Puneet Maheshwari, CFA

Critic
DISC Type : C

Senior Vice President at Everise

Bengaluru, Karnataka, India

Overview

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.

Personality Overview

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.

Topics They Care 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.
Fintech Platforms
As an Executive Director, he was responsible for scaling the global deal origination platform Aurigin from its earliest stages.

Media Appearances

Puneet has no verified media appearances

Work History

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

Education

2008 - 2010
CFA from CFA Institute, U.S.
2007 - 2009
PGDM from FORE School of Management, New Delhi

More Information

Social Presence :

Prographics :

Exp : 16 Location : Bengaluru, Karnataka, India Job Level : Leadership Designation : Senior Vice President at Everise
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Insights For Selling To Puneet

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Puneet is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Puneet

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Puneet move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Puneet take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Puneet

Personality Compatibility


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