Shiv Patel

Shiv Patel

Investment Banking Associate

About Shiv Patel:


Shiv is an Investment Banking Associate for Xnergy Financial. He works to originate deals and execute deals with Xnergy Financial’s team to provide clients with tailored M&A advisory and corporate finance services.

Shiv’s background entails holding a leadership position for a healthcare company where he worked with a variety of healthcare and healthcare-related companies. He has a BBA in finance with a double minor in economics and honors in advanced business analysis. He strives to provide clients with tailored financial solutions supporting their strategic goals.

More Xnergy Team Members:

Zubair HassanVP of Investment Banking
Nia StefaniChief Executive Officer
Eugene XiaoVP of Business Development
Mark JacobsManaging Director
Omer SfadiaInvestment Banking Summer Associate
Marc CarrollInvestment Banker
Vishwa ShethInvestment Banking Analyst/ Investment Banker
Donald J. HaskellManaging Director
Leia BetancourtExecutive Assistant
John SabaterVP of Investment Banking
Jon WuVP of Investment Banking
Aria VergopiaManaging Director
Jane WachiradejkulVP of Global Business Development
William TimmermanManaging Director
Ken HinesVP of Investment Banking
Allen ChenVP of Investment Banking
Johnney ZhangExecutive Chairman

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