Himanshu Chaudhry
ESOP Advisor implementing ROTH and 1042 strategies
- Role
- Managing Director at PKF O'Connor Davies
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Himanshu Chaudhry
Corporate finance advisor with broad experience in strategies to create business value and assist owners in realizing on that value.• Specialty in ESOPs with the ROTH feature, Valuation and Capital Structure applications.• 20 years of experience in Valuation, Investment Banking, Equity Research, and Debt Research.• Experience in valuation of business enterprises, equity interests, reporting units, and intangible assets.• Experience in identifying and analyzing industry trends, developing, customizing, and executing new ideas in the areas of financial structuring to achieve organizational objectives.• Experience in understanding client’s requirements and incorporating them with interaction and proactive efforts.• Providing clients with insights deduced out of analysis, thus enabling them in making strategic decisions.• Ability to manage multiple projects concurrently while producing consistent quality results on time.• Well versed with the prevalent economic/financial reforms in financial market with excellent communication, relationship management and analytical skills.Specialties: ESOP advisory helping implement ROTH strategy.Investment Banking (M&A and Capital Raising), Financial Modeling, Equity Research, and Debt Research.Sector exposure in Financial Institutions Sector (Insurance, Banking, Asset Management, and Specialty Finance).Business enterprise valuation for companies across various sectors.
Experience
Managing Director
May 2025 — Present · Atlanta, GA, US
PKF O\'Connor Davies provides ESOP advisory (only ESOP advisor helping implement ESOPs with the ROTH feature), investment banking, and valuation services to support growth and ownership transition strategies of middle-market companies. We are experienced in structuring all types of highly customized ownership transition strategies. For more information call (40••••••85 or email me at h••••••••@pkfod.com.
Education
ICFAI Gurgaon
MBA, Finance
2003 — 2005
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