WISDOMSMITH ADVISORS LLP is a data and knowledge-led advisory firm. We offer a range of services to clients in financial transactions and business consulting.
WISDOMSMITH ADVISORS LLP is a data and knowledge-led advisory firm. We offer a range of services to clients in financial transactions and business consulting.
Wisdomsmith seeks to deliver financial success for its clients.
We advise our clients on areas like fund raising / strategic transactions; and business consulting cases like strategic plans, India entry strategies, new business entry strategies.
We believe in our ability to create value for our clients, and for all parties involved in a transaction.
Our partners and team members bring a wealth of experience across sectors, functions and situations. In terms of sectoral exposure, our partners have worked in commercial banks, investment banks, institutional broking, venture capital and consulting. Between us, we have advised companies across sectors and stages.
Wisdom means, "The ability to discern or judge what is true, right, lasting and insightful". Our operating principles emanate from this definition.
Our work should lead to enhancement in the economic value of the client's business.
We believe in building relationships by doing the right things.
Deliver on the commitments we make, our word must be trusted
Intellectual integrity and professional honesty is the bedrock of our approach to any task.
All our clients & partners are equally close to our heart
Deep research focus to learn more about client business
We do go wrong sometimes, but we have the courage to learn from our mistakes
Our partners have a collective work experience of over 150 years.
They have worked in various areas of financial markets – commercial banking, investment banking, equity markets, venture capital investing and financial research. Some of us have also worked in operating roles and in business consulting.
In other words, we bring a diverse range of skill sets to our assignments.
As a team, we are also well connected with companies in a range of sectors, as well as all types of institutional investors.
We collaborate with like minded organisations within India and abroad.
In particular, we have ability to deliver cross border transactions in geographies in USA, Japan, South Korea, Australia and Middle East via our exclusive partnerships with advisory firms in these countries.
In India, we have a relationship with a leading wealth management firm Trustplutus.
We are the investment banking partner for India for CGS CIMB Securities (India), the Indian arm of CGS-CIMB Securities International Pte. Lt ("CGS-CIMB"), a 50-50 joint venture between China Galaxy International Financial Holdings Limited, a wholly-owned subsidiary of China Galaxy Securities Co., Ltd, and CIMB Group Sdn Bhd. The two key partners here are:
China Galaxy Securities has the largest securities distribution network in PRC with 36 subsidiaries and over 470 securities branches covering 31 provinces across China. It also services one of the largest client bases in the PRC of over 9.5 million brokerage customers. China Galaxy Securities is a joint stock limited company listed on both Hong Kong Stock Exchange and Shanghai Stock Exchange. Its largest shareholder is China’s sovereign wealth fund Huijin.
CIMB Group is one of ASEAN’s leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking, asset management and insurance products and services. It’s largest shareholder is Khazanah, Malaysia's sovereign fund.
The CGS - CIMB JV is very strong key Asian geographies: China, Hong Kong, Malaysia, Singapore, S Korea, Indonesia, Vietnam, Philippines, Thailand, Australia and India. The institutional equities team tracks 800+ stocks across these geographies.
Trustplutus is among India's leading wealth management companies. Wisdomsmith acts as investment banking advisor to high networth clients of Trustplutus.
Wisdomsmith offers a wide range of advisory services to unlisted and listed companies. We leveraging our functional knowledge, sectoral expertise and relationships with financial institutions and strategic investors across the globe.
We help our corporate clients' structure and close fund raising transactions from venture capital and private equity or strategic investors.
Our mandate sizes have ranged all the way from USD 1-50million. We also present smaller cases to our own angel platform Wisdom Angels.
While handling such transactions, we assist our clients at all stages beginning from
We assist clients in raising term / working capital or structured debt from banks, NBFCs or special situation or thematic debt funds.
In this area, we work on mandates ranging from USD5m and upwards.
We assist our clients in the entire transaction process from
These are inorganic transactions like M&A, joint venture and alliances, out/in licensing agreements etc. These can be cross border.
We are active on several leading geographies like USA, Japan, South Korea, Australia and Middle East.
In our young journey, we have already closed transactions like an acquisition, a merger, a valuation opinion for an acquisition bid, cross border JV.
We offer services like:
We also do brand divestment or acquisition, technology out-licensing, largely in the pharmaceutical sector.
We offer a business consulting and research services.
We have executed new business entry and growth advisory mandates for several Indian and MNC clients. This has involved making business plans, and helping managements in select areas of the business plan execution, like annual planning, budgeting and reviews; identifying inorganic opportunities.
