Nadia Patel
Investment Banking Associate | M&A, Valuation & Strategic Finance
Professional Summary
Investment banking associate with 5 years of experience advising technology and business-services clients on acquisitions, divestitures, capital raises, and strategic alternatives. Combines rigorous financial modeling with concise executive communication and dependable deal execution.
Financial & Analytical Skills
Professional Experience
- Built operating models, valuation analyses, and board materials for 9 technology transactions with aggregate announced value of $3.2B.
- Managed diligence workstreams across legal, commercial, and finance teams for a $780M sell-side process that signed ahead of schedule.
- Coached 4 analysts on model review and presentation standards, reducing recurring review comments by 30%.
- Prepared comparable-company, precedent-transaction, and DCF analyses for software and payments clients.
- Created market maps covering 120+ potential acquisition targets and summarized findings for senior client teams.
Transactions & Selected Work
A recurring market and valuation review for a payments-focused coverage team.
- Synthesized product, volume, and valuation data across 85 public and private companies into a senior-review briefing.
Education & Credentials
- Elected captain of the student investment fund; presented quarterly recommendations to an alumni review committee.
Certifications
Languages
English (Native) | Gujarati (Fluent)