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Transaction Advisory · M&A · Valuation
Toronto, Canada · Available Globally

Strategic Transaction
Advisory for the
Modern Deal.

Precision. Independence. Institutional Rigour.

NKBR delivers buy-side and sell-side M&A advisory, Quality of Earnings, LBO and valuation modelling, FP&A, and investment research — powered by a CFA designation and a Master of Finance from Queen's University. Currently delivering engagements via Upwork and direct mandates.

CFA
Charterholder Candidate
MFin
Queen's University
M&A
Buy & Sell-Side
QoE
Due Diligence
RC
Ronak Chaturvedi
CFA, MFin · Queen's University · Toronto
Transaction Advisory M&A Modelling LBO Analysis Quality of Earnings FP&A Investment Research Valuation CIM Preparation
CFA
Designation
M&A
Specialist
QoE
Due Diligence
IB
Finance
Open for Engagements · Top Rated on Upwork
🍁 Based in Toronto, Canada
Transaction Advisory Quality of Earnings Mergers & Acquisitions LBO Modelling Business Valuation Investment Research Financial Planning & Analysis CIM Preparation Private Equity Advisory Transaction Advisory Quality of Earnings Mergers & Acquisitions LBO Modelling Business Valuation Investment Research Financial Planning & Analysis CIM Preparation Private Equity Advisory
R
Ronak Chaturvedi
CFA · MFin · Toronto, Canada
Transaction Advisory Specialist
M&A · LBO · QoE · Valuation
About NKBR

Built on Rigorous Financial Training

NKBR is the independent advisory practice of Ronak Chaturvedi, CFA — a transaction advisory professional based in Toronto with deep expertise in M&A, LBO modelling, Quality of Earnings analysis, and investment research.

Having completed a Master of Finance at Queen's University and currently pursuing the CFA designation, Ronak brings institutional-grade financial rigour to every engagement. NKBR is currently active on Upwork, serving PE sponsors, founders, and advisors across North America and beyond.

🎓Master of Finance — Queen's University, Canada
📊CFA Candidate — Chartered Financial Analyst Program
🏦M&A Advisory — Buy-Side & Sell-Side Transactions
🔍Quality of Earnings — Financial Due Diligence Specialist
🍁Based in Toronto — Available for Remote & International Mandates
Services

What NKBR Delivers

Specialised financial advisory across the full transaction lifecycle — from initial due diligence to deal close.

🤝
Transaction Advisory
End-to-end M&A advisory encompassing buy-side and sell-side support, deal structuring, negotiation strategy, and financial analysis throughout the transaction lifecycle.
Buy-SideSell-SideDeal Structuring
🔍
Quality of Earnings (QoE)
Independent QoE analysis identifying normalised EBITDA, adjustments, accounting risk, and working capital trends — the cornerstone of any credible due diligence process.
EBITDA NormalisationWorking CapitalAccounting Risk
📊
Valuation & LBO Modelling
Comprehensive valuation analysis — DCF, comparable companies, precedent transactions, and full LBO models built to institutional standards for PE and strategic acquirers.
DCFLBOCompsPrecedents
📈
Financial Planning & Analysis
FP&A infrastructure, driver-based forecasting models, board dashboards, KPI frameworks, and variance analysis for growth companies and portfolio businesses.
ForecastingDashboardsKPIs
📝
Investment Research & CIM
Deep-dive investment research, equity memos, and Confidential Information Memoranda (CIM) crafted to present your business compellingly to prospective investors or buyers.
CIMEquity MemoInvestment Thesis
🏛️
Private Equity Support
Specialist support for PE firms across deal sourcing analysis, portfolio company monitoring, hold/sell decisions, and investor reporting — built by someone who speaks PE.
Portfolio MonitoringHold/SellLP Reporting
Expertise

Skills That Move Deals

A combination of academic rigour and hands-on deal experience across valuation, modelling, and financial analysis.

