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
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.