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Samrat Karnik

  • Managing Director
203-813-3880 x202
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Biography

Samrat Karnik, Managing Director, has 17 years of middle-market corporate finance advisory experience across the full spectrum of advisory assignments. He works with industrial technology companies, with a particular focus on those in the instrumentation & sensors, industrial software & informatics, automation & control, energy efficiency and water & environmental technology sectors.

Prior to joining Capstone Headwaters, Samrat was a senior banker in the M&A and Industrial Groups of both Duff & Phelps and Houlihan Lokey where he was responsible for covering and providing investment banking advisory services to companies in the Industrial and Environmental Technologies sectors. Prior to Houlihan Lokey, he was an Associate at The Nassau Group, and began his investment banking career at Berenson Minella, a boutique M&A and restructuring advisory firm. 

Samrat is also a Co-founder and Head of Strategy for Dreambox Emergence, which is a social enterprise focused on bringing the benefits of and access to 3D printing / additive manufacturing technologies to remote, underdeveloped communities globally. 

Education

New York University, Leonard N. Stern School of Business - BS - Finance, Economics

Registrations & Affiliations

FINRA - Series 7 & 63 Registered General Securities Representative

FINRA - Series 79 Registered Investment Banking Representative

Industry Coverage

The latest issue of our Industrial Technology Value-Added Distributors Sector Overview, highlighting trends in M&A, financing, IPOs and capital markets for private and public companies in...Read more

The latest issue of our Opportunities in Water Technology Report, highlighting trends in M&A, financing, IPOs and capital markets for private and public companies in Water Technology, is now...Read more