M&A Advisor in Mumbai Seeking Education and Healthcare Businesses Upto INR 1 crore

We are a Mumbai-based financial advisory firm with investment banking experience, including Chartered Accountant expertise. We help SMEs reduce back-office workload, generate new business, and prepare for fundraising through AI automation and outsourced financial services.
Our services include: Fundraising and transaction advisory, including capital raises, M&A, and stake sale support from preparation to closing. Financial modelling and business valuation. Preparation of pitch decks, teasers, and information memorandums for investors and buyers. Financial due diligence. Business development, including identifying and approaching prospective buyers, customers, and partners. AI-driven automation and outsourced finance and back-office support. We currently support a Mumbai-based manufacturer in identifying and approaching prospective buyers. We work with both Indian and international clients and combine investment banking expertise with AI tools to deliver faster and more cost-effective solutions.

We do not charge an upfront fee. We do charge a success fee post deal closure.

Acquiring / Buying a Business, Investing in a Business

- Our clients are looking for Indian SMEs and growing businesses that are looking to raise capital, bring in a strategic partner, or sell a stake, with transaction sizes of up to INR 1 crore.
- They prefer:
* Businesses with a proven operating track record, repeat customers, and promoters who are serious about the transaction and open to professionalising their finance function.
* Businesses with reasonably clean financial records and compliance, or a willingness to improve them, along with a clear use of funds or growth plan.
* Manufacturing and industrial businesses, particularly engineering, metal, and component manufacturers, as well as tech-enabled and B2B service businesses.
- They generally avoid businesses with unresolved legal, tax, or compliance issues, unclear ownership structures, unrealistic valuation expectations, or purely speculative and pre-revenue ideas without a credible plan.