Transaction Advisory

Introduction

Envisaging a major fundraising transaction or an M&A event or planning for an exit, requires to be handled carefully and diligently. At Indviser, we extend support and  help to companies, to undertake PE / VC funding, IPO, M&A (Mergers & Acquisitions), Strategic Exit, Restructuring, etc.

Our Team is Dedicated to cater to the Funding requirements of our Clients be it Debt or Equity. We specialise in helping our Clients, advising on a comprehensive range of solutions, whatever the size of the company. On engaging us as your financial partner will ensure you in meeting your financial requirements  and business goals. We approach and represent your company to the Bankers / Investors and assure that you get the Finance in Right Form at Right Cost and through Right Means.

  • It was popularised in the 1960s with the release of Letraset sheets
  • It was popularised in the 1960s with the release of Letraset sheets
  • It was popularised in the 1960s with the release of Letraset sheets
  • It was popularised in the 1960s with the release of Letraset sheets
  • It was popularised in the 1960s with the release of Letraset sheets
  • It was popularised in the 1960s with the release of Letraset sheets

Indviser team is experienced  in executing M&A transactions, both on the buy-side as well as on the sell-side, banking on the experience, we provide services to companies, in executing their M&A transaction by providing strategy with maximum possible benefits while keeping any transaction risk to the minimum. We evaluate all aspects of target company and then recommend finalising of a transaction.

We at Indviser will be supporting SME Listing and also to migrate them to main board latter. Our team will be available to support you with the entire IPO Process of interacting with the bankers, exchange and Regulator SEBI. Also post Completion of IPO we will support you with setting up necessary process which will enable to smoothly comply with the required lisitng compliances.

Debt Syndication

Advising the client on raising debt funds through Banks / NBFCs for various projects or working capital requirements in Right Form at Right Cost and through Right Means.

Private Equity/Venture Capital

Fund Raising through Private Equity / Venture Capital - Preparation of Teaser, Information Memorandum, Projections, Valuations, Due-Diligence , Negotiation and Deal Closure.

Debt Restructuring

Debt Restructuring, NPA Settlements and Restructuring of stressed SMEs. Assisting in Transfer of Stressed Assets to Financial Asset Reconstruction Companies (ARC).

Capital Market Advisory

IPO Advisory by providing End to End support in Pre- IPO Planning, Regulation, Process for listing in SME Stock Exchange, Transaction structuring and pricing advice, Post – IPO advice.

Startup Advisory

Working Hand in Hand with Innovative Start-ups in the Areas of Business, Strategy, Finance, Accounting, Compliance, Legal and Regulatory issues. Identifying Potential Investors and Business Partners.

Merger and Acquisition

Advising the client on Selling / Buying the Business - Preparation of Teaser, Information Memorandum, Projections, Valuations, Due-Diligence , Negotiation and Deal Closure.

Our clients deserve the best, and we live up to their expectation.

Contact Us

Indviser’s Transaction Advisory services include Merger and Acquisition (M&A) Advisory, which involves providing guidance and support to companies engaged in M&A transactions. Our approach to M&A Advisory is designed to help companies navigate the complexities of the transaction process, identify opportunities for growth and value creation, and maximize shareholder value. Here is a brief overview of Indviser’s approach to M&A Advisory in the context of Transaction Advisory:

  1. Strategy development: Indviser will work with clients to develop a comprehensive M&A strategy that aligns with their business goals and objectives. This includes identifying potential targets, assessing market opportunities, and determining the optimal deal structure.
  2. Due diligence: Indviser will conduct thorough due diligence on potential targets, including financial, legal, and operational due diligence. This helps to identify any potential risks or liabilities associated with the transaction.
  3. Valuation: Indviser will help clients to determine the value of the target company, using a range of valuation methods to ensure an accurate and comprehensive assessment.
  4. Negotiation and deal structuring: Indviser will assist clients with negotiating the deal terms and structuring the transaction in a way that maximizes shareholder value.
  5. Integration planning: Indviser will work with clients to develop a comprehensive integration plan, including organizational design, culture integration, and operational integration.
  6. Post-merger integration: Indviser will provide ongoing support to clients during the post-merger integration phase, helping to ensure a smooth transition and successful integration.

Indviser’s approach to M&A Advisory in the context of Transaction Advisory is designed to help companies achieve their M&A objectives and maximize shareholder value. By developing a comprehensive M&A strategy, conducting thorough due diligence, providing accurate and comprehensive valuations, assisting with negotiation and deal structuring, and supporting clients during the post-merger integration phase, Indviser can help clients achieve a successful and profitable M&A transaction.

