Sri Malladi

Wildcard
DISC Type : Csi

Managing Partner at Athena Consulting Partners

New York City Metropolitan Area, United States

Overview

Sri Malladi is a Managing Partner and Director focused on M&A, capital raises, and strategic finance for business owners. With an MBA from the University of Chicago Booth, he guides clients through the full deal lifecycle. Colleagues describe him as thoughtful, hardworking, and detail-oriented.

His background combines a Master of Engineering and a patent in computer diagnostics, suggesting a deep-rooted interest in technologys practical applications. He is also certified in Tableau and Power Query, reinforcing his focus on data analytics and visualization.

He holds a patent for a system that helps support professionals remotely collect data to diagnose computer problems.

Personality Overview

Requires Proof

ROI Driven

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

M&A Diligence
He frequently writes about the importance of Quality of Earnings (QoE) reports and using Generative AI to accelerate the diligence process for acquirers and investors.
B2B Valuations
He advises clients on valuation drivers, specifically how tech-enabled service companies can achieve "software multiples" and the central role of revenue growth in securing deals.
Exit Planning
A core focus of his work is preparing business owners for a successful exit by helping them optimize their strategy and financial positioning before going to market.

Media Appearances

Sri has no verified media appearances

Work History

6-2019
Managing Partner at Athena Consulting Partners
4-2023
Managing Director at Paddock Capital Markets
7-2020
Managing Director at Columbia West Capital
9-2014 - 5-2019
Senior Director, Data and Statistics Group at Federal Reserve Bank of New York
8-2012 - 9-2014
Manager, Corporate and Business Development at Hertz

Education

MBA from The University of Chicago Booth School of Business
Master of Engineering from University of Cincinnati

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Partner at Athena Consulting Partners
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Insights For Selling To Sri

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sri is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Sri

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Sri move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Sri take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Sri

Personality Compatibility


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