Education
B.S.B.A, University of Florida

        

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Roopak Shah

Senior Associate

Roopak is a Senior Associate with CohnReznick Capital and is based in the New York office. He is primarily focused on private placements and corporate capital raises.

Roopak brings over 5 years of direct private placement experience. His experience includes helping raise capital across the capital structure including convertible preferred, debt, mezzanine and common stock across multiple industries including sustainability, energy, communication, infrastructure, manufacturing and consumer. His experience includes working across a broad universe of institutional investors including private equity, venture capital, insurance / pension funds and family offices.

Prior to joining CohnReznick Capital, Roopak was a Senior Associate in Lazard’s Private Placement Group where his responsibilities included due diligence, financial modeling, marketing and transaction execution. Prior to Lazard, Roopak spent several years at Raymond James & Associates helping support the firm’s restructuring, debt placement and equity placement efforts.

Roopak started his career as part of General Electric’s Financial Management Program (FMP) and Corporate Audit Staff (CAS) where his assignments included financial planning & analysis, business development and internal audit.

Roopak graduated with a B.S.B.A in Finance from the University of Florida.