Roshan Mahtani

Roshan Mahtani's work experience begins in 2005 when they started working as an Associate at Greif & Co., a Los Angeles-based boutique investment bank. Their role involved M&A advisory and financing transactions for middle-market growth companies in sectors such as technology, media, consumer products, retail, cleantech, and healthcare.

Starting in 2010, Roshan joined Bloomberg LP as a Senior Private Equity Analyst. In this newly developed business development role, they were responsible for account management and new business development targeting Private Equity clients in the Asia-Pacific region. Roshan was part of an 8-person global team working on Bloomberg's strategic initiative to build a new global PE research and coverage product.

In 2012, Roshan moved on to KPMG Corporate Finance LLC, where they worked as a Manager in M&A. The details of their role are not specified.

In 2013, Roshan joined TC Capital, a boutique investment bank specializing in M&A and corporate finance transactions for medium-cap, family-owned, growth companies, and financial sponsors across Pan Asia. During their time there, they served as an Executive Director.

In 2018, Roshan joined BDA Partners as a Vice President. BDA is a company that specializes in cross-border M&A and capital raising transactions involving Asia. They have offices located in Asia, the US, and Europe.

Finally, in 2020, Roshan became the Chief Financial Officer at Igloo (formerly Axinan), a Series B, full-stack insurtech company. Igloo offers digital insurance products and has operations across major markets in Southeast Asia.

Overall, Roshan Mahtani has developed a diverse set of skills and experiences in the finance and investment banking industry, with a focus on M&A and corporate finance transactions.

Roshan Mahtani attended King George V School from 1992 to 1999 where they completed their high school education. After that, they enrolled at the University of Southern California and studied there from 1999 to 2003. Roshan earned a Bachelor of Business Administration (B.B.A.) degree, focusing on Finance and Economics during their time at the university.