Company Overview

Capwise Financial Services is a full-service investment banking and financial advisory firm that helps businesses raise capital, execute strategic transactions, and navigate complex financial decisions across domestic and cross-border markets. With experience spanning 200+ debt transactions and 35+ equity and M&A; deals, the firm combines a strong origination network with an active deal pipeline and a partner-led model, where sector heads own their client franchise, revenue budgets, and teams, supported by Capwise’s broader platform, central origination network, and execution capabilities.

Position Overview

We are seeking an experienced Investment Banking qualified for our Consumer vertical. Unlike many investment banking roles, this position is primarily focused on transaction execution rather than cold origination. The firm will support deal sourcing and introductions.
Your role begins once a prospect is identified or a warm introduction is made. You will present the firm's execution capabilities, finalize mandate documents,



and lead the end-to-end execution of fund-raising (equity/debt) and Mergers & Acquisitions (M&A;) transactions.

Key Responsibilities

1. Mandate Closure & Onboarding
• Pitch to Win: Partner with the origination team during initial introductions to present deep sectoral knowledge and bespoke execution strategies that convert prospects into clients.
• Mandate Structuring: Draft, negotiate, and finalize Mandate Letters, Engagement Agreements, and fee structures, ensuring the commercial interests of the firm are protected.

2. End-to-End Deal Execution
• Transaction Management: Lead and oversee the entire lifecycle of capital raising (PE, IPO, Structured Finance) and M&A; (buy-side, sell-side, joint ventures) transactions.
• Financial Modeling & Valuation: Supervise the creation of complex financial models, valuation analyses (DCF, comparable companies, precedent transactions), and investment thesis formulations.
• Collateral

📌 AVP - Investment Banking - Consumer (Mumbai)
🏢 Capwise Financial Services Private
📍 Mumbai