M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Mitesh Kaphle

Managing Director
CastleOak Securities
United States
LinkedIn profile link

Bio

Mitesh Kaphle is the Managing Director at CastleOak Securities, a prominent investment bank in the United States. He assumed this role in July 2023. Prior to joining CastleOak Securities, Mitesh served in a Special Situations role at a Private Merchant Bank from October 2021 to February 2023.

Before that, he was a Principal at Microsoft, focusing on Sponsor Coverage for Private Equity, Growth Equity, and Venture Capital from January 2019 to October 2021. Mitesh also held the position of Director of Investment Banking at Citi, where he managed relationships with Sponsors, Private Equity, Sovereign Wealth Funds, and Pensions from January 2009 to January 2018.

Earlier in his career, he was a Senior Associate in Healthcare Coverage at Jefferies & Company, specializing in Medical Devices and Specialty Pharma from January 2006 to January 2009.

Tags

Investment Banking
Private Equity
Venture Capital
Healthcare
Financial Services

Experience

CastleOak Securities
Managing Director
2023-07-01
Private Merchant Bank
Special Situations
2021-10-01
2023-02-01

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