about

Overview

Private equity and venture capital are among the most important sources of funding for companies with high growth potential. Such funding not only helps these businesses scale up, but also supports them with strategy, processes, market intelligence as well as mentorship at critical stages of their development.

Benefits of Attending

Who Should Attend?

  • Tech entrepreneurs & tech startups looking to raise funds
  • Corporate who is looking to acquire tech startups
  • CXOs, MDs, Directors and Senior Management of tech startups
  • PE, VC Investment Professionals

Why Should You Attend?

The objective of the study is to provide the fundamentals of each approach of tech valuation, together with limitations and caveats on the use of each, as well as extended examples of the application of each. At the end, participants should be able to:


Agenda

Session 1: Introduction to Private Equity fundraising process
  • Finding the right VC / PE partner
  • Term Sheet - key terms to look out for and negotiations
  • Investment Structure
Session 2 DEAL STRUCTURING : Routes / Modes of Private Equity Financing
  • Different routes of investment – FDI / FVCI / FPI / ECB etc.
  • Different instruments that can be used and their implications – both debt and equity instruments
Session 3: Risks evaluation by investors before investing into business
  • Economic Risks
  • Legal Risks
  • Political Risks
  • Environmental Risk
  • Financial due diligence
Session 4: Documentation and key terms therein
  • Term sheets – Types. Key terms and implications
  • Share subscription and Share purchase agreements – key terms, issues that may arise etc.
  • Shareholders’ agreements – understanding rights and obligations of parties with focus on governance, minority protection and transferability
Session 5: Exit from Investment

Exit Routes

  • Strategic Sale
  • Secondary Sale
  • IPO
  • Buy Back/Call/Put Option
  • Liquidation

Preferable Exit route in the current scenario

The Exit Process:

  • How much can you sell
  • How to increase the value
  • Timing your exit
  • Considerations for a Public Company

EXPERTS

Jay Gandhi

Equity Partner,
Shardul Amarchand Mangaldas

Jay Gandhi is a Partner with Shardul Amarchand Mangaldas & Co based out of Mumbai office. Jay’s practice encompasses Mergers & Acquisition, Private Equity, Joint Ventures and Investment Funds and he has extensive experience across these areas both on cross-border and domestic deals. 

For over a decade and a half, Jay has been advising several large international and domestic private equity funds, banks and financial institutions, multi-national corporations and Indian business houses on various types of complex M&A deals, private equity and venture capital investments and leveraged buy-outs. He also represents international and domestic fund managers in relation to structuring, formation and regulation of all kinds of alternative investment funds and mutual funds, domestic funds and India focused international funds. He has been involved in strategic joint ventures for setting up several funds and regularly negotiates fund documents on behalf of the GP as well as the LPs. Jay frequently advises on the nuances of a dynamic regulatory regime and evolving trends around inbound and outbound investments, funds, pooling vehicles and financial intermediaries in India. 

He has recently been involved in some of the largest foreign direct investment transactions that India has witnessed, in the real estate, infrastructure and media sectors. Jay has recently been recommended in the RSG Consulting Report for 2017-18 for corporate law. Clients commented that Jay is able to use his legal knowledge “to quickly understand all the commercial aspects of a deal” and offer “expert advice” with “efficient situation based solutions”, and that he has a “knack for anticipating issues and this helps him prepare us for the various situations that may arise”. 
 

Abhinav Bhalaik

Partner,
Shardul Amarchand Mangaldas

Mr. Abhinav Bhalaik is a Partner with Shardul Amarchand Mangaldas based out of the Mumbai and a member of the Private Equity and Mergers & Acquisitions Practice Group. 

Abhinav advises various private equity firms, investment funds, mutual funds, corporate strategic investors and investment banks on a wide range of public and private mergers and acquisitions and other aspects of corporate law. He has extensive experience across these areas both on domestic and cross-border deals, including advising clients on both inbound and outbound transactions. 

Abhinav has a special expertise in mergers and acquisitions involving public listed companies and is often called upon to structure and provide regulatory inputs on complexed transactions in this space. He has worked across a broad range of sectors with a special focus on industrials and manufacturing, financial services, healthcare and pharmaceuticals, TMT and consumer sectors.

Vishal Agarwal

Partner, M&A,
Deloitte India

Raja Lahiri

Partner - Transaction Advisory Services,
Grant Thornton India LLP

Raja leads the Private Equity Advisory Initiative for the Firm and covers sectors like Technology, Media and Financial Services Sector within Corporate Finance. Raja focuses on various aspects of deal making starting from deal origination and ideation, preliminary deal analysis, due diligence (financial and commercial), valuation, deal negotiation and advise on deal agreements. He also advises clients on post deal integration matters and ideation of exits for Private Equity Funds. Raja has advised and led more than 240+ deals over the past decade of transaction advisory experience and has worked with corporates (India and multinational) as well as leading Private Equity Funds.

Raja spent close to 14 years in one of the large accounting and advisory firms and had co-founded the transaction advisory practice.

Karan Kalra

Senior Member,
Nishith Desai Associates

Karan is a leader in the M&A and Private Equity practices at Nishith Desai Associates. He also heads the firm’s banking and financial services industry. Karan focuses largely on domestic and cross border M&As, JVs, private equity transactions and structured finance along with providing regulatory and general corporate advice across sectors.

Prior to joining Nishith Desai Associates, Karan has experience working with one of the largest private banks in India. Karan completed his LL.B. from Symbiosis Law School, Pune and has also pursued a masters from Northwestern University – Pritzer School of Law and Kellogg School of Management. He is eligible to practice law both in India and New York, USA. Karan has been credited for his work in IFLR 1000, Legal 500 and the Financial Times - RSG Consulting Survey.

