Sage Montano Financier Advisors
Private equity, mergers & acquisitions and family office management
Sun Gravitas, Satellite, Ahmedabad
14deals
Private equity transactions
6IPOs
Executed across multiple sectors
40yrs
Combined promoter experience
7sectors
From pharma to technology
Sage Montano Financier Advisors specialises in IPO management, IPO underwriting and private equity. With a legacy spanning over four decades, our promoters bring a wealth of experience and a proven track record.
The firm has been instrumental in the completion of private equity deals exceeding ₹2,000 Crore, reflecting both our capability and our commitment to delivering exceptional financial solutions.
Sage Montano is your partner in navigating the financial landscape, offering expertise across IPO management, underwriting and private equity.
Mr. Shobhan Kumar PandyaManaging Director
To deliver comprehensive and tailored financial solutions — from IPO management and underwriting to private equity and investment advisory. We create lasting value for our clients by leveraging decades of experience, a robust regulatory understanding, and a commitment to excellence in every transaction.
To be the most trusted and innovative financial advisory partner, empowering businesses to achieve transformative growth through strategic capital solutions and market expertise. We envision a future where every emerging enterprise has access to world-class financial guidance and capital opportunities. By fostering transparency, integrity and client success, we aim to redefine standards in investment banking and advisory.
01/ 03
Private Equity
Growth and expansion capital raised from institutional investors, private equity funds and family offices.
Deal origination, structuring and negotiation through to close — matching promoters with investors whose sector view and holding period actually fit the business.
02/ 03
Mergers & Acquisitions
Buy-side and sell-side advisory across the full transaction lifecycle.
Target identification, valuation, diligence and negotiation, with the financial modelling and regulatory sequencing built in rather than bolted on.
03/ 03
Family Office Management
Structured wealth strategy for promoter families and family offices.
Long-horizon planning that connects personal wealth to business capital decisions.
01
Thorough risk assessment to identify potential challenges, and strategies to mitigate them.
02
Accurate pricing and valuation are critical to the success of any public issue.
03
Leveraging an extensive network to identify opportunities tailored to strategic goals.
04
Comprehensive diligence so every aspect of a potential investment is properly evaluated.
05
Structuring deals that maximise value, and negotiating terms aligned to client interests.
Investment Banking
Managing DirectorCFAMBA FinanceLIFA
Shobhan Pandya brings over two decades of expertise in investment banking, capital markets and financial advisory. As Managing Director he leads the firm’s investment banking practice, with a focus on IPO advisory, pre-IPO funding and strategic capital structuring.
Over his 20+ year career he has been instrumental in executing transactions worth over ₹2,000 Crore across pharmaceuticals, FMCG, textiles, chemicals and real estate. His domain expertise spans deal origination, financial structuring, regulatory strategy and capital mobilisation for high-growth companies.
He previously served as a Partner at Bon Proximo Advisors, and held leadership roles at Category I SEBI-registered merchant bankers including Nirbhay Capital and Corporate Strategic Alliance. At both firms he played a pivotal role in establishing their merchant banking divisions, and executed six IPOs across multiple sectors.
Investment Advisory & Wealth Strategy
Partner
Kunal Trivedi is a seasoned investment professional with over 20 years of expertise in wealth management, investment advisory and portfolio strategy, having worked with India’s leading private and corporate banking institutions. As Partner he drives the firm’s investment advisory vertical, with a focus on NRI wealth, mutual fund strategies and alternative investment products.
He has held senior roles at ICICI Bank, Kotak Bank, Yes Bank, Axis Bank, IDFC Bank and IndusInd Bank. Most recently he served as Assistant Vice President — Investment & Portfolio Management in NRI Banking, managing a portfolio exceeding ₹650 Crore across mutual funds and Alternative Investment Funds.
He has developed deep relationships with high-net-worth clients and family offices across the UK, USA, UAE, Switzerland and Australia, offering solutions that align global opportunities with domestic regulatory frameworks.
Facilitated fundraising
Companies for which Sage Montano has facilitated fundraising, in collaboration with family offices and private equity funds.
10Companies listed
OZiva
Beardo
Brillare
iba
Kanchan Pharma
BioKindle
Ktein
Celagenex
Arinna Lifesciences
Kepler Healthcare
Marks shown for 10 of 10 companies, reproduced from their published material. All trademarks remain the property of their respective owners.
Successfully closed transactions in collaboration with family offices and private equity funds, working closely with investment funds to secure and finalise funding for a diverse range of businesses.
₹500 Crore
Successful deal closures
Across sectors
Completed
₹250 Crore
Private placement
Healthcare — hospital establishment
Completed
₹700 Crore
Current ongoing transactions
Multiple mandates
In progress
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