Mehul S.
Co-Founder
Experience
Nov 2024 - Nov 2025
1 year 1 monthCo-Founder
Wesimplifi
- Co-founded a SaaS platform providing an AI-powered operating system for UK wealth managers to automate paraplanning, compliance and client reporting
- Led product strategy and development, leveraging AI tools (Claude, Cursor) to build and iterate multiple MVPs improving adviser productivity
- Managed a cross-functional team of 10 across engineering, design and compliance, operating in an agile development environment
- Secured a strategic partnership with an incumbent advisory firm, including an acquisition offer for the platform
- Conducted a strategic review of the business model and made the decision to pursue new opportunities following key learnings around product-market fit, GTM strategy, and scaling in a regulated space
Feb 2019 - Jul 2024
5 years 6 monthsAssociate (Third Year), Equity-Linked & Strategic Equity Derivatives
Barclays Investment Bank
- Executed equity financing and derivative solutions for institutional investors, UHNWIs, family offices and FTSE-listed corporates, driving repeat client mandates across the UK franchise, including multi-billion-dollar transactions across call overwriting, collars, margin loans, exchangeables, and structured equity financings
- Built and managed relationships with UK corporate treasury teams, securing repeat mandates for employee share option hedging and share buyback programmes
- Led end-to-end deal execution, including structuring, pricing, negotiating legal and commercial terms, and coordinating internal approval processes across Risk, Legal, and Syndicate
- Call writing for Blackstone on its stake in LSEG ($1bn)
- Collar hedge for a global corporate on European underlying ($2.5bn)
- Structured equity financing for a US private equity fund on a UK underlying ($2bn)
- Equity bridge financing for ECP’s take private of Biffa (£200m)
- Employee share options hedging transaction for a UK corporate via call options (£150m)
- Monetisation of GSK’s stake in Theravance Biopharma via an exchangeable bond ($300m)
- Fund financing for a European private equity fund (€1bn)
- Margin loan for founder of a UK FTSE 250 corporate (£100m)
Jun 2017 - Aug 2017
3 monthsSummer Analyst, Investment Management
State Street Global Advisors
- Participated in a two-month internship within Institutional Product Development & Research across a range of asset classes and investment capabilities including separately managed accounts, traditional UCITS funds and alternative investments funds
- Assessed the viability of launching a new offshore umbrella fund, including undertaking a detailed competitor analysis
- Shadowed individuals from the Investment Solutions Group including the Tactical Asset Allocation team, acquired an understanding of SSGA’s tactical investment philosophy and process and the use of downside risk protection strategies such as target volatility triggers
Languages
English
AdvancedEducation
Oct 2015 - Jun 2018
University of Warwick
Bachelor of Science · Economics · United Kingdom
Sep 2008 - Jul 2015
Haberdashers’ Aske’s School for Boys
Elstree, United Kingdom
Certifications & licenses
CISI Level 3 Certificates In Derivatives & Securities
CISI
Capital Markets Programme
CISI
Need a freelancer? Find your match in seconds.
Try FRATCH GPT More actions
Similar Freelancers
Discover other experts with similar qualifications and experience
- English
- Deutsch
2025 © FRATCH.IO GmbH. All rights reserved.