M&A and Fund-Raising Advisory
We can assist selling shareholder or their advisors in preparing a business plan (including financial projections) for the exit of current shareholders
Through our due-diligence (DD) experts, we can assist the sellers or their advisors in carrying out vendor assistance that helps the selling business be well prepared to identify issues that the buyer would like to consider or should be made aware of
Investor Marketing Documents (IM,IMD)
We can assist the sellers or their advisors in compiling all critical information and drafting IMD documents such as Information Memorandum, Investor Presentation and Investment Teasers to be provided to interested buyers.
With our rich experience in valuation, we provide assistance to the sellers or their advisors in preparing a comprehensive pricing analysis that includes - cash flow based-relative valuation and asset (technical) valuation techniques.
Any important business decision is based on the information and such information is the result of intense analyses of a numerous data points and variables pulled together to build an accurate, robust and detailed financial model. Detailed model in a spreadsheet is the key tool available to any leadership team to analyze the projected numbers from several perspectives and formulate strategies.
Our team carries rich experience in developing complex business modelling.
A business plan is a formal document comprising goals of a business, methods and time line for attaining those goals. It also describes nature of the business, background information on the organization, its financial projections and the strategies it intends to implement to achieve such targets. In its entirety, this document serves as a road-map that provides direction to the business.
Term sheet, definitive agreements
Given our strong IB and transaction advisory team, we can assist in providing commercial inputs in the non-binding offers and definitive agreements (SPA, SHA, Escrow Agreement) working with legal counsel of the selling party or their advisors
Due Diligence Advisory
Financial Due Diligence
We help clients in performing financial due diligence - buyer side and vendor side, For M&A, PE, Insolvency and Bankruptcy laws, divestment and business carved out transactions. We perform due diligences at various stages of transaction process:
1. Identification stage –High level due diligence
2. Evaluation stage – full fledged due diligence
3. Post execution stage – closing review, post-closing earn-out review
We highlight the financial, tax, commercial, operational, and strategic aspects impacting the transaction. We perform detailed financial and operation analyses, yielding in depth picture of the business operations, key business drivers, KPIs and factual commentaries on the state of the affairs of the business.
Thus, we help our client in his financial decision making process with taking into consideration financial and non-financial parameters.
Commercial Due Diligence
We help clients in performing commercial due diligence and help them to analyzes the attractiveness and sustainability of the target’s business model, evaluate the future cashflows, and financial forecasts and indicate the potential risk by reducing the often-inherent information asymmetries.
Our deliverables include details about all external factors like Market environment, trends, forecasts etc. and internal factors like organization structure, product portfolio, peers etc.
Further it clearly speaks about dynamics influencing and shaping the business context in which the potential target operates. We perform commercial due diligence at following stage.
1. Strategic Valuation Phase - Prior to the actual deal
2. After shortlisting of potential acquisition targets
We help our client to increase the success rate of the future merger or integration process.
Business Plan Review
We help our clients by review of their business plan and thus providing them complete in depth research of the business and to bring out more ideas to generate revenue and to provide proper research in framing of the business.
Business plan review is an incredibly essential step to understand the validity of the business plan, feasibility of the business model, identification of challenges and prioritize them so appropriate decisions can be taken for the business.
Project Finance / General
Techno Economic Study, Feasibility Study
Our team helps organizations to understand financial viability and market dynamics of new projects. Our experts provide detailed feasibility report considering technical, industry scenario, competition, social-economical situation, operational and other financial aspects. We also address scale of opportunity and market viability of the proposed project.
Our experts specialize in assessing the financial and business feasibility of the proposed project based on in-depth technical research, building robust financial models and projections and running simulation to determine financial returns under different scenario.