Ruchita Daga a Chartered Accountant is part of the core team in London who have expertise in energy, metals, and mining investment sector. Ruchi in the past has assisted the firm’s partners in assembling & building the operating company from the ground-up.
Financial Analysis of large Energy and Mining Projects: Assisted in deal analysis by analyzing company financials, identifying key operating metrics, determining risks and evaluating exit opportunities for each deal.
Financial Forecast: Assisted partners in preparing financial forecast, LBO models, and valuation on prospective deals
Evaluating Investment: Contributing to the investment process by carrying out in-depth market analysis and research, as well as conducting vital due diligence on investment opportunities
Company Portfolio Assessments: Continual monitoring of the underlying portfolio companies post-acquisition
Compliance and Transparency: Ensuring compliance with the FCA as the Compliance Officer – submitting reports on a regular basis and liaising with FCA as and when required.
Financial Monitoring: Provide an effective system of financial monitoring through the preparation of monthly budget summaries and expenditure reports for the CEO and to prepare specific financial reports as required.
Financial Liaison: Liaising with auditors, law firms and consultants
Research and Transaction: Coordination of the many diligence and research items required to carry out a transaction
Property Evaluation: Led setting up of a boutique property investment and development company investing in commercial and residential properties in the UK