Nimish Shukla, CFA
Verified Expert in Finance
Finance Expert
Nimish is a seasoned finance and operational consultant working with startups and scaling companies. He is also an accomplished entrepreneur who has raised $15 million+ in venture capital and exited one business successfully. Nimish has evaluated, structured, and completed several private and public capital raises and M&A transactions. He has a Wharton MBA, is a CFA Charterholder, and enjoys consulting and advising clients on expanding their businesses.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Expertise
Work Experience
COO and Co-founder
LifeRaft
- Co-founded a fully digital managing general agency (MGA) that builds supplemental health insurance products offering individuals indemnity payouts.
- Led insurance carrier relationships, revenue operations, accounting, financial, and regulatory functions.
- Raised two rounds of external venture capital and venture debt financing to grow the team, marketing, and company operations.
COO and Co-founder
Blueprint Income
- Co-founded the first digital platform for annuity sales and created the first subscription-based retirement income product distributed 100% digitally.
- Led and grew the Blueprint Income sales team, increasing overall sales from inception to $120 million of premium in 2019 before a large asset manager acquired the company.
- Led regulatory and financial functions, including projection modeling, monthly accounting, AR and AP analysis, nationwide insurance licensing, and acquisition due diligence.
- Completed a $3 million seed venture capital raise to expand the team, increase marketing spend, and build new insurance products.
Summer Principal
Acceleration Resources
- Joined as an early member of the investment team at an energy and natural resources private equity firm focused on private and public investments in the United States and Canada.
- Created financial models and investment memorandums to support investment theses from the chief investment officer.
- Presented potential investment opportunities in private energy companies while attending meetings with limited partners.
William J. Clinton Fellow for Service
Dasra
- Secured a $7 million USAID grant for Dasra as a part of a directive on maternal and child health. This funding was 10x the size of the existing Dasra budget.
- Led diligence and investments for grant deployment to scalable nonprofits and social ventures in the sanitation sector in India.
- Received one of 38 available AIF William J. Clinton Fellowships for Service in India to work with not-for-profit agencies and social enterprises.
Investment Banking Associate
Stifel
- Oversaw $8 billion of equity capital, debt capital, and M&A activity while serving as an investment banking analyst and associate.
- Led a $10 million sale of a privately held sand manufacturer, including prospective buyer outreach, term sheet negotiation, financial modeling, and marketing materials.
- Closed a $20.5 million mezzanine debt financing for a privately held E&P company looking to acquire a working interest in a natural gas field in Colorado. The Carlyle Group provided the financing.
- Prepared marketing materials for prospective clients, including financial analyses, in-depth market research, company-specific capital raising scenarios, and potential M&A targets.
- Managed a team of investment banking analysts in financial modeling and the marketing and execution of energy and natural resources equity, debt, and M&A transactions.
Education
Master's Degree in International Business
University of Pennsylvania - Philadelphia, PA, USA
Master's Degree in Business Administration (MBA)
Wharton School of Business - Philadelphia, PA, USA
BBA in Finance
The College of William and Mary - Williamsburg, VA
Certifications
Retirement Income Certified Professional (RICP)
The American College of Financial Services
Chartered Financial Analyst (CFA)
CFA Institute
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