Roshni Shah
Corporate Development Associate
Cell:
(678) 882-9796
Office:
(678) 783-5592
rshah@cokergroup.com
Fax:
(678) 783-5628
About
Roshni Shah is a Corporate Development Associate at Coker. Her prior experience in both healthcare and finance enables her to support all stages of M&A execution. This includes analyzing industry trends, evaluating investments, and supporting Coker’s financial modeling, valuation, and due diligence processes.
Experience
- Conducted detailed financial modeling, valuation, and comparable company and transaction analysis to support investment decisions and client presentations.
- Executed due diligence processes for various debt financings, reviewed financial statements, management presentations, and all relevant documents for deal evaluation.
- Collaborated with cross-functional teams to gather and analyze industry trends and market data.
- Conducted industry research to identify potential investment opportunities and trends for strategic decision-making.
- Maintained a high level of proficiency in financial software tools, such as Excel, FactSet, and CapIQ, for accurate and efficient financial analysis.
Areas of Expertise
- Due Diligence
- Transaction Advisory
Education
Vanderbilt University
Bachelor’s Degree – Medicine, Health, and Society
Nashville, TN
Certifications
Securities Industry Essentials (SIE) Certification
Series 63 Certification
Series 79 Certification