MB
Ex PwC Strategic Research & Intelligence Partner

Where Market Complexity
Becomes Boardroom Clarity

I help PE, VC, M&A and corporate strategy teams turn noisy markets into sharp, board-ready intelligence — so you can move faster on deals, growth bets, and risk decisions, without the overhead of a full-time research leader.

0+
Years Experience
0
Years at PwC
0+
Global Engagements
Primary Markets: United States  |  United Kingdom  |  India
Regional Coverage: North America  |  Europe  |  Middle East  |  Asia Pacific
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Former PwC Manager
15+ Years Experience
US · UK · Europe · MENA · APAC
Board-Ready Intelligence
Big 4 Rigour
About

The Intelligence
Behind the Decision

I don’t just surface information. I transform it into the kind of intelligence that makes your next decision irreversible.
Manager, Research & Insights · PwC Advisory Centre (8 years)Led high-impact research across US, UK, Europe, Middle East & Asia-Pacific for high-stakes strategic and deal decisions
Masters in FinanceRigorous analytical foundation in financial research & capital markets
Independent Strategic Research & Intelligence PartnerServing PE funds, M&A teams, consulting firms & corporate strategy professionals globally

I spent 8 years inside PwC’s Advisory Centre building research infrastructure that informed multi-million dollar strategic decisions. I led cross-functional teams, managed C-suite stakeholders across geographies, and developed the analytical frameworks that transformed raw, multi-source data into board-ready intelligence.

My work spanned commercial due diligence, sector and market analysis, ESG and risk assessments, and competitive intelligence for high-stakes strategic and deal decisions across the US, UK, Europe, the Middle East, and Asia-Pacific.

Today, my clients — PE funds, M&A advisory firms, strategy consultancies, and corporate deal teams — get Big 4 institutional rigour without Big 4 overhead. Faster turnarounds. Full senior attention on every engagement. When you engage me, you get me — with 15+ years of hard-won expertise distilled into every deliverable.

Commercial Due Diligence Competitive Intelligence Market Analysis ESG Research PE & VC Research Investor Narratives Board-Ready Reports
Who I Work With

Built for Senior Investment & Strategy Teams

I partner with teams that need sharp, decision-ready insight — not generic research decks.

01

PE & VC Firms

Pre-investment research, deal screens, and commercial due diligence that stress-tests the thesis before capital is committed. From Series B validation to mid-market PE diligence, I deliver the independent commercial view your IC needs — with the rigour to stand up in the room.

02

M&A & Corporate Strategy

Market sizing, competitive landscapes, industry structure analysis, and competitive intelligence to support acquisitions, divestments, and strategic bets. I give deal teams the independent market view that turns assumptions into evidence.

03

Consulting & Advisory Firms

White-labeled research support for proposals, diagnostics, growth strategy, ESG, and thought leadership — so your partners stay client-facing while I handle the heavy analysis. I integrate quietly, deliver at your standard, and protect your margin.

04

Founders, CEOs & Business Leaders

Targeted research sprints to de-risk market entry, new product launches, or fundraising narratives with clear, evidence-backed insight. I help founders build the market intelligence their investors expect — and their competitors rarely have.

Services

What I Help You Do

Every engagement is tailored, but most projects fall into four core areas. Each service is designed around what you receive — not what process is applied.

Start a Conversation
01

Commercial Due Diligence

For: PE & VC Firms M&A Advisors Strategic Acquirers

Know exactly what you are walking into — before you commit capital.

You get a comprehensive, investigative read on a target company that goes well beyond the management presentation. Financial integrity, business model viability, strategic coherence, governance quality — and the red flags that reshape deal thinking. Not a template exercise. A real analysis that surfaces what the information pack does not tell you, so you enter any deal with complete clarity and defensible conviction.

What this covers
Financial statement analysis & quality of earnings
Business model, value proposition & key differentiators
Recent M&A, strategic alliances & corporate structure
Key executive profiles & corporate governance
Red flag identification & strategic insights
Competitive positioning & peer benchmarking
02

Strategic Market & Competitive Intelligence

For: PE Firms Strategy Teams New Market Entry

One integrated view of your market and the competitors already shaping it — so you move with clarity, not assumption.

