Focus on what counts

Mandeep Trivedi, CFA, ASA

Principal

mtrivedi@citrincooperman.com
Education

Honors Degree in Commerce and Finance, University of Toronto

Master of Business Administration, Schulich School of Business, York University in Canada

Licenses

Chartered Financial Analyst 

Accredited Senior Appraiser with the American Society of Appraisers

“I pride myself in our ability to give comfort and confidence to clients in what can be very trying circumstances. I love helping clients understand the value in their businesses and assets so they can make informed decisions, and sleep better at night."

Mandeep Trivedi is a principal in the firm’s Valuation Advisory Services Practice. As the leader of the valuation team, she brings more than 17 years of experience to complex business valuations and financial analysis. She works with clients in a diverse range of industry verticals, including hedge funds and other alternative investment vehicles, technology, software development and licensing, entertainment, construction, staffing, hospitality and restaurants, and medical and dental practices, as well as a broad variety of service, manufacturing, and wholesale distribution companies.

Experience

Leading the firm’s Valuation Advisory Services Practice, Mandeep manages the preparation and delivery of top-quality valuations of businesses, private equity, professional practices, and income-generating assets such as derivatives, intellectual property such as music and literary catalogs, and other complex securities. In the area of valuation and economic damages measurement, she helps clients address a variety of matters, including financial reporting compliance, mergers and acquisitions, estate and gift tax planning, corporate financial planning, shareholder actions, matrimonial actions, commercial damages, and other economic damages.  
 
Mandeep is qualified as an expert witness before the Supreme Court of the State of New York. She testified before the September 11th Victim Compensation Fund regarding the economic damages suffered as a result of a wrongful death of a New York City firefighter during the September 11, 2001 terrorist attack, among other testimony.
 
Prior to joining Citrin Cooperman, Mandeep was a public equity analyst and financial advisor to high net worth clients.

Education & Licenses
Education

Honors Degree in Commerce and Finance, University of Toronto

Master of Business Administration, Schulich School of Business, York University in Canada

Licenses

Chartered Financial Analyst 

Accredited Senior Appraiser with the American Society of Appraisers

Presentations & Publications

Mandeep has published articles and been quoted in numerous publications, including Business Valuation Review, Bloomberg, and The New York Times. She is a frequent speaker at women’s events on the topics of increasing the value of a business and valuation considerations in hedge funds. At the New York Law Journal's Litigation Summit, she presented on the topic of shareholder disputes. She most recently presented at Crain's Made in New York Food and Beverage Expo on the topic of "Selling Your Restaurant Business - Get the Price You want." Mandeep also hosts webinars on these topics. 

Recent and Upcoming Presentations:

KAYO Women's Private Markets Conference: M&A Panelist (October 3, 2018)

Women in Investments: Capital Raising for Hedge Funds panel moderator (October 30, 2018)

Exit Planning Exchange New York: Business Valuation: What is the business worth, and why? (December 15, 2018)

Affiliations

Member, CFA Institute

Member, New York Society of Security Analysts (NYSSA) 

Mandeep served on the National Editorial Board for the bi-monthly newsletters, Litigation & Valuation Report, and helped to shape the content, style, and direction of the publication through her participation in editorial board conferences and by reviewing articles prior to publication. 

Community Involvement

Mandeep sits on the board of two non-for-profits, Board Member of Savvy Ladies, a non-for profit 501c3 that provides finance education for women and the Newark Boys Chorus School, a non-for profit 501c3 that provides education and music training for boy’s grades 4 to 8 in Newark, NJ.

Outside The Office

Mandeep and her husband have two daughters. During her limited free time, she enjoys yoga and meditation.

“I pride myself in our ability to give comfort and confidence to clients in what can be very trying circumstances. I love helping clients understand the value in their businesses and assets so they can make informed decisions, and sleep better at night."