Khelan Dattani

Khelan Dattani

  • Managing Director
(add to contacts)


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 

Registrations & Affiliations

FINRA - Series 7 & 63 Registered General Securities Representative

FINRA - Series 24 Registered General Securities Principal

FINRA - Series 79 Registered Investment Banking Representative



Industry Coverage

Capstone Headwaters, in collaboration with its...Read more