Nikhil Mudgal

Founder @ Lorien Finance | Ex-Investment Banking @ Goldman Sachs, Jefferies | Ex-Private Equity @ Accordion

New York, New York, United States

About

Hey there, I am currently building Lorien Finance, a comprehensive platform to assist Indian students study abroad. We help with: ✅ End-to-end personalized counseling ✅ Securing the best education loans ✅ Forex, debit, and credit cards ✅ International accommodation ✅ International internships Prior to this, I worked in Investment Banking and Private Equity for over a decade at top firms including Goldman Sachs, Jefferies, Accordion, and PNC Bank. Academically, I hold a finance degree from the University of Pittsburgh, USA. I'm also a CFA charterholder. On LinkedIn, you'll find me discussing careers, personal development, and the global workforce. You can reach me at [email protected] if you think I can help you with anything.

Experience

  • Founder & CEO at Lorien Finance
    2023 - Present · 3 yrs 7 mos

    Cross border fintech platform providing affordable lending and banking products to immigrants

  • Director, Private Equity, Strategic Finance at Accordion
    2018 - 2022 · 4 yrs

  • Investment Banking, Financial Institutions Group at Sandler O'Neill + Partners, L.P.
    2017 - 2018 · 1 yr

  • Investment Banking, Financial Institutions Group at Goldman Sachs
    2015 - 2017 · 2 yrs

    Advised clients in the financial services sector, primarily fintech lenders, challenger/neo banks and EMEA Bulge Bracket Banks, on potential strategic and financial alternatives. Advised clients on a variety of transactions including mergers and acquisitions, IPOs, warehouse lending, follow-on offerings, equity and debt private placements, capital structure optimization, and formulating their capital planning strategy Key team member of the UKFI Privatization Strategy Advisory team. Advised senior officials at UKFI to help them strategize and manage U.K. Government’s (Her Majesty's Treasury) shareholdings in RBS and Lloyds Banking group GS team advised UK Govt on transaction structuring, timing and valuation regarding the disposal of its holdings in both banks, and capital markets options available to UKFI

  • Investment Banking, Financial Institutions Group at Jefferies LLC
    2013 - 2015 · 2 yrs

    Advised US based bulge bracket & community banks, fintech and challenger banks lenders on strategic and financial transactions. Deal experience includes mergers and acquisitions, IPOs, follow-on offerings, warehouse lending, equity and debt private placements, and fairness opinions.