Unlocking potential
across markets.
Vaana Advisors works with innovative companies and institutional investors to unlock opportunities across India, Switzerland, the United States, the Middle East and Japan.
We turn complex cross-border opportunities into executable growth.
Every Vaana engagement is tailored to the partner's objectives and led by relevant global expertise. We combine strategic guidance with hands-on implementation across market entry, programmatic M&A, corporate venture capital, family office investment advisory and patient capital.
Discover VaanaOne focused platform for cross-border growth
Five complementary capabilities, applied according to the opportunity rather than as a fixed formula.
01Strategic Advisory
Turning market potential into commercial growth
We help international companies enter and scale in India, and Indian companies expand into the European Union, EFTA, Japan and the United States. Our work combines market intelligence, go-to-market strategy, competitive positioning, partnerships, joint ventures and transaction pathways. We focus on sectors where rising incomes, formalisation and financialisation are creating structural opportunities, including insurance, asset and wealth management, technology, energy, mobility and consumer markets.
02Programmatic M&A
Building a repeatable engine for inorganic growth
We help established companies build a repeatable engine for inorganic growth. Our work covers acquisition strategy, sector and adjacency mapping, target identification, strategic evaluation, transaction support and integration planning. Designed for both mid-cap and large-cap companies, our programmatic approach turns isolated transactions into a coherent sequence of acquisitions that strengthens products, capabilities, geographic reach and long-term competitive position.
03Corporate Venture Capital Advisory
Connecting corporate innovation with long-term strategic growth
We help companies build corporate venture capital platforms that connect innovation with strategic and financial priorities. Through our network across the United States, the European Union, Switzerland and India, we identify long-horizon technologies, evaluate investment and integration pathways, and design the governance required for disciplined execution. Our focus spans AI, industrial technology, energy transition, mobility, financial services and new digital business models.
04Family Office Investment Advisory
Connecting family capital with distinctive US opportunities
We advise family offices on direct, secondary and pre-IPO investments in US private technology companies, with an AI-first lens and opportunities sourced from live mandate flow. We also support family-owned operating businesses with stake sales, shareholder secondaries and M&A, and arrange special-situations structured capital for fast-growing portfolio or group companies. Succession, holding-company and family-governance work is delivered alongside specialist third-party advisers.
05Patient Capital
Long-term capital for consequential opportunities
Patient Capital is not a Vaana-managed fund. We connect family offices and institutional long-term investors with strategic opportunities requiring flexible, enduring capital. Our focus is on long-term themes across India, the European Union and Switzerland, together with special-situations structured capital for fast-growing portfolio or group companies. We combine capital relationships with strategic perspective, transaction experience and international networks.
Institutional perspective. Local execution.
Vaana works with institutional investors and operating companies across multiple markets.
Timely perspectives, without the long read
Programmatic M&A depends on repeatable execution
Programmatic M&A is not defined by transaction volume. Its value comes from building a repeatable capability linking corporate strategy, target selection and integration. This requires a clear acquisition thesis, disciplined sourcing and consistent decision rules. Each transaction should strengthen the portfolio and improve readiness for the next.
Corporate ventures require different rules to grow
Corporate ventures rarely fail for lack of strategic intent. They falter when processes designed for established businesses are applied to uncertain new ones. Effective venturing connects a real customer need with assets the parent company can contribute, supported by governance and funding that permit rapid learning.
A family office begins with clarity of purpose
A family office is more than a structure for managing investments. Its durability depends on whether the family has defined what it should protect, pursue and transfer. As wealth and family interests extend across generations and jurisdictions, informal arrangements become harder to sustain. Governance, investment discipline and operating design must therefore develop together.
Research for decisions that cross borders
AI Use Cases: Pitfalls & Opportunities
Opportunities and pitfalls across emerging AI use cases.
View briefing ↗
Solar Energy Report: India 2025
India’s solar energy landscape, outlook and investment themes.
View briefing ↗
Swiss Business Corridor
Cross-border opportunities within the Swiss business corridor.
View briefing ↗Considering a new market, transaction or investment?
Speak with Vaana Advisors about the opportunity, the risks and the execution path.