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

Verified Expert  in Finance

Bio

Amit launched his consulting practice after a 15-year-long career in strategic and transformational M&A-driven value creation, which included acquisitions, carve-outs, and divestitures. Having completed 50+ engagements in this space, he brings a client-centered perspective from his corporate role in strategy, M&A, and transformation. Amit was also part of the M&A Value Creation practice at PwC. He is a Canadian citizen and holds a US work permit.

Career Highlights

Principal
Strategy&

Education Highlights

Case Studies

Work Experience

Founder and Principal

2020 - PRESENT
Convergency
  • Founded a boutique strategy consulting practice focused on M&A-driven value creation—carve-outs and integrations.
  • Led the carve-out for a US manufacturing company. Developed a carve-out strategy and collaborated with key leaders to plan and execute it. Delivered a seamless transition while protecting the client's commercial and financial interests.
  • Oversaw the carve-out of a division of a global manufacturing conglomerate. Defined the carve-out perimeter, developed and executed the transition plan (including TSAs), and resolved conflicts among stakeholders. Resulted in a seamless Day 1.
  • Led the carve-out for a US-based industrial company. Planned and executed a portfolio of initiatives, ensuring alignment with business objectives. Implemented PMO and change management methodologies, mitigated risks, and ensured timely completion.
  • Spearheaded the post-merger integration of three manufacturing companies. Established a clear vision and worked closely with functional leaders to craft a detailed plan. Supported the plan's execution, resulting in a 25% cost reduction.
Focus areas: Design Strategy, Finance Transformation, Leadership, Analysis, Creative Problem Solving, M&A, Post-merger Integrations, Sales, Marketing Design, Distribution, Supply Chain, Analytics Development, 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 Analyst, Software Development, HR Tools, Human Resources, Microsoft PowerPoint, Company Strategy, Management Consultants, Business Consultant, Excel 365, E-commerce marketing, Startup Development, eCommerce Management, Productivity Improvement, Operations, Apparel & Accessories, Consumer Insights, Competition Research, Consumer Packaged Goods (CPG), Market Research Analyst, Beauty Products, Health, Business Modeling, Business Modeling, Go-to-market Plans, Pricing Analysis, Program Management, Virtual Coaching, Financial Transformation

Principal

2016 - 2020
Strategy&
  • Advised global corporate and private equity clients in planning and executing M&A-driven value creation, including merger integration, post-acquisition transformation, and both buy and sell side carve-outs and divestitures.
  • Led the acquisition-driven transformation of a manufacturing company. Handled org redesign to align with the company's new vision, worked with functional leaders to professionalize key processes, and positioned the company for sustainable growth.
  • Oversaw the carve-out of a BU of a global industrial company. Liaised between the client and buyer, developed deal perimeters, functional separation plans, and TSAs, and managed risks. Delivered a smooth Day 1 to customers and employees.
Focus areas: Post-merger Integrations, Finance Transformation, Design Strategy, Leadership, Analysis, Creative Problem Solving, M&A, Sales, Marketing Design, Distribution, Supply Chain, Analytics Development, 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 Analyst, Software Development, HR Tools, Human Resources, Microsoft PowerPoint, Company Strategy, Business Consultant, Excel 365, E-commerce marketing, Startup Development, International Expansion, eCommerce Management, Operations, Productivity Improvement, Operations, Apparel & Accessories, Consumer Insights, Consumer Packaged Goods (CPG), Market Research Analyst, Beauty Products, Health, Business Modeling, Business Modeling, Go-to-market Plans, Pricing Analysis

Vice President, 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 Design, Distribution, Supply Chain, Leadership, Design Strategy, Analysis, Creative Problem Solving, M&A, Post-merger Integrations, Finance Transformation, Analytics Development, Market Insights, Planning, Sales & Operations Planning (S&OP), Manufacturing, Partnerships, Competitor Analysis & Profiling, Price Positioning, Market Research Analyst, Microsoft PowerPoint, Company Strategy, Business Consultant, Excel 365, E-commerce marketing, Startup Development, International Expansion, eCommerce Management, Productivity Improvement, Operations, Consumer Insights, Competition Research, Consumer Packaged Goods (CPG), Market Research Analyst, Health, Business Modeling, Business Modeling, Go-to-market Plans, Pricing Analysis

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 Development, Market Insights, Planning, Finance Transformation, Sales & Operations Planning (S&OP), Manufacturing, Partnerships, Leadership, Design Strategy, Analysis, Creative Problem Solving, M&A, Post-merger Integrations, Sales, Marketing Design, Distribution, Supply Chain, Total Addressable Market (TAM), Market Sizing, Competitor Analysis & Profiling, Price Positioning, United States, Market Research Analyst, HR Tools, Human Resources, Microsoft PowerPoint, Company Strategy, Management Consultants, Business Consultant, Excel 365, E-commerce marketing, Startup Development, International Expansion, eCommerce Management, Operations, Productivity Improvement, Operations, Consumer Insights, Competition Research, Consumer Packaged Goods (CPG), Market Research Analyst, Health, Business Modeling, Business Modeling, Go-to-market Plans, Pricing Analysis

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: Design Strategy, M&A Strategy, Project Support, Costs, Performance, Total Addressable Market (TAM), Market Sizing, Competitor Analysis & Profiling, Price Positioning, Market Research Analyst, Software Development, Human Resources, Microsoft PowerPoint, Company Strategy, Management Consultants, Business Consultant, Excel 365, E-commerce marketing, Startup Development, International Expansion, eCommerce Management, Operations, Productivity Improvement, Operations, Apparel & Accessories, Consumer Insights, Competition Research, Consumer Packaged Goods (CPG), Market Research Analyst, Beauty Products, Health, Business Modeling, Business Modeling, Go-to-market Plans, Pricing Analysis

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 Analyst, Microsoft PowerPoint, Company Strategy, Management Consultants, Business Consultant, Excel 365, Startup Development, 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

Finance

M&A, Total Addressable Market (TAM), Market Research Analyst, M&A (Buy-side), Valuations, Fund of Funds, Private Equity, Budgeting Consulting, Capital Budgeting, Zero-based Budgeting, FP&A, Cost Reduction & Optimization (Cost-down)

Output Software

Excel Development, Microsoft PowerPoint

Industry Expertise

Health, Software Development, Apparel & Accessories

Geographic Expertise

United States

Other

Leadership, Design Strategy, Analysis, Creative Problem Solving, Sales, Marketing Design, Distribution, Supply Chain, Analytics Development, Market Insights, Planning, Sales & Operations Planning (S&OP), Partnerships, International Expansion, Market Sizing, Competitor Analysis & Profiling, Price Positioning, Competitor Analysis, Company Strategy, Management Consultants, Business Consultant, Excel 365, E-commerce marketing, Startup Development, eCommerce Management, Operations, Productivity Improvement, Operations, Consumer Insights, Competition Research, Consumer Packaged Goods (CPG), Market Research Analyst, Beauty Products, Business Modeling, Business Modeling, Go-to-market Plans, Manufacturing, HR Tools, Human Resources, Pricing Analysis, Post-merger Integrations, Finance Transformation, M&A Strategy, Integration, Operating Models, Target Operating Models, Communication Coaching, Project Support, Performance Improvement, Costs, Performance, Fundraising Strategy, Hedge Funds, Private Placements, Finance, Business Planning, SaaS, Program Management, Virtual Coaching, Financial Transformation, Carve-out Planning, Divestitures

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