Shrey Patel

Shrey Patel is an Associate at Portage Point Partners in the New York office where he is responsible for conducting financial and operational analysis, developing key performance indicators, supporting value creation initiatives, constructing 13-week cash flows, analyzing working capital assessments and assisting in the overall implementation of value maximization strategies.

Prior to Portage Point, Shrey was the Capital Markets Manager for TransUnion where he was responsible for developing capital allocation strategies and executing on capital market transactions. While at TransUnion, he developed an annual $500 million share repurchase program as well as executed several capital markets transactions, including $1.1 billion of interest rate derivatives and a $1.5 billion debt refinancing.

Previously, Shrey was an Investment Banking Analyst in the Leveraged Finance Group at William Blair where he provided debt advisory services to corporate clients and financial sponsors. During this time, Shrey also constructed operating models, analyzed debt capacity and executed debt financing transactions across industries.

Shrey holds a Bachelor of Science in Finance and Real Estate from the Kelley School of Business at Indiana University. Shrey holds FINRA Series 7, 63 and 79 certifications.