Team

The people behind the numbers.

Finance, operations, legal and technology — in one room, on one engagement.
Pritesh Shah

Pritesh Shah

Financial Consultant
Pritesh is a finance professional with deep expertise in risk management, securities, and AML compliance, and he now brings that background to M&A advisory in Houston. His career spans roles as an analyst, risk compliance officer, and financial consultant, and he has since moved into investing and advising as a principal. He has delivered due diligence, compliance, valuation, and financial strategy work for emerging and middle-market companies, and he draws on experience with leading institutions including JP Morgan Chase, Deutsche Bank, and Fidelity Investments.
Reach Pritesh directly by email.
Hinal Patel

Hinal Patel

Operations Consultant
Hinal brings a rare blend of engineering rigor and financial insight. A chemical engineer from Georgia Tech with an MBA from the University of Houston, he spent years in oil and gas leading technical and commercial operations before pivoting to finance and investing. Today he works as an investor and financial analyst, guiding due diligence, compliance, and financial strategy for private companies from $1M to $50M in revenue. His operator’s background lets him see beyond the spreadsheet and evaluate how a business actually runs.
Reach Hinal directly by email.

Jack Harris

Analyst
Experience summary to come.
Reach Jack directly by email.

Henal Patel

DocJuris Inc, Legal
Experience summary to come.
Reach Henal directly by email.
Michelle Graham

Michelle Graham

CPA
Michelle Graham, CPA, is the founder and owner of Michelle Graham CPA LLC, a full-service tax, accounting and business consulting firm. She serves business owners, executives and independent professionals, handling business and individual tax preparation, trust and estate returns and proactive tax planning.
Reach Michelle directly by email.