Casela Advisors | Corporate Financial Advisory

Corporate Financial Advisory is the strategic, numbers-driven counsel that businesses rely on when making high-stakes financial decisions — whether raising debt or equity, valuing a business, planning an acquisition, restructuring the balance sheet, preparing for an IPO, or optimising capital across group entities. It bridges the gap between a company’s commercial ambition and its financial reality, translating strategy into robust financial models, deal structures, and capital plans that actually work in the market.

For promoters, CFOs, boards, and investors, the stakes are high. A poorly structured debt round can strain cash flows for years, an under-negotiated acquisition can destroy shareholder value, and an unrealistic valuation can derail a funding round altogether. Corporate Financial Advisory brings institutional discipline to these decisions — combining financial modelling, valuation, due diligence, transaction structuring, regulatory know-how (SEBI, RBI, FEMA, Companies Act), and capital market insight — so every major move is backed by rigorous analysis and clean execution.

We offer end-to-end Corporate Financial Advisory services — from strategic financial planning, business valuations, fundraising (equity, debt, mezzanine), M&A and joint ventures, financial due diligence, transaction structuring, capital and balance sheet restructuring, stressed asset resolution, to IPO readiness and CFO advisory — helping promoters, mid-market companies, and large corporates make confident, well-structured financial decisions that unlock growth and protect value.

M&A

Buy-side & sell-side advisory

Fundraise

Debt, equity & mezzanine capital

Valuation

DCF, comparable & regulatory

CFO+

Virtual CFO & board advisory

Laws & Frameworks We Work Under

Companies Act, 2013

SEBI Regulations

FEMA & RBI Norms

Income Tax Act

IBC, 2016

Ind AS / IFRS

ICAI Valuation Standards

Stamp & Transfer Laws

Who We Advise

Growth Stage

Start-Ups & Mid-Market Firms

Founder-led and high-growth businesses that need institutional financial advisory to raise capital, scale, and professionalise finance.

Seed to Series C fundraising
Financial modelling & projections
Valuation & cap table advisory
Deal structuring & negotiation
Virtual CFO & finance setup
Investor readiness & reporting

Corporates

Large Companies & Groups

Established corporates, family groups, and listed companies needing advisory on M&A, restructuring, and capital strategy.

M&A — buy-side & sell-side
Group restructuring & demergers
Debt syndication & refinancing
IPO / NCD readiness
Stressed asset resolution
Board & audit committee support

Our Corporate Financial Advisory Services

Financial Planning & Strategy

Long-range financial plans, budgeting, scenario modelling, and capital allocation frameworks.

Business Valuation

DCF, comparable company, precedent transaction, and regulatory valuations for every purpose.

Fundraising Advisory

Debt syndication, private equity, venture capital, and mezzanine fundraising end-to-end.

M&A Advisory

Acquisition, divestiture, joint venture, and strategic partnership advisory — buy-side & sell-side.

Due Diligence

Financial, tax, and commercial due diligence for investments, acquisitions, and exits.

Corporate Restructuring

Merger, demerger, slump sale, capital reduction, and group reorganisation advisory.

Stressed Asset Resolution

One-time settlement, IBC resolution plans, NCLT advisory, and turnaround support.

Virtual CFO Services

Outsourced CFO, MIS, controllership, treasury, and board-level financial advisory.

Key Focus Areas We Handle

Valuations

Business & Share Valuation

Valuations for fundraising, M&A, ESOPs, tax, FEMA pricing guidelines, and Companies Act compliance.

DCF CCM NAV

Fundraising

Equity & Debt Capital

Angel, PE / VC, private placements, NCDs, term loans, working capital, and ECB syndication.

PE/VC NCD ECB

M&A

Deal Advisory

Target identification, deal structuring, negotiation, SPA / SHA support, and closing advisory.

SPA SHA JV

Restructuring

Group Restructuring

NCLT schemes, demergers, slump sales, holdco formation, and step-down structures.

NCLT Demerger

Due Diligence

Financial & Tax DD

Independent financial, tax, and commercial due diligence with red-flag and normalised EBITDA analysis.

FDD Tax DD

IPO Advisory

IPO / Listing Readiness

SME & Main Board IPO readiness — governance, financials, and DRHP preparation support.

SME IPO Main Board

Stressed Assets

Turnaround & Resolution

IBC resolution plans, OTS negotiation, bank settlements, and financial turnaround support.

IBC OTS

Virtual CFO

Outsourced Finance Leadership

End-to-end CFO services — MIS, budgeting, treasury, controllership, and board reporting.

vCFO MIS

When You Need Corporate Financial Advisory

Raising Capital

Planning an equity round, debt syndication, NCD issue, or strategic investor fundraise.

Buying a Business

Evaluating an acquisition target, running due diligence, and structuring the deal.

Selling a Business

Preparing for a full or partial exit, valuation, buyer identification, and deal closure.

Group Restructuring

Consolidating or demerging group entities for clarity, efficiency, or succession planning.

IPO / Listing Plans

Preparing the company financially, operationally, and regulatorily for an IPO or NCD listing.

Stressed Balance Sheet

Bank settlements, OTS, IBC resolution, or urgent working capital turnaround needs.

New CFO Function

Setting up a controllership, MIS, and treasury function for the first time as you scale.

Board-Level Decisions

Independent financial opinions to support board, audit committee, and investor decisions.

