Puneet Maheshwari, CFA in

Puneet Maheshwari, CFA

Critic · DISC type C
Senior Vice President at Everise
📍 Bengaluru, Karnataka, India

Puneet Maheshwari is a senior corporate development executive with over 14 years of global experience in M&A, investment banking, and B2B SaaS strategy. A CFA Charterholder and graduate of the FORE School of Management, he is passionate about building businesses from the ground up and has held leadership roles at Everise, Merisis Advisors, and Spearhead Corp Dev.

He played an instrumental role at Aurigin (formerly BankerBay), where he led business, operations, and strategy, scaling the fintech deal platform from its inception.

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Experience
16 Years
Current Role
Senior Vice President
Job Level
Leadership
Location
Bengaluru, Karnataka, India
Personality Overview

How Puneet shows up

Objective Thinker
Information Seeker
Precise

They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data. They prefer to analyze logically and value objective facts over emotions.

Priorities

Topics Puneet cares about

Cross-border M&A
His experience includes leading APAC operations for FirePower Capital and Spearhead, executing mandates for global corporate buyers and private equity firms.
Enterprise Technology
Heads the Tech Services and Enterprise Tech team at Merisis Advisors and has co-authored articles on M&A trends within the IT services sector.
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Career

Work history

9-2025
Senior Vice President
Everise
7-2024 - 2-2026
Head of Enterprise Tech and Services
Merisis Advisors
9-2022 - 8-2024
Director, APAC
FirePower Capital
9-2022 - 8-2024
Director, APAC
Spearhead Corp Dev
6-2014 - 9-2022
Executive Director
Aurigin
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2008 - 2010
CFA
CFA Institute, U.S.
2007 - 2009
PGDM
FORE School of Management, New Delhi
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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