Asif Patel Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

Co-Lead the Data and Analytics practice within Transaction Advisory Services, including hiring, budget planning, strategic vision, business development, product development, training, and mentoring team of 15 across US and India- Grew service line revenue 30% YoY while reducing costs by over 20%- Partner with PE clients and their portfolio companies across industries by leveraging data and analytics across the M&A investment lifecycle to drive EBITDA growth and maximize exit… Show more Co-Lead the Data and Analytics practice within Transaction Advisory Services, including hiring, budget planning, strategic vision, business development, product development, training, and mentoring team of 15 across US and India- Grew service line revenue 30% YoY while reducing costs by over 20%- Partner with PE clients and their portfolio companies across industries by leveraging data and analytics across the M&A investment lifecycle to drive EBITDA growth and maximize exit value- Partner with portfolio company Management to develop tailored reporting and analytics solutions for internal reporting on ongoing basis- Lead development HL data and reporting tech stack required for analytics and reporting solutions- Develop key relationships across HL to grow solutions offering across transaction advisory, corporate finance, capital markets, and secondaries communities- Partner with strategic software and data vendors to optimize costs for team and expand analytic capabilities and offerings- Show less

Dallas/Fort Worth Area

- National Industrials and Manufacturing analytics lead for Private Equity Financial Due Diligence and M&A strategy engagements

Dallas/Fort Worth Area

- Lead mergers, acquisitions, divestitures and strategy analytics engagements across a range of industries including financial services, manufacturing, energy/oil, retail/consumer, professional services, transportation/logistics services, healthcare, and software/SaaS businesses for private equity and corporate clients- Partner with the financial due diligence and strategy teams to provide business performance and profitability insights during buy-side and sell-side… Show more - Lead mergers, acquisitions, divestitures and strategy analytics engagements across a range of industries including financial services, manufacturing, energy/oil, retail/consumer, professional services, transportation/logistics services, healthcare, and software/SaaS businesses for private equity and corporate clients- Partner with the financial due diligence and strategy teams to provide business performance and profitability insights during buy-side and sell-side diligence- Generate analyses highlighting and quantifying growth, profitability, sustainability, pricing, segmentation, and operational trends, risks, and opportunities through in-depth analysis of company first and third party data sets- Develop and integrate findings with valuation considerations into deliverables and present results to clients Show less

Dallas/Fort Worth Area

Little Rock, Arkansas Area

- Developed creative solutions to help Fortune 1000 clients achieve marketing goals.- Supported 10+ clients and clients' IT and marketing vendors simultaneously, as the sole Business Analyst.- Interfaced with the client, client's IT and marketing vendors, and Merkle internal team members including Solution Mgr., Developers, Production Analyst, Campaign Manager, Quantitative Analyst, Program Manager, and the global technical support team on solution delivery and new project… Show more - Developed creative solutions to help Fortune 1000 clients achieve marketing goals.- Supported 10+ clients and clients' IT and marketing vendors simultaneously, as the sole Business Analyst.- Interfaced with the client, client's IT and marketing vendors, and Merkle internal team members including Solution Mgr., Developers, Production Analyst, Campaign Manager, Quantitative Analyst, Program Manager, and the global technical support team on solution delivery and new project development.- Took primary ownership for the requirements from initial creation to change management, translation, documentation, and communication of requirements to the corresponding internal delivery resources.- Performed research and analysis of client business systems and data.- Supported campaign management process. For existing campaigns, this required a thorough understanding of each campaign including selection logic, QA and output requirements along with business goals that the client and Merkle was measuring against. For new campaigns, met with the Program Manager, analytic resources and client to develop business goals, campaign requirements, QC, output requirements and any subsequent campaign metrics.- Built and sustained professional client relationships, including by creating and leading presentations. Show less

Little Rock, Arkansas Area

- Listed as a "Vault Top Ten Internship".- Analyzed clients’ goals and financial situations and built comprehensive, strategic, and tax efficient financial plans.- Built and sustained a client base.

Little Rock, Arkansas Area

- Employed staff of 10-20 people.- Drove sales and first-time business by establishing B2B relationships and B2C marketing campaigns.- Managed start-up process, design, and lease agreements.

Greater New York City Area

- Interned with Vice President and Senior Strategist, Alejandro Villagueliu. - Developed RFPs for various potential clients.- Prepared information and background work for different pharmaceutical workshops.

Greater New York City Area

- Assisted President of New York and Midwestern Division, Brand Inst. in targeting flaws, developing marketing strategies, and positioning for various clients.- Targeted and solved flaws in clients brand positioning, resulting in a 20% sales increase.

- Supervised 80 students within a male residence hall.- Helped establish community norms and ground rules to ensure open and honest communication and responsible student conduct. - Promoted educational and leadership opportunities and programs in the residence hall. - Facilitated recreational and social activities for the students.- Counseled and mediated conflicts within the residence hall.- Ensured that residents receive information about program and… Show more - Supervised 80 students within a male residence hall.- Helped establish community norms and ground rules to ensure open and honest communication and responsible student conduct. - Promoted educational and leadership opportunities and programs in the residence hall. - Facilitated recreational and social activities for the students.- Counseled and mediated conflicts within the residence hall.- Ensured that residents receive information about program and residential policies. Show less

Little Rock, Arkansas Area

- Provided assistance and expertise to customers looking to purchase or repair computers, televisions, and other computer/home theater-related items.- Developed sales relationships and provided the products and services necessary to meet the customer's lifestyle needs.- Stacked and displayed items in store and arranged for deliveries.- Served on sales committee with management to provide innovative, efficient, and safe methods of streamlining “Black Friday” sales rush… Show more - Provided assistance and expertise to customers looking to purchase or repair computers, televisions, and other computer/home theater-related items.- Developed sales relationships and provided the products and services necessary to meet the customer's lifestyle needs.- Stacked and displayed items in store and arranged for deliveries.- Served on sales committee with management to provide innovative, efficient, and safe methods of streamlining “Black Friday” sales rush. - Assisted in floor moves, merchandising, display maintenance, housekeeping, processing and replenishing merchandise.- Completed any other tasks as assigned from time to time by management. Show less

Bachelor Of Arts (B.A.), Business And Economics

Activities and Societies: Hendrix College Social Committee Member '10-'11

Education record