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

Finance Expert in New York, NY, United States

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.
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Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Accounting Services
  • Automotive Service & Collision Repair
  • Finance
  • Hospitality
  • Real Estate
  • Financial Modeling
  • Capital Markets
  • Consumer Products

Other Expertise

Employment

  • 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)

Education

  • Master of Business Administration (MBA) Degree in Finance and Marketing
    1998 - 2000
    XLRI Xavier School of Management - Jamshedpur, India
  • Bachelor of Engineering Degree in Electrical and Electronic Engineering
    1994 - 1998
    Birla Institute of Technology - Ranchi, India

Certifications

  • FINRA Series 79, 24, 63
    MARCH 2013 - PRESENT
    FINRA

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