Invoca Appoints Bhavin Merchant as SVP of Corporate Development
Company - People | Jun 17, 2025 | EIN
Invoca, an AI-powered revenue execution platform, has appointed Bhavin Merchant as the Senior Vice President of Corporate Development. Merchant, with over 20 years of experience in corporate development, strategy, and finance, previously held the position of Chief Business Officer at Zix Corporation. He will lead Invoca's mergers and acquisitions, corporate investments, and market expansion efforts. Following Invoca's acquisition of Symbl.ai and its advanced conversational AI technology, Merchant is set to help the company explore strategic growth opportunities. Invoca, which has been recognized as a leader in its industry by Forrester, aims to leverage AI to improve customer engagement and drive revenue. The company has also been acknowledged for its workplace culture and is currently hiring across various departments.
Sectors
- Artificial Intelligence
- Corporate Finance
Geography
- United States – Invoca is based in Santa Barbara, California, and this article focuses on their operations and expansions, primarily within the U.S.
Industry
- Artificial Intelligence – The article discusses Invoca's integration of advanced conversational AI technology from its acquisition of Symbl.ai, highlighting its focus on AI-driven solutions.
- Corporate Finance – Bhavin Merchant's role involves leading mergers and acquisitions and corporate investments, aligning with corporate finance activities.
Financials
- $20 billion – Bhavin Merchant's track record in mergers and acquisitions and investments.
- $184 million – Fundraising achieved by Invoca from various venture capitalists.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Invoca | Target Company | Company | An AI-powered revenue execution platform involved in expanding through strategic growth initiatives. |
| Bhavin Merchant | Senior Vice President of Corporate Development | Person | Newly appointed executive leading Invoca's mergers and acquisitions and growth strategies. |
| Symbl.ai | Acquired Company | Company | Recently acquired company by Invoca, providing advanced conversational AI technology. |
| Forrester | Research and Analysis | Company | Industry research firm that recognized Invoca as a leader in revenue execution platforms. |