Palanca Capital is a boutique investment bank focused on the M&A advisory, Private Capital raising and Corporate Development needs of growing companies. The firm is founded and composed of professionals with wide and deep experience; with backgrounds in investment banking, management consulting & operating roles. We hold a deeply ingrained belief that we succeed – when our clients succeed.
The firm is stage agnostic and we serve high-performing entrepreneurs, growth companies, and management teams with our deep domain and subject matter expertise and strong networks founded on unyielding integrity, commitment, insight & high capability.
We exist - to assist and advise our clients - by contributing meaningfully towards the achievement of their aspirations and ambitions with respect to their enterprise (n&v). We exist to serve men and women of action and those that make things happen. Stands to reason, we cannot ourselves be of the other kind, ergo -
We stand with an unflinching and fanatical commitment to client success;
We are people of action, insight and perspective; guided with the ethos of integrity & discretion;
We apply ourselves to the limits of our abilities towards making things happen within ethical and legal frameworks.
We provide mergers and acquisitions advice and services to our clients in areas of divestitures, spin-offs, re-structuring, acquisitions, mergers, de-mergers, joint-ventures, alliances and partnerships, strategic licensing etc. We understand that these are some of the most strategic and important decisions and transactions for our clients and we bring to bear years of experience, expertise, insights and perspectives in an un-biased, independent manner in assisting our clients meet their goals.
The leadership at Palanca Capital have led highly complex transactions including complex restructurings, multi-geography – multi dimensional transactions (viz. companies and shareholders across multiple geographies, a reverse triangular merger, cash, stock & note compensation, international strategic licensing amongst parties, risk ring-fencing with bankruptcy remote trust structures – all in one transaction), complex structured cross border Leveraged Buy Outs (LBOs), muti-phase global auction processes etc.
Palanca Capital assists and advises clients in raising venture capital and private equity financing. Our team brings deep domain and subject matter expertise in understanding client businesses and managing efficient transaction processes over a broad institutional investor network and also high networth individuals, angel networks and family offices. Along with vanilla VC & PE financings, the team at Palanca Capital have led complex LBO financings involving senior debt, PIK notes, vendor financing and other forms of financings viz. structured bridge and mezzanine financings.
While incubators and accelerators work with early stage companies over the few initial months past inception, Palanca Capital engages with entrepreneurs and their teams over the larger life cycle of their businesses. From idea / inception to late maturity and eventual exit - with a singular objective - growth with decisive value accretion.
Businesses go through distinct phases of development, challenges and issues over their life cycle. Typically, all business go through the following phases in their life cycle -
- Initial idea in the founder's minds - initial validation - early stage product / solution / service formulation - first team build out - first customer acquisitions - early hyper growth phase - later growth stage, expansion and eventually - steady state growth / maturity - with planned / serendipitous financings and exits somewhere along the life cycle -
Each phase has its unique requirements of the founders and team to think through and implement various strategic, tactical and operational initiatives. Over the years, Palanca Capital has assisted numerous founders and management teams with these various phases of growth and value monetization.
Over the years, we have engaged with entrepreneurs and their companies (tiny to large sized and very early to late stage in the life cycle) with long term, multi year, continuous engagement models with senior level advisory on all facets of strategic importance together with advising and managing transaction processes for financing (VC / PE fund raises), alliances, partnerships, JVs, strategic licensing, transformational business development initiatives and M&A transactions - with the singular objective of growth towards value accretion / monetization.
We serve in the capacity of founder's partners and as the de-facto office of strategy and M&A (also known as the corporate development office) of our client / portfolio companies.
Drawing from decades of professional experience, our leadership team and professionals have extensive knowledge and relationships in each of the sectors we serve
Technology | Media | Communications | Industrials | Business Services | Consumer
Healthcare | Life Sciences | Transportation & Logistics
Healthcare | Life Sciences
Transportation & Logistics
Ashwin founded Palanca Capital in 2014 and has over 20 years of professional experience. Prior to founding Palanca Capital, he was a member of the M&A Advisory practice of EY India with a significant contribution to its market leadership in India during this time. Ashwin’s professional career advising and assisting entrepreneurs, companies and the venture capital / private equity ecosystem goes back to the time when the first VCs were yet to set up shop in India. Prior to this, he held operating roles in engineering and business development with Black & Decker Bajaj India. In his professional career, Ashwin has been an entrepreneur himself a few times over with ventures in technology, management consulting, consumer goods, and the capital markets. These experiences have given him a unique perspective to understand – first hand - the dilemmas, challenges, joys and sorrows of entrepreneurs. Coupled with the extensive experience in investment banking, he brings these perspectives and insights to bear in assisting and advising clients and in interactions and engagements with investors, counterparties and other stakeholders. Ashwin’s investment banking experience in advising on transactions extends to numerous venture capital and private equity financings, sell-side and buy-side engagements on domestic and cross-border M&A transactions executed over parties and counterparties in India, France, Italy, UK, Spain, Israel, US, Canada, Australia, Japan, China and Africa.
Abhijith has over 10 years of investment banking experience. He is a professional distinguished by his commitment to client success. He is at his best when working with entrepreneurs. With a highly developed acumen and deep experience, Abhijith aims to make a difference to the entrepreneur’s journey in assisting them and their teams to achieve their goals with respect to their enterprise. This is what drives him and brings out the best in him. Prior to joining Palanca Capital, Abhijith was a member of the investment banking practice at EY based out of Bangalore. He has advised on transactions ranging from vanilla VC/ PE financings and M&A transactions to complex situations of PE exits, business carve outs etc. His sectoral coverage has included businesses in diversified industrials, consumer, technology and business services. Abhijith is a Chartered Accountant with prior roles in tax advisory and transfer pricing. Outside of investment banking, Abhijith takes a keen interest in birding and volunteering for wildlife projects.
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