Harsh Bagla

Harsh Bagla Email and Phone Number

Founder WhiteOak | Edtech | Dental Ventures @ White Oak Partners
Harsh Bagla's Location
New York, New York, United States, United States
Harsh Bagla's Contact Details

Harsh Bagla work email

Harsh Bagla personal email

About Harsh Bagla

With extensive experience in training and investment management across the Investment Banking and Private Equity industries, I have dedicated my career to empowering financial professionals. For over a decade, I have played an integral role in numerous global graduate programs, providing training on Financial Modeling, Equity Valuation, Mergers and Acquisitions, LBOs, and various Financial Products to professionals at all levels.Additionally, I play an integral role in a partnership focused on the Dental Industry, primarily aiming to transform the sector through strategic acquisitions and investments in HealthTech.Throughout my training career, I have equipped professionals from diverse financial services sectors, including Investment Banks, Private Equity Firms, Sovereign Wealth Funds, and Commercial Banks, with the knowledge and skills to excel in their fields.Before embarking on my training career, I was part of the deal team for a Global Private Equity Firm (~$60B), where I engaged in Due Diligence, Valuations, Investment Proposals, and Term Sheets. I also worked with a single-family office (AUM $800m), managing approximately $200m, focusing on investments in equities and convertible bonds.

Harsh Bagla's Current Company Details
White Oak Partners

White Oak Partners

View
Founder WhiteOak | Edtech | Dental Ventures
Harsh Bagla Work Experience Details
  • White Oak Partners
    Founder
    White Oak Partners 2023 - Present
    🌱Financial EducationAfter spending a decade in this industry, I will be collaborating with visionary founders to create an ecosystem in the financial education industry that helps Simplify, Empower, and Endure – Our Vision. 🦷 Dental VentureOur venture has set out to revolutionize the dental industry by improving operational efficiency through strategic bolt-on acquisitions and investments in health technology. We aim to work closely with innovative dental professionals who share our vision for implementing cutting-edge technologies that elevate patient care and foster sustainable growth.Our commitment to pushing the boundaries of health technology extends to investing in ambitious, high-risk ideas. Some recent examples of our investments include Robotics in Dental, AI in Dental Diagnostics, and Gene Therapy for Oral Diseases.
  • Fitch Learning
    Senior Director, Global Head Of Investment Banking
    Fitch Learning 2022 - 2023
    London, Gb
    As the Global Head of Investment Banking Training at Fitch Learning, my primary goal was to help finance professionals develop their skills across a wide range of topics. Our comprehensive curriculum covered areas such as Financial Modeling, Corporate Valuation, Deal Analysis (M&A, LBO), Financial Statement Analysis, Excel, and Project Finance.In my role, I focused on product and faculty management, ensuring that our educational resources remained cutting-edge and relevant. I also served as the senior lead instructor for many of our investment banking trainings in the Americas, collaborating with our dedicated team to deliver outstanding learning experiences.Building strong relationships was at the core of what I did. By nurturing key client accounts and fostering collaboration, I contributed to significant growth in client partnerships, including developing and expanding what became Fitch Learning's largest global account.​
  • Fitch Learning
    Director, Head Of Investment Banking, Americas
    Fitch Learning 2016 - 2022
    London, Gb
  • Fitch Learning
    Head Of Faculty, Mena
    Fitch Learning 2013 - 2016
    London, Gb
  • Iifi
    Financial Trainer
    Iifi 2012 - 2013
    In my role, my primary responsibilities involved designing and delivering tailored courses for finance professionals across all levels, from analysts and associates to senior experts. Additionally, I played a key role in designing and delivering training for the CFA Program across all levels.I had the privilege of catering to prominent sovereign wealth funds and government institutions as part of dedicated UAE national development programs. Among the key clients I collaborated with were Abu Dhabi Investment Authority and Tawazun, contributing to their growth and success through targeted educational initiatives.
  • Dubai Based Single Family Office
    Portfolio Manager
    Dubai Based Single Family Office 2008 - 2012
    As a Portfolio Manager, I worked independently and reported directly to the company's Chairman. I was responsible for investing around $200m from the fund's AUM of $800m in different assets like stocks, convertible debt, and other financial products.My main tasks included finding and analyzing investment opportunities in stock and bond markets and providing well-reasoned recommendations. The sectors I covered encompassed industries such as Telecom, Energy, Automobiles, Banking, Infrastructure, and Real Estate.
  • Boston Analytics
    Associate Project Manager
    Boston Analytics 2005 - 2008
    Boston, Us
    I worked with a Senior Partner at the India Investment Arm of a global buy-side private equity firm. My engagements involved conducting in-depth equity valuation, preparing term sheets, and analyzing distressed credit opportunities.I was responsible for constructing various financial models, including DCF, LBOs, M&A, Cost Restructuring, Plant Relocation, and Project Feasibility, contributing to the firm's strategic decision-making and investment process.

Harsh Bagla Skills

Valuation Financial Modeling Private Equity Portfolio Management Business Strategy Investments Financial Analysis Analytical Skills Equity Research Asset Management Equities

Harsh Bagla Education Details

  • London Business School
    London Business School
    Private Equity
  • Cfa Institute
    Cfa Institute
    Finance
  • Spjimr Sp Jain Institute Of Management & Research
    Spjimr Sp Jain Institute Of Management & Research
    Finance
  • Shri Ram College Of Commerce (Srcc)
    Shri Ram College Of Commerce (Srcc)
    Finance
  • The Institute Of Chartered Accountants Of India
    The Institute Of Chartered Accountants Of India
    Finance

Frequently Asked Questions about Harsh Bagla

What company does Harsh Bagla work for?

Harsh Bagla works for White Oak Partners

What is Harsh Bagla's role at the current company?

Harsh Bagla's current role is Founder WhiteOak | Edtech | Dental Ventures.

What is Harsh Bagla's email address?

Harsh Bagla's email address is ha****@****ing.com

What schools did Harsh Bagla attend?

Harsh Bagla attended London Business School, Cfa Institute, Spjimr Sp Jain Institute Of Management & Research, Shri Ram College Of Commerce (Srcc), The Institute Of Chartered Accountants Of India.

What are some of Harsh Bagla's interests?

Harsh Bagla has interest in Social Services, Children, Economic Empowerment, Politics, Education, Environment, Human Rights, Health.

What skills is Harsh Bagla known for?

Harsh Bagla has skills like Valuation, Financial Modeling, Private Equity, Portfolio Management, Business Strategy, Investments, Financial Analysis, Analytical Skills, Equity Research, Asset Management, Equities.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.