panaceafinserve

PE / VC, Pre IPO Funding, Family Office Investments, M&A transactions

PE / VC, Pre IPO Funding, Family Office Investments, M&A transactions

Private Equity / Venture Capital and Pre IPO Funding

We advise  sector agnostic startups at Early, Mid and Late stage for raising growth capital in Pre Series A and up to Series B rounds. Preferred segments are tech and deep tech companies across industries.

Through our partnership with leading merchant bankers of the country, we also guide our clients in end to end process and create an ecosystem for their IPO listing in Mainboard and NSE Emerge / BSE SME exchanges.

 

Mergers and Acquisitions  

Based on our client’s requirement , we provide both buy and sell side M&A (Mergers and Acquisitions) advisory services and transactional support. The Scope of Work is imbibed from the below broader process and depends upon what services the clients needs from us. For some of the bespoke services, we partner with the best boutique firms in the country and overseas.

  1. Strategic Planning:
    • Market Analysis: Assessing industry trends, market conditions, and competitive landscape to identify opportunities and risks.
    • Strategic Fit: Evaluating how potential deals align with the company’s long-term goals and strategic vision.
  2. Target Identification:
    • Deal Sourcing: Identifying potential acquisition targets or buyers that align with the client’s strategic objectives.
    • Screening and Evaluation: Conducting preliminary assessments to filter and shortlist suitable candidates.
  3. Valuation:
    • Company Valuation: Determining the fair value of a business using various valuation methods (e.g., discounted cash flow, comparable company analysis, precedent transactions).
    • Pricing Strategy: Advising on pricing strategies and structuring of deals to achieve favorable terms.
  4. Due Diligence:
    • Financial Due Diligence: Analyzing financial statements, projections, and other financial data to uncover potential risks and validate valuations.
    • Operational Due Diligence: Reviewing operational processes, systems, and human resources to assess integration challenges and operational efficiencies.
  1. Deal Structuring:
    • Transaction Structure: Designing the optimal structure for the transaction, including consideration of payment terms, financing, and tax implications.
    • Negotiation: Assisting in negotiating deal terms, including price, warranties, and covenants.
  2. Transaction Execution:
    • Documentation: Preparing and reviewing legal documents, including letters of intent (LOI), purchase agreements, and disclosure schedules.
    • Coordination: Managing the overall transaction process, coordinating between legal, financial, and other advisors.
  3. Integration Planning:
    • Integration Strategy: Developing a plan for integrating the acquired company, including alignment of operations, systems, and culture.
    • Change Management: Addressing organizational changes and communication strategies to ensure a smooth transition.
  4. Post-Transaction Support:
    • Performance Monitoring: Tracking the performance of the newly merged or acquired entity against set goals and benchmarks.
    • Issue Resolution: Assisting in resolving any post-transaction issues or challenges that arise.
 

Apart from the right target fits, we provide the best in class solutions to our clients so that they achieve their strategic objectives while minimizing risks and maximizing value throughout the transaction process.