Our Core Businesses

We help businesses in not only charting viable next steps but executing corporate development and fund raising to help the organization with growth, consolidation and liquidity. We bring investment rigour to ensure your entrepreneurial journey never gets compromised. 

M&A Advisory

Our talented team of professionals offers unparalleled financial advisory and M&A expertise with the sophistication you would expect from bulge bracket firms while maintaining the personal touch of a boutique investment bank. Hundreds of business owners, investors and management teams rely on us for execution on their buy-side and sell-side M&A objectives. We support clients throughout the transaction process from evaluating and recommending financial and strategic alternatives to identifying the right partner, through negotiating the final terms of the transaction.

Capital Raising

Our team of senior investment bankers provides comprehensive transaction management every step of the way. It starts with identifying the appropriate capital structure and capital sources to introducing strategic partnership relationships, and continues through to the close of the transaction. In this dynamic market, we have the expertise to structure the right financing and/or capital for each situation.

  • Debt and equity capital raises. 
  • Raising minority equity, control equity and equity growth capital. 
  • Raising debt from senior secured to unsecured facilities. 

International Collaborations & Joint Ventures:

We specialise in client-tailored strategies and specific solutions, identify appropriate opportunities in global markets through alliances and joint ventures.

Our offer advisory services to companies, individuals and NRIs with interest in India who are looking to set up base in India or open to Joint Ventures and Collaborations - both Financial and Technical and mergers and acquisitions. Our services include:

  • Helping them with assessing economic viability of entering into a business venture.
  • Identification of a suitable joint venture partner inl ine with the vision of the investor investor.
  • Assistance in financial due diligence of the target partner.
  • Assistance in understanding the legal structure and regulatory norms to set up business in India and obtaining various government approvals incidental or necessary in connection with the venture through our local partners.

Private Wealth Management

We deploy and manage funds on behalf of ultra high net worth individuals and family offices. Our firm’s founder and CEO, is a financial wellness expert and has built several of these clients during her ongoing quest to deliver a professional portfolio management experience through an astute approach of mindful wealth coaching to CXOs and business owners.

Our wealth business - Lovak Advisory has US$ 75Mn under its management as on 30 April 2020