Tushar's Profound AI Rep
Tushar's stories span PE fund thesis-building, field-based bank strategy, and M&A valuation.
Tushar Bagaria
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Tushar Bagaria
Edges
Building Sectoral Investment Theses
Tushar builds investment theses from the ground up, starting with qualitative market understanding and working toward a conviction-led view on where capital should go. He demonstrated this at BCG, where he identified and finalized nine priority sub-sectors for a mid-market PE fund's thematic raise, building the investment philosophy and LP-facing materials that supported the fund's first close. His approach is to understand the story of a market before reaching for the numbers, mapping tailwinds, key drivers, and structural dynamics first, then stress-testing them with quantitative metrics. This makes his thesis work grounded rather than template-driven, suited to situations where the market is still developing or the brief is not yet well-defined.
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Running Field-Based Primary Research
Tushar runs primary research by going to the source, talking to the people closest to the problem, and using what he finds to build or validate a strategic view. At BCG, he surveyed 40 bank branches himself and engaged with around 200 branch managers across four cities to understand why cross-selling was failing. The field findings directly shaped the catchment-based strategy he developed and presented to the consumer banking head. His field work is not just data collection. He uses it to surface the structural or behavioral dynamics that quantitative data alone would miss, and then translates those findings into a clear narrative for senior stakeholders. This combination of ground-level access and structured synthesis is what makes his primary research outputs actionable rather than descriptive.
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Adapting Financial Models to Industry Dynamics
Tushar adapts his financial modeling approach to the structural characteristics of the industry he is working in, rather than applying a standard template. At EY, he worked across a range of valuation engagements spanning M&A, pre-IPO structuring, insurance, and AIF portfolio companies, applying DCF, comparable company multiples, transaction multiples, and options valuation across different deal contexts. The clearest example of this adaptability was his work on a metals and mining M&A transaction, where he developed a cycle-adjusted comparable company methodology using long-term EBITDA per ton rather than spot multiples, because the cyclical nature of the steel industry made standard multiples unreliable. This instinct to interrogate the methodology before applying it is what separates his modeling work from mechanical execution.
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Owning Workstreams End to End
Tushar picks up a workstream, maps what needs to happen, and drives it through to completion without needing to be managed through each step. At BCG, he owned the placement agent workstream for the PE fund raise entirely on his own: mapping agents across six geographies, running initial discussions, benchmarking contract terms, and finalizing contracts with agents in two geographies. The agents he contracted delivered a roadshow within a month. His approach to an ambiguous brief is to start with qualitative understanding, build a structure around it, and then execute against that structure. This combination of initiative and follow-through is what makes him effective in environments where the work is not yet well-defined.
Spotted in 1 Story
Tushar Bagaria
Career Stories
Building the Thematic Fund Thesis for a Mid-Market PE Fund
At Boston Consulting Group (BCG) as Industrial Trainee
2024 - 2025
Designing a Catchment-Based Growth Strategy for a Large Private Bank
At Boston Consulting Group (BCG) as Industrial Trainee
2024 - 2025
Valuing a Specialty Steel Acquisition in a Cyclical Market
At EY as Article Trainee
2023 - 2024