Khelan joined Capstone Headwaters in 2018 and has been an advisor to financial services clients for the past 18+ years. He has advised companies and private equity investors on over 50 transactions worth $10B in enterprise value, serving clients operating within insurance, banking, 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.
The George Washington University - MS - Finance
The University of Bombay - BA - Business
FINRA - Series 7 & 63 Registered General Securities Representative
FINRA - Series 24 Registered General Securities Principal
FINRA - Series 79 Registered Investment Banking Representative