Our Team
Experienced. Insightful. Execution-Focused
At AdvisoIQ, our team is the foundation of our excellence. We are a group of seasoned professionals with extensive backgrounds in Investment Banking, Equity Research, Project Finance, and Debt Advisory & Restructuring - united by a shared commitment to quality, agility, and client success
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With 60+ years of collective experience at our leadership level has supported top-tier investment banks, private equity firms, corporates, and financial advisors across the US, UK, Middle East, and Asia-Pacific regions. We’ve worked across market cycles, deal types, and sectors - delivering consistent value through deep analytical rigor and domain expertise
What Defines Our Team:​
🔹 Domain Specialists: Each of our senior professionals has 15+ years of experience in high-stakes financial environments. They bring deep capabilities in transaction strategy, modeling, valuation, research, and capital markets
🔹 Global Exposure: Having worked with international clients and markets, our team understands cross-border deal dynamics, sector-specific nuances, and regulatory requirements
🔹 Tool & Platform Proficiency: We are power users of platforms like Capital IQ, FactSet, Dealogic, Pitchbook, Debtwire, MergerMarket, and Microsoft Office Suite—ensuring fast, accurate, and insight-driven outputs
🔹 Client-Centric Culture: We integrate seamlessly with client teams, adapt to their workflow preferences, and operate with the urgency, confidentiality, and precision that financial services demand