Khelan Dattani

Khelan Dattani

  • Managing Director
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Khelan Dattani joined Capstone Headwaters in 2018 and has been an advisor to middle market insurance companies for the past 15 years. Mr. Dattani has advised insurance companies and private equity investors on over 50 transactions worth $10B in enterprise value, for companies operating in the Property & Casualty, Life & Health and Insurance Services sectors. 

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 FBR based primarily in Washington D.C.  Prior to B. Riley FBR, Mr. Dattani 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.


The George Washington University - MS - Finance

The University of Bombay - BA - Business 

Registrations & Affiliations

FINRA - Series 7 & 63 Registered General Securities Representative

FINRA - Series 24 Registered General Securities Principal

FINRA - Series 79 Registered Investment Banking Representative