Puneet Kakar

Puneet Kakar

Partner | Deloitte Consulting | FSI Strategy & Transactions Leader

Role
Partner Financial Services Strategy & Transactions Practice Leader at Deloitte
Location
New York, NY, US
LinkedIn followers
500 followers

About Puneet Kakar

Puneet is a partner in Monitor Deloitte\'s strategy practice in Financial Services and leads Deloitte\'s Insurance strategy practice. He is also the lead consulting service partner for some of our large global clients. He has over 22 years of experience as a strategy consultant and investment banker.He is the strategic advisor to several C-Suite executives in US and globally on the range of strategic issues to drive value and impact. He has led and executed many large scale strategic transformations for Insurance carriers, including life & annuity, personal lines, commercial & specialty and reinsurance, to achieve business goals and drive shareholder value.He has also been providing strategic advice to several boards in Insurance and Financial Services and have also been advising several leadership teams on InsurTechs and FinTechs to help them grow and drive value.Over his 22 years of career, he has consulted various US based and global companies in Insurance, banking, wealth management and retail financial services.

Experience

  1. Partner Financial Services Strategy & Transactions Practice Leader

    Deloitte

    Jun 2025 — Present

Education

  • Columbia Business School

    MBA, Finance & Strategy

    2006 — 2008

  • St. Stephen's College, Delhi

    Bachelor of Science, Mathematics

  • National Institute of Technology Jamshedpur

    BS, Engineering, Mechanical Engineering

Skills

  • Business Strategy
  • Due Diligence
  • Mergers & Acquisitions
  • Strategy Development
  • Risk Management
  • Market Entry
  • M&a Due Diligence
  • Organizational Design
  • Financial Modeling
  • Mergers
  • Competitive Analysis
  • Capital Markets
  • Valuation
  • Corporate Development
  • Private Equity
  • Strategic Planning
  • Acquisition Integration
  • Corporate Venturing
  • Corporate Finance
  • Investment Banking
  • Strategy
  • Venture Capital
  • Derivatives
  • Management Consulting

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