You get a dual-lens read on your market and competitive environment — not two separate reports, but one integrated picture of where a market is heading and who is competing for the opportunity within it. Market trajectory, the forces that drive or constrain growth, and a deep strategic profile of the competitors you face. One engagement. Two intelligence layers. One actionable view.

What this covers
Market sizing, growth trajectory & macro demand drivers
Trend, disruption & demand-side analysis
Regulatory & policy environment
Competitor profiling: services, GTM, tools & channels
Competitive benchmarking & positioning gap analysis
Entry strategy & expansion pathways
Strategic implications & positioning recommendations
03

Investor & Board-Ready Narrative

For: Founders & Mid-Market Cos. PE-Backed Exits M&A Advisors

From raw business reality to a coherent, credible story — built for the audiences who decide.

You get the full set of investor-facing and board-facing documents — Information Memoranda, CIMs, fundraising decks, equity stories, and board briefing packs — all built around one coherent narrative that holds up under serious scrutiny. Every document starts from the same source of truth: a clear, defensible account of what the business is, why it is valuable, and where it is going.

What this covers
Full IM / CIM drafting & structural design
Business & financial narrative
Risk-mitigation narrative & growth case
Board briefing packs & strategy narratives
Executive summary & decision-support documents
04

Go-to-Market & Sales Asset Development

For: IT Services Firms Consulting Firms B2B SaaS

Materials that walk into a meeting with confidence — and keep working after it ends.

You get research-backed, strategically positioned sales and marketing materials built specifically for B2B companies — where buyers are sophisticated, sales cycles are long, and most assets are read once and forgotten. Every deliverable is built to make the case for you in rooms you are not in. Not generic templates. Documents designed for the specific sales context of B2B services.

What this covers
Service One-Pagers — what you do, for whom, and why
Capability Decks — for pitches & procurement reviews
Case Studies — have you done this before, for someone like me?
Executive Leave-Behinds — documents that travel further
Research-backed competitive messaging layer
Sales-stage alignment across all deliverables
05

Fractional Market Intelligence Partner

For: PE Portfolio Companies Growth-Stage Businesses Strategy Leaders

Ongoing, decision-ready intelligence — without building an in-house research function.

An ongoing strategic intelligence retainer for businesses that need regular market and competitive insight without the cost and complexity of building an in-house research team. You get a senior intelligence partner embedded into your decision cycles — tracking competitors, surfacing opportunities, and delivering executive-ready briefings on the developments that actually matter to your business.

What this covers
Competitor monitoring & strategic move tracking
Market and customer segment opportunity assessment
New geography and market entry intelligence
Executive-ready market and competitive briefings
On-demand intelligence support for key business decisions
Why Work With Me

Why Senior Teams Choose
to Work With Me

Big 4 experience. Independent agility. Obsessive about quality and confidentiality.

Big 4 Rigour, Independent Flexibility

I bring 8 years of PwC Research & Insights experience plus 15+ years across due diligence, sector analysis, and investor-focused research — without the overheads, internal politics, or 12-week engagement cycles of a full-service firm.

Analytical Depth, Clear Storytelling

I specialise in transforming multi-source, messy data into sharp, structured narratives that senior stakeholders can act on — not just “research summaries.” The output is built for a decision, not for a read.

Senior Support, No Junior Hand-Offs

You work directly with me from scoping to delivery. No delegation to anonymous teams. No junior analysts interpreting your brief. For complex projects, I bring in trusted specialist support only when the expertise genuinely adds value.

Global Perspective, Local Discipline

Supported clients across the US, UK, Europe, Middle East, and Asia-Pacific, bringing a global market lens while remaining precise about timelines, source quality, accuracy, and confidentiality at every stage.

