Investment Banking Services

Debt Financing
•Borrow funds with mandatory repayments and interest.
•Interest payments are tax-deductible.
•Increases financial risk.
•Retain control without diluting ownership.

Equity Financing
•Raise capital by selling company shares.
•No repayment obligations; reduces financial risk.
•Dilutes ownership and control.
•Share profits with new shareholders.

Considerations
•Companies with stable cash flows may prefer debt for tax benefits and control.
•Companies with uncertain futures might opt for equity to avoid repayment pressures.
•Choice depends on financial health, growth prospects, and economic environment.

The success fee of an investment banker usually ranges from 0.5% to 2% of the transaction value for debt finance and between 2% to 5% of the transaction value for equity finance. This fee varies based on the size and complexity of the deal. Larger transactions generally incur lower fees, while smaller or more intricate deals may attract higher fees. This fee structure aligns the investment banker’s interests with those of their clients, as the banker is incentivized to successfully complete the transaction. The success fee compensates for the expertise, effort, and resources the investment banker invests in facilitating mergers, acquisitions, or other financial deals.

Navigating Distressed Asset Sales in India: Key Steps
•Regulatory Framework: Understand IBC, 2016, and RBI guidelines
•Due Diligence: Assess financial health, legal aspects, and operational viability
•Valuation: Use fair market value, DCF analysis, and comparable sales
•Deal Structuring: Explore financing options, negotiate terms, and choose an acquisition vehicle
•Stakeholder Management: Engage with creditors, employees, and regulators
•Execution: Participate in bidding, prepare legal documents, and close the deal
•Post-Sale Integration: Integrate operations, monitor performance, and plan an exit strategy
•Additional Considerations: Stay updated on market conditions and seek expert advice

Customized Services for Indian Startups Seeking Funds
•Initial Assessment: Evaluate business model, market potential, and financial health
•Funding Strategy: Develop tailored funding strategies for growth stages and industries
•Financial Planning: Create financial models and provide valuation services
•Investor Relations: Match with potential investors and assist in pitch preparation
•Legal Support: Ensure regulatory compliance and negotiate term sheets
•Fundraising Execution: Assist in capital raising and due diligence
•Post-Funding Support: Advise on fund allocation and offer ongoing advisory
•Customized Solutions: Provide sector-specific expertise and scalable services 

Benefits of Raising Capital Through Our Firm
•Expert Guidance: Experienced professionals in fundraising and financial strategy.
•Customized Solutions: Tailored funding strategies for specific needs and industries.
•Extensive Network: Connections to venture capitalists, private equity funds, family offices and other institutional capital.
•Comprehensive Support: Help with pitch preparation, financial modeling, valuation, and compliance.
•Efficient Process: Streamlined fundraising from assessment to post-funding support.
•Negotiation Advantage: Expertise in securing favorable terms with investors.
•Post-Funding Advisory: Ongoing strategic and operational support to maximize growth and fund utilization.

Apart from the engagement letter entered into between the client and the investment bankers, the following costs might be required to be incurred by the company:
Due Diligence Costs: Expenses related to financial, legal, technical and operational due diligence processes.
Third-party professional fees: Costs for preparing and reviewing legal documents, compliance checks, and valuation certificates.
Regulatory fees: Costs towards regulatory fillings and stamp duty costs.
Marketing and Presentation Costs: Expenses for conducting roadshows and collaterals related to them.
Travel and Accommodation: Costs for travel and accommodation if meetings with investors or stakeholders are required.
Out-of-Pocket Expenses: Miscellaneous costs such as communication, printing, and administrative expenses.

Current Trends in Investment Banking Services in India
•Digital Transformation: Fintech integration, AI, and automation.
•Sustainability and ESG: Growth in green financing and ESG-focused investments.
•Sector Specialization: Focus on technology, healthcare, and renewable energy.
•Regulatory Compliance: Adapting to stricter regulations and enhancing cybersecurity.
•Client-Centric Services: Customized investment solutions and holistic advisory.
•Globalization: Facilitation of cross-border deals and emerging market opportunities.
•Alternative Investments: Growth in private equity and venture capital.
•Data Analytics: Use of big data and predictive analytics.
•Restructuring: Increased debt restructuring and distressed asset sales.
•M&A Activity: High levels of strategic mergers and sector consolidations.

We distinguish ourselves by providing a comprehensive suite of consultancy services under one roof, catering to the entire lifecycle of a company or LLP. Our team comprises a diverse range of experts, including CAs, ACCAs, CSs, lawyers, and business strategists. This unique combination empowers us to offer tailored, efficient, and high-quality solutions, saving clients time and resources while navigating complex business challenges.