Swell Financial Services

Swell Financial is a 30 years old boutique investment banking firm focused on providing strategic advisory, mergers & acquisition, private equity, and other financial services across India and companies from the USA. Advised several companies in raising funds both equity and debt and the clients include both small, medium, and large companies. The list includes companies in manufacturing to companies in the service sector. The amount raised by Swell Finance is more than Rs.2000 crores.

Our Team

Dr. A.S.Durga Prasad

Co-Founder, Director

Accomplished executive with over 42 years of experience in Financial Management and Cost Management in a variety of industries. Practicing as Management Consultant for the past 30 years and his experience includes Financial Advisory Services, strategies, and business development for small and medium industries and providing cost management systems and MIS systems for a large number of units.

N Srinivasan

Director

Accomplished executive with 40 years of experience in managing a cross-section of industry segments and operations and management consulting. Intermittently enlisted on academic panels of financial institutes, management development centers.

M Gopalakrishnan

Co-founder

Accomplished Professional with over 40 years of experience and has been involved in technology evaluation, project report, funding arrangements, post-funding monitoring, NCD funding, advisors to public issues, Inter-corporate deposit arrangements, revival strategy for sick units, rehabilitation of sick units. Aligning Performance monitoring, cost management, and budgetary control systems to financial reporting.

Our Clients

AREAS OF SPECIALIZATION

Mergers & Acquisitions
Strategic Advisory
Private Equity
Valuation

Mergers & Acquisitions

We provide strategic advisory expertise and execution skills. Our M&A team averages over 25 years of experience working with both public and private companies. We provide our clients with international access to corporate and financial buyers and sellers.

Strategic Advisory

We offer a full spectrum of strategic advisory services, bringing experience and insight to the strategic needs of our clients. We advise managements, Boards of Directors, entrepreneurs, equity sponsors, debt holders, and others.

Private Equity

We guide our clients with the ongoing task of funding and growing their businesses effectively, and helping them to ensure optimal positioning, growth, and performance. We have an excellent reputation for identifying and working with current and future market leaders.

Valuation

Our experience comes from an accounting background and deep grounding in core valuation concepts. We are known for our thoughts on complex topics and support of the valuation industry in a variety of leadership roles. We draw from extensive experience across a wide range of industries.

Latest Blogs

How are Private Equity Investments Structured?

To comprehend how private equity investments are designed, it's important to understand how private funds are structured. Read our blog to find out more.

The seven disciplines of a trusted strategic advisor

In 2008 when I first identified the seven disciplines of a trusted strategic advisor, my selections were based on more than 20 years of observing hundreds of inside experts and outside consultants give advice to leaders. What were the behaviors, what were the approaches that seemed to get the most attention? Of the hundreds of tips and techniques one could possibly include; the most meaningful and pivotal behaviors and actions that got attention, reaction, and action from the leaders; I settled on seven which I thought in sum were the crucial ingredients that take a consultant or expert to the level of being a trusted strategic advisor. I’ll talk more about that in a little bit, but first, here are the seven disciplines briefly explained:

Everythinng You Need To Know About Mergers & Acquisitions

Mergers and acquisitions involving privately held companies entail a number of key legal, business, human resources, intellectual property, and financial issues. To successfully navigate a sale of your company, it is helpful to understand the dynamics and issues that frequently arise. In this article, we provide guidance on 12 key points to consider in mergers and acquisitions (M&A) involving sales of privately held companies from the viewpoint of the seller and its management.

Benefits of Private Equity Services

Private equity firms make money by charging management and performance fees from investors in a fund. Among the advantages of private equity are easy access to alternate forms of capital for entrepreneurs and company founders and less stress of quarterly performance.