Investment Banking

We are a one-stop deal advisory firm offering services across PE/VC fundraising, IPO advisory, M&A, structuring, valuation, post-acquisition integration and PE/VC fund syndication. Our experienced team closely works with clients and supports them through complex transactions, from initiation to closure, and also providing post-transaction support and integration services. Focused on early-stage and mid-market companies and we take pride in our ability to handhold clients through the entire deal process and being their partner of choice.

Our support spans the complete deal lifecycle-

Preparation of Marketing & Pre-Deal Materials:

Advise & formulate an optimal pitch /acquisition strategy
Information Memorandum
Teasers
Business Plan / Financial Model
Data Rooms
Identify potential targets for buyside deals

Investor/Target Outreach & Negotiation

Extensive relationship with strategic & financial investors both in India and across the globe
Identify the right set of investors
Investor Presentations
Management Presentations & Meetings
Negotiate Termsheets
Identify best offer
Reach out to potential targets for buyside deals
Help with the initial DD of potential targets
Prepare Termsheets to be offered to target companies

Facilitate Due Diligence

Advising Company in appointment of external consultants/counsels
Help in analyzing DD Reports
Help in preparation of DD responses
Respond to data requests & clarifications

Documentation, Negotiation & Closing

Review & Negotiate Definitive Agreements such as SHA, SPA, etc.
Facilitate preparation of Disclosure Letter
Facilitate CP completion
Deal Closure

Services

Fund Raise (PE, VC, Family Office, Structured Finance)

One-stop, end-to-end advisory to companies on their fund-raising journey
Advise clients in developing optimal strategic and financial positioning to attract capital efficiently & effectively - ensure their key business USPs, market and scalability potential, are appropriately showcased to investors
Utilize our team’s extensive connects with i) Venture Capital (VC), ii) Private Equity (PE) and iii) Family Offices, both in India and in all key geographies across the world
For a mutually beneficial partnership, company’s strategic vision needs to be aligned with the investor’s goals - We enable our clients to enter partnership with the right investor
We help in deal structuring & managing negotiations, so as to ensure that the company’s objectives are met in terms of valuation, dilution and all other contractual rights

Mergers & Acquisitions (M&A) – Buy Side

We work with some of the most well-known companies, by leveraging our experience and network to assist them in identifying and connecting with potential target companies for acquisitions and alliances
We have clients who have a wide gamut of strategic objectives (as outlined below) and we help them in their inorganic growth journey with bespoke solutions and end-to-end advisory, aligned with each client’s specific needs
1. Consolidate or enhance our client’s market position
2. Expand their business at a faster pace through the inorganic growth route
3. Diversify their business offering by getting into newer business segments
4. Expand our client’s geographical presence
5. Tap synergies in the value chain

Mergers & Acquisitions (M&A) – Sell Side

Presence in 8 cities in India and 170+ countries globally, advising leading companies across multiple industries - we utilize our deep & extensive relationships with leading groups and companies and get partners aligned with our client’s strategic requirements
We work closely with our clients towards:
1. Understanding underlying goals of shareholders, promoters and investors, driving the need for onboarding of strategic investor
2. Identifying potential strategic investors or acquirers, aligned to the Company’s goals
3. Company positioning to ensure synergistic alignment with each strategic investor
4. Helping with peer comparison and valuation analysis
5. Overseeing deal due diligence
6. Negotiation and documentation
7. Deal closure

IPO Readiness & Project Management

We act as a Project Management Office for our clients on their IPO journey
Our team of experts help our clients with their Pre-IPO internal preparation so as to ensure that they meet all financial, structural and compliance requirements from a regulatory perspective and there are no negative surprises when starting the IPO process
Advise our clients to help them set valuation expectations and identify the right IPO size and use of proceeds
Our team helps in screening and selection of right intermediaries for the IPO process
We also help the company in formulating an optimum equity value story to maximize investor interest, thereby ensuring higher success probability of the IPO.