What We Do

Advisory on holding structures, acquisitions, divestments, and cross-border transactions — with tax and regulatory depth.

Deal/Transaction Related Services

• Developing broad commercial, tax and regulatory strategy
• Acquisition and Divestment structuring
• Investment Instrument analysis (equity mezzanine / debt funding)
• Tax due diligence
• Advising on cross border (inbound and outbound) transactions
• Conducting jurisdictional analysis for setting up holding vehicle
• Streamlining overseas structure
• Execution and implementation of the structure chosen

Corporate Restructuring

• Rationalizing and Simplification of group structure including cross-holdings
• Realigning operations to achieve optimal effective tax rate
• Pre-IPO preparedness such as divestment of non-core business, realigning promoter holding to capture appropriate valuation
• Balance sheet right sizing
• Consolidating enterprise value
• Execution and implementation of the structure chosen

Promoter Hand Holding

• Realignment of shareholding at promoter level Succession Planning
• Transition to an optimal structure such as private trusts
• Conceptualizing the framework and drafting trust deeds
• Conflict management and advising on equitable terms to achieve family objectives (including family arrangement)
• Ensuring seamless transition of wealth from one generation to another

Succession planning is a critical part of Indian family businesses, both from a business operations stand point and ownership of wealth stand point. We help families to conceptualize the architecture for succession planning which at times involves family arrangement. ; our services on the latter involve advise on commercial, valuations, regulatory and tax aspects of family arrangement/dispute resolution and end to end hand holding in relation thereto

Taxation is very often a critical part of any planning; as are regulatory approvals such as from RBI or SEBI. Usually, these form part of our end to end services in relation to M&A structures, family settlements etc.; however, in certain cases, we make available our experience and expertise for standalone advice and/or regulatory approvals.