SERVICES

Our deep experience across corporate, institutional, and start-up segments translates into consistently strong outcomes.

What we offer

We help clients grow by raising capital—debt and private equity—and by executing mergers and acquisitions to maximise stakeholder value. Our “all services under one roof” approach is distinctive and enables end-to-end execution.

With a singular focus on financial services and emerging markets in Africa and Asia, we bring sharper sector understanding and greater value. We do not apply cookie-cutter solutions; we tailor strategies to the sector’s realities. This domain focus differentiates us.

Debt Advisory

Knowledge of lender offerings and the ability to align them to client needs across time horizons.

Equity Advisory

Strong relationships with financial-services-focused venture and growth funds, deep understanding of fund appetite, and access to key decision-makers.

Mergers & Acquisitions

A decade of experience with client requirements across emerging markets, combined with robust structuring and risk-mitigation skills.

Growth Strategies & Partnerships

Transaction structures that help businesses reposition and grow.

Collaborative Technology Solutions

Customised solutions with efficient terms, pricing, and collateral, underpinned by the right technology choices.

Startup Advisory

Curated access to hundreds of VCs and Institutions, we bring honesty and commitment to the fundraising objectives of startups.

Debt Advisory

We guide clients to select the right instruments from a broad range of debt options. We recognise that business efficiency depends on competitively priced, well-structured funding that supports seamless client servicing. In a rapidly evolving financial landscape, we act as a trusted advisor to strengthen your balance sheet with capital-structure alternatives designed for sustainable profitability.

As part of our debt-syndication services, we conduct rigorous analysis, multiple screenings, and transaction design to maximise value.

Debt Capital Markets Advisory

We specialise in arranging capital and growth financing. With longstanding insight into  borrowing requirements across emerging markets, we bring strong structuring and risk-mitigation capabilities to deliver the optimal funding structure.

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From medium-term and trade loans (including < 1-year trade lines) to structured trade finance, debt syndication, and DCM, we identify the best fit for your firm—and deliver.

Additional services include:

  • Information Memorandum (IM) preparation
  • Financial modelling and business-plan projections
  • Negotiation support to secure the best possible terms

We bring 250+ person-years in debt structuring and distribution, with strong relationships across banks, DFIs, MIVs, sovereign wealth funds, and family offices.

Private Equity Placement

Our relationships with financial-services-focused venture and private-equity funds—combined with a clear view of fund appetite and direct access to decision-makers—give us an edge in closing equity transactions. We advise banks, NBFIs, microfinance institutions, and fintechs on raising capital from strategic and financial investors across early, growth, and late stages.
We do more than find the right equity partner—we support you at every step as a trusted guide.

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M&A Advisory

Mergers and acquisitions are a critical lever for financial-services firms seeking rapid, scalable growth. Well-executed M&A improves operational efficiency and enhances capital generation.

Felix Maximus Advisors actively advises on divestitures, de-mergers, buyouts, collaborations, and joint ventures to create stakeholder value.

Our end-to-end role typically includes:

  1. Brainstorming positioning and transaction logic with management
  2. Conducting business valuation; creating the investment memo and business plan
  3. Reaching out to targeted investors or acquirers
  4. Managing multiple investor processes and due diligence
  5. Coordinating with service providers throughout diligence
  6. Advising stakeholders through negotiations and closing

We bring together business analysis, valuation expertise, and structuring skills to deliver the best value for your business and a clear rationale for investment decisions.

Strategic & Growth Advisory

Strategic Advisory

We understand our clients must move faster just to stay ahead. Felix Maximus Advisors believes that selecting the optimal business model is half the battle—the other half is relentless execution. We help you make critical strategic and operating-model decisions and then translate them into action.

We also develop implementation frameworks and partner with you through change. In today’s environment, strategy and execution are simultaneous and continuous—not sequential.

Growth Advisory

We design growth strategies and structure transactions that help businesses reposition, deepen market penetration, and increase valuations.

Focus areas include:

  • Risk advisory, process excellence, and five-year strategy planning
  • Collaborative, ready-to-deploy technology platforms
  • Top-management hiring and training
  • Correspondent-banking relationships

Startups- Founder-first approach

The startup ecosystem is vibrant, yet fundraising can be time-consuming for founders. We streamline the journey.

Our mentors help accelerate outcomes, our finance team brings discipline to data and financials, and our network opens doors to 1,100+ relationships across VCs & family offices.

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Founder-first approach:

  • Pin-point the right ticket and mix
    Stress-test cash flows against RBI norms to size equity, venture debt, revenue-based loans, and supplier credit—ensuring covenant headroom from day one.
  • Make you investor-ready in a week
    Build three-case models, concise teasers, and data-room checklists aligned to Indian VC and NBFC underwriting standards—cutting first-response times by ~40%.
  • Run curated outreach to 400+ active India-focused funds
    Live intelligence on sector appetite, cheque sizes, and cycle times ensures only realistic investors see the deck.
  • Create price tension and improve terms
    Parallel negotiations typically lift valuation or reduce coupons by 15–25% versus initial indications.
  • Run the deal so founders stay on the wheel
    We handle diligence, Q&A, and legal workstreams; founders spend < 15% of their week on the raise until signing.
  • Close clean, with no last-minute surprises
    Term-sheet items are mapped line-by-line into SPA and facility documents; side-letter checklists protect covenant flexibility and optionality.

Felix Maximus Advisors — Your partners in performance, growth, and lasting value.