Capwise Financial Services – Senior Vice President/Vice President – Investment Banking – Consumer

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 VP / SVP to join our Consumer team, covering consumer and retail brands, FMCG, food & beverage, consumer internet and D2C, quick commerce, consumer durables, apparel and lifestyle, and hospitality and QSR businesses. This is an origination-and-execution role. You will build and convert your own pipeline of mandates across these sub-segments, structure and price transactions, and be accountable for delivery and successful closure of deals against agreed revenue and origination targets.

You will own your mandates end to end: cultivating relationships with promoters, founders, and CFOs, as well as the investor community (private equity funds, strategic investors, family offices, and venture capital funds) across the consumer ecosystem; converting opportunities into signed mandates on commercially attractive terms; and driving execution through structuring, due diligence, and closing, supported by the practice’s sector strategy and leadership, Capwise’s broader platform, central origination network, and execution capabilities.

Key Responsibilities:

1. Origination & Business Development:

– Revenue & Target Ownership: Carry and deliver an annual fee-revenue and origination target for the consumer practice, managing your pipeline coverage and reporting performance and forecasts to the team’s leadership.

– Origination & Pipeline: Build and own a proprietary pipeline of promoters, founders, CFOs, and investors across the consumer space, supplemented by the firm’s central network and balance sheet.

– Pitch to Win: Lead pitches and investor processes, presenting deep sector insight and bespoke transaction structures that convert prospects into signed mandates.

– Mandate Structuring: Draft, negotiate, and finalize Mandate Letters, Engagement Agreements, and fee structures, pricing mandates to protect the practice’s margin and the commercial interests of the firm.

2. Transaction Oversight & Delivery:

– Transaction Management: Drive delivery across the entire lifecycle of M&A and fundraising transactions – buy-side, sell-side, joint ventures, and private equity/growth capital – from mandate through to closure.

– Financial Modeling & Structuring: Supervise the creation of financial models, valuation analyses (DCF, comparable companies, precedent transactions), and deal structures that balance client needs with investor expectations.

– Collateral Preparation: Ensure the highest-quality production of pitch books, investor presentations, Confidential Information Memorandums (CIMs), Teasers, and financing proposals.

3. Due Diligence & Deal Closing:

– Data Room Management: Oversee Virtual Data Rooms (VDR), managing the flow of information between clients, investors, and buyers.

– Due Diligence Coordination: Lead the financial, legal, tax, and commercial due diligence processes with clients and investors, actively resolving deal-breakers and bottlenecks.

– Definitive Documentation: Collaborate with legal counsels to negotiate and finalize Share Purchase Agreements (SPA), Share Subscription Agreements (SSA), Shareholders’ Agreements (SHA), and other definitive transaction documents.

4. Team Leadership & Stakeholder Management:

– Team Leadership: Manage, mentor, and maximize the utilization and productivity of the AVP, Managers and Associates supporting the Consumer team, reviewing their work and developing their capabilities.

– Client & Investor Management: Act as a trusted advisor to promoters, founders, boards, and CFOs across the full relationship lifecycle, and maintain strong relationships across the investor community, deepening wallet share and building a durable, repeat client base.

Qualifications & Experience:

– Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFA charterholder.

– Experience: 12 to 18+ years of core investment banking, private equity advisory, or related experience within a reputed IB firm, institutional platform, or boutique advisory house, including meaningful exposure to consumer clients.

– Track Record: A proven history of successfully structuring and closing M&A and fundraising transactions within the consumer sector. Must be able to demonstrate a list of closed deals, together with evidence of personally originated revenue and mandates.

– Sector Expertise: Strong understanding of consumer markets across sub-segments, familiarity with the relevant regulatory regime, and active networks among strategic investors, private equity/venture funds, and promoter communities.

– Skills: Proven business-development and client-origination ability, strong commercial judgment (pricing, structuring, risk assessment), excellent negotiation skills, a strong understanding of deal documentation and transaction structures, and sharp analytical acumen.