, institutional platform, or boutique advisory house, including substantial coverage of pharmaceuticals, medical devices, hospitals, and life sciences clients.
Track Record: A proven history of successfully closing mid-to-large cap M&A and fundraising transactions. Must be able to demonstrate an extensive list of closed deals, together with evidence of personally originated revenue and, ideally, prior ownership of a revenue budget or practice P&L.
Sector Expertise: Deep domain knowledge of healthcare and life sciences value chains (pharmaceuticals and biotech, medical devices and diagnostics, hospitals and healthcare delivery, CRO/CDMO and pharma services, digital health and health-tech), fluency in sector metrics (occupancy and ARPOB, product/ANDA pipelines, R&D and regulatory milestones, capacity utilization and reimbursement models), familiarity with the relevant regulatory regime (drug and medical-device approvals, clinical and data-privacy compliance, and cross-border requirements), and active networks among strategic acquirers, PE/growth and healthcare-focused funds, and founder/promoter groups in the sector.
Skills: Proven business-development and client-origination ability, commercial and P&L management judgment (pricing, resourcing, cost control), master-level negotiation skills, strong understanding of legal documentation/deal structures, and sharp analytical acumen.
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