SEBI Registered · Mumbai · Est. 2010
Investment Banking and Wealth Management
Guiding businesses and their founders on growth capital, M&A and wealth management.
- Lithium
- The Hosteller
- abcoffee
- Aurassure
- Olea
- Celcius
Investment Banking
Senior bankers on every mandate. Not just the pitch.
The banker you meet in the pitch is the one who closes your deal. We partner on high conviction opportunities backed by strong fundamentals, credible businesses and compelling value creation potential.
Private Equity Syndication
Series B and beyond. Structured fundraising processes that build genuine investor competition, not just one inbound term sheet.
Learn more about Private Equity Syndication02Mergers and Acquisitions Advisory
Buy-side and sell-side. Competitive processes, diligence management, document negotiation. Cross-border experience across India and Southeast Asia.
Learn more about Mergers and Acquisitions Advisory03Structured Debt
Non-convertible debenture issuances, promoter financing and acquisition finance. Terms that are financeable and covenants that are liveable.
Learn more about Structured Debt04Advisors to Family Offices
Direct access to private market opportunities for family offices and promoter groups. Deal sourcing, diligence support and co-investment structuring, drawn from the same pipeline our banking team runs every day.
Learn more about Advisors to Family OfficesProof of Work
Select Transactions
100+ transactions since 2010 across capital raises, M&A, secondaries and structured debt.
Showing 6 of 62 transactions
Company names and transaction values shown are representative and may be subject to confidentiality obligations. Past transaction activity does not guarantee similar future results. SEBI Portfolio Manager Registration No. INP000006846. SEBI Category I Alternative Investment Fund Registration No. IN/AIF1/21-22/0902.
The Difference
What growth stage founders actually need.
Large banks have senior originators and junior executors. We do not. The banker you meet in the pitch closes your deal.
Senior team on every mandate
Every transaction is led by a Partner or Senior Director. No switching to analysts after the retainer is signed. When the deal gets difficult, our most experienced person is at the table.
We partner on high conviction opportunities
We partner on high conviction opportunities backed by strong fundamentals, credible businesses and compelling value creation potential.
Rs 100 Cr to Rs 1,000 Cr is home
This is not a stepping stone to bigger deals. Fifteen years of mid-market focus means we know the investor universe, the deal structures, and the pitfalls that others discover too late.
How We Work
From first conversation to close.
A structured process with clear milestones. You always know what happens next and why.
Mandate Discussion
A 90-minute conversation before we agree on anything. We listen first. No retainer until both sides know this is the right fit.
Preparation
Information Memorandum, financial model, investor targeting and positioning. Three to four weeks before any investor sees it. Preparation determines the quality of the term sheets.
Reaching Out
Indications of interest, presentations, term sheets, exclusivity. We manage tension between investors so you get the best terms, not just the first term sheet you receive.
Negotiation and Close
Due diligence, documentation, regulatory approvals, closing. We stay at the table through signing and funds transfer. Our engagement ends when the money arrives.
From Founders
What clients say
Merisis have changed my views about investment bankers. I recommend them.
Bhavish AggarwalCo-Founder & CEO, Ola CabsMerisis did a commendable job in helping us find the right set of institutional investors. I thank the Merisis team for playing an instrumental role in our entire Series B fund raising process.
Pushkar SinghCo-founder and CEO, LetsTransportThe team at Merisis not only helped us connect with potential investors but also helped us strategise business plans, working with them has been a pleasure and I look forward to future interactions, special thanks to Sumir & Darshan for all their help and guidance
Swarup BoseFounder & CEO, Celcius LogisticsI chose Merisis for their entrepreneurial spirit, and they delivered.
Ambarish GuptaFounder , KnowlarityThanks for all your help and ensuring that the transaction happens. Hoping to have continued interaction.
V.R. GovindarajanFounder & CEO, PerfiosI recommend the Merisis team. Thorough professionals, out of the box thinkers in cracking a problem … and very committed
Dev BhattacharyaHead Strategy, Aditya Birla GroupExcellent understanding of financial solutions, never found the team lacking for knowledge or application. And always kept our interests at the top
SethunathMD, Alia Diadeis
Products
Portfolio management and alternative investments.
Beyond investment banking, we manage capital directly. SEBI-registered PMS and Category I AIF, both under Merisis Advisors Private Limited.
Merisis PMS
Three discretionary Portfolio Management strategies for HNIs and founders with investable assets above Rs 50 lakhs. Direct ownership of securities in your demat account, managed actively by our investment team.
- Rs 50 L+
- Minimum Investment
- Discretionary
- Strategy Type
- INP000006846
- SEBI Registration
Investments are subject to market risk. Past performance is not indicative of future results. Read the Disclosure Document carefully before investing.
Explore Merisis PMSMerisis Venture Partner Fund
A SEBI-registered Category I Alternative Investment Fund investing in high-growth private companies across our core sectors. Powered by 15 years of investment banking deal flow and proprietary sector access.
- Rs 1 Cr+
- Minimum Investment
- Category I AIF
- Fund Type
- IN/AIF1/21-22/0902
- SEBI Registration
Category I AIF. For qualified investors only. Capital is committed for the fund life. Illiquid investment. Past performance is not indicative of future results. Read the PPM carefully before investing.
Explore the FundTell us what you want to do.
A 30-minute intake conversation costs nothing. We assess the fit and tell you honestly if we are the right team for your mandate.
How Can We Help