Moneta
Shubham Trehan is an experienced finance professional with a background in investment banking and equity research. Currently serving as an Investment Banking Associate at Moneta since January 2023, Shubham previously worked as an Equity Research Associate at Haywood Securities Inc. from December 2021 to October 2022. Additionally, Shubham held the position of CATALYZE Fellow at Innovate Calgary from July 2020 to February 2021. Academic qualifications include a Master of Business Administration (MBA) in Finance from the Haskayne School of Business and a Bachelor of Commerce (B.Com.) in Accounting and Finance from Delhi University.
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Moneta
Moneta is a boutique investment banking firm that specializes in advising growth stage companies through transformational changes including major transactions such as mergers and acquisitions, private placements, public offerings, obtaining debt, structure optimization, and other capital markets and divestiture / liquidity events. Additionally, and on a selective basis, we support pre-cash-flow companies fulfill project finance needs. Moneta is proud to be a female-founded and led investment banking advisory firm. Our partners bring decades of experience across a wide variety of sectors which enables us to deliver exceptional results for our clients in realizing their capital markets and strategic goals. Our partners are supported by a team of some of Canada’s most qualified associates, analysts, and admin personnel.