Merchant Banking Services

SEBI-Aligned Advisory for Capital Market Transactions

Biz Valuations provides independent, valuation-backed merchant banking advisory for regulated capital market transactions. Our services are designed to support SMEs, listed companies, promoters, and investors through complex regulatory processes with a strong focus on compliance, governance, and fairness.

We combine deep valuation expertise with transaction advisory to help stakeholders navigate SME IPOs, buybacks, open offers, and delisting processes in line with applicable SEBI regulations.

Consult Our Merchant Banking Advisors

About Our Merchant Banking Advisory

Merchant banking plays a critical role in capital market transactions by ensuring that corporate actions are structured, priced, and executed in a regulatory-compliant and transparent manner.

At Biz Valuations, our merchant banking advisory focuses on:

  • Supporting regulated transactions with independent valuation insights
  • Assisting in pricing, fairness opinions, and documentation
  • Aligning transactions with SEBI regulations, stock exchange norms, and governance standards

Our approach is advisory-led and valuation-centric, helping decision-makers take informed actions while safeguarding shareholder interests.

Capital Market & SEBI-Regulated Services

SME IPO Advisory

Share Buyback Advisory

Open Offer Advisory

Delisting Advisory

Planning an SME IPO, Buyback, Open Offer or Delisting?

Speak with Our Merchant Banking Advisors for SEBI-Aligned Guidance.

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Valuation-Centric Merchant Banking Approach

Valuation forms the foundation of every merchant banking engagement we undertake.

Accepted Valuation Methodologies

We apply globally accepted valuation techniques, including Discounted Cash Flow (DCF) and market-based approaches, to ensure accurate and credible value assessments.

Regulatory & Accounting Alignment

Our valuations are fully aligned with applicable regulatory, accounting, and disclosure standards, ensuring compliance across transactions and reporting requirements.

Independent & Defensible Opinions

We deliver unbiased, independent valuation opinions that are robust, well-reasoned, and capable of withstanding regulatory, investor, and audit scrutiny.

Clear & Comprehensive Documentation

Our valuation reports are supported by clear, structured documentation that substantiates pricing decisions and transaction objectives.

Regulatory & Compliance Framework

Our merchant banking advisory is aligned with applicable regulatory frameworks, including:

SEBI regulations (ICDR, Takeover, Buyback, and Delisting)

Stock exchange rules and disclosure requirements

Income Tax and FEMA considerations, where applicable

Corporate governance and shareholder protection norms

Scope of Merchant Banking Advisory

Our services are provided in an advisory and support capacity and are focused on valuation, pricing, documentation, and compliance assistance.

Where required, we work in coordination with SEBI-registered intermediaries and other professional advisors.

All opinions and analyses are provided based on available information and professional judgment, without assurance or guarantee of transaction outcomes.

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Our Transaction Experience

SME and listed company transactions

Capital market–linked corporate actions

Promoter-led and investor-driven transactions

Multiple sectors and ownership structures

Key Deliverables

Depending on the engagement, our deliverables may include:

Valuation reports

Fairness opinions

Pricing and valuation certificates

Regulatory documentation support

Advisory notes and compliance inputs

Each deliverable is prepared with a focus on accuracy, defensibility, and regulatory acceptance.

Who We Serve

SMEs preparing for capital market entry

Listed companies undertaking corporate actions

Promoters and acquirers

Strategic and financial investors

How It Works

1

Transaction
Understanding

We assess business goals, transaction objectives, and valuation scope.
2

Regulatory & Structuring Review

We evaluate compliance requirements and recommend appropriate transaction structures.
3

Regulatory
Navigation

We perform valuation analysis and provide data-driven pricing guidance.
4

Documentation & Execution Support

We prepare required documentation and assist in smooth transaction execution.

Frequently Asked Questions

1When is a merchant banking advisory required?
Merchant banking advisory is required for regulated capital market transactions such as IPOs, open offers, buybacks, and delistings.
2What role does valuation play in these transactions?
Valuation supports pricing, fairness of opinions, and regulatory compliance, ensuring transparency and defensibility.
3What is the difference between an SME IPO and a mainboard IPO?
SME IPOs are designed for smaller companies and are listed on SME platforms with different regulatory requirements.
4What is the difference between an open offer and delisting?
An open offer provides shareholders with an exit during acquisition, while delisting removes the company from the stock exchange.
5Is SEBI registration mandatory for merchant banking services?
SEBI registration is mandatory for regulated merchant banking activities. Advisory and valuation of support may be provided in coordination with SEBI-registered intermediaries, based on the scope of work.

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Have a valuation requirement or need expert guidance? Share your details and our team will connect with you shortly for a confidential discussion.
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