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Ishaan Goel Email & Phone Number
Investment Banking Analyst
at
Capstone Strategic
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Banking Analyst
Location
Denver, Colorado, United States
Company size
Who is Ishaan Goel? Overview
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Quick answer
Ishaan Goel is listed as Investment Banking Analyst at Capstone Strategic, a with 14 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Ishaan Goel.
Ishaan Goel previously worked as Investment Banker at W.G. Nielsen & Co. and Investment Banking Summer Associate, Healthcare Group at Credit Suisse. Ishaan Goel holds Master Of Business Administration - Mba, Major - Finance; Minor - Investment Management, Gpa: 3.70 / 4 from University Of Notre Dame.
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Capstone Strategic
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Profile bio
About Ishaan Goel
As an Investment Banking Summer Associate at Credit Suisse, I leveraged my ~6 years of experience in M&A and Corporate Finance Advisory to deliver high-quality pitchbooks, company valuations, and financial models for clients to execute buy-side and sell-side transactions. I also collaborated with product and coverage teams on capital-raising transactions and capital structure optimization projects.Currently, I am a second-year MBA student at the University of Notre Dame, majoring in Finance and minoring in Investment Management. I have a strong academic background - Chartered Accountancy (equivalent to a US CPA, a PG Diploma in Financial Management, and multiple certifications in quantitative modeling and personal finance. I am also passionate about volunteering and social causes, having worked with Our Voix to prevent child sexual abuse.
Current workplace
Ishaan Goel's current company
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Capstone Strategic
7 roles
Ishaan Goel work experience
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Investment Banker
Current
Jun 2024 - Present
Investment Banking Summer Associate, Healthcare Group
Jun 2023 - Aug 2023
Associate - Mergers & Acquisitions
• Led buy-side transactions, which include pre-deal planning, functional due diligence, QoE assessments, and integration plans to establish synergy targets• Supported analysts in drafting CIM, NDAs, Buyer Logs for 2 sell-side pitches• Delivering Purchase Price Allocation Project (ASC-805) for multiple clients• Assisted on capital-raising transactions across industries with both product and coverage teams• Conducted industry research and market research for a valuation project
Sep 2018 - Jul 2022
Assistant Manager - Corporate Finance
• Rendering cash flow projections by implementing budgeting and forecasting techniques and performed sensitivity analysis.• Developed financial models and feasibility reports and assisted in creating pitch decks for multiple stakeholders• Directed audit engagements including the development of audit program, risk assessment and evaluation of internal controls• Built a Transfer Pricing model and prepared compliance reports for the implementation of a tax cost-reduction plan• Led an asset capitalization project, developing fixed asset register and verifying independent valuations
Jun 2016 - Aug 2018
Financial Analyst
• Created DCF and Precedent Transactions model, and developed pitchbook• Conducted industry research and market research
May 2018 - Jul 2018
Research Internship
Published and presented research paper on ‘Gun Jumping in Indian Perspective : the Jurisprudence so far’ as a part of internship project report. I was awarded ‘Excellent’ under grading of Internship.
Jan 2016 - Feb 2016
Team & coworkers
Colleagues at Capstone Strategic
Other employees you can reach at wgnielsen.com. View company contacts for 14 employees →
SR
Sdrthgstg Rggggtd
Colleague at Capstone StrategicGreece
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HB
Heather Bell
Colleague at Capstone StrategicDenver, Colorado, United States
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SB
Sela Barron
Colleague at Capstone StrategicLos Angeles, California, United States
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WG
Wayne Gailey
Colleague at Capstone StrategicSan Antonio, Texas, United States
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GW
Gary Wier
Colleague at Capstone StrategicEdmonton, Alberta, Canada
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MD
Margaret Dixon
Colleague at Capstone StrategicCornelius, North Carolina, United States
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JC
James Corboy
Colleague at Capstone StrategicDenver, Colorado, United States
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SA
Sergio Alcorta
Colleague at Capstone StrategicArgentina
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IY
Inan Yagmur
Colleague at Capstone StrategicGreater Munich Metropolitan Area, Germany
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TC
Teresa Crosier
Colleague at Capstone StrategicArvada, Colorado, United States
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Sdrthgstg Rggggtd
Colleague at Capstone StrategicGreece
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HB
Heather Bell
Colleague at Capstone StrategicDenver, Colorado, United States
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SB
Sela Barron
Colleague at Capstone StrategicLos Angeles, California, United States
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WG
Wayne Gailey
Colleague at Capstone StrategicSan Antonio, Texas, United States
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GW
Gary Wier
Colleague at Capstone StrategicEdmonton, Alberta, Canada
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MD
Margaret Dixon
Colleague at Capstone StrategicCornelius, North Carolina, United States
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JC
James Corboy
Colleague at Capstone StrategicDenver, Colorado, United States
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SA
Sergio Alcorta
Colleague at Capstone StrategicArgentina
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IY
Inan Yagmur
Colleague at Capstone StrategicGreater Munich Metropolitan Area, Germany
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TC
Teresa Crosier
Colleague at Capstone StrategicArvada, Colorado, United States
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5 education records
Ishaan Goel education
Master Of Business Administration - Mba, Major - Finance; Minor - Investment Management, Gpa: 3.70 / 4
Pg Diploma In Financial Management, Financial Management, 83% (Rank 1)
Chartered Wealth Manager, Wealth Management
American Academy Of Financial Management
Chartered Accountant
B.Com (H), International Business/Trade/Commerce, First Division
FAQ
Frequently asked questions about Ishaan Goel
Quick answers generated from the profile data available on this page.
What company does Ishaan Goel work for?
Ishaan Goel works for Capstone Strategic.
What is Ishaan Goel's role at Capstone Strategic?
Ishaan Goel is listed as Investment Banking Analyst at Capstone Strategic.
Where is Ishaan Goel based?
Ishaan Goel is based in Denver, Colorado, United States while working with Capstone Strategic.
What companies has Ishaan Goel worked for?
Ishaan Goel has worked for Capstone Strategic, W.G. Nielsen & Co., Credit Suisse, Ey, and Kcc Group.
Who are Ishaan Goel's colleagues at Capstone Strategic?
Ishaan Goel's colleagues at Capstone Strategic include Sdrthgstg Rggggtd, Heather Bell, Sela Barron, Wayne Gailey, and Gary Wier.
How can I contact Ishaan Goel?
You can use AeroLeads to view verified contact signals for Ishaan Goel at Capstone Strategic, including work email, phone, and LinkedIn data when available.
What schools did Ishaan Goel attend?
Ishaan Goel holds Master Of Business Administration - Mba, Major - Finance; Minor - Investment Management, Gpa: 3.70 / 4 from University Of Notre Dame.
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