About Us

Optimix Advisors: A Full Stack Investment Bank

Optimix Advisors is a four-decade-old, sector-agnostic Investment Bank, specializing in solving client problems by providing optimal and tailored solutions.

We have significant expertise in arranging equity and debt funding in a capital efficient manner. We provide unparalleled access to Equity Capital Providers including family offices, celebrities, venture capital funds, private equity funds, public market funds and sovereign funds and to Debt Capital Providers including private banks, PSU banks, NBFCs and private institutions.

We typically work with companies from the Series A stage through the IPO and the post IPO stage.

USD 140 Mn+
Funds Raised

100+
Debt Transactions

USD 20 Mn+
M&A

20
IPOs

USD 100 Mn+
Secondary Blocks

Note: Above stats also include the deals done by Optimix Advisors’ team members in their previous stints.

Our Services

We Offer Customised & 360 Degree Approach And Deliver High Value For All The Work Streams

Fund Raising Icon

FUND RAISING / M&A

  • Series A+ / Partial or Complete Exit
  • Investor Deck and Financial Model Preparation
  • Investor Access: FO, Celebrities, VC, PE, Sovereign Funds, Strategic Investor
  • Term Sheet, DD, Definitive Documents
  • End to End Project Management
Loan Syndication Icon

LOAN / DEBT SYNDICATION

  • Corporates
  • Loan Proposal and CMA Preparation
  • Institutional Access: Banks, NBFCs, Private Institutions
  • Sanction Letter
  • End to End Project Management
Capital Market Icon

CAPITAL MARKET ADVISORY

  • Pre IPO Advisory
  • Capital Restructuring
  • Investor Roadshows
  • Investor Relations
  • Valuation Framework
  • End to End Project Management
Consulting Icon

CONSULTING

  • Business Restructuring
  • Financial Planning & Analysis
  • Modelling - Top-down, Bottom-up, Cohort
  • ESOP / Employee Incentive Structure
Secondary Deal Icon

SECONDARY DEAL

  • Unlisted / Listed Company Shares
  • Support on Buy & Sell Side
  • Block Deals for Listed Shares
  • End to End Project Management
Wealth Management Icon

WEALTH MANAGEMENT

  • Goal Setting
  • Mutual Fund Distribution
  • PMS and AIF Distribution
  • Insurance

Our Core Team

Our Strong & Experienced Management Team

CA Mahesh Bhageria

CA Mahesh Bhageria

Founder

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Ankit Bhageria

Ankit Bhageria

Managing Partner

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Manali Bhageria

Manali Bhageria

Executive Director

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Our Key Clientele / Transactions

BFSI and Consumer

Swiggy
PayU
Nilkamal
Spykar
Gini & Jony
Bombay Trooper
Crozzo
Hakoba Lifestyle
Ginza Industries
The Loot India
Ashika Textile India
Pollination World Decoratives
Panchanan Interiors

Manufacturing

Pioneer Embroideries
Ganesh Benzoplast
Jay Storage Solutions
Jay Equipments & Systems
Abok Springs
Sterling Powergensys

Real Estate & Logistics

Sunteck Realty Group
Vijay Khetan Group
Romell Real Estate Group
Sripad Vallabh Ventures
Walia Developers
Bombino Express
Ryal Logistics
Direct Logistics

Miscellaneous

Singapore International School
United Distributors
Vijosh Distributors
Northwest Pharma Hub

Awards & Accolades

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