Amit Bhagat, Finance Expert in Toronto, ON, Canada
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Amit Bhagat

Verified Expert  in Finance

Finance Expert

Location
Toronto, ON, Canada
Toptal Member Since
November 15, 2022

Amit is an experienced professional who launched his consulting practice after a 15-year-long career in strategy and transformational value creation driven by mergers and acquisitions (M&A). He brings an external and internal perspective, having led shifts in a corporate role as a strategy, M&A, and transformation director. Amit enjoys freelancing as it allows him to roll up his sleeves and work directly on client issues.

Career Highlights

Principal
Strategy&

Education Highlights

Case Studies

Work Experience

Founder

2020 - PRESENT
Convergency
  • Founded a boutique strategy consulting practice focused on strategic transformation and execution.
  • Led the international growth strategy development for a US company servicing the wind energy segment, including strategic and financial analysis, the legal entity set up, and customer and supplier negotiation.
  • Oversaw the post-merger strategy development for a four-way global software as a service (SaaS) and cybersecurity company. Supported clients from pre-close to post-100-day value creation planning.
Focus areas: Strategy, Finance Transformation, Leadership, Analysis, Creative Problem Solving, Mergers & Acquisitions (M&A), Post-merger Integration, Sales, Marketing, Distribution, Supply Chain, Analytics, Market Insights, Planning, Sales & Operations Planning (S&OP), Manufacturing, Partnerships, Total Addressable Market (TAM), Market Sizing, Competitor Analysis & Profiling, Price Positioning, United States, Market Research, Software, HR Tools, Human Resources (HR), Microsoft PowerPoint, Company Strategy, Management Consulting, Business Consulting, Excel 365, eCommerce, Startups, eCommerce Management, Productivity Improvement, Operations Improvement, Apparel & Accessories, Consumer Insights, Competition Research, Consumer Packaged Goods (CPG), Market Research Analyst, Beauty Products, Health, Business Models, Business Modeling, Go-to-market Plans, Pricing Models

Principal

2016 - 2020
Strategy&
  • Advised global corporate and private equity clients in leveraging analytical insights to develop and execute a growth agenda and unlock profitable organic or M&A-driven growth.
  • Led the strategic transformation for several biotech companies, delivering tangible value through operating model optimization, sales excellence, sales and operations planning (S&OP), and sales compensation strategy.
  • Directed the post-acquisition transformation for a European consumer healthcare company, helping the organization move from an ad-hoc culture to a process and systems-driven approach across all functions.
Focus areas: Post-merger Integration, Finance Transformation, Strategy, Leadership, Analysis, Creative Problem Solving, Mergers & Acquisitions (M&A), Sales, Marketing, Distribution, Supply Chain, Analytics, Market Insights, Planning, Sales & Operations Planning (S&OP), Manufacturing, Partnerships, Total Addressable Market (TAM), Market Sizing, Competitor Analysis & Profiling, Price Positioning, United States, Market Research, Software, HR Tools, Human Resources (HR), Microsoft PowerPoint, Company Strategy, Business Consulting, Excel 365, eCommerce, Startups, International Expansion, eCommerce Management, Operations, Productivity Improvement, Operations Improvement, Apparel & Accessories, Consumer Insights, Consumer Packaged Goods (CPG), Market Research Analyst, Beauty Products, Health, Business Models, Business Modeling, Go-to-market Plans, Pricing Models

