We had the privilege of working with Steer Advisors as our investment banking partner during the recent fund-raising process. Over the year-long engagement, the Steer team played an instrumental role in guiding us through every stage—right from preparing the pitch deck, identifying and connecting with the right set of investors, to structuring, negotiating, and successfully closing the deal with a leading private equity investor.

Your in-depth understanding of the deal landscape, proactive approach and solution-oriented mindset were evident as you expertly navigated complex negotiations and multiple rounds of diligence. You added tremendous value beyond the transaction alone by connecting us to best-in-class legal, tax and company secretarial advisors who were both cost-effective and deeply knowledgeable.

Your support was not just transactional, but strategic. You and your team offered clear and timely guidance at every step, ensured that documentation and process remained watertight and demonstrated unwavering commitment to our goals. Without your & your team dedication, expertise and network, achieving such an outstanding outcome would not have been possible.

We would wholeheartedly recommend Steer Advisors to any company seeking not only a successful fund-raise but also a partner who truly champions their interests from start to finish.

I've known Rajesh Doshi for nearly a decade now, and that relationship is really where my association with Steer began. What started as getting to know each other has grown into a partnership I genuinely value.

In the world of investment banking and financial advisory, relationships can easily become purely transactional. What's set Steer apart is that it never has felt that way. The thoroughness they bring to every mandate, the personal attention, the integrity in how they conduct themselves - these aren't things every firm gets right, but Steer consistently does.

Our PE transaction at Hero Electric remains one I look back on with satisfaction - not just for the outcome, but for how the process was handled. That's a reflection of the culture Rajesh and the team have built at Steer.

I have no hesitation recommending Steer Advisors to any promoter or business looking for an advisory partner who combines deep market experience with the values that actually make a relationship last.

Wishing the team continued success.

Raising funds for a R&D driven company like CoreEL required an advisory group with some unique capabilities. We needed an advisor who could delve deep and understand our technology driven business model. Second, we needed a group that was nimble to quickly adapt to the fast-changing investment communities’ priorities. Finally, the most important quality was that of long-term commitment, where the advisor would continue to aggressively pursue opportunities, even if the outcome in some of the earlier interactions were not very fruitful.

Our partnership with STEER Advisors resulted in two highly successful equity raise rounds and one acquisition of a technology group. Under the leadership of Mr. Rajesh Doshi, the STEER team was collaborative, creative and committed all the way through the process. I would strongly recommend them as “A Partner of Choice.

Our experience with Steer Advisors was smooth and well-coordinated. The team was consistently timely in their delivery and provided a thorough and their support was holistic. Their steady guidance and clear communication made the engagement both efficient and reassuring.

Working with STEER Advisors has been a highly valuable and enriching experience for Safex. Their team has been a constant pillar of support in helping us scale our business, strengthen internal systems, and unlock new growth opportunities.

What differentiates STEER is its deeply hands-on and strategic approach. They have played an important role in designing and guiding the implementation of our ERP architecture, while supporting the development of insightful management dashboards that enhanced operational visibility and decision-making across functions.

Beyond operational transformation, STEER has also supported us extensively on the investment banking side — from creating professional investor collaterals and positioning material to arranging meaningful investor interactions and supporting discussions throughout the process.

Their ability to connect us with credible overseas technology partners brought valuable global perspectives and capabilities to our business. Above all, their responsiveness, commitment, and genuine interest in Safex’s long-term success make them trusted growth advisors and partners to our organization.