Mandeep Trivedi, CFA, ASA
Mandeep Trivedi is a principal in the firm’s Valuation and Forensic Services Group. As the practice leader of our valuation services team, she brings more than 14 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, medical and dental practices, funeral homes, and a broad variety of service, manufacturing, and wholesale distribution companies.
Prior to joining Citrin Cooperman, Mandeep was a public equity analyst and financial advisor to high net worth clients.
Leading the firm’s valuation services team, Mandeep manages the preparation and delivery of top-quality valuations of businesses, private equity, professional practices, and income -generating assets such as derivatives and intellectual property. 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 forensic services.
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.
Presentations and 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.
Mandeep is a member of the CFA Institute and the New York Society of Security Analysts (NYSSA). She has 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.
Education & Licenses
Mandeep earned her honors degree in Commerce and Finance from the University of Toronto and obtained her M.B.A. from Schulich School of Business, York University in Canada. She holds the designation of Chartered Financial Analyst and is an Accredited Senior Appraiser with the American Society of Appraisers.
Nov 30, 2015
Principal Mandeep Trivedi is featured in Private Asset Management Magazine more
Oct 12, 2015
The Price of Profits: How Carried Interest is Valued more
Oct 06, 2015
Citrin Cooperman Corner: The Price of Profits - How Carried Interest is Valued more
Apr 16, 2015
Principal Mandeep Trivedi is interviewed by Accounting Today TV on the issues of diversity, mentorship, and overcoming obstacles. more
Mar 17, 2015
Principal Mandeep Trivedi’s appointment to practice leader of Valuation Services is picked up by Inside Public Accounting and Accounting Today. more
Mar 16, 2015
Citrin Cooperman Appoints Mandeep Trivedi, CFA, ASA, as Practice Leader of Valuation Services more
Sep 22, 2016
2016 Driving Your Business: Women at the Wheel New Jersey more
May 02, 2016
Table Talks NYC more
Oct 09, 2015
New York Law Journal's Litigation Summit more
Jun 04, 2015
Mandeep Trivedi will be making a presentation to the Women Presidents’ Organization about “Increasing the Value of a Business Over its Lifespan”. more
Apr 20, 2015
Mandeep Trivedi will be making a presentation to the Women Presidents’ Organization more