Amit K. Bhatia
*** **** **** ******, ********* *B, New York, NY 10022
*******@*****.*** / (917) 833-********
RELEVANT EXPERIENCE
Raymond James and Associates, Inc. New York, NY
Senior Analyst, Recapitalization & Restructuring Investment Banking Group 2007 - Present
Conducted extensive financial and valuation analyses and developed numerous financial models, including fully integrated
projection models, LBO models, 13-week cash flow models, and discounted cash flow models for distressed and/or bankrupt
middle-market companies across a broad range of industries
Examined SEC and other regulatory filings of companies seeking debt financing and/or other financial advisory services, and
synthesized the available information into profiles analyzing current and historical financials, credit metrics, capital structure
details, key liquidity issues, and the viability of certain potential strategic alternatives (i.e. capital raise, debt restructuring, sale
of assets, etc.)
Reviewed and summarized credit agreements and indentures to understand covenants, events of default, amendment
requirements, and other key provisions in order to evaluate the related impact on potential restructuring initiatives
Reviewed and summarized relevant bankruptcy filings (i.e. Disclosure Statements, DIP agreements, Plan of Reorganizations)
to evaluate and understand the potential recovery to both secured and unsecured creditors
Designed transaction marketing materials outlining company operations, financial condition, future outlook and key
investment considerations
Participated in management update and investor diligence calls to discuss marketing materials and financial projections
Created internal screen for potential opportunities based on credit ratings and bond prices using Bloomberg
Organized group marketing initiatives including a 50-person event at the 2008 Belmont Stakes
Selected Transaction Experience
Master Planned Community Developer – Restructuring Advisory Services
Coordinated with management and senior bankers to develop assumptions regarding future absorption to conduct a high-level
valuation of the company’s remaining real estate assets and create the company’s cash flow model
Hard Rock Park – Asset Sale
Worked closely with senior bankers, legal advisors, crisis managers, and various other constituents to facilitate the sale of the
company through §363 of the U.S. Bankruptcy Code
Interacted with management and crisis managers to challenge and modify forecast and cash management assumptions to create
financial projections and the company’s cash flow model
Participated in the marketing and auction process to obtain and evaluate qualified bids and maximize recovery to the estate
Commercial Airline Logistics Company – Valuation Advisory Services
Conducted valuation analysis of a commercial airline logistics company using the discounted cash flow and the comparable
company and transaction methods for the purpose of establishing a subscription price for the company’s common stock
Participated and supported senior bankers in presenting the valuation to the internal Fairness Opinion Committee
OTHER EXPERIENCE
Arel Asset Management, Intern (Aug. - Dec. 2006): Conducted in-depth research and financial statement analysis on potential
activist investment opportunities and created detailed reports for manager review
Dr. Escayg Laboratory, Assistant (Summer 2005): Assisted in gene extractions and gene separation experiments
EDUCATION
Emory University Atlanta, GA
Bachelor of Arts, Economics (Finance Concentration) 2002 - 2006
Cumulative GPA: 3.4 / 4.0; Major GPA: 3.7 / 4.0
Omicron Delta Epsilon - the International Economics Honor Society, Member
Clubs: Beta Theta Pi Fraternity, Philanthropy Co-Chair; Emory University Pre-Health Association (EUPHA), Treasurer;
Indian Cultural Exchange, Member; Campfire USA, Volunteer; Breakthrough Atlanta, Volunteer Teacher
ADDITIONAL INFORMATION
SAT: Math - 760; Verbal - 700
Skills: Proficient in Bloomberg, Capital IQ, PACER, and Microsoft Office; Basic knowledge of C++ and Java
Languages: Conversational in written and spoken Hindi
Interests: Soccer, golf, and international travel