Amit Thakur, Finance Expert in New York, NY, United States
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Amit Thakur

Verified Expert  in Finance

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.

Mergers & Acquisitions (M&A)ValuationFinancial ModelingFinancial Planning & Analysis (FP&A)Capital MarketsPrivate EquityReal EstateProject FinanceInvestment AnalysisCross-border M&A

Career Highlights

Managing Partner
Amax Capital
Head of US M&A
Standard Chartered Bank
Executive Director of Investment Banking
Morgan Stanley

Education Highlights

Master of Business Administration (MBA) Degree
XLRI Xavier School of Management
Bachelor of Engineering Degree
Birla Institute of Technology

Certification Highlights

FINRA Series 79, 24, 63
FINRA

Case Studies

Industry Expertise

Accounting ServicesAutomotive Service & Collision RepairFinanceHospitalityReal EstateFinancial ModelingCapital MarketsConsumer Products

Other Expertise

Financial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Private EquityPrivate PlacementsStructured FinanceStructuring of FundsValuation

Work Experience

Managing Partner

2018 - PRESENT
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)

Head of US M&A

2009 - 2018
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)

Executive Director of Investment Banking

2008 - 2009
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)

Investment Banking Associate

2000 - 2003
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)
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

MARCH 2013 - PRESENT

FINRA Series 79, 24, 63

FINRA