Sumir – Entrepreneur, Investment Banker and Strategy consultant. Sumir comes from an Mergers & Acquisitions background and has worked on both the buy and the sell side. He started his career on the buy side as part of the Corporate Strategy team of the Aditya Birla Group when it was formed in 1996 and subsequently in 2002 he joined Cambridge Solutions a listed IT/BPO company looking at Acquisitions & Integration for them. From 2006 onwards, he has been on the sell side first with Meghraj Capital a focused Mergers & Acquisitions advisory firm and then Merisis Advisors. Sumir has been involved in deals in across various sectors with significant ones being Technology, IT Services, Financial Services, Retail, Industrials and Real estate.
–Sumir is an MBA from XLRI Jamshedpur and a Chartered Accountant.
Fazal – Entrepreneur, Investment banker and Asset Manager. Fazal has extensive Private Equity experience having spent over a decade managing several Private Equity & Real Estate Funds in the Middle East, apart from advising portfolio companies on Mergers & Acquisitions. He has successfully managed large investments and delivered over 5x returns. Prior to the Private Equity experience he has also worked with corporates like Lloyds Finance, Reliance and Tata Motors. His domain strength are in Technology, Consumer and Industrials. He has a B.Tech in Electrical Engineering from IIT BHU and an MBA from IIM C
Sunil Gulati brings to bear three decades of experience in the banking industry both in India and overseas across investment banking, corporate finance, financial management, risk management and corporate strategy.
Sunil is Head – Risk & Strategy at Ratnakar Bank. His most recent contribution was at Yes Bank, where he headed wholesale banking including Corporate & Institutional Banking, Emerging Corporate Banking, Transaction Banking, International Banking and Business Advisory for over four years. Sunil has also worked in GE Commercial Finance as Head and ING Group between 2001 and 2006.
Prior to that he was with Bank of America for 12 years in Investment banking in India and abroad. During this period, Bank of America was consistently rated as among the best corporate finance banks and M&A advisors during this period.
Sunil holds a B.Tech in Electronics from the Indian Institute of Technology, Delhi (1982) and is a Gold Medalist from the Indian Institute of Management, Ahmedabad (1984).
Anuj Mehta, Associate Vice President
Chartered Accountant, Rank Holder in CA Intermediate. 10 years of banking experience across Deutsche Bank(Investment Banking), ICICI Bank(Credit & Retail), and Wealth Solutions (Equity & Structured Credit solutions). At Merisis, Anuj is in charge of Structured Products as well as coverage across South India.
MMS from Mumbai University, ranked 1st in his batch. 6 years of corporate finance experience across McGladrey Capital Markets LLC an equity research KPO focused on the US middle market , Trans Corporate Advisory Pvt. Ltd. a boutique investment banking firm in Chennai and then Merisis. Works on Industrials, Consumer and Internet verticals
MBA from IIM Calcutta, and Btech (ECE) from JNTU, Hyderabad. Santosh joined Yes Bank in their Corporate Banking department from campus and has worked on loans aggregating Rs. 400 crores across EPC, Power and BPO companies. In Merisis works on Technology and Education
Rahul Nihalani is currently working as AVP at Merisis Advisors. He has over 8 years of experience in financial services industry. At Merisis, he is responsible for Enterprise and Consumer Technology sectors. Prior to Merisis, he worked with American Appraisal, a division of Duff & Phelps in their Business and Intangible valuation practice. Rahul has also worked with Deloitte FAS (USA). He co-founded SYOR Group, an equity research subscription service for companies under Chapter 11 Bankruptcy in USA. His responsibilities encompass sourcing, evaluating, negotiating and executing investment opportunities. He also comes with invaluable experience of Business and Intangible Asset valuation. He holds a bachelor’s degree in Information Technology from Nirma Institute of Technology, Ahmedabad and an MBA from University of Pittsburgh, Katz School of Business, Pennsylvania
Puneet Vyas is currently working as Senior Associate at Merisis Advisors. He has over 8 years of experience in Investment Banking. Prior to Merisis, he worked with Keynote Corporate Services, where he was part of the Investment Banking (Corporate Finance) team. Puneet has also worked at Alpheas Advisors, BOB Capital Markets and L&T Infotech. He made an online ‘Investment game’ using VB during his MBA days. He holds a BE in Electronics & Telecom Engineering from D.J. Sanghvi COE (Mumbai University) and an MBA from NMIMS, Mumbai
Tanmay has more than 2 years of investment banking experience. Prior to joining Merisis, he was with Wodehouse Capital and TresVista Financial Services. He holds BE in Electronics from Mumbai University
Sumit has more than 3 years of experience in the financial services industry. Prior to Merisis, he was working as a senior financial analyst at a financial services firm. He graduated from BITS Pilani with an MSc (Hons) in Physics and BE (Hons) in Civil Engineering. While at BITS, Sumit was a member of the Aakash Ganga project where he applied remote sensing and geographical information systems techniques on satellite imagery coupled with evolutionary algorithms to develop an innovative domestic rainwater harvesting system that alleviates the perennial scarcity of drinking water in rural villages and created an economic model to assess the sustainability of the project. He interned at eClerx Services Ltd. where he worked on development of a web crawler tool. He is a Manager with Startup Leadership Inc., an award-winning, global education program and network for startup CEOs headquartered in Boston. Sumit has published a research paper on water quality assessment with a journal of international repute. He completed Jagriti Yatra 2012, a national train journey aimed at building India through enterprise and prepared an enterprise plan for watershed development, low cost housing and sanitation. At BITS, he was a member of the hostel level anti ragging squad.
Abhishek has 3 years of experience in the financial services industry. Prior to Merisis, he worked with XL Catlin as an Investment Analyst and as an Equity Research Analyst Intern with Trefis. He is a CFA level III Candidate and a B.Com(H) graduate from College of Vocational Studies, Delhi University.