Mr. Patel is a seasoned finance professional with an expertise in mergers and acquisitions (M&A), strategy, financial and operational modeling, business valuation, and business intelligence. He has worked across investment management, corporate finance (both buy-side and sell-side), valuation advisory, and consulting. Through his professional work experience, Mr. Patel has developed a coveted skillset with an understanding across a variety of sectors and industries.
In his most recent role as Manager of the Modeling Advisory Practice at Deloitte in the Houston office, Mr. Patel led a dedicated team of highly skilled financial modeling professionals to assist Fortune 500 clients with their most critical business decisions. In this role, he supported clients in M&A decision making, operational planning, and strategy initiatives, while often working on-site in a secondment capacity to the client. Mr. Patel has successfully worked on numerous billion-dollar transactions for some of the most recognized and reputable companies in the world across healthcare, financial services, energy and resources and consumer products.
Prior to Deloitte, Mr. Patel worked at Stout Risius Ross (n/k/a Stout) where he performed business valuation and financial reporting analysis in a variety of industries across multiple markets. Most of this work was transaction related including, fairness opinions, carried interest Monte Carlo simulations, purchase price allocations, options pricing models, and other valuation analysis. Prior to Stout Advisory, Mr. Patel worked in several positions including an investment fund and in the sports industry developing mathematical algorithms and analytics. Mr. Patel has a B.S. in Chemistry and an MBA in Finance and Business Modeling & Decision Making from the University of Houston. Mr. Patel is currently a CFA level II candidate and is concurrently working on completing his CPA accreditation.
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