Umakant Yadav
Vice President – Investment Banking & M&A
uky171991@gmail.com
9453619260
New York, NY 10005
linkedin.com/in/jonathan-vance-cfa
PROFILE STATEMENT
Distinguished investment banker with 8+ years leading cross-border M&A transactions, debt financing, and financial modeling across tech and enterprise sectors. Executed over $4.2B in aggregate transaction volume with top-tier bulge bracket banks. Recognized for rigorous valuation accuracy and C-suite negotiation leadership.
EXPERIENCE
Morgan Sterling Capital Partners
- Led execution of 12 closed M&A transactions valued at $2.8B across SaaS, FinTech, and healthcare.
- Supervised team of 6 analysts and associates in developing complex LBO, DCF, and accretion/dilution models.
- Negotiated definitive merger agreements, term sheets, and board presentation packages for Fortune 500 executives.
Vanguard Financial Group
- Spearheaded financial due diligence and synergy valuation on a $950M cross-border technology acquisition.
- Built dynamic dynamic cash flow forecast models reducing forecast variance from 12% to under 2.5%.
- Authored 35+ confidential information memorandums (CIM) and investor presentation decks.
CORE SKILLS
M&A Advisory
LBO Modeling
DCF Valuation
Capital Markets
Due Diligence
Financial Restructuring
SEC Reporting
Bloomberg Terminal
FactSet
EDUCATION
Master of Business Administration (MBA) – Finance
The Wharton School, University of Pennsylvania
2018
B.S. in Economics, Magna Cum Laude
Columbia University
2015