about

Overview

Inflow of Investment is usually a joyous time for any business. A lot of effort goes in finding the right investor for a business or vice versa. When you do, it is important to have an investment contract that represents the interests of everyone involved.

Benefits of Attending

Why Should Attend?

  • Get the inside track and experienced know-how
  • Learn key principals of effective negotiation - softer as well as legal aspects
  • Learn structural elements of deal & know-how to maximise the return

Who Should Attend?

  • Executives involved in PE/VC and M&A Deals
  • Investment/Fund Managers
  • Private Equity & Venture Capitalist
  • Investment Bankers
  • Law Firms & Consultants

Agenda

Session 1: Negotiation of PE, VC and M&A deals
  • Key negotiation tools – using each advisor set effectively
  • Appreciating the different outlook of each negotiating stakeholder – founders/ promoters, existing investors, key employees, strategic investors 
  • Term Sheet items v. Definitive Document items
  • Key negotiation points – Investment Agreements v. Shareholders Agreements.
  • Risk sharing – determining the rights and obligations of various stakeholders
  • Navigating the PE universe
  • Common mistakes
Session 2 Deal Structuring
  • Deal structuring framework
  • Financial structure
  • Valuation
  • Risk assessment
  • Debt financing
  • Interim liquidity
  • Eventual exit
  • Case studies
Session 3: Tax Structuring
  • Structuring prior to actual investment
  • Structuring during the term of investment 
  • Structuring the exit
  • Recent issues and budget impact
  • Mitigating tax risks
  • Overview of indirect tax regime 
Session 4: Legal Issues & Documentation

Overview of the fund raising process from a legal perspective

Documents that may be involved and their purpose / utility:

  • Term Sheets
  • Non-Disclosure / Confidentiality Agreements
  • Subscription agreements
  • Share purchase agreements
  • Shareholders’ agreements
  • Business transfer Agreements
  • Inter-se agreements
  • Employment contracts

Critical provisions of these documents:

  • Understanding the key provisions along with practical illustrations
  • Analysis of what are fair / generally accepted positions
  • Things to do to achieve good contract
  • Review of essential documents
  • Q&A

EXPERTS

Jay Parikh

Partner,
L&L Partners

Jay Parikh is a Partner at L&L Partners’ Mumbai office. Previously, Jay has been a Partner at Shardul Amarchand Mangaldas (Mumbai). Before that, he was a founder-partner of Verus and was Co-head of the firm’s corporate advisory & transactions practice. Prior to founding Verus, Jay worked at Bharucha & Partners having joined as part of the founding team from (the erstwhile) Amarchand Mangaldas (Mumbai) where he started his career.

Jay’s practice encompasses General Corporate, M&A, Joint Ventures, Banking & Finance, Insolvency & Restructuring and Private Equity,

His M&A experience includes both buy and sell-side representations involving private as well as public listed companies in transactions that are either by way of private arrangements or auction process. Jay has substantial experience in cross-border (i.e. both inbound and outbound) M&A, PE and Joint Venture transactions. He has also advised both global and domestic private equity funds on investment transactions in Indian companies.

He has worked across a broad range of sectors such as financial services, telecoms, manufacturing, industrials and consumer / consumer tech.

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

Hemal Mehta

Partner, M&A Tax,
Deloitte India

Hemal is a Partner in the Tax practice, based in Mumbai, with over 21 years of experience.

Hemal has led and managed projects across various sectors such as Investment Management, Real Estate, Private Equity and Industrial Products & Services. He has worked extensively on the structuring offshore Private Equity Funds and on India based venture capital funds. He has also worked on Mergers & Acquisitions and structuring joint ventures of foreign investors.

He has advised clients on internal restructurings and re-organisations. He leads the Real Estate and Infrastructure Tax Practice in India.

He has authored many articles related to Private Equity, Real Estate and Infrastructure. Hemal is a regular speaker at various seminars and conferences on tax related topics.
He is a Chartered Accountant from the Institute of Chartered Accountants of India and a Commerce graduate from Mumbai University.

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.

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.

Gautham Lokhande

Partner - M&A Tax,
Deloitte

Gautham Lokande is a Partner in M&A-Tax, with over 14 years of experience, primarily in transaction tax advisory and is based in Bengaluru.

He has considerable experience in advising clients on tax and regulatory matters including cross border taxation, corporate and international tax issues, exchange control, securities law and corporate law. He specializes in the Real Estate (including Special Economic Zones) and Technology sectors, having worked with leading industry players on a diverse range of tax and regulatory issues such as entry strategy, transaction structuring, internal restructuring and business reorganizations, divestiture, mergers & acquisitions planning and due diligences.

Gautham is a fellow member of the Institute of Chartered Accountants of India and he holds a Bachelor’s degree in Commerce from the University of Mysore.

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.

REGISTRATION DETAILS

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    • INR 11,000.00
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