Vice President of International Brands

2014 - 2016
Molson Coors Beverage Company
  • Established a partnership-based standalone international beverage business unit, managing the import, marketing, and sales of a portfolio of iconic global brands, including Miller, Heineken, Dos Equis, and Strongbow.
  • Managed profit and loss (P&L) responsibility for a business worth around $200 million, with teams across supply chain and distribution, planning, finance, marketing, and sales.
  • Deployed a marketing budget of over $20 million with full-circle deployment, including media production, and launched two new brands from product development to launch.
Focus areas: Sales, Marketing, Distribution, Supply Chain, Leadership, Strategy, Analysis, Creative Problem Solving, Mergers & Acquisitions (M&A), Post-merger Integration, Finance Transformation, Analytics, Market Insights, Planning, Sales & Operations Planning (S&OP), Manufacturing, Partnerships, Competitor Analysis & Profiling, Price Positioning, Market Research, Microsoft PowerPoint, Company Strategy, Business Consulting, Excel 365, eCommerce, Startups, International Expansion, eCommerce Management, Productivity Improvement, Operations Improvement, Consumer Insights, Competition Research, Consumer Packaged Goods (CPG), Market Research Analyst, Health, Business Models, Business Modeling, Go-to-market Plans, Pricing Models

Vice President and Head of Strategy, M&A, and Transformation

2008 - 2016
Molson Coors Beverage Company
  • Reported directly to the CEO, managing and leading teams in charge of corporate and commercial strategy, M&A with post-merger integration, business transformation, integrated business planning, insights, and analytics.
  • Managed tactical execution of the strategy through appropriate financial metrics, milestones, controls, and management reporting of key financials, translating the strategy from an annual plan to a month-by-month commercial priority setting.
  • Developed and implemented an innovative strategic planning process, moving the organization from a finance-led to a capabilities-led process. Led critical strategic projects across all functions.
Focus areas: Analytics, Market Insights, Planning, Finance Transformation, Sales & Operations Planning (S&OP), Manufacturing, Partnerships, Leadership, Strategy, Analysis, Creative Problem Solving, Mergers & Acquisitions (M&A), Post-merger Integration, Sales, Marketing, Distribution, Supply Chain, Total Addressable Market (TAM), Market Sizing, Competitor Analysis & Profiling, Price Positioning, United States, Market Research, HR Tools, Human Resources (HR), Microsoft PowerPoint, Company Strategy, Management Consulting, Business Consulting, Excel 365, eCommerce, Startups, International Expansion, eCommerce Management, Operations, Productivity Improvement, Operations Improvement, Consumer Insights, Competition Research, Consumer Packaged Goods (CPG), Market Research Analyst, Health, Business Models, Business Modeling, Go-to-market Plans, Pricing Models

Engagement Manager

2004 - 2008
Roland Berger
  • Led and contributed to global strategy, due diligence, and post-acquisition transformation engagements.
  • Redesigned the operating model for a major apparel private label and retailer to improve responsiveness to changes in seasonal apparel lines.
  • Developed the growth strategy for a major European financial services company with global operations.
Focus areas: Strategy, M&A Strategy, Project Support, Costs, Performance, Total Addressable Market (TAM), Market Sizing, Competitor Analysis & Profiling, Price Positioning, Market Research, Software, Human Resources (HR), Microsoft PowerPoint, Company Strategy, Management Consulting, Business Consulting, Excel 365, eCommerce, Startups, International Expansion, eCommerce Management, Operations, Productivity Improvement, Operations Improvement, Apparel & Accessories, Consumer Insights, Competition Research, Consumer Packaged Goods (CPG), Market Research Analyst, Beauty Products, Health, Business Models, Business Modeling, Go-to-market Plans, Pricing Models

Associate

2003 - 2004
Campbell Lutyens
  • Provided private equity advisory focused on primary fundraising and secondary transactions.
  • Completed financial analysis of fundraising and investment trends of European private equity funds.
  • Prepared pitch decks for client fundraising presentations.
Focus areas: Fund of Funds, Fundraising Strategy, Analysis, Hedge Funds, Private Equity, Private Placements, Total Addressable Market (TAM), Market Sizing, Competitor Analysis & Profiling, Market Research, Microsoft PowerPoint, Company Strategy, Management Consulting, Business Consulting, Excel 365, Startups, International Expansion, Productivity Improvement, Competition Research, Consumer Packaged Goods (CPG), Business Modeling
2002 - 2004

Master of Business Administration (MBA) in Strategy and Finance

London Business School - London, UK

1994 - 1998

Bachelor's Degree in Mechanical Engineering

McMaster University - Toronto, Ontario, Canada