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 looking for an experienced Investment Banking professional to lead our IT, Software & Business Services vertical, while building an increasing origination footprint. This role owns transactions from structuring through closure and works closely with senior leadership to convert relationships into mandates.
Key Responsibilities
1. Origination & Client Relationship Management
• Origination Contribution: Actively originate and convert prospects into mandates within the IT, Software & Business Services vertical, working alongside senior leadership and the firm's origination network.
• Mandate Structuring: Draft, negotiate, and finalize Mandate Letters, Engagement Agreements, and fee structures, protecting the firm's commercial interests.
• Client Relationships: Serve as a senior point of contact for promoters, founders, and boards, advising on capital structuring, valuation, and transaction timing.
• Cross-Selling: Identify opportunities to cross-sell equity advisory, structured debt, and capital markets services within existing client relationships.
2. Transaction Execution & Deal Leadership
• Deal Leadership: Lead end-to-end execution of M&A and fundraising mandates — structuring, valuation, negotiations, due diligence, and documentation.
• Data Room & Due Diligence: Set up and manage Virtual Data Rooms, and coordinate financial, legal, tax, and commercial due diligence to resolve bottlenecks.
• Collateral Oversight: Supervise the quality of financial models, valuation analyses, pitch books, CIMs, and management presentations produced by the deal team.
• Definitive Documentation: Work with legal counsel to negotiate and finalize SPAs, SSAs, SHAs, and other definitive agreements.
3. Market Intelligence & Investor Networks
• Market Tracking: Track market trends and IT, Software & Business Services sector developments relevant to live and prospective mandates.
• Investor Relationships: Build and maintain relationships with PE funds, strategic investors, family offices, and VCs in support of live transactions.
4. Team Leadership & People Development
• Mentorship: Mentor and manage Associates and Managers within deal teams, reviewing their work and supporting their development.
• Team Culture: Contribute to a performance-oriented culture within the vertical.
5. Financial Oversight & Governance
• Quality Review: Review financial models, valuations, and deal economics prepared by the team for accuracy and market alignment.
• Compliance: Ensure transactions comply with regulatory, governance, and ethical standards.
Qualifications & Experience
• Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFA.
• Experience: 10 to 12+ years of core investment banking experience within a reputed IB firm, institutional platform, or boutique advisory house.
• Track Record: A strong track record of leading deal execution end-to-end, with growing origination contribution, and a demonstrable list of mid-to-large cap transactions closed as execution lead.
• Sector Expertise: Deep domain knowledge, regulatory understanding, and active investor networks within the IT, Software & Business Services vertical.
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