Transaction Advisory

Our holistic approach to Transaction Advisory comes from thorough understanding from ground realities. It may be challenging for concluding deals involving mergers, acquisitions and joint ventures, making it essential for such deals to be handled with great care and expertise. The softer issues such as target management integrity and reputation into the markets, local market know-how and cultural aspects plays a vital role in the decision making for the Investor. The success of a deal may hinge on the ability to discover and analyze the missing pieces. Our past experience on the transactions and the senior advisors on the board greatly improves the probability of a deal’s execution and success.

Our services are designed to provide a complete suite of financial and strategic advisory services in a manner that helps you drive transactions in the most efficient and effective way. We strive to work as a trusted partner, assisting the company in achieving its goal. Our approach is that of a Project Manager providing an end-to-end solution. Our services include:

  • Acquisition and Joint Venture
  • Due Diligence
  • Valuations
  • Transaction Structuring

While trying to grow via the inorganic route, one of the greatest impediments to a successful transaction is failing to identify the correct partner. We believe that successful deals are those that result in a win-win situation for both the entities involved. With this end in mind, we assist our clients in assessing the strategic fit of a business by evaluating potential synergies and identifying suitable partners or targets that would help achieve your long-term business objectives. Our Deal Advisory team assists in transactions with various objectives such as mergers and acquisitions, joint ventures, management buyouts, divestitures, spin-offs and strategic alliances. Our team acts as the sole point of contact facilitating and assisting the management during the transaction. From the planning phase to the implementation and post-implementation phase, we are involved throughout the life cycle of the transaction.

Our Due Diligence services help investors or sellers of a business identify the financial, Tax, business and sector-specific risks associated with a transaction. Effective due diligence is a must if parties are to be spared the enormous loss of time, money and reputation from deals that fail to meet expectations. At Sudit K Parekh & Co. LLP, our focus lies on providing a holistic view beyond simple accounting analysis. The financial and tax due diligence process commences with defining the scope where we engage with the management to have a thorough understanding of the objectives of the proposed transaction. Once the scope is defined, field work commences. Our services include Financial Due Diligence, Tax Due Diligence, Integrity Due Diligence and Technology Due Diligence.

Knowing the worth of your business is one of the corner stones for sound managerial decision-making. We have performed close to 500 valuation assignments and our diverse clientele includes multinationals, listed companies, investment advisory firms, private equity funds, venture capital funds and real estate funds, from across countries. Our personalized services focus on understanding the needs of the client, the transactions involved and the perimeter of valuation. We have performed valuation assignments across areas including business valuations, mergers and acquisitions, accounting, financial reporting & ESOP planning, tax, regulatory, purchase price allocations, and intangibles.

Our services include:

  • Corporate Planning
    • Business Planning and Financial Modelling
    • Model Valuation
    • ESOPs Valuation
    • Complex Structuring
    • Succession Planning
  • Regulatory Valuations under
    • Foreign Exchange management
    • Income Tax and Transfer Pricing
    • Corporate Governance
    • Insolvency and Bankruptcy
  • Commercial Valuations
    • Business Valuation
    • Intangible Asset Valuation
    • Litigation Valuation
    • Fairness Opinion
  • Portfolio Valuations for AIF’s, PE’s, VC’s and other fund houses
  • Ind AS & IFRS Valuation
    • Purchase Price Allocation
    • Impairment Testing
    • Fair Valuation of Financial Instruments

We design an optimal transaction structure taking into account the potential taxation, regulatory and capital structuring issues, and handle any complexities that may occur during the execution of the transaction. We cover a broad range of transactions including entity formation, acquisitions, divestments and joint venture agreements. We use our extensive experience in taxation, FEMA regulations and corporate laws to create efficient structuring alternatives and ensure that our clients maximize value while minimizing risks. At Sudit K Parekh & Co. LLP, we ensure that your company is operating in the most efficient manner, not merely from a tax point of view, but more importantly, from the overall business perspective. We provide complete support in business restructuring considering all taxation and other regulatory aspects.