Indviser’s Transaction Advisory services include Startup Advisory, which involves providing guidance and support to early-stage companies looking to raise capital, scale their operations, and achieve long-term growth. Our approach to Startup Advisory is designed to help startups navigate the challenges of early-stage growth, identify and seize opportunities, and position themselves for long-term success. Here is a brief overview of Indviser’s approach to Startup Advisory in the context of Transaction Advisory:

  1. Business planning and strategy: Indviser will work with startups to develop a comprehensive business plan and growth strategy, taking into account the competitive landscape, market trends, and other factors.
  2. Capital-raising and funding: Indviser will assist with capital-raising and funding efforts, helping startups to identify the most appropriate sources of funding and prepare documentation such as pitch decks, business plans, and financial projections.
  3. Market research and analysis: Indviser will conduct market research and analysis to help startups identify and evaluate market opportunities, and develop strategies to capitalize on those opportunities.
  4. Financial planning and analysis: Indviser will provide financial planning and analysis support, helping startups to develop financial models, assess financial performance, and optimize their financial position.
  5. Business process improvement: Indviser will help startups to identify and improve key business processes, such as sales and marketing, operations, and customer service, to improve efficiency and profitability.
  6. Technology and innovation: Indviser will help startups to identify and leverage new technologies and innovations that can help them achieve their growth objectives.

Indviser’s approach to Startup Advisory in the context of Transaction Advisory is designed to help early-stage companies navigate the challenges of growth, identify and seize opportunities, and position themselves for long-term success. By working with startups to develop a comprehensive business plan and growth strategy, assisting with capital-raising and funding efforts, conducting market research and analysis, providing financial planning and analysis support, improving key business processes, and identifying and leveraging new technologies and innovations, Indviser can help startups achieve their growth objectives and maximize shareholder value.

Indviser’s Transaction Advisory services include Capital Market Advisory, which involves providing guidance and support to clients looking to raise capital through various financial instruments such as equity, debt, and hybrid instruments. Our approach to Capital Market Advisory aims to help clients identify the most appropriate capital-raising options, optimize the capital structure, and maximize shareholder value. Here is a brief overview of Indviser’s approach to Capital Market Advisory in the context of Transaction Advisory:

  1. Assessment of capital needs: Indviser will conduct a thorough assessment of the client’s capital needs, taking into account the client’s growth plans, investment requirements, and working capital needs, among other factors.
  2. Identification of capital-raising options: Indviser will identify and evaluate different capital-raising options, including IPOs, private placements, QIPs, FCCBs, and other debt and equity instruments, to determine the most appropriate option for the client.
  3. Preparation of prospectus and other documentation: Indviser will assist with the preparation of the prospectus, offering memorandum, and other documentation required for the capital-raising process.
  4. Preparation of financial models: Indviser will prepare financial models that reflect the expected impact of the capital-raising on the client’s financial position and shareholder value.
  5. Investor relations support: Indviser will provide investor relations support, including engaging with potential investors, preparing investor presentations, and responding to investor queries.
  6. Coordination with intermediaries: Indviser will coordinate with intermediaries such as investment banks, lawyers, and auditors to ensure a smooth and efficient capital-raising process.
  7. Post-capital-raising support: Indviser will provide post-capital-raising support to clients, including monitoring compliance with the terms of the capital-raising and assessing the impact on the client’s financial position and shareholder value.

Indviser’s approach to Capital Market Advisory in the context of Transaction Advisory aims to help clients optimize their capital structure and maximize shareholder value through the most appropriate capital-raising options. By assessing capital needs, identifying capital-raising options, preparing documentation and financial models, providing investor relations support, coordinating with intermediaries, and providing post-capital-raising support, clients can achieve their capital-raising goals and position themselves for long-term growth.

Indviser’s Transaction Advisory services include support for debt restructuring, which involves the modification of existing debt arrangements to improve a company’s financial position. Our approach to debt restructuring aims to help clients manage their debt obligations, reduce financial distress, and improve their overall financial health. Here is a brief overview of Indviser’s approach to debt restructuring in the context of Transaction Advisory:

  1. Financial analysis: Indviser will conduct a thorough analysis of the client’s financial position, including its cash flow, balance sheet, income statement, and debt obligations, to identify the root causes of financial distress and assess the feasibility of debt restructuring.
  2. Identification of restructuring options: Indviser will identify and evaluate different restructuring options, including debt refinancing, debt rescheduling, debt write-offs, and debt-to-equity conversions, to determine the best course of action for the client.
  3. Preparation of restructuring plan: Indviser will prepare a comprehensive restructuring plan that outlines the proposed restructuring options, the impact on the client’s financial position, and the expected outcomes.
  4. Negotiation with creditors: Indviser will negotiate with creditors, including banks, financial institutions, and bondholders, to obtain their agreement to the proposed restructuring plan.
  5. Implementation of restructuring plan: Indviser will assist with the implementation of the restructuring plan, including the execution of the necessary legal documentation and the coordination of payments and transfers.
  6. Post-restructuring support: Indviser will provide post-restructuring support to clients, including monitoring compliance with the terms of the restructuring plan, assessing the impact on the client’s financial position, and providing advice on the optimal use of funds to achieve the client’s strategic goals.