We have conducted valuation exercises of acquisition targets on behalf of investors. This involves making detailed financial projections, or vetting projections given by the client/target; and using various valuation methodologies to arrive at a rigorous valuation estimate. We also identify areas of synergistic benefits post acquisition and help the acquirer understand value unlocking potential from these.
Custom sector / company research with clearly defined objectives and deliverables for funds and corporates. We have conducted such studies for Indian and MNC clients.
India Business Reports or IBR, a platform which offers macro and micro research, is an arm of Wisdomsmith. IBR offers research reports on companies and sectors we are focussing on at this point.
We partner high quality managements in creating success stories on the Indian stock markets.
We aim to work with clients who we trust have the ability and intent tocreate value for all stakeholders
A leading rice company
Transaction: Closed joint venture with Kameda Seika, Japan's leading rice based snacks company
India's largest dental laboratory.
Transaction: Raised Series A from Orbimed, a US PE fund focussed on life sciences investments
India's leading patient management company
Transaction: Raised Series A from a domestic proprietary fund
Transaction: Term Loan
Transaction: Pre-Series A funding
Transaction: Bank Loan
Transaction: CP Placement
Transaction: Term Loan
Transaction: Term Loan
Transaction: Term Loan, pre-Series A funding
Listing a few transactions led by our partners in earlier roles
India's most profitable diagnostic laboratory (Series A investment)
India's largest stem cell bank (Series A investment)
Subsidiary of Apollo Hospitals, focussed on maternity care (Series A investment)
India's leading comparision shopping site (Series A investment)
Jaipur's leading commercial property
Transaction: Debt restructuring transaction
Listed company in FIBC business
Transaction: Working Capital debt from a Russian bank
Transaction: Acquisition finance for Hong Kong subsidiary to acquire an Australian company
Our partners advised the companies on various strategic requirements
Segment entry and brand growth strategy for J&J India
Growth consulting involving making a full business plan for Dr Reddy's to build a consumer health business in India
Portfolio planning and rationalisation for a business Sanofi had acquired in India
India entry strategy, and identification of potential marketing partner for India
India entry strategy for consumer health business,identification of the appropriate launch product portfolio, regulatory check and launch marketing strategy
Identification of the appropriate launch product portfolio, regulatory check and launch marketing strategy
Subsidiary of oil PSU, Hindustan Petroleum. We gave a valuation opinion on an acquisition
We continue to advise the company on business planning, budgeting and growth strategy
Valuation Opinion for a private placement
New Business Entry Strategy
Growth Consulting
Our partners advised these companies on interactions on shareholder communication, and interactions with institutional investors and sell side research analysts
CL Educate has 2 distinct lines of business: Edtech and Martech. Wisdomsmith has been working with CL Educate on IR for around 3 years. In this period, CL stock has risen significantly on the back of improved performance and balance sheet clean-up.
Chemcrux, a specialty chemical company, has recently migrated to the mainboard from the BSE SME Exchange. The company is also expanding capacity. We continue to believe in its capacity to create value for investors.
Acquired by a new management, Indrayani is a rapidly growing company in three lines of business: Food, Engineering and Healthcare. The company is in the middle of a strong growth curve.
A niche player making additives for the steel industry. Sarthak is a leader in its products - Cored Wire and Aluminium Flipping Coil. The company has reported strong growth in FY22.
MPS had fallen off the market radar after it got acquired by a new management. We led a re-discovery and massive rerating of the stock.
Zensar was a quoting at substantial discount to mid-cap IT universe despite above average fundamentals, due to unfounded concerns on management quality. We drove a re-rating of the stock, making it the best performing IT stock in the period of our assignment
KPR was a new listed textile stock, unknown to the market. We studied the stock, found it to be high quality and took the story to investors. It became a multi-bagger for several investors.
This was a high quality speciality chemicals company, just building business scale when we took on the assignment and got investors and analysts to understand the stock.
The stock was trading below Rs 10 when we took on the case. It was a strong value buy, but investors somehow had strong prejudices against the stock. Those who listened to us multiplied their investment several times over
India's largest manufacturer of steel tubes. While a low tech business, the company was scaling up well, leading to above market return
We look forward to your feedback and queries on admin@wisdomsmith.com
You can also mail us at
DBS Office Business Centre
213, Raheja Chambers, 2nd floor,
Free Press Journal Road
Nariman Point, Mumbai 400-021
Phno: 022- 40509400
Fax: 022-40509300
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Wisdomsmith Advisors LLP
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