Aditya Vardhan Bagri

M&A Advisor | Deal Architect | Capital Raising | IPO and Pre IPO Strategy | Business Growth Advisor

New Delhi, Delhi, India

About

Having 8+ Years of Experience, I help companies unlock growth by connecting them with the right capital and the right strategy. With experience across M&A, Investment Banking, and Business Growth Advisory, I work closely with promoters, founders, and boards to design and execute transactions that go beyond funding, enabling long-term value creation. 🔹 Capital Raising: Partnering with companies to secure PE, VC, and Angel investments. 🔹 Pre-IPO & IPO Advisory: Guiding businesses through their fundraising journey and preparing them for public markets. 🔹 M&A & Deal Structuring: Acting as a “deal architect” to create win–win structures for both promoters and investors. 🔹 Growth & Strategy: Helping businesses scale sustainably with clarity and governance. Experience in closing 12+ deals in sectors like SaaS, HealthTech, Manufacturing sector and portfolio management of 7+ SMEs, has provided the ability to blend financial structuring with strategic advisory, ensuring every deal is not just closed, but built to last. If you’re a promoter, investor, or growth-stage business looking for capital, strategy, or transaction support, let’s connect.

Experience

  • Head of Portfolio Management at Growth Advisory, Financial Services and Investment Banking
    Oct 2024 - Present · 1 yr 10 mos

  • Investment Team at Aldrich Capital Partners
    Oct 2021 - Sep 2024 · 3 yrs

  • Senior Business Analyst at NVS Analytics
    Jun 2020 - Sep 2021 · 1 yr 4 mos

    • Manages day to day communication and project deliverables for various large and mid-sized PE & VC firms, a Forensic Accounting Firm, an Investment Bank, and corporate clients operating in the sectors like SaaS, Healthcare, Grants Management, etc. • Assists in identifying new investment opportunities and bolt-on acquisitions along with tracking financial performance and developing business plans & strategies • Prepare business plans, Investment memos, CIMs, valuation & industry research reports • Role requires to build detailed operating model, LBO, DCF Valuations for all size of businesses and provide business consultation to Startups, Independent Investors, and Corporate Clients

  • Sr. Financial Analyst at TresVista
    Jun 2018 - Mar 2020 · 1 yr 10 mos

    A Buy and Sell side, sector agnostic role that involves executing deliverable for a mid and large-sized US based Private Equity firms and other corporate clients. The role primarily requires execution of the projects including preparing investment thesis, presentations on industries and companies, company profiling, financial modelling (LBO, and DCF), Operating, Pitchbook/CIMs, Valuation analysis using precedent transaction comparables, public comparable, devising a growth strategy for portfolio companies. Ongoing monitoring of portfolio company including reviewing monthly operating results and maintaining project performance. Conduct extensive due diligence on investment opportunities including industry landscaping and bench marking, conducting competitive and customer analysis, analyzing information in data rooms, creating DDQs, and liaising with management teams. Well versed with multiple databases including Bloomberg, Factset, Thomson Eikon, Capital IQ and Pitchbook.