Progress Partners

Investment Banking

Progress Partners is a boutique investment firm based in Boston and New York City providing financial advisory services to companies in media, marketing, advertising, and software.

Sameer Patel

Sameer joined Progress Partners as a Senior Analyst in June 2018 and was promoted to Associate in July 2019. He supports M&A and private placement engagements by conducting market and financial research, developing deal marketing material, and supporting the Managing Directors with business development opportunities.

Before joining Progress Partners, Sameer worked as an Analyst on the FP&A and Financial Reporting team at Glencore Ltd. He also worked at PwC as a Tax Associate for Asset and Wealth Management clients.

Sameer graduated from Boston University in 2015, Magna Cum Laude, with degrees in Finance, Economics, and Accounting.

He is a licensed Certified Public Accountant in Massachusetts. He has passed all three CFA exams and is currently gaining the work experience to become a CFA charterholder.

(203) 668-3370

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Progress Partners, Inc. © 2002-2019

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