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Financial and Legal Advisory

The liberalization of the Indian economy and the multitude of reforms instituted have resulted in a "flux" in the industrial and services sector of India. Companies are increasingly resorting to acquisitions as a means to consolidate and grow rapidly.
The emergence of a large number of professional venture capital firms, the increasing maturity of capital markets, in terms of the large number of institutional players and improved systems, has thrown up myriad opportunities in structuring innovative deals in raising debt and equity financing for Corporates.
The ongoing privatization and disinvestment program of the Government is also expected to gain momentum resulting in significant opportunities in the market for Disinvestments, induction of strategic partners, spin-offs, etc.
Our Corporate Finance services cover:
  • Mergers and Acquisitions
    Bansal Neeraj & Associates assists companies in the entire transaction process - this ranges from providing indicative values to deal closure.

  • Acquisitions
    Bansal Neeraj & Associates advises its clients through all stages of the acquisition process including:
    • Identification of the business to be acquired
    • Strategic planning of acquisition
    We focus on an in-depth industry knowledge accrual and possess the ability to seamlessly integrate other services for the benefit of the client.

  • Takeovers and mergers / de-mergers
    For a bidding party, Bansal Neeraj & Associates would cover the strategy, tactics and the formal approach on the client's behalf. We will source and arrange the funding (if required), and assist in reviewing the documentation. We would act as the financial advisor for the total transaction whether the client is the bidder or the target.

  • Sales, Divestitures and Demergers
    With the opening up of the Indian economy, and the inflow of large multinational corporations, the businesses earlier protected by regulatory entry barriers are now faced with relentless open competition. This has led to a virtual shakeout in almost all industries propagated with the "survival of the fittest theory" the weaker players have either opted to close shop or sell out.
    Clients have used Bansal Neeraj & Associates' Corporate Finance practice for analyzing their future strategic direction and assistance in its implementation. Working with our clients we start with the strategy and consider the best options. We establish price expectations and realistic valuation parameters taking into account taxation and other industry norms to ensure the most beneficial structure for sale.
    We also identify and assess prospective purchasers, nationally and internationally. We design the process to maximize proceeds for the vendor whether by competitive bidding or other methodologies.

  • Structured Finance
    Bansal Neeraj & Associates provides objective, unbiased and comprehensive advisory service:-
    • Advises corporations, institutions and sovereign entities on the structure of new debt issues and the refinancing of existing obligations
    • Advises on debt market opportunities and conditions
    • Provides advice and structuring of acquisition alternatives for all types of corporate transactions including mergers and acquisitions and leveraged buyouts.
    • Provides advice on refinancing of acquisitions to replace short - term finance with more efficient long - term solutions from the banking sector or the capital markets
    • Creates and implements tax-efficient financing, including both domestic and transnational leasing transactions
    • Provides advice on refinancing of asset-based businesses and the design and financing of novel solutions in vendor financing
    • Support client's decision making with clear analysis of available options
    • Business planning and Feasibility studies
    • Stock options
    • Economic profit analysis

  • Due Diligence (Transaction evaluation)
    At Bansal Neeraj & Associates, we believe that effective due diligence depends on identifying and managing significant transaction issues, anticipating and identifying potentially important risk and negotiation issues. Our approach is to save time, money and effort as well as to help in influencing the price at the outset of the deal.
    • Gathers, analyses and interprets financial, commercial and tax information in detail
    • Serves both buyers and sellers
    • Analyses past and current performance patterns
    • Tax structuring
    • Compilation and review of financial information to be provided to bidders
    • Audit of special purpose accounts
    • Organization of financial sections of data room
    • Interfacing with purchasers and their accounting advisers on accounting matters and challenging due diligence findings of purchasers
    • Advice on financial clauses of sale and purchase agreement
    • Audit/review of completion accounts, assistance with price adjustments as well as work on warranty clauses
    • Enhances probability of success by providing detailed intelligence on key risks and benefits throughout the transaction
    • Identifies contract warranties
    • Independent analysis and evaluation of financial and commercial information prepared at an early stage of a disposal or strategic divestment

  • Structuring Transactions
    • Analyze acquirer's current position and commercial objectives
    • Evaluate tax and exchange management regulatory framework to achieve desired investment level
    • Determine most favorable accounting and tax treatment
    • Provide inputs for drafting key agreements
    • Maximize returns of a new corporate entity while minimizing tax burden
    • Protect acquirers legal position in key agreements
    • Anticipate impact of deal financing, compensation arrangements and the deal structure itself on reported results

  • Assisting in Negotiations and Managing the Transactions
    Even when a deal has been agreed on, there is still much to do. Effective time and resource management is critical to the successful completion of a transaction. Our services include setting up and monitoring the timetable, taking each step forward towards completion and working closely with other professionals working on the transaction. We tailor our services to the needs of our clients and provide them with regular progress reports and updates.
    • Discussing the valuation
    • Negotiation of financial terms
    • Outlining preferable terms
    • Briefly describing tax and accounting consequences of each proposal
    • Suggesting counter proposal alternatives
    • Communicating with interested parties
    • Reporting potential problems
    • Attending and assisting in all negotiating sessions leading to a transaction
    • Helps manage the negotiation process and achieve successful implementation without undue delay
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