Mergen Advisors

Business Life Cycle Partner 

Our Services are customised and tailored to cater to different points of business life -cycle

Financial Advisory, Investment Banking, Startups, Partner

Our Packages

Market Sizing, Financial Plan, MIS, Forecasting

Foundation

Designed for creating the foundation for growth.

Concurrent Financial & Strategic Advisory

Business Review : Market Size, Competitor Analysis, Monetization

Financial Plan & Diagnostic Cost & Margin Analysis

MIS, Accounting & Forecasting Setup

Business Model, Scale Up, Growth, Capital Structuring, Fund Raising

Scale

Designed for business scale up

Concurrent Financial & Strategic Advisory

Business Model & Financial Plan

Capital Structuring – Fund Raising, Cap Table, ESOPs

Pitch Deck, Investor Story, Investor Outreach Strategy

Valuation Benchmarking

Fund Raising, IPO, M&A, Financial Strategy

Capital Pathway

Designed for liquidity events

Concurrent Financial & Strategic Advisory

Capital Structuring & Negotiation Support

Valuation/Deal Material/ Due Diligence Support

Deal Readiness

Services

Strategic and Financial Advisory

Providing Critical Financial & Business Advisory
We utilse our Knowledge, Expertise, Network to provide the Missing " Finance Resource".
Financial Planning & Analysis (FPA), Cash Flow Management, Risk, Investor Reporting

Financial Planning & Analysis (FP&A), MIS, and investor reporting frameworks

Cash Flow Management, FP&A, Budgeting, Capital Management

Cash flow management, working capital optimization, and budgeting discipline

Risk Analysis, Valuation, Cap Table, Fund Raise

Valuation models, cap table management, and fundraise scenario planning

profitability, Unit Economics

Unit economics analysis, pricing strategy, and profitability modeling

Services

Scale Up Accelerator

Providing Critical Financial Acumen -
We provide the requisite tools, resources and expertise, as business moves on a growth trajectory
MIS, Reporting, Governance, Strategy, Investment Banking

Investor Readiness

Financial Health, Reporting, Governance Maturity, Market Positioning

Milestones, Roadmap, Strategy, Growth

Strategic Mentoring

Decision prioritisation, strategic roadmap development, growth model refinement

Positioning, Advisory, Strategy, Value Proposition

Narrative Development

Craft the story behind the numbers- Positioning, Diferentiation, & Value Proposition

Benchmarking, Competitor Analysis, Financial Advisory

Market Intelligence

Benchmarking, Competitive Positioning, Market Insights 

Services

Investment Banking

 Transformative transactions that Maximise Value
M&A, Investment Banking, Acquisition, Business Sale

M&A

Strategics Sales, Acquisition and Consolidation plays

IPO, VC Funding, Series A, Seed Funding, Private Debt

Structured Capital Transactions

IPO, VC/Pvt. Equity, Debt, Private Credit

Investment Banking, Founder funding, Secondary Sales

Founder and investor liquidity solutions including secondary sales and buyouts

M&A, Sell Side, Buy Side, Investment Banking

Buy-side advisory for strategic and financial acquirers seeking quality assets