Built for Busy Leaders

I understand the pace and pressure of deal cycles and partner calendars. Expect crisp communication, proactive risk flagging, and outputs designed for the C-suite and IC — not for generalist audiences.

100+ Engagements. Zero Compromise.

Over 100 global engagements across PE, M&A, consulting, and corporate strategy — every one delivered to the same standard. Confidentiality is non-negotiable. Accuracy is not a target, it is the baseline.

How We Work Together

Simple, Transparent,
Aligned with Your Timeline

I keep the process straightforward and aligned with your deal or strategy timeline from the first conversation.

01

Discovery & Fit

We clarify your objectives, decision context, key stakeholders, and deadlines in a focused 20–30 minute conversation. I share a recommended approach, scope options, and indicative timelines. No forms, no procurement layers.

20–30 minute call
02

Scope & Proposal

You receive a concise scope note outlining key research questions, workstreams, data sources, milestones, and fees. Everything confirmed before work begins. For recurring needs, we can structure a retainer arrangement.

Proposal
03

Execution & Check-Ins

I run structured research, analysis, and synthesis across agreed sources — databases, regulatory filings, expert commentary — with interim check-ins so you can course-correct early if priorities shift.

Interim updates throughout
04

Delivery & Debrief

You receive a clean, decision-ready pack — slides, Word document, or Excel dashboard — with clear answers, evidence-backed analysis, and recommended next steps. I also support internal socialisation where required.

Board-ready on delivery
Case Studies

Research That Changed Outcomes

Client identities and transaction details withheld under confidentiality agreements.

Competitive Intelligence
ESG Advisory Firm · Boston, US · Pre-Launch Market Mapping

Mapping 15 Competitors Before a New ESG Service Launch

15
Competitors Profiled
4
White-Space Opportunities Identified
1
Decision-Ready Positioning Map
The Challenge
Before investing in a new ESG service line, the firm needed to know exactly who was already in the space — and whether there was a gap worth entering.

A Boston-based ESG advisory firm was preparing to launch a dedicated ESG disclosure and reporting advisory practice targeting US-listed companies navigating CSRD, TCFD, and BRSR obligations. Before committing headcount and go-to-market spend, the leadership team needed a rigorous competitive map.

How We Helped
1

Profiled 15 direct and adjacent competitors across service descriptions, value propositions, key differentiators, growth strategies, and marketing channels

2

Benchmarked positioning to surface where competitors were concentrated and where gaps existed in the market

3

Synthesised findings into a positioning map and white-space summary that the leadership team could use to shape their launch decisions

The leadership team launched the new service line with a clear, evidence-based view of their competitive landscape and the gaps worth targeting. The competitive map was used to inform positioning, messaging, and which buyer segments to prioritise in the early launch phase.
Investor Documentation
PropTech Founder · London, UK · Series B Fundraise

An Information Memorandum Built for Institutional Scrutiny.

1
Investor-Ready IM Delivered
6
Peer Companies Profiled
12
Investor Targets Supported
The Challenge
A founder who had raised successfully at Seed and Series A was now approaching institutional investors for the first time. The pitch deck that had worked before was not enough.

A London-based PropTech founder was preparing a Series B raise targeting £9M from UK institutional investors. He faced a fundamentally different audience: partners who would subject every market size claim, competitive positioning statement, and financial narrative to serious scrutiny.

How We Helped
1

Drafted the complete IM with business and financial narrative, market sizing, and competitive positioning against six direct peers

2

Built the risk-mitigation narrative addressing the questions institutional investors typically raise in UK PropTech

3

Produced the supporting board deck and short-form investor overview to support the broader outreach

The founder went into investor conversations with a document built to withstand partner-level due diligence. Every section — market sizing, competitive positioning, financial narrative, risk mitigation — was structured to anticipate institutional investor scrutiny.
Commercial Due Diligence
Mid-Market PE Fund · New York, US · Series B Fintech Lender

Pre-IC Commercial Diligence on a Series B Fintech Lender.

