Kashish Bhatia Vice President

Miami, FL

Kashish Bhatia

Education & Certification

  • Registered Investment Banking Representative (Series 79 and 63)

About Kashish

Kashish is a vice president at Ambrose Advisors, where he plays a key role in the firm’s investment banking division. He is responsible for leading capital raising efforts, structuring debt financings, and executing complex corporate finance transactions. Kashish has extensive experience across a broad range of industries, including business services, consumer products, construction, energy, industrials, manufacturing, distribution, government contracting, retail, restaurants, and technology. His deep financial expertise and strategic insight make him a trusted advisor to clients.

Prior to joining Ambrose, Kashish was a summer analyst at Houlihan Lokey in their Los Angeles office. While at Houlihan Lokey, Kashish worked on a number of transaction opinions, including: fairness opinions, solvency opinions, valuation opinions, and ERISA & ESOPs. He also provided support on mergers and acquisitions and other financial advisory services.

Kashish graduated Cum Laude from the University of California at Los Angeles with a B.A. in Economics. He is a Registered Investment Banking Representative (Series 79 and 63) through FINRA.

The Ambrose Team