Mohak Kapoor

Mohak Kapoor

Investment Banker

About Mohak Kapoor:


Graduating from Syracuse University, with BA in economics, I’ve been able to successfully provide corporate finance advisory including strategic alternatives for shareholder value creation that include; (merger of equals, portfolio optimization, separation/spin-off, asset sale, growth opportunities, industry developments). The capital structure optimization, balance sheet restructuring and ratings advisory is my areas of expertise and specialty.

As part of the investment banking team my job allows me to work on current and prospective projects by analyzing detailed corporate and financial information. By doing so, I am able to create statistical exhibits that analyze comparative financial performance along with the the implementation of models to illustrate projected financial results and value to companies. Developing marketing memorandum and delivering sections of research presentations and participating in the execution of financing’s and M&A transactions. I’ve acted on as the liaison for the team and other parts of the firm ant various financial firms.

More Xnergy Team Members:

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

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