3
Material Risks Surfaced
7
Competitors Stress-Tested
1
IC-Ready Diligence Report
The Challenge
A solid financial model. An IC meeting imminent. And a commercial picture that had never been independently tested.

A US-based mid-market PE fund required rapid commercial diligence on a Series B fintech lending platform ahead of an investment committee meeting. The deal team had no independent validation of market size claims, no competitive threat assessment, and no clear read on regulatory exposure that could reshape the target’s core product within 18 months.

How We Helped
1

Conducted full commercial diligence covering financial integrity, business model, competitive moats, and corporate governance review

2

Stress-tested the competitive positioning claims in the management presentation against seven direct and adjacent competitors

3

Delivered an IC-structured report with red flags clearly identified, business model assessment, and strategic insights

Three material risks were surfaced that the deal team had not previously identified in their internal review. The findings were presented in an IC-ready format, giving the investment committee a clear, evidence-backed view of the target's commercial reality.
Market Research
B2B SaaS Company · London, UK · US Market Entry

US Market Entry Research for a UK B2B SaaS Company.

12
US Competitors Benchmarked
3
New Buyer Segments Identified
1
Entry Strategy Brief Delivered
The Challenge
They thought they understood the US market. The research showed them they understood a version of it — and the real picture was both more complex and more opportunity-rich than they realised.

A 60-person UK B2B SaaS company was receiving inbound interest from US companies but had no structured view of the US competitive landscape, buyer expectations, pricing norms, or GTM channels. Entering without this meant competing blind against incumbents who had been building US market expertise for years.

How We Helped
1

US market sizing including TAM, SAM and SOM, with trend and disruption analysis for the target product category

2

Profiled the US competitive landscape, key players, and white spaces relevant to the company’s positioning

3

Mapped the US regulatory and policy environment and outlined entry strategy and market expansion pathways

The leadership team moved from a US expansion hypothesis to a structured, evidence-backed entry plan. The research surfaced three buyer segments the company had not previously considered and clarified which entry pathways were realistic given the competitive landscape.
01 / 04
Client Voices

What Deal Teams
Say About the Work

Names and organisations withheld per confidentiality agreements.

★★★★★

Mamta gave us competitive clarity we simply did not have before. The intelligence she built on 15 competitors was more structured, more actionable, and more insightful than anything we had previously commissioned. It directly shaped our go-to-market positioning — we launched with a level of confidence we would not otherwise have had. The research gave us 6 months of market learning in a single, usable document.

CS
Chief Strategy Officer, ESG Advisory FirmBoston, US · ESG Competitive Intelligence
★★★★★

The Information Memorandum Mamta produced was a genuinely different class of document. Every section held up under partner-level scrutiny. The investment thesis framing and the comparable transactions section were particularly sharp — two investors moved directly from first read to term sheet without a preliminary meeting. We closed above our target. I am confident the quality of that document made a material difference to how seriously investors engaged with us.

RV
Founder & CEO, PropTech CompanyLondon, UK · Series B Information Memorandum
★★★★★

We had a critical IC decision ahead and a commercial picture that had not been independently tested. What Mamta delivered — the competitive mapping, the regulatory risk framing, and above all the customer concentration analysis — materially changed how we structured the deal. The customer concentration finding alone reshaped our entry terms. This is Big 4 rigour without the friction of a Big 4 engagement.

AK
Managing Director, Mid-Market PE FundNew York, US · Commercial Due Diligence
★★★★★

We thought we were entering a market. Mamta’s research showed us we were entering several — and which one to prioritise first. The pricing insight alone, which justified an 18% upward adjustment against US benchmarks, paid for the engagement many times over within the first deal we closed. We went from a guess to a strategy, and year one was double our internal target.

SP
VP Revenue, B2B SaaS CompanyLondon, UK · US Market Entry Research
Contact

Let’s Build
Intelligence
Together

I take on select engagements only — because exceptional research demands full attention. If your project requires precision, depth, and decision-ready output, let’s talk.

Emailconnect@mamtabaid.com
Response TimeWithin 24 hours on business days
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