Senior Manager

About the Company:

Capwise Financial Services Pvt. Ltd. (CFSPL) is a boutique investment bank providing comprehensive

financial advisory services across sectors in India. Since our inception in 2020, we have emerged as one of

the fastest-growing investment banks in Mumbai, having successfully closed 35 equity and M&A

transactions and raised Rs. 25,000 crore in debt. Our services span across debt syndication, private equity,

M&A advisory, and capital markets.

Role Overview:

This role involves leading end-to-end execution of complex transactions such as debt restructurings, distressed M&A, IBC-driven deals, and special situation investments. The position requires strong financial modeling, valuation, and deal structuring expertise, along with active origination through a wide network of lenders, investors, and advisors. The role also entails managing key stakeholders, tracking market developments, and providing strategic insights. Additionally, the individual will mentor junior team members and ensure high-quality client deliverables and risk assessments.

Key Responsibilities:

1. Transaction Execution & Advisory

• Lead end-to-end execution of transactions including debt restructurings, distressed M&A, IBCdriven
• deals, OTS, ARC transactions, and SPV-based special situation structures.
• Conduct in-depth financial modeling, valuation, deal structuring, and term sheet negotiations.

2. Origination & Business Development

• Source new opportunities in the distressed and special situation market through relationships with
• banks, NBFCs, ARCs, insolvency professionals, and corporates.
• Develop and maintain a strong network of institutional investors, family offices, and credit funds
• active in the distressed space.

3. Stakeholder Management

Liaise with resolution professionals, legal advisors, lenders, promoters, and investors.

Represent the firm in creditor committee meetings and resolution planning processes.

Market Intelligence & Strategy

Track stressed asset deals across sectors, regulatory developments (e.g., IBC, RBI, SEBI), and

investor appetite.

Provide strategic inputs to the leadership team on emerging trends and actionable deal pipelines.

4. Team Mentoring & Leadership

• Supervise junior team members; ensure quality of analysis and client deliverables.
• Provide guidance on structuring, risk assessment, and legal frameworks.

Key Requirements:

• 8+ years of experience in investment banking, ARC, special situation funds, or corporate restructuring firms with exposure to distressed assets.
• Strong understanding of IBC, SARFAESI, RBI frameworks, and other resolution mechanisms.
• Proven track record of closing complex debt resolution or distressed M&A transactions.
• Excellent financial modeling, negotiation, and documentation skills.
• Strong relationships with key stakeholders: banks, NBFCs, ARCs, resolution professionals, legal firms, and institutional investors.