Develop in-organic Growth Strategy, Perform Market Research & Setting Acquisition Criteria Target Identification, Compile Market Based Information, Perform Preliminary Target Business Evaluation Contact Establishment, Dialogue Initiation & Finalizing Non Disclosure Agreement Develop Information Checklist-Quantitative & Qualitative Data, Perform Detailed Assessment & Evaluation Synergy Assessment & Measurement, SWOT Analysis, Risk Identification & Mitigation Options. Review & Building Business Plans, Develop Valuation Models & Perform Scenario Analysis Develop Negotiation Strategy, Determine Valuation Benchmark, Offer & Negotiation & Deploy Push/Pull Strategy Finalization of MOU & Key Commercial Terms and Conditions Perform/Coordinate for Financial, Tax, Legal & Compliance Due Diligence Coordinate for Product, Technology, Intangibles, Customer & Supplier Contract Due Diligence Review Due Diligence Findings and Discussion with Target Company Management Tax Planning & Transaction Structuring & Finalization of M&A Funding Arrangement Appointment of Legal Counsels, Coordinate for Legal Documentation, BT & Share Purchase Agreement Deal Closure, M&A Integration Planning & Execution

1. M&A, DUE DILIGENCE, VALUATION & INTEGRATION
- END TO END PROJECT MANAGEMENT -
SANJAY BOKADIA
FCA, LLB, M.COM, B.COM
25 Years of Experience in Diversified Business Sectors
Healthcare | Nonferrous Metals | Construction & Engineering | Telecommunication | Pharma Ancillary | Paper
Honesty | Integrity | Commitment | Excellence | Accountability

2. Sanjay is a highly accomplished senior management professional, an enterprising leader, business
navigator, co-pilot, technology enabler, financial strategist, growth catalyst & change agent with more than
two decades of leadership experience in diversified Manufacturing & Service Sectors.
He brings 25+ years of experience working with Indian & MNC Corporation-listed & unlisted having
annual revenue range from US$30MM - US$6BN across Healthcare, Non Ferrous Metals, Construction &
Engineering, Real Estate, Telecommunication, Pharma-Capsules & Machineries, Paper & Floriculture.
He is specialised in driving revenue growth & improving profitability, developing financial strategies,
M&A, fundraising, taxation, controlling, budgeting & strategic planning, business restructuring & turnaround,
incubating growth strategies, execution of tactical plans, re-engineering of internal processes & systems to
improve productivity/controls & institutionalizing planning & forecasting processes to drive profitable growth.
Career Highlights
 Prior to his career in finance & business consulting, he held senior management roles as CFO with Surya
Hospitals India, Indigo Metals, Fortis Healthcare & Al Fara’a Construction & Industrial Group, where he
was instrumental in transforming business and bringing significant value through superior governance,
focused commercial guidance and strategic business decision support.
 He also held senior & mid management position with Vodafone India, Tata Communication (VSNL), ACG
Worldwide (Associated Capsules Group), Deccan Flora base Ltd and Mahadev Paper Corporation.
Sanjay is a Chartered Accountant from The Institute of Chartered Accountants of India, Post Graduate in
Finance and Graduate in Commerce & Law from Mohanlal Sukhadia University, Udaipur.
PROFESSIONAL CREDENTIALS
INTEREST
SDGs/ESG
Tree Plantation
Nature/Forest
Child Nutrition
Animal Welfare
Healthcare
Education
Economics
Tax Policies
Fiscal Policies
Tax Treaties
Stock Investing

3. M&A, DUE DILIGENCE, VALUATION & BUSINESS INTEGRATION - END TO END PROJECT MANAGEMENT
o Develop in-organic Growth Strategy, Perform Market Research & Setting Acquisition Criteria
o Target Identification, Compile Market Based Information, Perform Preliminary Target Business Evaluation
o Contact Establishment, Dialogue Initiation & Finalizing Non Disclosure Agreement
o Develop Information Checklist-Quantitative & Qualitative Data, Perform Detailed Assessment & Evaluation
o Synergy Assessment & Measurement, SWOT Analysis, Risk Identification & Mitigation Options.
o Review & Building Business Plans, Develop Valuation Models & Perform Scenario Analysis
o Develop Negotiation Strategy, Determine Valuation Benchmark, Offer & Negotiation & Deploy Push/Pull Strategy
o Finalization of MOU & Key Commercial Terms and Conditions
o Perform/Coordinate for Financial, Tax, Legal & Compliance Due Diligence
o Coordinate for Product, Technology, Intangibles, Customer & Supplier Contract Due Diligence
o Review Due Diligence Findings and Discussion with Target Company Management
o Tax Planning & Transaction Structuring & Finalization of M&A Funding Arrangement
o Appointment of Legal Counsels, Coordinate for Legal Documentation, BT & Share Purchase Agreement
o Deal Closure, M&A Integration Planning & Execution

4. EXPERIENCE HIGHLIGHTS
 25+ years of experience in Controllership, Business Partnering, Finance & Accounting
Operations, Internal Controls, Systems, Processes & Policies, Cost & Budget Controls.
 Outstanding skills in strengthening Stakeholders Relations, People & Organisation
Development, Capability Building, Technology Up-gradation & Processes Digitization.
 Expert in Contract Negotiation, Development & Execution of Financial Strategies, Financial
Plans, Business Models, Long Rage Strategic Business Plan & Project Feasibility Study.
 Strong operational & problem-solving capabilities with strategic outlook, highly analytical &
decisive, hands on approach to and provided authentic leadership to cross functional team.
 Led multiple projects in Fund Raise ($1BN+), M&A/Business Alliance (10+ Deals), IPO
Planning & Preparation, Tax Planning, Financial Transformation & Business Restructuring.
 Extensive experience in FP&A, Budgeting, Strategic Planning, Forecasting, AOPs, Cost &
Pricing Analysis, MIS Reporting, KPIs Tracking, Cost & Profitability Management.
 Expert in Internal Audit, Process Audit, Revenue Assurance, Process Re-engineering-R2R,
P2P & O2C, Fiscal & Productivity Tool Design & Execution & Risk Management.
 Subject matter expert in INDAS, IFRS, USGAAP, SOX, IFC, RCM, ERM, DTAA, Transfer
Pricing, RBI, FEMA, SEBI, SEC, Financial Modelling, DD, Valuations & Compliance’s.
 Managed Cost Accounting/Reporting, Capital Budgeting, Treasury, FX Risk, Procurement,
Legal & Secretarial, Cash Flow & Working Capital Management, General Insurance & IT.
• Stakeholder Relations
• People Leadership
• P&L Management
• Strategic Planning
• Fundraising
• M&A, JV & O&M
• Business Restructuring
• Risk Management
• Taxation
• Contract Negotiation
• Budgeting & AOPs
• Business Turnaround
• Planning & Forecasting
• Financial Reporting
• MIS & Board Reporting
• Treasury & Banking
• Fx Risk Management

5. Sanjay Bokadia, CA, B.Com
CA SANJAY BOKADIA
Mobile: +91 98673 74066
Email: sanjaybokadia@yahoo.co.in
CONTACTS