Q&A: Entrepreneurship | M&A | Capital-raising | Portfolio Manager

Hi everyone,

I am happy to answer any questions related to M&A and Capital-raising. More than happy to provide guidance to freshers who are planning to launch themselves in IB and to those who come from different backgrounds with / without Ivy league MBAs and plan to venture into IB.

I am an entrepreneur turned investment professional. Presently, working with a Toronto based Hedge Fund, we provide capital to small-cap companies and have achieved an annual return of ~22% since inception, prior to which I have progressive investment banking experience gained while working with firms such as Moody's Analytics, Valitas Capital Partners and Wodehouse Capital Advisors.

My professional trajectory began in an uncommon style, spending 6 years in my family business of manufacturing metallic wires where I inherited business acumen and gained operational experience. The other part is being supplemented by investment experiences gained by advising mid-market businesses through M&A and capital-raising on the sell-side and private capital and feasibility studies on the buy-side.

WSO MENTOR

Want to work with me? Check my profile here.


 

Comps? Can you give us a sneak peek of your daily work routine? 

 

Hi there,

It's a broad question cuz there are a lot of variations in my day to day operations. We are an alternative hedge fund focused on convertible private debt and also into PM business. Mine is a hybrid role so majority of time goes in identifying relevant opportunities (companies) seeking capital and eventually conducting due-diligence if the deal moves in the right direction. On the other hand, I handle SMA business managing wealth of 60 households (HNIs) and objective is to beat a broad based benchmark.

Soby
 
Most Helpful

Hello,

Would you be willing to speak to me and hear my current situation? I'm not sure if i can meet your criteria or not, but some guidance/mentoring would be a blessing for me at this stage in my life... Honestly, I am not formally educated yet, however, the passion I maintain for learning about all things Finance will be hard to match I think. Specifically, I want to be a master trader one day, managing portfolios privately or with a respectable firm. The biggest obstacle in my way is the fact that I come from a rather troublesome past, to which only recently did I make the final decision to conform to society and .and an honest effort at eliminating crime and violence from my life completely. Only now I find myself with almost no opportunity for employment at all, and I want to know if I spend the time and money educating myself, will the past eliminate my chances towards a career in Finance, or am I thinking in a heavily romanticized vision, wherein nobody truly cares if you change your life in the middle, once your out, you stay out for good...

 

Hi there,

Happy to have a conversation and provide guidance. I could relate your situation to mine to an extent as I have had a completely different background from what I am working on now. Perhaps, I would recommend following the mentorship program in this regard from where we could take it forward.

Soby
 

Hi there,

Toughest challenge is to first of all understand what you want. If you are aware of it, nest steps should be relatively easier and fruitful.

In my case, the most difficult part was to sell myself as I had a completely different background (family business) without any high level education such as MBA but I wanted to be an Investment Banker. So, I had to sell my business acumen and operational experiences gained in my family business to relate it to the skill set required in IB. Down the road, it was more valued than any MBA which has no real life experiences.

Soby
 

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Soby

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