Transaction Services

At Equitree Capital Advisors Ltd., we provide assistance on complex mergers, acquisitions & other corporate reorganizations, both domestic & cross border. We have an appreciation for dynamics of transactions and necessary skills to blend practical business & commercial insights with tax & regulatory knowledge to identify effective transaction structures, to find exposures and negotiate appropriate warranties & indemnities and partner with your team through the entire deal continuum from pre investment financial analysis to investment negotiations and structuring through to documentation, coordination & implementation. Our service offerings comprise of : Due Diligence: We keep ourselves focused on synergies in business and the overall environment in which the business operates to arrive at a viable merger option and a realistic valuation. At Equitree we provide the following categories of due diligence:   Financial Tax (through tie up with specialists) Legal (through tie up with specialists) Financial due diligence encompasses commercial review, SWOT analysis, review of financial statements and back up documentation. Our methodology revolves around understanding the business, analyzing the history to determine the quality and reliability of business and financial information, analyse adequacy of provisions for liabilities and recoverability of assets and validating the financial projections of the company based on future outlook of the industry. We work with specialists who possess indepth industry knowledge and market know-how and identify comprehensive key transaction risks and concern areas (value destroyers) along with potential upsides (value enhancers). Valuation Support: At Equitree, we have a dedicated team of experts who understand valuation assumptions and identify appropriate valuation methodologies to be used while valuing a particular business or division. Deal Structuring: We understand the commercial rationale before analyzing the various investment structures, including cross border alternatives, choice of jurisdiction from fiscal and regulatory perspective. Further we freeze on broad deal parameters to address key buy and sell side considerations to explore possibility of synergies. Negotiations and post deal support: To ensure completeness of our service, we also extend our service portfolio to include post deal activities covering negotiations, facilitation in drafting the deal agreement in consultation with the lawyers and secretarial support.