Shubham Datta, Cpa, Ca
About Shubham Datta, Cpa, Ca
Shubham Datta is a Vice President of Corporate Development & Ventures at Clio, specializing in M&A with extensive experience in strategic acquisition and sell-side advisory roles. He has previously held positions at Shopify, KPMG, and the University of Waterloo, and hosts a podcast called The Backbone, focusing on finance in high-growth companies.
Work at Clio
Shubham Datta serves as the Vice President of Corporate Development & Ventures at Clio, a cloud-based legal technology company, since 2020. In this role, he focuses on sourcing, deal execution, and integration within mergers and acquisitions (M&A). His responsibilities include strategic acquisition efforts and managing partnerships that align with Clio's growth objectives. Datta's tenure at Clio has been marked by his extensive experience in M&A, which he leverages to drive corporate development initiatives.
Previous Experience
Before joining Clio, Datta held several positions that contributed to his expertise in corporate development and finance. He worked at Shopify as a Corporate Development Lead from 2018 to 2020, where he completed significant transactions, including the $450 million acquisition of 6 Rivers Systems. Prior to Shopify, he was an Investment Banking Associate at KPMG Corporate Finance LLC for 11 months and served as a Senior Accountant and Staff Accountant at KPMG from 2010 to 2014. Additionally, he was an Adjunct Lecturer at the University of Waterloo from 2020 to 2021.
Education and Expertise
Shubham Datta earned his Bachelor of Mathematics with a focus on Honours Mathematics and Chartered Accountancy from the University of Waterloo. He also studied Accounting and Finance at Chartered Professional Accountants of Canada (CPA Canada), achieving the designation of Chartered Professional Accountant (CPA). His educational background, combined with his professional experience, equips him with a strong foundation in finance, accounting, and strategic business development.
Achievements in M&A
Datta has significant experience in mergers and acquisitions, having worked in both strategic acquisition and sell-side advisory roles. His work includes sourcing and executing deals, as well as integrating acquired companies. He has contributed to the growth and exit strategies of venture-backed startups during his time as a Director at SurePath Capital Partners. His podcast, The Backbone, further showcases his insights into finance within high-growth companies.
Podcast Hosting and Interests
In addition to his corporate roles, Shubham Datta hosts a podcast called The Backbone, which explores the intricacies of finance in high-growth companies. This platform allows him to share his knowledge and experiences in the finance sector. Outside of his professional pursuits, Datta enjoys following the Toronto Raptors and often considers his next meal.