Sneha Prithviraj

Director - Corporate Finance,
Delloite

Sneha joined Deloitte India as Director – Corporate Finance in a second stint in November 2018. She is based out of Mumbai; Her earlier stint was from June 2015 to February 2018.

Prior to joining Deloitte in 2015, she worked with HSBC and Citigroup across Advisory and Leveraged & Acquisition Financing. As part of the Advisory team, Sneha was focused on the Financial Institutions Sector in India and Europe covering Banking, Insurance, Asset Management, NBFCs among others; She has also been involved in leveraged & acquisition finance transactions in the Asia-Pacific region.

She also worked briefly as Head – Strategy at InCred Financial Servcies, where she was responsible for fund raising and investor relations

Neeraj Garg

Partner,
PWC India

Neeraj anchors valuation strategy group in the western India. In his ~20 year stint with PwC India, he has provided services across the deal continuum including target identification, due diligence reviews, transaction structuring, valuation, business plan reviews, model analysis, purchase and financing agreement reviews, and post-closing consultation.

Neeraj has provided valuation services across a range of industries, including infrastructure, manufacturing, pharma & healthcare, entertainment & media, technology, telecom and consumer and industrial products. Neeraj has also been involved in multiple business/ financial restructuring engagements.

Neeraj is a management graduate from IIM-Kokatta.

Vivek Jhunjunwala

Associate Director, Corporate Finance,
Deloitte India

Roshan Thomas

Partner,
Shardul Amarchand Mangaldas

Roshan Thomas is a Partner at Shardul Amarchand Mangaldas and specializes in Venture Capital, Private Equity, Mergers & Acquisitions, Joint Ventures and General Corporate Advisory.

Roshan has over 16 years of experience, inter-alia, in advising reputed multi-national corporations, venture capital and private equity funds in connection with their Indian investments and corporate governance. He has a strong reputation for providing clients with business-centric legal advice on fund formation, investments, divestitures, joint ventures, strategic alliances, cross-border and domestic M&A for both listed and unlisted companies.
 
Roshan’s sectoral expertise spans across businesses such as infrastructure, logistics, IT & ITES, financial services & technology, food & agriculture, healthcare, education, media, manufacturing, trading, construction & development, and professional services.
 
Roshan has significant experience in structuring investments and liaising with key Indian regulators, including the Ministry of Finance, the Reserve Bank of India, the Securities and Exchange Board of India, stock exchanges, and Registrar of Companies on behalf of his clients. 

Pankaj Chopda

Director,
Grant Thornton India LLP

As an Associate Director in Transaction Advisory Service Pankaj advises and leads financial due diligence transactions.  A Chartered Accountant (2003), Pankaj received his Business Management Bachelor’s degree from Sri Bhagwan Mahaveer Jain College affiliated to the Bangalore University, India. He is an associate member of the Institute of Chartered Accountant of India.

Pankaj has over 10 years’ experience as a Chartered Accountant. His strong technical knowledge and solution driven advisory capability is attributed to 6 years audit experience in Ernst and Young and Transaction Advisory experience in over 80 transactions since 2006 with Grant Thornton India.

Pankaj's advisory role includes leading financial due diligence for domestic, cross border and private equity transactions, preparation and review of business plans and post transaction support to facilitate integration and transition. His sector experience includes manufacturing, healthcare, logistics, agriculture and power and infrastructure. Key corporate and private equity clientele advised by Pankaj include GMR Group, Eveready Industries, S Kumars, Batliboi Group, IEP, Reliance Capital, Sequoia, West Bridge, Ashmore and Aquarius.

Karan Kalra

Senior Member,
Nishith Desai Associates

Karan is a leader in the M&A and Private Equity practices at Nishith Desai Associates. He also heads the firm’s banking and financial services industry. Karan focuses largely on domestic and cross border M&As, JVs, private equity transactions and structured finance along with providing regulatory and general corporate advice across sectors.

Prior to joining Nishith Desai Associates, Karan has experience working with one of the largest private banks in India. Karan completed his LL.B. from Symbiosis Law School, Pune and has also pursued a masters from Northwestern University – Pritzer School of Law and Kellogg School of Management. He is eligible to practice law both in India and New York, USA. Karan has been credited for his work in IFLR 1000, Legal 500 and the Financial Times - RSG Consulting Survey.

Vishnu Giri

Partner,
PwC India

Vishnu Giri (“Vishnu”) is Partner with PwC’s Deals sub SBU; he leads the Valuations practice for the southern region.

Vishnu has over 15 years of  core valuation experience  and has worked across diverse sectors such as IT/ITES, Pharmaceuticals and Life sciences, Automotive, Healthcare, Retail, Infrastructure, Financial Services, Telecom, Real estate etc. Currently, he specializes in business valuations, intangibles valuations,  financial modeling, review of financial forecasts and other related financial advisory services.

Vishnu has worked with several high profile clients such as Infosys,  Titan, iGATE, Mylan, Strides, MphasiS, Symphony Services, Puravankara, Teamlease, GE, Intel, Tyco, Sequent, Mitsubishi, Hitachi, Mcgraw-Hill etc.

Vishnu has authored a thought paper on Equity Risk Premium in India, which has been published on the PwC India website.

Vishnu holds a PGDM from Indian Institute of Management, Bangalore (IIMB). Prior to his masters, Vishnu has also worked for two years as a software developer, with the focus area being e-learning applications.

Combo Offer

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