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:

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

Join our newsletter:

Investment banking career opportunities.Ever wonder what it's like to be an investment banker for an internationally acclaimed investment banking firm? We need accomplished individuals to grow our team.

Apply as a professional:

Further your career alongside other industry veterans.

How can we help you?

Apply as a student:

Why students should apply to work at Xnergy Financial:

How can we help you?