Boutique banking — Anisha Mittal

New York, NY · March 2022 – April 2023

Innovated standardized prospecting package including pitch materials and portfolio analysis to win client mandate and serve as sole analyst on a team of 10, saving 8 hours per package

Select transaction experience

Project Royal — Sell-side advisor to a Commodities Broker

Contributed to pre-IOI deal marketing calls by targeting 30+ relevant investors, fulfilling initial diligence requests, and tracking team communication to present progress updates on demand
Collaborated with the company's executive team to author marketing materials including teaser and confidential information memorandum positioning the company as a scalable platform poised to expand
Conducted analysis of effective advance rate to develop preliminary pricing range and provide client with recommended deal terms

Project Velocity — Sell-side advisor to a Mobility Services Company

Performed detailed analysis of revenue and expense streams to augment dynamic financial model projections and draft management presentation
Coordinated and chaperoned client through meetings with prospective investors, processed follow-up requests, and managed data room