Amit Thakur
Finance Expert
Location
New York, NY, United States
Toptal Member Since
June 18, 2019
Amit is a highly successful, and sought-out financial advisor in M&A, debt and equity raising, and strategic finance deals totaling $35 billion. He established Standard Chartered's U.S. M&A business, and led Morgan Stanley's Indian FIG group, advising and mentoring companies, ranging from startups to MNCs, globally. Amit now independently advises a broad spectrum of clients on critical financial and business development initiatives.
Amit is available for hire
Hire AmitCareer Highlights
Managing Partner
Amax Capital
Head of US M&A
Standard Chartered Bank
Executive Director of Investment Banking
Morgan Stanley
Education
Master of Business Administration (MBA) Degree
XLRI Xavier School of Management
Bachelor of Engineering Degree
Birla Institute of Technology
Select Certifications
Case Studies
Exit or Invest Analysis
Mergers & Acquisitions (M&A)Investment AnalysisPrivate EquityFinancial Investment StructuringIRRModeling+ 1 more
Industry Expertise
Accounting ServicesAutomotive Service & Collision RepairFinanceHospitalityReal EstateFinancial ModelingCapital MarketsConsumer ProductsOther Expertise
Financial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Private EquityPrivate PlacementsStructured FinanceStructuring of FundsValuationWork Experience
2018 - PRESENT
Managing Partner
Amax Capital
- Provided independent advisory on financial management, capital raising and M&A transactions to clients and transactions in the $20 million to $500 million range.
- Engaged by clients to raise capital for an enterprise software startup ($20 million), a cross-border management buy-in in the infrastructure industry ($60 million), and the acquisition of a US home products company in bankruptcy ($220 million.).
- Assisted clients through the complete deal lifecycle - creation of marketing documents, modeling, due diligence, setting deal strategy, negotiation and closing.
- Advised clients on market entry and alliances across the globe, including the key international markets of Japan and India.
- Invested in and mentored startups in the eCommerce, business services, and capital equipment distribution spaces.
Focus areas: Financial Planning & Analysis (FP&A), Partnerships, Financial Advisory, Capital Raising, Mergers & Acquisitions (M&A)
2009 - 2018
Head of US M&A
Standard Chartered Bank
- Set up the US M&A business for the bank focused on cross-border M&A and capital raising, including hiring and building out a team of five bankers.
- Advised clients on all aspects of their strategic initiatives related to the Americas including valuation, management and board presentations, marketing to investors, as well as negotiation and documentation.
- Joined six other members to start the South Asian M&A and leveraged finance business in an earlier sting with the bank. In the first full year of operations, the group topped the league table for cross-border M&A.
- Created bespoke structured debt solutions and financed multiple event-driven transactions including a $350 million real estate backed transaction and a $95 million mid-market cross-border acquisition.
- 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.
- Worked with top Asian and multi-national names including Tata Steel, Tata Motors, Tata Consultancy Services, the Sterling Group, Amcor, the Mahindra Group and the Birla Group.
- Engaged on several mandates including the $100 million sale of non-ferrous ore mine in Africa, $500 million capital raise for a new mobility company, and the $125 million carve-out and sale of a public specialty financial service company's Asian processing division.
Focus areas: Cross-border M&A, Private Placements, Mergers & Acquisitions (M&A)
2008 - 2009
Executive Director of Investment Banking
Morgan Stanley
- Led the firm's financial institution coverage practice for the Indian market.
- Provided coverage for engineering, auto and auto component clients for the firm.
- Provided clients the perspective from and access to the firm's global advisory and financing platform during the challenging period of the global financial crisis of 2008-2009.
- Created new relationships for the firm in both financial institutions as well as industrial spaces.
Focus areas: Financial Institutions, Debt Capital Markets, Equity Capital, Mergers & Acquisitions (M&A)
2000 - 2003
Investment Banking Associate
ICICI Securities
- Provided support to the firm's M&A advisory business focused on mid-market deals.
- Oversaw and specialized in government privatization buy-side advisory counseling prominent clients in India on deals in the hospitality and metals industries.
- Negotiated certain financial arrangements of the deals (call and put, post-closing adjustments) that became market standard for privatization transactions in the market.
- Rotated and gained experience of equity capital market and bond trading.
Focus areas: Equities, Fixed Income, Privatization, Mergers & Acquisitions (M&A)
Education
1998 - 2000
Master of Business Administration (MBA) Degree in Finance and Marketing
XLRI Xavier School of Management - Jamshedpur, India
1994 - 1998
Bachelor of Engineering Degree in Electrical and Electronic Engineering
Birla Institute of Technology - Ranchi, India
Certifications
MARCH 2013 - PRESENT
FINRA Series 79, 24, 63
FINRA