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Anup Agarwal
President @ ESQ Data Solutions; Advisor turned Operator; Enterprise Software (Automation, Data Analytics, and AI)
Anup Agarwal is the President and CFO of ESQ Data Solutions, a company specializing in automation and data analytics software for the banking and payments sectors. He has extensive experience in enterprise software, particularly in automation, AI, and data analytics technologies, which he applies primarily to regulated industries such as banking and insurance.
Professional Background
- Current Role: As of August 2023, Anup leads ESQ Data Solutions, guiding its transition from a provider of endpoint device management software to a leader in automation and data analytics solutions for the financial services industry.12
- Previous Experience: Before his current position, he served as a Managing Director at D.A. Davidson Investment Banking from February 2018 to May 2023, where he provided strategic advice on mergers and acquisitions (M&A) and capital raising for technology-focused clients. He has also held senior roles at Marlin & Associates, Lehman Brothers, Bear Stearns, and Standard Chartered Bank.12
Education
Anup holds an MBA from the Darden School of Business at the University of Virginia, along with a Master's in Economics and a Bachelor's in Engineering from the Birla Institute of Technology and Science (BITS), Pilani, India.1
Skills and Specializations
Anup specializes in:
- Corporate strategy
- Mergers & acquisitions
- Equity capital raising
- Financial restructuring
- Cross-border transactions
His expertise spans various sectors within FinTech, including governance, risk management, compliance (GRC), payments, and capital markets.1
Recent Initiatives
Under his leadership, ESQ Data Solutions recently announced a strategic partnership with CashPilot to enhance workflow automation and data-driven intelligence solutions for financial institutions.23 This collaboration aims to provide comprehensive cash management solutions integrated with AI technology.
Anup Agarwal's career reflects a strong commitment to advancing technology in finance, making significant contributions to both strategic advisory roles and operational leadership.
