Amit Agarwal is a Partner within the Mergers and Acquisitions practice at the firm. With a tenure spanning over one and a half decades, he has gained extensive expertise in advising on intricate transactions involving M&A, financial modelling, corporate structuring, divestitures, promoter shareholder realignment, business transfers and acquisitions. His specialization lies in the realm of tax restructuring, financial modelling, financial restructuring, divestments, spin-offs, and cash repatriation planning, while concurrently optimizing promoter wealth. He also has had the experience assisting clients in advance pricing agreements, Value chain transformation and Supply Chain management including TESCM.
In the transaction advisory domain he has advised clients on various areas including providing guidance to clients on establishing trust structures, managing assets overseas, and implementing succession planning. He possesses a strong expertise in transaction and tax structuring, enabling him to optimize tax outcomes for clients. His advisory prowess spans a wide array of matters including entry strategy acquisitions, business consolidations, re-alignment and exit structures. Furthermore, he specializes in assisting high net worth individuals (HNIs) in achieving tax efficiency, ensuring their financial affairs are managed in a manner that minimizes tax liabilities. Overall, his diverse skill set and comprehensive understanding of these areas make him a valuable resource for clients seeking guidance in complex transactions involving M&A and fundraising
He is also a certified valuer and has advised on multitude complex valuations of equity shares, intellectual property and business. Furthermore, Amit possesses an exceptional acumen in navigating a multitude of transfer pricing issues, deftly handling documentation and three-tier documentation processes.
Amit possesses extensive expertise in advising clients on transfer pricing structuring, transfer pricing valuations (including intangible valuations and has executed various projects involving IP structuring, TESCM (Transactional Net Margin Method), intra-group cost allocations, and the implementation of global transfer pricing policies. He has undertaken various profit attribution analysis, Fin 48 analysis, and developed cost allocation and apportionment models. He possesses a wide range of expertise in resolving Transfer Pricing disputes across multiple appellate forums, including the Income Tax Appellate Tribunal, Dispute Resolution Panel, and Commissioner of Income Tax (Appeals). Furthermore, he has successfully aided multinational corporations in settling conflicts through both the Mutual Agreement Procedure (MAP) and Advance Pricing Agreement (APA) Proceedings.
Amit’s versatile professional background includes senior positions held at renowned firms such as BMR Advisors (now KPMG), Deloitte, and Price Waterhouse Coopers. Throughout his career, he has served a broad spectrum of multinational and domestic clients across diverse industries.
Amit’s prowess extends to the world of academia and thought leadership. He has co-authored a book on transfer pricing, published by the esteemed Lexis Nexis, and has authored a book on Mergers & Acquisition, published by Bloomsbury. He has contributed numerous articles delving into the complexities surrounding mergers and acquisitions, valuations and transfer pricing. As a distinguished speaker, Amit actively shares his insights at prestigious tax forums and conferences such as PHDCCI, ASSOCHAM, and IFA. Additionally, his views and articles on M&A, tax structuring, regulatory and transfer pricing matters has been regularly seen in renowned financial dailies like Economic Times and Financial Express, as well as esteemed tax journals including Bloomberg BNA, International Tax Review, and Taxmann.