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).
Rosalind Rock, Associate Director
Rosalind has 21 years of extensive work experience in advising startups and middle market companies on strategic partnering, business development, and M&A cross-border transactions. Rosalind has worked on assignments involving identifying and structuring Strategic Partnerships, Sourcing Capital, and Business Development for Indian, Chinese and US companies. Rosalind received an MBA from NYU’s Stern School of Business and was an active member in their Alumni Entrepreneurship Committee for five years.
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.
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 across EPC, Power and BPO companies. In Merisis, Santosh specializes in IT Services domain.
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
Sumit has more than 4 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. He is a part of 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.
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.