Amit Thakur,美国纽约金融专家
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Amit Thakur

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
June 18, 2019

阿米特是美国一位非常成功、广受欢迎的财务顾问&A、债务和股权融资,以及总计350亿美元的战略融资交易. He established Standard Chartered's U.S. M&A business, 并领导了摩根士丹利的印度FIG团队, advising and mentoring companies, ranging from startups to MNCs, globally. Amit现在就关键的金融和业务发展计划为广泛的客户提供独立咨询.

Career Highlights

Managing Partner
Amax Capital
Head of US M&A
Standard Chartered Bank

Education Highlights

工商管理硕士学位
XLRI Xavier School of Management
Bachelor of Engineering Degree
Birla Institute of Technology

Certification Highlights

Case Studies

Work Experience

Co-founder | CEO | CFO

2021 - PRESENT
GetAugie Inc.
  • 创建了一个以信用卡为中心的平台,让数百万人能够利用他们已经支付的账单记录建立信用记录,从而扩大金融服务系统的使用范围.
  • 建立与网络、处理器、发行合作伙伴的端到端产品平台. In addition, structured the operations platform, including customer acquisition, onboarding, balance sheet management, and funding.
  • Created the financial management, banking, 创业公司的财务系统将在组织运作的所有规模上都有效.
Focus areas: Fundraising, Operations, Product Development, Treasury, Accounting, Financial Management, Contract, Human Resources (HR)

Managing Partner

2018 - PRESENT
Amax Capital
  • 在财务管理、融资和企业管理方面提供独立咨询&A客户的交易额和交易额在2000万至5亿美元之间.
  • 受客户委托为一家企业软件初创公司融资(2000万美元), 基础设施行业的跨境管理层收购(6000万美元), 收购一家破产的美国家居用品公司(2.2亿美元).).
  • 协助客户完成整个交易周期-创建营销文件, modeling, due diligence, setting deal strategy, negotiation and closing.
  • 为客户在全球范围内的市场进入和联盟提供建议, 包括日本和印度等主要国际市场.
  • 投资并指导电子商务领域的创业公司, business services, 以及资本设备分配空间.
Focus areas: Financial Planning & Analysis (FP&A),合伙企业,财务咨询,融资,合并 & Acquisitions (M&A), Valuation, Financial Modeling, Private Equity, Equity Raises, Fund Formation, Fundraising, Pitch Deck Consultant, Capital Formation Strategy, Investment Capital Raising, Pitch Decks, Strategy, CFO, Startups, Forecasting, Revenue & 费用预测,首席运营官,基金结构,房地产

Head of US M&A

2009 - 2018
Standard Chartered Bank
  • Set up the US M&该银行的业务主要集中在跨境M&A和融资,包括招聘和组建一个由五名银行家组成的团队.
  • 就客户与美洲相关的战略计划的各个方面提供建议,包括估值, management and board presentations, marketing to investors, as well as negotiation and documentation.
  • 与其他6个成员一起成立了南亚M&A和杠杆融资业务在较早的时候与银行合作. 在运营的第一个全年,该集团在跨境并购排行榜上名列前茅&A.
  • 创建定制的结构化债务解决方案,并为多个事件驱动的交易提供融资,包括3.5亿美元的房地产支持交易和9500万美元的中端市场跨境收购.
  • Created and participated on M&A and financing deals in the Americas, Asia, Europe and Africa in the technology, business services, industrials, consumer and mining sectors.
  • 曾与包括塔塔钢铁在内的亚洲和跨国公司合作, Tata Motors, Tata Consultancy Services, the Sterling Group, Amcor, the Mahindra Group and the Birla Group.
  • 参与若干任务,包括1亿美元的非洲有色矿砂销售, 为一家新的移动出行公司融资5亿美元, 以1.25亿美元剥离并出售一家公共专业金融服务公司的亚洲处理部门.
Focus areas: Cross-border M&A, Private Placements, Mergers & Acquisitions (M&A), Valuation, Financial Modeling, Private Equity, Equity Raises, Fund Formation, Fundraising, Pitch Deck Consultant, Capital Raising, Capital Formation Strategy, Investment Capital Raising, Pitch Decks, Strategy, Startups, Forecasting, Revenue & 费用预测,基金结构,房地产

Executive Director of Investment Banking

2008 - 2009
Morgan Stanley
  • 领导公司在印度市场的金融机构覆盖业务.
  • 为公司提供工程、汽车和汽车零部件客户的服务.
  • 在2008-2009年全球金融危机的挑战时期,为客户提供公司全球咨询和融资平台的视角和途径.
  • 为公司在金融机构和工业空间建立了新的关系.
关注领域:金融机构、债务资本市场、股权资本、并购 & Acquisitions (M&A), Valuation, Financial Modeling, Private Equity, Equity Raises, Fundraising, Pitch Deck Consultant, Capital Raising, Investment Capital Raising, Pitch Decks, Forecasting, Structuring of Funds

Investment Banking Associate

2000 - 2003
ICICI Securities
  • Provided support to the firm's M&一家专注于中端市场交易的咨询公司.
  • 监督并专门从事政府私有化买方咨询,为印度酒店和金属行业的知名客户提供交易咨询.
  • 协商交易的某些财务安排(看涨和看跌期权), 收盘后调整)成为市场上私有化交易的市场标准.
  • 轮换股票资本市场和债券交易,积累经验.
关注领域:股票,固定收益,私有化,合并 & Acquisitions (M&A), Valuation, Financial Modeling, Equity Raises, Fundraising, Pitch Deck Consultant, Capital Raising, Pitch Decks, Forecasting, Revenue & Expense Projections
1998 - 2000

工商管理硕士(MBA)学位,金融和市场营销

XLRI泽维尔管理学院-贾姆谢德布尔,印度

1994 - 1998

电气和电子工程学士学位

Birla理工学院-兰契,印度

MARCH 2013 - PRESENT

FINRA Series 79, 24, 63

FINRA

Finance

Capital Raising, Mergers & Acquisitions (M&A)、估值、财务建模、财务规划 & Analysis (FP&A), Project Finance, Private Equity, Structuring of Funds, Equity Raises, Fundraising, Forecasting, Revenue & Expense Projections, Accounting, Fund Formation, Capital Formation Strategy, CFO, Financial Advisory, Cross-border M&A, Equity Capital, Financial Management

Output Software

Microsoft Excel, Microsoft PowerPoint

Data & Analysis Software

Bloomberg, Capital IQ, Factset

Industry Expertise

Capital Markets, Technology, Automotive, Industrials, Hospitality, Real Estate, Consumer Finance, Consumer Products, Debt Capital Markets, Financial Institutions

Geographic Expertise

美国、印度、非洲、中东、泰国、新加坡、马来西亚、东南亚、中国

Other

Private Placements, Debt Financing, Strategic Planning, Partnerships, Corporate Development, Financial Analysis, Structured Finance, Negotiation, Pitch Books, Structured Products, Pitch Deck Consultant, Pitch Decks, Strategy, Startups, Capital Planning & Investment Control, Metals & Mining, Strategic Partnerships, Travel, Investment Capital Raising, COO, Privatization, Fixed Income, Equities, Teasers, Investment Analysis, Financial Investment Structuring, IRR, Modeling, Presentations, Operations, Product Development, Treasury, Contract, Human Resources (HR)

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