Karan Bagai
Partner & Co-founder
Experience
Partner & Co-founder
BrisQ Business
- Fundraising: Helped startups raise EUR 30M+, refining decks, structuring term sheets, and managing the fundraising process using the M&A toolkit
- Financial modeling & valuation: Built models and valuations to drive fundraising and strategic decisions
- Controlling & reporting: Led full-cycle financial control and reporting, turning accounting data into insights
- Investor & marketing strategy: Created marketing materials and organized high-impact investor pitch sessions to connect startups with top VCs and CVCs
Group FP&A Manager – Methanol
OCI NV
- Led the day-to-day group FP&A activities for the OpCo’s under my responsibilities; prepared consolidated annual budget, 18 months rolling forecast and 5-year consolidated financial plan based on OpCo submissions
- Supported refinancing and M&A projects and prepared annual impairment tests for related subsidiaries
- Member of the Capex Committee where I jointly approved projects with over EUR 100m of spend
Associate Director – Corporate Finance and M&A Advisory
ABN AMRO
- Performed detailed financial modeling, and prepared teasers, information memoranda, management presentations and due diligence materials across financial, tax, legal, commercial and technical domains
- Worked with company management teams to create operating models incorporating business plans and board presentations; presented and explained financial implications of contemplated asset and share-based mergers and acquisitions directly to clients
- Coordinated and executed all stages of transaction processes, including strategic analysis, opportunity sourcing, execution and legal documentation negotiation
- Engaged in strategic dialogue at C-level with companies and global energy/infrastructure funds on industry trends, market entry strategies and energy transition initiatives
- Led, delegated and reviewed the work of junior staff, fostering a collaborative culture during complex execution processes and origination efforts
FP&A Advisor – Business Development & Analysis
Enbridge Pipelines
- Worked closely with business development and other groups analyzing multibillion dollar pipeline investment opportunities and advised the board of directors on economics
- Reviewed and created complex financial models of business development initiatives including fully integrated financial statements and consolidation impacts
Equity Research Associate
Dundee Securities & GMP Securities
- Supported the energy research team by contributing to comprehensive, timely and in-depth research reports and recommendations focused on domestic exploration and development companies
- Assumed high responsibility for equity research duties under tight time constraints, including analyzing corporate events, presenting trade ideas to sales and trading, and financial modeling
Financial Analyst
TransAlta Utilities
- Completed four six-month rotations in budgeting and long range planning, treasury/cash management, asset performance and corporate development and investor relations teams
Industries Experience
See where this freelancer has spent most of their professional time. Longer bars indicate deeper hands-on experience, while shorter ones reflect targeted or project-based work.
Experienced in Banking and Finance (6.5 years), Professional Services (3 years), Utilities (3 years), Energy (2.5 years), and Chemical (1 year).
Business Areas Experience
The graph below provides a cumulative view of the freelancer's experience across multiple business areas, calculated from completed and active engagements. It highlights the areas where the freelancer has most frequently contributed to planning, execution, and delivery of business outcomes.
Experienced in Finance (15.5 years), Strategy (9 years), Investments and M&A (8.5 years), Marketing (3 years), Operations (3 years), and Business Intelligence (1.5 years).
Skills
- Office
- Bloomberg
- Factset
- Sap
- Thomson One
- Board.com
- Hfm
Languages
Education
Rotterdam School of Management, Erasmus University
Master of Business Administration, MBA · Business Administration · Rotterdam, Netherlands
University of Windsor
Bachelor of Commerce, Business Administration (Honours) · Business Administration · Windsor, Canada
Certifications & licenses
CFA Charterholder
Chartered Financial Analyst Institute
Profile
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