Skip to main content
MR

Mugdha Rege

Transaction advisory analyst focused on due diligence, valuation, and venture investment opportunities

Mumbai, IndiaNot looking

I am an investment and transaction advisory analyst specializing in evaluating businesses and supporting buy-side and sell-side deals for private equity and strategic investors. I combine rigorous financial analysis with commercial assessment to help teams make faster, higher-conviction investment decisions. In my current role, I conduct company profiling, industry research, market assessments, and competitive benchmarking. I build financial analyses and scenario models, identify key growth opportunities and downside risks, and create investor-focused diligence reports and transaction materials. I am especially drawn to venture investing, startup ecosystems, and portfolio value creation. With an MS in Finance from Suffolk University and ongoing securities and accounting certifications, I enjoy working closely with founders, management teams, and investors while delivering high-quality work under tight timelines.

Experience

A&

Analyst – Transaction Advisory

Alvarez & Marsal

Aug 2024 – Feb 2026

Mumbai

Supported buy-side and sell-side transactions for private equity funds and strategic investors across multiple sectors. Evaluated business performance, growth drivers, commercial risks, and financial sustainability, and performed company profiling, industry research, market assessments, and competitive benchmarking. Built financial analyses and scenario models to assess performance and downside risk, and prepared investment-focused presentations, diligence reports, and transaction materials. Coordinated with management teams and deal stakeholders while managing multiple live engagements under tight timelines.

buy-side and sell-side transactionsprivate equitystrategic investorsfinancial analysiscommercial assessmentfinancial due diligencescenario modelingfinancial sustainability assessmentcompany profilingindustry researchmarket assessmentcompetitive benchmarkingdiligence reportsinvestment presentationstransaction materialsstakeholder coordinationExcelPowerPoint

Education

MW
MIT World Peace University (MIT-WPU), Pune

Bachelor of Science in Economics, Economics

GPA: 8.0/10

SU
Suffolk University, Boston, USA

Master of Science in Finance (STEM), Finance

GPA: 3.7

Teaching Assistant/Tutor

Skills

Deal Screening & Investment EvaluationFinancial Due Diligence & Commercial AssessmentValuation (DCF)Valuation (Comparable Companies)Valuation (Transaction Multiples)Investment Committee Materials & Deal MemorandumsCap Table AnalysisEquity Financing ConceptsStartup & Market ResearchIndustry BenchmarkingCompetitive BenchmarkingFinancial ModelingScenario AnalysisPortfolio Monitoring & KPI TrackingFinancial AnalysisInvestment Materials PreparationStakeholder ManagementTime ManagementInvestment ScreeningFinancial Presentation DevelopmentFinancial Reporting Tools

Languages

English
Professional working proficiency