STRATEGIC ADVISORY
- Helping clients in working out business plans and organizational development in terms of growth, restructuring, product diversification and reaching out to new markets.
- Helping to access the unlocked value and funds within the business, increase its efficiency and enable it to raise funds from external sources - through restructuring, fund raising, spin off, asset sale, or a simple business reorganization and optimum capital structure to match the cash flows.
- Helping the clients in assuring a methodical preparation for profitable entry into market which will help in winning over investors.
- Carrying out all necessary documentation, compliance, certifications (central, state, local etc) and all kinds of legal aspects for hassle free business operation and growth.
Business Planning
Overcoming Business Fatigue
Assisting in addressing critical situations - worsening of valuation and cash flows because of reduced sales and margins, tightening by lenders, fund/capital crunch, changing consumer behavior and weakening of product off-take, arrival of new technologies, growing internal organizational fatigue.
- Devising a systematic and calculated way of fund raising strategies to gain maximum benefits
- Developing a survival and growth strategy into target market with thorough financial analysis planning, implementation of corrective majors, new initiatives, Complete processing execution and management of growth strategy.
- Evaluating market entry without direct investment (management contract, franchising, licensing, contract manufacturing); and with direct investment (partly owned subsidiary, acquisition of a foreign company, setting up a new company, equity joint venture) and associated foreign exchange risk and liquidity risk.
Market Entry Strategy
Partner Search
Assistance to identify the most suitable partner company for businesses, particularly SMEs, not knowing how to successfully enter a global market in terms of skills and resources, familiarity with the market, mapping the capital need and fund raising majors to make a trade venture successful.
Succession
Assisting in how to structure the business to plan for a successful succession, identifying the most suitable succession / exit route, realize full value of the business before it is too late.
Conflict Management
Assisting in amicable conflict management to arrive at a win-win plan for both sides.
CAPITAL RAISING
- Helping to reach out to the most appropriate form of capital in view of the nature of client’s fund raising and financial needs.
- Debt fund raising by facilitating clients to sell bonds, bills, or notes, to investors.
- Facilitating equity capital raising through bootstrapping business, arranging angel investors and private equity (PE) funds.
- Assistance, guidance and processing bank/corporate and project loans.
- Helping in making the choice between Rupee or dollar funding.
- Management of potential investor- investee conflicts.
- Management of potential investor- investee conflicts.
- Management of all Regulatory, Risk and Compliance requirements.
- Management of securities and their trading and banking obligations, or in compliance of an agreement.
- High quality annual Fund Reporting, aligned with all marketing and legal documentation.
Mergers & Acquisitions
- Facilitating deal sourcing or deal origination by gaining knowledge of the deals taking place in the market.
- Developing a good acquisition strategy for identified deals by identifying the gains from making the acquisition.
- Determining the key criteria for acquisition for identifying potential target companies (e.g., profit margins, geographic location, or customer base).
- Carrying out valuation value analysis of the target company as suitable acquisition target by using two dominant models: the Market Approach including Comparable Analysis Precedent Transactions; and the Discounted Cash Flow Approach leading to forecasting of future cash flows.
- Facilitating negotiations of terms in full detail.
- Facilitating due diligence process (which offers higher chances of success) -- a process of verification, investigation, or audit of a potential deal or investment before a deal closes.
- Assisting preparation of purchase and sale contracts and closing and post-acquisition integration.
TRANSACTION SUPPORT
- Developing valuation reports for business requirements/statutory compliance, bringing forth all possible business and equity valuations based on analysis based on benchmarking and market intelligence.
- Building customized financial models as per specific needs and variables of each assignment.
Valuations
Negotiations/Agreements
Helping in the preparations for Agreements with the key terms of investment at the “definitive agreement” stage with the investors.
Deal Structuring
Working out deal structuring (the Term Sheet used for raising money and the Letter of Intent) in the context of securities regulations, corporate law, rival bidders, taxes, accounting issues, contacts, market conditions, forms of financing, and specific negotiation points in the M&A deal.
Recapitalization and Refinancing
Assisting clients in re-financing of a loan agreement in terms of revised interest rate, payment schedule and terms of a previous credit agreement, leading to potential savings on debt payments from the new agreement.
Informed Project Reports
For financial and strategic planning and work plan, preparing detailed project reports in the form of financial model highlighting estimated and projected costs using various operating inputs and drivers.
CORPORATE FINANCE
- Identifying trade/project finance opportunity for growth.
- Developing planning and advisory on working capital management.
- Developing corporate finance and advisory.
- Infrastructure finance advisory.
- Working out real estate investment management and advisory.
