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shiv patel
Shiv Patel
Senior Consultant
Education & Qualifications
BS in Economics, University of Illinois at Urbana - Champaign
CFA Level II Candidate
Certified Financial Modeling & Valuation Analyst
Shiv Patel
Senior Consultant

Shiv has experience across financial consulting, investment banking, and as a financial analyst. He has a strong cross-functional skillset including M&A advisory, valuations, and financial reporting. At Harney, he supports a broad range of client engagements in which he performs detailed financial and accounting analyses, develops company projections and forecasts, and creates financial models.

Prior to joining Harney, Shiv worked at Prairie Capital Advisors as a sell-side investment banking senior analyst. He has also worked as a business valuations associate at RSM and a financial analyst for Cars.com. In his spare time, he likes to play golf and watch sports.

Representative Engagements
Financial Analyst

Managed and analyzed over 1.25K accounts to ensure reporting was accurate. Generated bi-weekly credit reports to cross reference Salesforce and Financials software programs and analyze the credit break down of clients. Implemented new fintech ERP software, HighRadius, to combine reporting, billing, and finances.

Business Valuations

Performed valuations for middle market companies ranging from $50 million to $1 billion, including business enterprise valuations, review of hedge fund and private equity interest, fair market valuations for estate and gift tax purposes, real estate limited partnerships, asset holding company valuations, impairment testing, purchase price allocations, employee stock ownership plan, and defined contribution pension plan. Developed financial models incorporating common valuation methodologies such as income approaches, market approaches, asset approaches, and leverage buyout method.

Investment Banking

Managed M&A sell-side advisory in various middle market industries including energy & mining, consumer & retail, manufacturing, and construction. Conducted company and industry research, analyzed financial statements, and provided valuation analysis. Identified value drivers, key considerations, management expectations, business operations, financial statements, in constructing confidential information presentations for marketing of the business.