Information & Documents We Typically Need

Company Financials

Audited financials (3-5 years)
Latest management accounts
Monthly MIS & budgets
Debt schedule & sanction letters
Fixed asset register
Bank statements & reconciliations
Tax returns & assessments

Business & Operations

Business plan & pitch deck
Revenue & customer data
Key contracts & agreements
Product / service portfolio
Organisation & headcount
Industry benchmarks
Competitive positioning

Legal & Corporate

MOA, AOA & shareholder agreements
Board & shareholder resolutions
Cap table & ESOP scheme
Related party transactions
Licences, registrations, IP records
Litigation & notice summary
Group structure chart

Our End-to-End Advisory Approach

Discovery

Understanding business, objectives, and financial goals in depth with promoters and management.

Diagnostic

Financial analysis, valuation benchmarks, and identification of key issues and opportunities.

Strategy

Structuring the deal or solution — capital plan, valuation range, structure, and risk framework.

Execution

Investor outreach, negotiation, documentation, due diligence, and regulatory approvals.

Closure & Support

Deal closure, funds flow, post-deal integration, and ongoing financial advisory support.

Why Partner with Us for Corporate Financial Advisory

✓

Institutional rigour & deal discipline

✓

Clean, defensible valuations & models

✓

Integrated tax, legal & regulatory view

✓

Strong investor & banker network

✓

End-to-end deal execution support

✓

Promoter-friendly & confidential approach

✓

Board-level strategic perspective

✓

One-stop advisory — one relationship

FAQs on Corporate Financial Advisory

What is Corporate Financial Advisory and who needs it?

Corporate Financial Advisory refers to specialised advisory services that help businesses make major financial decisions — raising capital, buying or selling businesses, restructuring, valuations, stressed asset resolution, and preparing for capital market events like IPOs. It is typically needed by promoters, CFOs, and boards of start-ups, mid-market companies, family-owned businesses, and large corporates whenever the decision at hand has a significant financial impact and requires independent, structured, and specialised analysis beyond routine in-house capabilities.

How is Corporate Financial Advisory different from Investment Banking?

Investment Banking is typically transaction-focused — raising capital, executing M&A, and managing IPOs — often for larger deals. Corporate Financial Advisory is broader and more advisory-led: it includes investment banking-type activities but also valuations, strategic financial planning, restructuring, due diligence, virtual CFO services, and board-level advisory. For mid-market companies and growing businesses, Corporate Financial Advisory often works as an extended finance and strategy function, not just a one-off deal team.

When should a business engage a financial advisor?

Ideally, before any major financial decision — not after. Key trigger points include planning a fundraise, considering an acquisition or exit, restructuring the group, facing bank stress, preparing for an IPO, or scaling rapidly without an in-house CFO. Early engagement allows the advisor to shape the strategy, structure the transaction tax-efficiently, prepare clean financials, and position the company optimally with investors, lenders, or acquirers, instead of stepping in after mistakes have already been made.

What kind of valuations do you provide?

We provide valuations for all major purposes — fundraising (pre-money and post-money), M&A, ESOPs, FEMA pricing guidelines, Income Tax Rule 11UA, Companies Act Section 247 by a Registered Valuer, Ind AS impairment testing, family settlements, and NCLT schemes. We use globally accepted methodologies — Discounted Cash Flow, Comparable Companies, Precedent Transactions, Net Asset Value, and option-pricing models — and provide fully documented reports that stand up to investor, regulator, and auditor scrutiny.

How do you support fundraising for companies?

Our fundraising support is end-to-end. We start with a readiness review, build a robust financial model and pitch deck, agree valuation benchmarks, and identify the right pool of investors or lenders. We then drive investor outreach, manage Q&A and due diligence, negotiate term sheets, shareholder and subscription agreements, and coordinate legal and regulatory closure. Whether it’s a PE round, a debt syndication, an NCD issue, or a strategic investor transaction, we manage the process until the money is in the bank.

Can you handle M&A deals for both buyers and sellers?

Yes. On the buy-side, we help identify targets, run financial and commercial due diligence, build valuation models, negotiate deal terms, and structure the acquisition in a tax and FEMA-compliant way. On the sell-side, we help prepare the business, identify strategic and financial buyers, run competitive processes to maximise value, manage due diligence from the seller’s side, and negotiate definitive agreements. Our integrated tax, legal, and regulatory view ensures that the deal structure is optimised and implementable.

What is a Virtual CFO, and when should we consider one?

A Virtual CFO is an outsourced senior finance professional who acts as your CFO on a part-time or retained basis — handling MIS, budgeting, controllership, treasury, investor reporting, and board-level financial advisory. It is ideal for start-ups and mid-market companies that are not yet ready for a full-time CFO but need senior financial leadership, institutional-quality MIS, and proactive advisory. A Virtual CFO brings structured processes, governance discipline, and experience across multiple businesses — at a fraction of the cost of a full-time hire.

How are your advisory engagements typically structured?

We structure engagements around the nature of the work. Transaction-based mandates (M&A, fundraising, IPO) are typically a mix of retainer and success fee. Project-based assignments (valuations, restructuring, due diligence) are usually fixed-fee based on clearly defined scope and deliverables. Ongoing services (Virtual CFO, board advisory, stressed asset support) are generally retainer-based. Every engagement begins with a detailed scoping discussion and a clear, signed engagement letter outlining scope, fees, timelines, and confidentiality obligations.

Make Every Financial Decision with Confidence

Partner with our specialists for end-to-end Corporate Financial Advisory — fundraising, M&A, valuations, restructuring, IPO readiness, and Virtual CFO services — all under one roof.

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