WISOMSMITH ADVISORS LLP is a data and knowledge-led advisory firm. We offer a range of services to clients in financial transactions and business consulting.

WE ARE ALSO INVESTORS; we have just started an angel funding platform - WISDOM ANGELS - for investing in startups in healthcare / wellness / nutrition and allied areas.

About Us

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.

Operating Values

Wisdom means, "The ability to discern or judge what is true, right, lasting and insightful". Our operating principles emanate from this definition.

Value Creation

Our work should lead to enhancement in the economic value of the client's business.

Client Trust

We believe in building relationships by doing the right things.

Deliver on the commitments we make, our word must be trusted

Integrity

Intellectual integrity and professional honesty is the bedrock of our approach to any task.

All our clients & partners are equally close to our heart

Learning

Deep research focus to learn more about client business

We do go wrong sometimes, but we have the courage to learn from our mistakes

Team

Our team has a collective work experience of over 150 years.

Our team members 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.

Alliances

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.

JED

Japan Edge or JED for short, is a boutique advisory outfit focussed on cross border transactions.

Wisdomsmith and JED have a partnership to drive Japan-India strategic transactions. We closed a joint venture in November 2016 between LT Foods, a leading Indian rice company, and Kameda Seika, Japan's largest rice cracker company.

Raiscient Advisors

Raiscient is an advisory firm operating from Sydney, Australia, and Dammam, Saudi Arabia. It focusses on transactions in Australia, Middle East and India.

Wisdomsmith has a partnership Raiscient to explore transactions in common geographies.

Trustplutus Wealth Managers

Trustplutus is among India's leading wealth management companies. Wisdomsmith acts as investment banking advisor to high networth clients of Trustplutus.

Services

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.

Equity Advisory

  • Private Placements to Venture Capital / Private Equity
  • Angel investing via our own angel platform Wisdom Angels

Debt Advisory

  • Structuring and arranging syndicated loans
  • Structured financing
  • Mezzanine debt

Strategic Transactions

  • Cross border joint ventures/investments
  • Domestic M&A
  • Divestitures / spin-offs

Consulting

  • Strategic plans, growth strategy, India entry strategy
  • Financial modelling, Valuation opinion
  • Investor Relations advisory

Equity Advisory

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

  • Financial modelling and assessment of fund requirement
  • Preparation of issue documents
  • Primary and secondary research to support the transaction
  • Selecting appropriate investors and driving meetings with investors
  • Helping drive management interactions between interested investors and client
  • Negotiations and term sheet drafting
  • Working with legal teams on share subscription agreements and other closure processes

Debt Advisory

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

  • Preparing project report note, and supporting documents, in a manner required by institutions
  • Selecting appropriate banks or other institutions
  • Driving meetings and discussions
  • Negotiations and vetting of letter of offer
  • Assistance in fulfilling all conditions precedent to disbursal

Strategic Transactions

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:

  • Financial modelling, valuations assessment.
  • Identifying counter-parties and deal negotiations
  • Structuring of transaction steps
  • Assembling necessary legal, and accounting competencies to drive the process and co-ordinating the same

We also do brand divestment or acquisition, technology out-licensing, largely in the pharmaceutical sector.

Consulting

We offer a business consulting and research services.

New Business and Growth Strategy

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.

Valuation Opinion

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 research

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.

Investor Relations Advisory

We partner high quality managements in creating success stories on the Indian stock markets.

Clients

We aim to work with clients who we trust have the ability and intent tocreate value for all stakeholders

LT Foods Ltd

A leading rice company

Transaction: Closed joint venture with Kameda Seika, Japan's leading rice based snacks company

Laxmi Dental Exports

India's largest dental laboratory.

Transaction: Raised Series A from Orbimed, a US PE fund focussed on life sciences investments

KartavyaHealtheon Pvt Ltd

India's leading patient management company

Transaction: Raised Series A from a domestic proprietary fund

Select Past Transactions

Listing a few transactions led by our partners in earlier roles

Thyrocare Technologies

India's most profitable diagnostic laboratory (Series A investment)

LifecellInternational

India's largest stem cell bank (Series A investment)

Apollo Health and Lifestyle

Subsidiary of Apollo Hospitals, focussed on maternity care (Series A investment)

Naaptol Online

India's leading comparision shopping site (Series A investment)

IFFCO

A leading fertilizer co-operative. Advised on formation of a joint venture Indo-Oman Fertiliser Project

Sonalika

A leading, privately held tractor company. Was advised on on private equity fund raise and joint venture in Turkey

Consulting Engagements

Our partners advised the companies on various strategic requirements

Johnson & Johnson

Segment entry and brand growth strategy for J&J India

Dr Reddy's Laboratories

Growth consulting involving making a full business plan for Dr Reddy's to build a consumer health business in India

Sanofi (India)

Portfolio planning and rationalisation for a business Sanofi had acquired in India

Axellus (Orkla Health)

India entry strategy, and identification of potential marketing partner for India

Bayer AG

India entry strategy for consumer health business,identification of the appropriate launch product portfolio, regulatory check and launch marketing strategy

Boehringer Ingelheim

Identification of the appropriate launch product portfolio, regulatory check and launch marketing strategy

Hindustan Colas Limited

Subsidiary of oil PSU, Hindustan Petroleum. We gave a valuation opinion on an acquisition

Laxmi Dental Exports

We continue to advise the company on business planning, budgeting and growth strategy

Investor Relations Advisory

Our partners advised these companies on interactions on shareholder communication, and interactions with institutional investors and sell side research analysts

MPS Limited

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 Technologies

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 Mill Limited

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.

Vinati Organics

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.

Sona Koyo Steering Systems

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

APL Apollo Tubes

India's largest manufacturer of steel tubes. While a low tech business, the company was scaling up well, leading to above market return

Contact

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

2017 by

Wisdomsmith Advisors LLP

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