Indviser’s approach to debt restructuring in the context of Transaction Advisory aims to help clients manage their debt obligations, reduce financial distress, and improve their overall financial health. By conducting a financial analysis, identifying restructuring options, preparing a restructuring plan, negotiating with creditors, implementing the plan, and providing post-restructuring support, clients can achieve a more sustainable capital structure and position themselves for long-term growth.

Indviser’s Transaction Advisory services include support for private equity and venture capital transactions, which involve raising funds from institutional investors to finance the growth of a company. Our approach to private equity and venture capital transactions aims to help clients secure the funding they need to achieve their strategic goals and maximize shareholder value. Here is a brief overview of Indviser’s approach to private equity and venture capital in the context of Transaction Advisory:

  1. Strategic analysis: Indviser will conduct a thorough analysis of the client’s business and market conditions to identify growth opportunities and develop a strategic plan that will attract potential investors.
  2. Preparation of marketing materials: Indviser will prepare marketing materials, including a pitch deck, executive summary, and other relevant documentation, that will highlight the client’s business potential and value proposition to potential investors.
  3. Identification of investors: Indviser will identify potential investors, including private equity firms, venture capital firms, and other institutional investors, that may be interested in financing the client’s growth plans.
  4. Evaluation of financing alternatives: Indviser will evaluate financing alternatives and recommend the best options based on the client’s specific needs and goals. This may include analyzing different types of funding structures, such as equity, debt, and hybrid instruments.
  5. Negotiation and finalization of terms: Indviser will negotiate the terms of the investment with potential investors, including the valuation, ownership structure, exit strategy, and other relevant terms.
  6. Execution of documentation: Indviser will assist with the execution of the documentation related to the private equity or venture capital transaction, including the investment agreement, shareholders’ agreement, and other relevant agreements.
  7. Post-deal support: Indviser will provide post-deal support to clients, including monitoring compliance with the terms of the investment and providing advice on the optimal use of funds to achieve the client’s strategic goals.

Indviser’s approach to private equity and venture capital in the context of Transaction Advisory aims to help clients secure the funding they need to achieve their strategic goals and maximize shareholder value. By conducting a strategic analysis, preparing marketing materials, identifying investors, evaluating financing alternatives, negotiating terms, executing documentation, and providing post-deal support, clients can attract the right investors and optimize their capital structure for long-term growth.

Indviser’s Transaction Advisory services include support for debt syndication, which involves raising funds through the issuance of debt securities. Our approach to debt syndication aims to help clients raise capital at the lowest possible cost and on the most favorable terms. Here is a brief overview of Indviser’s approach to debt syndication in the context of Transaction Advisory:

  1. Analysis of funding requirements: Indviser will analyze the client’s funding requirements to determine the optimal amount of debt to be raised and the most suitable type of debt instrument to be issued.
  2. Preparation of the Information Memorandum: Indviser will prepare the Information Memorandum, which is a comprehensive document that provides potential lenders with information about the client’s business, financials, and other relevant details.
  3. Identification of lenders: Indviser will identify potential lenders, including banks, financial institutions, and other investors, that may be interested in funding the client’s debt requirements.
  4. Evaluation of financing alternatives: Indviser will evaluate financing alternatives and recommend the best options based on the client’s specific needs and goals. This may include analyzing different types of debt instruments, such as term loans, working capital loans, and bonds, as well as considering the impact of debt on the client’s capital structure and credit rating.
  5. Negotiation and finalization of terms: Indviser will negotiate the terms of the debt syndication with potential lenders, including interest rates, repayment terms, and other conditions.
  6. Execution of documentation: Indviser will assist with the execution of the documentation related to the debt syndication, including the loan agreement, security documents, and other relevant agreements.
  7. Ongoing support: Indviser will provide ongoing support to clients in managing their debt obligations, including monitoring compliance with loan covenants and providing advice on refinancing options.

Indviser’s approach to debt syndication in the context of Transaction Advisory aims to help clients raise funds at the lowest possible cost and on the most favorable terms. By analyzing funding requirements, preparing the Information Memorandum, identifying potential lenders, evaluating financing alternatives, negotiating terms, executing documentation, and providing ongoing support, clients can optimize their capital structure and achieve their long-term financial goals.