Alekh Mehta Email & Phone Number

Boston, Ma, Us

Worldwide, Oo

M&A Strategy, operational and commercial diligence and margin improvement consulting for Private Equity and other corporate clients

Worldwide, Oo

Rockwall, Texas, Us

Private Equity M&A and Value Creation

Rockwall, Texas, Us

Private Equity M&A and Value Creation

Boston, Massachusetts, Us

• Hedging collateral exposure risk using derivative instruments • On-boarding new collateral management systems for improving business efficiency• Pledging and pulling back collateral from/to clients with change in market exposure risk• Analysing asset risk along with custodians and brokers from different banks within the industry

New York, New York, Us

OuroborosGroup LLC is a middle market private equity firm based in Boston, Massachusetts specializing in the acquisition and operation of companies within a diverse set of industries including manufacturing, healthcare, and consumer sectors.Ideal investments are in the lower middle market, with Ouroboros having the flexibility to acquire very small businesses unable to attract significant strategic or financial sponsors as well as larger, more complex businesses.Ouroboros has operational expertise in multiple sectors, and a strong recurring investor base of high net-worth individuals, family offices, hedge funds, and private equity firms. Recent (past 12 months) portfolio acquisitions include a regional Union commercial electrical contractor in the Northeast.Duties and Responsibilities include (not limited to): -● Deal Sourcing● Modeling Investment Opportunities● Fundraising where/when applicable● Creating pitch decks● Accompanying the team on due diligence calls● Overall due diligence throughout the investment process

Waltham, Ma, Us

Waltham, Ma, Us

International Business School Student Association (IBSSA)

New York, Ny, Us

As a financial consultant intern - I prepared recommended portfolios and analyzed client's historic portfolios to evaluate the current investments as well as simultaneously recommending a shift required to fulfill their Yoy expectations.Duties and Responsibilities included (but not limited to):-● Prepared research reports on stock bonds and mutual bonds as assigned.● Prepared evaluations of corporate bond ratings and muncipal bond ratings.● Assisted and prepared account reviews.● Evaluated securities for suitability of client portfolios● Reviewed client portfolios - risk and return stats.● Developed Excel reports showing current realized/unrealized gain and losses.● Assisted in running illustrations for different investment and insurance products and finding cost-effective solutions for clients while managing their risks.

New York, Ny, Us

Fixed Income Derivatives Trading Analyst● Analyzed fixed income derivative trades using internal systems to resolve client queries with respect to trade bookings.● Presented quarterly updates highlighting process accomplishments to higher management and assessed client satisfaction surveys to ensure minimum variations to plan.● Retrieved trade confirmations from clients and reconciled them with internal systems to minimize operational risk.● Migrated the internal retrieval process for focused clients from Glasgow to Mumbai to reduce operational expenses.

● Generated employment for over thirty families by procuring raw materials from the village (Sarvahi, Madhya Pradesh, India) which was used to manufacture travel accessories.● Created the website (www.thepanikaproject.com) to digitize sales transactions and advertise products to prospective clients.● Developed strategic plan to include digitizing processes and transactions across the village and expand the business into sectors including home décor and fashion apparel.

Alternative Investments, Private Equity

Masters Of Science In Finance, Corporate Finance & Asset Management

Bachelors In Accounts And Finance, Business/Commerce, General