Ram Capoor Email & Phone Number

Expert financial advisory services for middle market companies and their owners/ shareholders. We help companies with key financial challenges including the following: strategy related to selling the business or acquiring another; growth related opportunities and challenges; maturity / slowing growth of the business or industry disruption; a lack of management, or planning and control issues. We solve your company’s toughest problems, deliver better business decisions and position your business for success and increased shareholder value. More information at axionalpha.com

Garden City, Ny, Us

Teach capstone course in Strategic Management to MBA students at the Willumstad School of Business, bringing to bear a broad range of senior level business experience in a variety of roles and industries.

Princeton, Us

Key accomplishments at this entrepreneurial operating foundation include the following: (1) replaced fragmented functional elements with an integrated, smooth functioning Finance & Operations function; (2) provided strong leadership at the senior executive level with regard to strategy development, operational planning & budgeting; (3) established efficient financial processes, updated investment management policy, developed robust management reporting and dashboard; (4) successfully hired new investment management firm as well as new independent auditors; (5) participated effectively in business development, establishing a for-profit joint venture: (6) obtained substantial government funding on timely basis.

Redwood City, Ca, Us

Partnered with foreign investor to acquire leading enterprise content marketing agency focused on the tech sector with a 25+ year track record of success. Transitioned the company from founder ownership to corporate management. Established and built financial function from ground up. Guided the company through the major downturn of 2008 without losing any customers and remaining profitable. Implemented annual planning, strong receivables and payables management, cash forecasting, utilization management, monthly and quarterly management reporting. Optimized work force using freelancers. Provided executive, strategic and financial leadership. Transformed company from traditional to digital marketing services. Generated substantial EBITDA, paid off all LBO debt.

Built start-up specialty publishing and education company focusing on niche alternative medicine market. Established industry relationships, recruited SME’s, hired operating, marketing and sales personnel. Established all systems from scratch. Identified and completed four acquisitions, and made numerous strategic alliances. Integrated operations across multiple states. Successfully gained seed funding from individual investors and subsequently raised private equity funding.

Zurich, Ch

Responsible for strategic development in North America for this universal bank,. Focus was on expansion of UBS’s North American wealth and asset management business through mergers, acquisitions or strategic alliances. Analyzed options, developed target lists, engaged with prospective sellers and investment banks, led the UBS team participating in sale processes with targets including development of term sheets, LOI’s and offers.

Zurich, Ch

Recruited by head of new U.S. M&A group to lead business development/ transaction initiation capability. Worked within small team environment and across UBS’ global M&A network to focus on cross-border and domestic deals. Leveraged the Bank’s commercial banking and other relationships to cross-sell acquisition related services. Surfaced unique buy-side acquisition ideas and strategies. Generated several deals that were subsequently pursued by clients.

New York, Ny, Us

Played lead marketing and analytical roles in over $5 billion of IPOs, secondary offerings, and recapitalizations for Morgan Stanley’s corporate clients. Effectively bridged across the investment banking and capital markets arms of the investment bank to facilitate numerous transactions. Worked with investment bankers to win deals, and with capital markets teams to bring them to market. Built ongoing relationships with key blue chip investment banking clients across industries.

B.Tech.

Mba