About Us
Khetal Advisors was founded in 2012 on the belief that clients seek high-quality advice from bankers who have a deep understanding of the segments that their companies operate in.
Our founders have founded and invested in several Technology businesses that raised funds through VC/PE firms and then were then sold to Global buyers
We have successfully executed transactions in North America, Europe and India
HOW WE WORK
We are a boutique transaction advisory firm with Global clientele. Our research and delivery team is based in Bangalore from where we manage the back-end processes. Since our process management happens out of India we are able to provide much competitive rates than our local competitors who charge a high retainer to start an engagement.
The firm Partners travel extensively to respective local geography which is primarily US, Europe and India. We work with local associates for legal, due diligence and taxation advise to provide a one stop shop solution to our clients.
We make extensively use of technology research and distribution. We provide a highly transparent dashboard to our clients using which they can monitor the progress on their mandates.
OUR HISTORY
Khetal Advisors was founded in 2012 on the belief that clients seek high-quality advice from bankers who have a deep understanding of the segments that their companies operate in.
Our founders have founded and invested in several Technology businesses that raised funds through VC/PE firms and then were then sold to Global buyers
Like most of our clients we started by focusing on domestic market. Also we started with only M&A transactions as a practice.
In 2012 we build our Fund Raising practice which now contributes roughly 30% of all of our transactions.
Starting 2015 we ventured into Global markets by setting up Global offices and signing Global clients. Fast forward 2019, we’ve have successfully executed transactions in North America, Europe and India with total transaction value exceeding USD 450Mil.
OUR TEAM
Vishal Agarwal
Director
Vishal has over 10 years of experience in investment banking with a focus on Technology and Digital space. Prior to joining Khetal, he worked with Ernst & Young in Tech investment banking practice. He has worked extensively on Fund Raising and M&A transactions across Enterprise Software, Mobile Technology and Digital businesses. Vishal is a CFA Charterholder from the CFA Institute, USA and an MBA from IBS Hyderabad
Sumeet Singh
US Head
Sumeet is a tech entrepreneur, PE investor and an investment banker. He Founded Intersoft Data Labs, a 500 resource IT outsourcing company; was a General Partner at Basil Partners, a PE fund focused on IT services. In addition, he founded Tech Bankers, an IB with multiple successful M&A and capital raise transactions. He was also India Country Manager and Asia Sales Leader for Computer Associates. He is an IIT Delhi Alumnus.
Ashish Goel
Associate Vice President
Ashish is a qualified Chartered Accountant with extensive experience in M&A, fundraising, due diligence, and deal structuring. Prior to joining Khetal, he was a part of Deloitte’s TMT-centric transaction advisory team. He has worked on over 50 transactions providing buy-side and sell-side advisory services to startups as well as large conglomerates.
Vinayak Maheshwari
Senior Associate
Vinayak is a qualified Chartered Accountant, Cost Accountant and a CFA charter holder. Prior to joining Khetal, he worked with E&Y as an Assurance Senior for 4 years. He was responsible for statutory audit of Indian and US listed clients spanning across sectors such as Power & Utilities, Manufacturing and FMCG.
Udgam Kant
Senior Associate
Udgam has over 5 years of experience in investment banking and corporate finance. Before Khetal Advisors, he worked in a sector-agnostic investment banking firm largely involved in business development and extensively participated in the fundraising process for various early-stage startups. He holds a Masters in Business Analysis and an MBA in Finance.
Manjit Singh
Senior Analyst
As a technology and finance enthusiast, Manjit has been focusing on Investment Banking throughout his career. He has over four years of experience handling domestic and cross-border mandates with the largest transaction size exceeding USD 100Mn. He is a Chartered Accountant by qualification and currently pursuing CFA.
Rahul Jalan
Analyst
Rahul is CA-Finalist and CFA Level-III candidate, working as an analyst at Khetal. Prior to joining Khetal, he worked with Eos Capital Advisors helping clients, across sectors like Renewable Energy, Infrastructure, and Consumer tech among others, raise debt and equity funds for their business. He has also worked with Deloitte USI in the assurance department, conducting statutory audit of Energy sector companies listed in the US markets.
CA Manjit Singh
Senior Analyst
As a technology and finance enthusiast, Manjit has been focusing on Investment Banking throughout his career. He has over four years of experience handling domestic and cross-border mandates with the largest transaction size exceeding USD 100Mn. He is a Chartered Accountant by qualification and currently pursuing CFA.
Rahul Jalan
Analyst
Rahul is CA-Finalist and CFA Level-III candidate, working as an analyst at Khetal. Prior to joining Khetal, he worked with Eos Capital Advisors helping clients, across sectors like Renewable Energy, Infrastructure, and Consumer tech among others, raise debt and equity funds for their business. He has also worked with Deloitte USI in the assurance department, conducting statutory audit of Energy sector companies listed in the US markets.