Arvind Mehta

Arvind Mehta

Investment Banker

About Arvind Mehta:


Arvind works as a Managing Director at Xnergy Financial. He leads the investment banking practice for technology, manufacturing and logistics & distribution industries. His expertise traverses across various areas of corporate finance, investment banking and capital markets including equity & debt capital raise, M&A, private placements, PIPE transactions, deal structuring and corporate turnaround & financial restructuring. Arvind holds FINRA Series 79 and 63 licenses.

Arvind’s professional experience spans over 20 years working as technology entrepreneur, management consultant and technology executive. He worked as a President & CEO of Touchstone ITS – a technology consulting company that drives data-driven digital transformation in supply chain & asset intensive industries through their ThingsConnect IoT platform-as-a-service offering and enterprise software application consulting services including SAP ERP, Business Intelligence & Analytics applications. Arvind has vast experience leading Management Consulting & Technology Services practice encompassing Enterprise Performance Management (EPM), Supply Chain Management and Enterprise Technologies. His clientele included some of the largest US companies in Manufacturing, Utilities, Oil & Gas, Consumer Goods and Pharmaceuticals industries where he and his team managed their multi-million dollar process improvement and technology implementation, organizational change management programs.

Arvind holds an MBA and has earned his executive education in various business and technology areas from some of the top US universities namely Corporate Finance & Operations Management (The Wharton School, U-Penn), Supply Chain, Lean & Six Sigma and Big Data Analytics (MIT), Company Valuation, New Venture Finance & Start-up Funding (U-Maryland), Managerial Finance (U-Irvine), Business Valuation & Restructuring (Corporate Finance Institute), Electronics & IoT (U-Irvine), and several high-end technology certifications from SAP.

Having a corporate consulting & entrepreneurial background and being immensely passionate about helping companies with growth strategies and corporate performance management, Arvind brings tremendous value for Xnergy’s corporate finance & investment banking practice and for our clients.

More Xnergy Team Members:

Donald J. HaskellManaging Director
John SabaterVP of Investment Banking
Michael HuiInvestment Banking Advisor
Jon WuVP of Investment Banking
Justin JonesVP of Investment Banking
Robert CalamunciChief Compliance Officer
Nia StefaniChief Executive Officer
Donald G. JohnsonDirector
Sami TuqanInvestment Banker
Ryan MillimanVP of Investment Banking
Zubair HassanVP of Investment Banking
Mark JacobsManaging Director
Paul GoodsonVP, Head of Healthcare
Ken HinesVP of Investment Banking
Johnney ZhangChairman of the Board
Kelly ThanVP of Investment Banking
William TimmermanManaging Director
Ross TiekenInvestment Banker
Jane WachiradejkulVP of Global Business Development
Damien JacksonVP of Investment Banking
Ellen ZhangManaging Director
Nicole SellersInvestment Banker
Mohak KapoorInvestment Banker
David SongInvestment Banker
Nathalyn JimenezInvestment Banker
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