Merisis Advisors

Name

Merisis Advisors

Legal name

Merisis Advisors Private Limited

Website

https://merisisadvisors.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Miscellaneous Intermediation (52391), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• Investment banking advisory
• Equity capital advisory
• Mergers and acquisitions
• Wealth management services
• Venture capital advisory

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Equity Capital Advisory: Merisis works with growth stage companies to raise equity capital from venture and private equity funds, earning advisory fees for capital raise transactions.
2. M&A Advisory: The firm offers both buy and sell advisory on corporate mergers, acquisitions and divestitures to public and private companies, earning transaction-based advisory fees.
3. Wealth Management: Through Merisis Wealth, the firm provides wealth management services including Merisis Multicap PMS, Merisis Opportunities Fund (Category 1 AIF), and exclusive private opportunities.
4. Venture Capital: Merisis Venture Partners (Category 1 AIF) co-invests in proprietary early-stage opportunities, generating fund management and performance fees.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Merisis Advisors is a boutique investment banking and financial advisory firm that advises growth-stage companies and founders on equity capital raises (Series B onwards) from venture and private equity funds and on M&A transactions (buy-side and sell-side). The firm also provides wealth management services (Merisis Multicap PMS and Merisis Opportunities Fund) and operates Merisis Venture Partners, a venture capital fund that co-invests in proprietary early-stage opportunities, with early-stage (Pre-Series A and Series A) advisory delivered through group company ValueBridge Capital.

Product overview

Merisis Advisors is a boutique investment banking and financial advisory firm that operates as a single integrated advisory service rather than a multi-product platform. The firm provides two core services: Equity Capital advisory (helping growth-stage companies raise equity capital from venture and private equity funds, typically from Series B onwards) and M&A Advisory (both buy-side and sell-side advisory on mergers, acquisitions, and divestitures for public and private companies). The firm operates across five sector verticals: HealthTech, Fintech, Transportation, Consumer, and Enterprise Tech & Services. Merisis Group includes affiliated entities ValueBridge Capital (early-stage advisory, Pre-Series A to Series A), Merisis Venture Partners (venture fund), and Merisis Wealth (wealth management), but these are distinct business units under the same group umbrella rather than modules or products of a unified platform.

Differentiator

Problem solved

Functional benefit

Brands

• Merisis Multicap PMS: Portfolio Management Service offering superior and consistent risk-adjusted returns through investments in listed and unlisted equity and debt securities.
• Merisis Opportunities Fund

Products and services

• Equity Capital Advisory
• M&A Advisory
• Merisis Multicap PMS (Wealth Management)
• Merisis Opportunities Fund (Category 1 AIF)
• Early-Stage Fundraising Advisory (via ValueBridge Capital)

Quantifiable outcome

• $1 Bn+ total transaction value across fundraise, M&A and secondaries
• +1 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered strategic and core.

• Boon CapitalstrategicStrategic or Co-development Partner · 4 March 2025ValueBridge Capital (part of Merisis Group) acquired Boon Capital in March 2025 to strengthen early-stage fundraising expertise. Boon Capital founder Garima Seth joined as part of the acquisition with her team.
• ValueBridge CapitalcoreStrategic or Co-development PartnerValueBridge Capital is part of the Merisis Group and focuses on early-stage fundraising advisory (Pre-Series A and Series A from $3 Mn to $15 Mn). It bridges the gap between early-stage companies and institutional investors, leveraging Merisis' domain understanding.
• Merisis Venture PartnerscoreStrategic or Co-development PartnerMerisis Venture Partners (Category 1 AIF) is the venture arm of the firm that co-invests in proprietary early-stage opportunities. It welcomes investors looking to invest in proprietary deals of growth stage startups.
• Merisis WealthcoreStrategic or Co-development PartnerMerisis Wealth provides wealth management services including Merisis Multicap PMS, Merisis Opportunities Fund (Category 1 AIF), and exclusive private opportunities. It serves as the wealth management arm of the Merisis Group.
• AICA GlobalstrategicStrategic or Co-development PartnerMerisis Advisors is part of AICA Global (Alliance of International Corporate Advisors), complementing its cross-border expertise. The firm has advised founders on cross-border transactions worth $500 Mn+ through this network.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Avendus Capital: India's leading independent mid-market investment bank advising on M&A, growth capital and structured finance across technology, consumer and financial services. Directly comparable to Merisis on growth-stage capital advisory, M&A and now wealth/credit adjacencies.
• o3 Capital: Boutique Indian investment bank and institutional broker offering M&A, equity capital and growth-stage advisory. Closely comparable to Merisis in growth-stage capital advisory and selective sector mandates.
• IndigoEdge: Boutique Indian corporate finance advisor with focus on technology, consumer and growth sectors. Comparable to Merisis in size, sector alignment (Enterprise Tech, Consumer) and growth-stage capital raise work.
• Singhi Advisors: India-focused M&A and corporate finance advisory firm with cross-border capability across growth-stage and mid-market transactions. Comparable to Merisis in growth-stage M&A mandate profile and equity capital advisory.
• Allegro Capital Advisors: Indian boutique advisory firm focused on mid-market M&A and capital raising, often on emerging and consumer-facing businesses. Comparable to Merisis in size, deal size band and growth-stage founder profile.
• Arpwood Capital: Home-grown Indian mid-market investment bank and special situations fund manager with strong M&A advisory franchise. Directly comparable in growth-stage advisory, mid-market M&A and credit/PE placement activity to Merisis.
• Spark Capital Advisors: Indian mid-market investment bank (historically associated with the Aditya Birla group) providing M&A advisory, equity capital markets and broking services. Highly comparable to Merisis in growth-stage capital raising and sell-side/buy-side M&A.

Broad incumbents

• KPMG India (Deal Advisory / Corporate Finance): Big 4 corporate finance practice in India offering M&A advisory, capital raise and transaction services. Comparable to Merisis on mid-market M&A mandates and growth-stage capital raise work where Big 4 brands are shortlisted.
• EY-Parthenon India (Deal Advisory): Big 4 transaction advisory practice in India delivering M&A, due diligence and capital advisory. Indirect competitor for mid-market growth-stage mandates where Merisis would otherwise be the named advisor.
• Morgan Stanley India (Investment Banking): Global bulge-bracket investment bank with a deep India franchise. As a broader incumbent, it competes with Merisis on larger tech M&A and growth-stage capital raises, especially where founders seek a global advisor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/merisisadvisors
• LinkedInlinkedin.com/company/merisis-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Merisis Advisors