Amit Bedi
Summary
Valuation leader with extensive experience at Kroll, specializing in ASC 805 compliance and IRC 409A valuations. Demonstrated success in improving client satisfaction through innovative valuation strategies and effective operational leadership. Skilled in fostering strong client relationships and mentoring teams to excel in valuation analysis and project delivery.
Overview
19
19
years of professional experience
Work History
Director – Portfolio Valuation & Advisory
Kroll
11.2021 - Current
- Lead business valuations for financial reporting (ASC 805/350/360/718/820), tax compliance (IRC 409A), M&A, equity allocation, and intangible assets across Channel 1 and 2 projects; direct North East US operations, managing a 30-member team and optimizing resource allocation, project delivery, and staff development to improve client satisfaction.
- Lead valuation engagements for private equity sponsors, venture capital funds, hedge funds, business development companies, and corporate clients across the United States.
- Manage multiple concurrent engagements involving complex capital structures, preferred equity, SAFE notes, convertible debt, warrants, and stock options.
- Built and maintained long-term relationships with institutional clients by delivering technically robust and audit-defensible valuation analyses.
- Led multidisciplinary valuation teams by allocating resources, providing technical guidance, conducting quality reviews, and coaching performance.
- Developed valuation methodologies and internal best practices while implementing technical training programs to enhance consistency and efficiency across engagements.
- Partner with senior leadership on engagement planning, staffing, project economics, and practice development initiatives.
- Mentor valuation professionals while reviewing reports to ensure the highest technical and professional standards.
- Formerly Duff & Phelps
Senior Manager – Valuations
Bank of America
01.2018 - 11.2021
- Led independent valuations of distressed debt and equity securities across global markets, enhancing accuracy for Independent Price Verification (IPV).
- Developed sophisticated valuation models that validated trader pricing assumptions for structured credit and distressed asset classes, reinforcing pricing integrity.
- Presented valuation conclusions and pricing recommendations to trading desks and senior management, facilitating informed decision-making for valuation governance committees.
- Designed systematic valuation methodologies that improved pricing consistency, transparency, and regulatory compliance.
- Collaborated with front-office, finance, and risk teams on valuation governance and fair value measurement.
Assistant Vice President – Valuations
Barclays
06.2012 - 01.2018
- Conducted quarterly valuations of private debt and equity investments to ensure accurate reporting across diversified portfolios.
- Delivered valuation reports supporting financial reporting and investment decision-making.
- Enhanced valuation governance through independent price verification and comprehensive financial analysis.
- Evaluated complex securities using market, income, and option-based valuation techniques.
- Produced valuation reports that informed financial reporting and guided investment decision-making.
Portfolio Manager – Valuation Advisory
Genpact (GE)
06.2011 - 06.2012
- Performed enterprise and equity valuations for early-stage and growth companies across multiple industries.
- Conducted management interviews, performed industry research, and developed financial models to support comprehensive valuation analysis.
- Valued various equity instruments, including common and preferred stock, options, and warrants, utilizing OPM, PWERM, and Black-Scholes techniques for precise valuation.
- Delivered valuation reports that facilitated financial reporting, ensured tax compliance, and informed strategic transactions.
- Specialized in: IRC 409A Valuations; ASC 820 Fair Value; ASC 805 Purchase Price Allocation; Warrants (ASC 815/ FAS 133); Enterprise Valuations.
Group Leader – Valuation Advisory
Outsource Partners International
06.2007 - 06.2011
- Led IRC 409A valuations for VC-backed startups, employing DCF, Guideline Public Company, OPM, and PWERM methodologies to value common/preferred stock and options; performed third-party audit reviews and prepared comprehensive valuation reports incorporating amplified industry and economic analysis.
- Reviewed analyst work and trained junior professionals on valuation methodologies and financial modeling, fostering a strong foundation for accurate and efficient analysis.
- Mentored junior staff in advanced valuation methodologies and client presentation skills, enhancing team capabilities and ensuring effective knowledge transfer.
Education
Master's - Quantitative Finance & Risk Management
Indian Institute of Technology (IIT) Kanpur
01-2024
Applied Finance -
Indian Institute of Management (IIM) Calcutta
01-2021
Master's - Finance
ICFAI Business School (ICFAI University)
01-2007
Skills
- ASC 805 compliance
- ASC 350 compliance
- ASC 360 compliance
- ASC 718 compliance
- ASC 820 compliance
- IRC 409A valuation
- Valuation modeling
- Valuation analysis
- Asset valuation
- Asset impairment analysis
- Valuation strategy development
- Tax valuations
- Valuation for estate planning
- Valuation for gift planning
- M&A strategies
- Equity allocation
- Options valuation
- Client relationship management
- Business development
- Operational leadership
- Staff development
- Domestic project management
- Valuation for gift planning
Selected Valuation Experience
- Portfolio valuations for private equity, venture capital, hedge funds, and business development companies.
- IRC 409A valuations for venture-backed companies from Seed through Pre-IPO stages.
- Valuation of preferred stock, SAFE notes, convertible debt, warrants, stock options, and other complex securities.
- Purchase Price Allocations (ASC 805).
- Goodwill and long-lived asset impairment testing (ASC 350 & ASC 360).
- Fair value measurement under ASC 820.
- Distressed debt and equity valuation.
- Financial instrument valuation.
- Business enterprise valuation.
- Intangible asset valuation.
- Audit support and valuation review.
Professional Highlights
- 18+ years of valuation advisory experience across global financial institutions and leading valuation firms.
- Extensive experience serving U.S.-based private equity funds, venture capital firms, hedge funds, and corporate clients.
- Deep technical expertise in portfolio valuation, financial reporting valuations, complex securities, and tax valuations.
- Proven leader with extensive experience managing teams, reviewing complex engagements, mentoring professionals, and delivering high-quality client service.
- Strong communicator experienced in presenting valuation conclusions to senior management, investment professionals, auditors, and clients.
Timeline
Director – Portfolio Valuation & Advisory
Kroll
11.2021 - Current
Senior Manager – Valuations
Bank of America
01.2018 - 11.2021
Assistant Vice President – Valuations
Barclays
06.2012 - 01.2018
Portfolio Manager – Valuation Advisory
Genpact (GE)
06.2011 - 06.2012
Group Leader – Valuation Advisory
Outsource Partners International
06.2007 - 06.2011
Master's - Quantitative Finance & Risk Management
Indian Institute of Technology (IIT) Kanpur
Applied Finance -
Indian Institute of Management (IIM) Calcutta
Master's - Finance
ICFAI Business School (ICFAI University)