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Connecting Capital, Companies & Opportunities Across India and the USA.
M&A|Capital Raising|Market Entry|Cross-Border Partnerships|Strategic Advisory
Investment banking & transaction advisory
Capital raised, deals closed, value protected — advised with the discipline of a 25+ years of experienced Chartered Accountant
M&A advisory, private equity & venture capital fundraising, IPO advisory, and debt syndication for growing Indian businesses — led by chartered accountants who structure deals, not just introduce contacts.
AHMEDABAD AMERICA
25+ years of CA expertise, now built for the US market
25+ Years in transaction advisory M&A · PE · Debt End to End Support
SS
Considering a raise, a sale, or an IPO? Start with a confidential conversation
Founding Partner Sunil Shah personally scopes every new mandate — whether it's a growth-equity round, M & A, India Entry Plan, Strategic Partnership, Succession Issues, Distress Opporutnities and Structure Debt Facility. No obligation, and covered by confidentiality from the first conversation.
What we do
Transaction advisory, built around how deals actually get done
We structure, negotiates, and closes transactions the way an in-house investment banking team would — with a chartered accountant's rigor on every number.
Mergers & acquisitionsBuy-side and sell-side mandates, business restructuring, and tax-efficient deal structures that protect shareholder value.
Private equity & VC fundraisingInvestor identification, pitch positioning, and negotiation support drawing on deep relationships across the PE and VC landscape.
Debt syndicationStructuring the right debt-equity mix and syndicating facilities with banks and NBFCs to minimize cost of capital.
Our network
Relationships we bring to your table, not just a deck
Two decades of transaction work means the right conversations happen faster — with the people who actually write cheques.
Private equity funds
Venture capital firms
Public & private sector banks
NBFCs
Merchant bankers
How it works
From first call to closing table, with a partner at every stage
01 Scoping & structuringWe assess the business, the ask, and the right instrument — equity, debt, or a sale — before approaching anyone.
02 Positioning & documentationInvestment memorandum, financial model, and data room prepared to institutional standard.
03 Outreach & negotiationTargeted approach to investors or lenders from our network, with term sheet negotiation on your behalf.
04 Diligence & closingWe manage due diligence, documentation, and closing mechanics through to funds or shares changing hands.
Confidentiality & deal discipline
Your cap table and your negotiations, handled like they're ours
Every mandate starts with a signed NDA. Investor and lender outreach happens only with your sign-off, at every stage.
NDA on every mandateSigned before any financial information or data room access is shared — no exceptions.
Controlled data room accessOnly vetted, relevant investors or lenders — approved by you — see your numbers.
Named outreach, no blast listsWe tell you exactly who we're approaching and why, before any conversation happens.
Leadership & team
Led by chartered accountants, not just deal-makers
Every mandate is led by a senior partner and backed by a team — never dependent on a single relationship.
SS
CA Sunil Shah
Founding Partner
25+ years advising companies through transaction advisory, fundraising, M&A, and IPO mandates. Recognized as one of India's leading CFO and transaction advisors, and named among India's "Top 10 Virtual CFOs" by CEO Insights India.
All-India Rank Holder, CA
HK
CA Hetal Kotecha
Partner
Over a decade she leads the Consulting Division, focusing on Virtual CFO and Transaction Advisory services; Due diligence, IPO advisory, Deal documentation, MIS & controls & ERP support systems, Process enhancement & Investor readiness .
RM
CA Rajesh Maheshwari
Director
25+ years in banking and project finance across HDFC Bank, ICICI Bank, ADCB, and SIDBI — leads debt syndication and lender relationships.
Why Us
The numbers hold up because the CA who signs off is the one running the deal
We have spent 25 years running finance functions and structuring transactions for growing companies — which means the financial model, the valuation, and the due diligence file are built by the same people negotiating on your behalf, not handed off to a junior analyst. That accountant's discipline, applied to deal-making, is why our clients' numbers survive investor and lender scrutiny.
25 yrs Transaction advisory track record
Team of 3 Chartered accountants leading delivery
M&A · PE · Debt End to End Support
Engagement & fee structure
Fees aligned to your outcome, not just our time
Mandates are scoped to the transaction — typically a retainer plus a success fee on closing — so our incentives sit on the same side of the table as yours.
- - Retainer + success fee, scoped to the mandate
- - No multi-year lock-in on advisory retainers
- - Free preliminary assessment before you commit
FAQ
Questions we get asked before anyone signs a mandate
Is our information confidential during the process?Yes. Every mandate starts with a signed NDA, data room access is controlled, and no investor or lender is approached without your sign-off. How long does a typical mandate take?A private equity or debt mandate typically runs 3–6 months from scoping to closing; M&A and IPO mandates can run longer depending on complexity and market conditions. How are you paid?Generally a modest retainer to cover documentation and process, plus a success fee on closing — so we're incentivized to get the deal done on the right terms. Will we have a dedicated advisor, or a rotating queue?You're assigned a lead partner and a supporting team — not a rotating queue of unnamed analysts. How is this different from a large investment bank?You get partner-level attention on every mandate, direct relationships built over 25 years, and CA-grade rigor on the numbers — without the large-bank minimum deal size. What size and stage of companies do you work with?Primarily growth-stage and mid-market Indian businesses — to companies raising institutional PE or structuring an exit - Deal Size from 10-50 MN USD .
Let's talk about your next transaction
Let's plan to meet during my US trip and get a straight answer on whether we're the right fit — no pitch, no pressure.
Mail: global@sunilsandeep.in | Mobile No: +91-9879585071
Let's Meet
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