PARI GOENKA

• Developed weekly 10 to 15-slide executive reviews with Excel KPI dashboards (MTD and YTD vs. benchmark, allocation mix, 90-day liquidity) to anchor client meetings.
• Synthesized CIO research into one-page briefs and comparative option tables (equities, short-duration Treasuries, tax-advantaged munis), framing risk, liquidity, and horizon.
• Coordinated end-to-end service workflows, including wires, ACH, ACAT transfers, address and beneficiary updates, meeting SLAs, and keeping audit-ready records in the CRM.
• Validated portfolio data against custodial statements, monitored drift vs. targets, and prepared concise rebalance recommendations.

• Architected $100M+ post-liquidity wealth blueprint, achieving 5–8% returns and $30M+ in tax mitigation.
• Engineered four-trust QSBS stacking structure, capturing $40M in federal tax exemptions through strategic trust structuring.
• Orchestrated repatriation of $12M in Indian real estate proceeds, ensuring compliance with U.S. estate tax regulations.
• Authored 65-slide advisory presentation on phased implementation and trust-specific investment rationales for client review.

Project Dialysis – Executed valuation and buyer analysis for a software company in the dialysis space, as part of a live sell-side mandate.

• Built trading and precedent comps across 22 HCIT peers using CapIQ and PitchBook to guide a 5.7x–7.1x revenue multiple range.
• Modeled contract churn, retention curves, and margin sensitivity to evaluate downside risk, and refine buyer materials.
• Delivered 18 or more financial exhibits and diligence briefs that directly supported IOI-stage calls with four leading private equity bidders.

Project Lotus – Led CIM development and buyer targeting for a plastic surgery provider preparing for a private equity sale.

• Drafted CIM and NBR outlining AOV trends, clinic-level margins, and multi-state expansion thesis across 20+ centers.
• Synthesized patient full conversion and cash-pay model dynamics to build a defensible roll-up strategy for PE buyers.
• Researched and prioritized over 150 buyers; the final shortlist of 18 was adopted for direct outreach and second-round diligence.

• Spearheaded analysis of $2.16 billion non-invasive aesthetic market in India, identifying 75+ clinics with potential for 25%+ EBITDA margins through strategic recovery procedures.
• Developed investment framework projecting 20% CAGR in total addressable market over five years, enhancing ROI by 35% in clinics with strong unit economics.
• Collaborated with senior leadership to create $250 million investment pipeline, delivering recommendations for top 10 clinics anticipated to achieve 40% market share increase within three years.