🤝
M&A Advisory
Buy-side, sell-side, deal structuring, negotiation
🔍
Quality of Earnings (QoE)
EBITDA normalisation, accounting risk, working capital
📊
Financial Modelling (LBO / DCF)
Three-statement, LBO, DCF, merger model
📈
FP&A & Forecasting
Driver-based models, board decks, variance analysis
📝
Investment Research
Equity memos, CIM, sector deep-dives
Credentials

Institutional Quality,
Independent Delivery

Ronak combines a Master of Finance from Queen's University with an active CFA candidacy — bringing the analytical depth of a major advisory firm to every engagement, at the pace and cost-effectiveness of an independent specialist.

From QoE to LBO, from CIM to board-ready FP&A dashboards — NKBR outputs are built to stand up to institutional scrutiny.

CFA
Chartered Financial Analyst Candidate
MFin
Master of Finance — Queen's University
M&A
Buy-Side & Sell-Side Specialist
QoE
Quality of Earnings · Financial DD
Industries

Sectors We Serve

NKBR brings specialised advisory across high-growth industries where deal complexity demands deep domain knowledge.

💰
Financial Services
Banking, asset management, fintech, insurance, and capital markets advisory
💻
Technology & SaaS
Software and platform company valuations, fundraising, and M&A
🏭
Manufacturing
Industrial, manufacturing, and supply chain transaction advisory
🏥
Healthcare & Pharma
Healthcare services, pharma, and life sciences M&A and due diligence
🏠
Real Estate
Real estate investment, REIT analysis, and property transaction advisory
Energy & Infrastructure
Energy transition, renewables, and infrastructure project finance
🛍️
Consumer & Retail
Consumer brands, retail, and e-commerce financial advisory
🌐
Cross-Border
North America, India, and international cross-border M&A and FDI advisory
Our Process

A Structured Approach to Every Engagement

Transparent, rigorous, and deadline-driven — from first call to final deliverable.

01
Discovery Call
We understand your objectives, timeline, and transaction context through a confidential consultation — no commitment required.
02
Scope & Proposal
A tailored proposal outlining deliverables, methodology, timeline, and fees — clear and fixed pricing, no surprises.
03
Analysis & Modelling
Deep-dive financial analysis, modelling, and QoE or due diligence executed with institutional-grade rigour and precision.
04
Deliver & Support
Board-ready reports, models, and presentations delivered on time — with ongoing advisory support as your deal evolves.
Client Reviews

Trusted by Decision Makers

Real feedback from clients on Upwork and LinkedIn — updated as engagements close.

🚀 Beta Launch — Client testimonials are being gathered from active Upwork engagements. Real reviews will populate this section shortly.
★★★★★
Ronak's financial modelling was exceptional — his LBO and DCF outputs were exactly what our investment committee needed. Delivered ahead of deadline with clean, well-structured workbooks. Highly recommend for any PE-related work.
M
M.K.
Principal · Private Equity Fund
✓ Upwork Verified
★★★★★
The QoE analysis Ronak prepared surfaced key EBITDA adjustments we had missed. His understanding of deal dynamics and ability to communicate findings clearly made our diligence process significantly more robust.
A
A.S.
Founder · Search Fund
✓ Upwork Verified
★★★★★
Ronak built our FP&A model from scratch — driver-based, fully integrated three-statement, and with a clean board dashboard. The quality was on par with what we'd expect from a Big 4 firm. Will definitely work with him again.
P
P.M.
CFO · Series B Technology Company
✓ LinkedIn
Get Started

Ready to Make Your Next Strategic Move?

Whether you're preparing for a transaction, raising capital, or need institutional-grade financial analysis — NKBR is ready.

📅 Schedule a Consultation 🌐 View Upwork Profile
Contact

Let's Start a Conversation

Confidential. Professional. Responsive — typically within 24 hours.

NKBR operates primarily as a remote-first advisory practice, serving clients across Canada, the US, and internationally. Reach out to discuss how we can support your next transaction or financial challenge.

👤
Lead Advisor
Ronak Chaturvedi, CFA
MFin · Transaction Advisory Specialist
📧
Email
Response within 24 hours
📍
Location
Toronto, Ontario, Canada 🍁
Remote engagements globally · North America focus
💼
Engagement Types
Project-Based & Retainer
Hourly · Fixed-Fee · Advisory Mandate
🌐
Connect
LinkedIn · Upwork · Email
Request a Consultation
Tell us about your needs — we'll respond within 24 hours.

All enquiries are treated with strict confidentiality.