Khelan is a Managing Director on Capstone’s FinTech & Financial Services team and has been an advisor to financial services clients for over 21 years. He has advised companies and private equity investors on over 50 transactions worth $10B in enterprise value, serving clients operating within insurance, banking, specialty finance, asset & wealth management, and capital markets sub-sectors. His experience includes working on M&A transactions, equity and debt financings as well as fairness opinions.
Prior to joining the firm, Khelan served as an advisor at Compass Point Research & Trading LLC. Prior to that, he worked as an advisor at B. Riley based primarily in Washington D.C. Prior to B. Riley, Khelan spent one year in the corporate finance group at Dresdner Kleinwort Wasserstein and two years in the assurance and business advisory services group with PricewaterhouseCoopers, serving offices located in Bombay, India.