Sign In
Get Started →
Summarize Anup Agarwal’s background before I meet with them
Profile Image for Anup Agarwal

Anup Agarwal

Advisor to software & services companies - Investment Banker at Marlin & Associates
SummaryAI Assisted Badge

Anup Agarwal is a seasoned Senior Managing Director with expertise in enterprise software and services companies, specializing in automation, AI, data & analytics technologies, and FinTech sub-sectors such as banking, insurance, financial services, capital markets, payments, and GRC. His vast experience spans advising both public and private companies, private equity firms, sell-side, and buy-side mergers and acquisitions, corporate & business strategy, equity capital raising, initial public offerings, divestitures, financial restructuring, private placements, leveraged buyouts, and cross-border transactions. Anup's accomplished career has seen him complete numerous M&A and capital raise transactions aggregating billions in transaction value for both U.S. and non-U.S. companies. He was also a critical member involved in building a new technology-enabled financial services venture early in his career. Anup holds an MBA in Finance/Strategy from the University of Virginia - Darden Graduate School of Business Administration, a JD(BS/MS) in Engineering/Economics from the Birla Institute of Technology and Science, and studied High School at the Delhi Public School.

This public profile is provided courtesy of Clay. All information found here is in the public domain.