Brandeis University

Director at RBC Investment Banking, Private Capital Markets

Leads origination and execution of private capital raises across sectors including growth equity and crossover financings, structured equity and private debt transactions and PIPE offerings.

Truist Securities

Managing Director and Head of Private Capital Markets

Private Placements (origination, structuring, distribution, negotiation and pricing) and investment banking sponsor coverage of middle market private equity

RBC Capital Markets

Private Capital Group

Fundamental equity analyst with extensive experience conducting bottom-up, in depth research and analyzing companies through qualitative and quantitative diligence

The Roosevelt Investment Group, Inc.

Research Analyst

US and International equity investor with a nine year successful track record of generating absolute returns, based on a value investing and fundamental framework. Investment process driven by detailed research and extensive quantitative analysis.
•	Conducted industry and company research and evaluated US and global equities applying fundamental and value-oriented strategies to identify mispriced opportunities 
•	Developed comprehensive financial models reflecting a target company’s underlying revenue streams, cost structure and cash flow generation and examined various return metrics 
•	Continuously monitored news and events as well as analyzed the impact of economic/market conditions on coverage universe
•	Conducted due diligence meetings with management teams and attended industry conferences

Credit Suisse Asset Management

Vice President, Equity Analyst

•	Experience with a wide range of transactions including IPOs, follow-ons, high yield debt and refinancings, mergers and acquisitions and leveraged buyouts for Industrial corporate clients
•	Ranked in the top tier of analyst class
•	Performed valuation analysis, modeling of leveraged buyouts, mergers and acquisitions, discounted cash flow, comparable company and comparable acquisition analyses
•	Generated road-show presentations and marketing materials and attended drafting sessions for debt and equity offerings

Investment Banking Analyst - Industrials Group

Conducted due diligence for corporate issuers, assisted in preparing roadshow presentations and internal salesforce documents

mkapur@rooseveltinvestments.com Kapur