Umakant Yadav

Vice President – Investment Banking & M&A

9453619260 uky171991@gmail.com New York, NY 10005 linkedin.com/in/jonathan-vance-cfa

PROFESSIONAL SUMMARY

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.

PROFESSIONAL EXPERIENCE

Vice President, Global M&A Advisory | Morgan Sterling Capital Partners

2021 – Present

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.

Senior Associate, Corporate Finance | Vanguard Financial Group

2018 – 2021

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.

EDUCATION

Master of Business Administration (MBA) – Finance | The Wharton School, University of Pennsylvania

2018

B.S. in Economics, Magna Cum Laude | Columbia University

2015

CORE COMPETENCIES & TECHNICAL SKILLS

• M&A Advisory • LBO Modeling • DCF Valuation • Capital Markets • Due Diligence • Financial Restructuring • SEC Reporting • Bloomberg Terminal • FactSet