Our Team

Monil Shah

Managing Partner, Tortoise Finance

Monil Shah is the Managing Partner at Tortoise Finance, bringing over a decade of experience in M&A advisory and corporate development, with a strong focus on healthcare transactions. He has successfully led 30+ acquisitions across various healthcare specialties, including radiology, audiology, physical therapy, and pediatrics.

Prior to Tortoise Finance, Monil held senior M&A roles at Ivy Rehab, Alpaca Audiology, and Professional Physical Therapy, where he played a key role in business expansions and successful exits. His expertise lies in guiding healthcare business owners through strategic partnerships, growth funding, and seamless transitions.

Monil holds a Bachelor’s (2015) and Master’s (2018) degree in Economics from Hunter College. He brings extensive experience in executing strategic transactions and is dedicated to helping healthcare practitioners achieve their long-term business goals.

Sagar Agarwal

M&A Associate, Tortoise Finance

Sagar joined Tortoise Finance in January 2025 as an M&A Associate, bringing over two years of experience as a Research and Investment Analyst at TresVista Analytics, where he served as an analyst for private equity and M&A advisory clients. His expertise includes market research, transaction comparables for M&A, financial due diligence, and seller identification.

He holds a Bachelor of Commerce (Honors) degree from St. Xavier’s College, India, graduating in 2022. In August 2023, he successfully cleared the CFA Level I examination.

Saransh Gera

Marketing Associate, Tortoise Finance

Saransh Gera joined Tortoise Finance as a Marketing Associate in April 2024, where he supports growth initiatives across digital channels with a focus on email campaigns, LinkedIn outreach, SEO, and more. With a strong foundation in analytics and customer journey optimization, Saransh helps streamline campaigns and enhance the digital presence of Tortoise Finance to effectively reach healthcare business owners.

Prior to joining Tortoise Finance, Saransh worked with several startups and agencies, building scalable systems and driving measurable results across industries. He brings hands-on experience with CRM platforms, outreach tools, and content strategy, ensuring every initiative aligns with business goals.