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. The investor would want to make sure his investment is protected, and the company will want to make sure that the funds are delivered smoothly and the founders have protected their stake in the venture. This makes writing a proper investment contract a critical first step in the business relationship. Clear & unambiguous investment agreement is very significant to establish a win-win situation for the parties involved in any PE, VC and M&A Deals.
This program will create a solid understanding of the documentary processes relating to PE/VC and M&A transactions, identifying commercial issues and producing clear instructions to lawyers and executives involved. It will also help in equipping with the technicalities involved in clear and well thought out term-sheet negotiation, proper deal structuring know-how to maximise returns and unambiguous deal documentation to avoid pitfalls and will enhance your deal-making skills that you can immediately put into practice.
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
• Avoid damaging and costly mistakes when drafting your Investment agreements
• Develop creative, effective and bulletproof documents
• Understand how to translate the “deal” to paper while avoiding becoming a convict of forms
• Receive valuable and useful take-away: precedents, checklists, model agreements
Who should attend?
• Executives involved in PE/VC and M&A Deals
• Investment/Fund Managers
• Private Equity & Venture Capitalist
• Investment Bankers
• Law Firms & Consultants
• Corporate/General/In-house Counsel
• VPs & Managers from Legal Department
• Managing Directors & Senior Management
• CFOs and Senior Finance Executives
• Executives of M&A Team
Session 1:
Legal Issues & Documentation
Overview of the fund raising process from a legal perspective
Documents that may be involved and their purpose / utility:
Critical provisions of these documents:
Session 2
Deal Structuring
Session 3:
Tax Structuring
Session 4:
Negotiation of PE, VC and M&A deals
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.
Manohar is a partner in M&A tax practice, based in Bangalore with over 18 years of experience in advising corporates on direct tax matters. He has a wide experience in acquisition structuring, fund structuring, inbound investments, mergers and tax due diligence for various clients including listed entities.
He has advised companies involved in technology, e-commerce, power, and those in infrastructure sectors on tax structuring. Manohar has advised various private equity firms, venture capital firms on their investments in India and on exits from investments in India.
He has presented various papers in conferences/seminars both in India and abroad, and has written articles on various taxation issues in leading international taxation journals.
Manohar is a fellow member of the Institute of Chartered Accountants of India.
Vasudev is a corporate partner in the M&A and PE / VC practice at L&L Partners Law Offices (formerly Luthra & Luthra Law Offices). Vasudev has advised a number of fund houses on their investments in India. Vasudev also routinely advises on corporate restructuring, joint ventures, commercial contracts, general corporate matters and employment related matters.
Vasudev’s experience spreads across sectors, including pharma, retail, real estate, media, telecommunications, IT/ITES, micro finance, liquor, heavy engineering, mining & minerals and defence. He has in-depth knowledge and understanding of various aspects relating to the legal and regulatory jurisprudence and practice in these areas. He also has extensive knowledge of foreign investment & exchange control laws generally and as also the gamut of laws routinely associated with the manufacturing sector in general (including central and state specific industrial & labour laws, environmental laws and real property laws).
Vasudev has acted for leading international and India corporate houses and organizations, including Abbott Laboratories, bioMerieux, ArcelorMittal, Wal-Mart, Diageo, Visteon Corporation, Emerson Electric Co., Chemtura Corporation, Tangoe Inc., Middleby Corporation, Adtran Inc., Rambus Inc., Nokia, Christian Louboutin, Photonis Technologies, Hexcel Corporation, Rambus, NexGen Healthcare, Time Inc., Citi Venture Capital International, WestBridge Capital, Wolfensohn Capital Partners, Sequoia, Samsara Capital, Mantri Developers, UTI Venture Funds, Leggett and Platt, Flextronics, Temasek, CapitaLand, Nederlandse Financierings-Maatschappij voor Ontwikkelingslanden N.V. (FMO), Times Group and DLF Limited.
Parag Srivastava is a Leader at Nishith Desai Associates. He has a wide range of experience in private equity, mergers and acquisitions, banking and finance, corporate and securities law, and is a core member of the Private Equity, Banking, and Mergers & Acquisition practice group at the firm.
With a strong focus in private equity and mergers and acquisitions, he has advised multitude of international and domestic investors in structuring, negotiations and documentation of their investment transactions by creating innovative structures to address the constraints as well as commercial considerations. His expertise includes advising on complex cross border M&As and private equity transactions in the most tax efficient manner.
VCC Events opens up the avenues for participation. Join hands to be a part of India’s largest gathering of alternative investments leaders, industry stakeholders and Asia’s influential limited partners, general partners and marquee advisors. Your chance to actively participate and augment yourself as thought leaders.
Taj MG Road, Banglore
Date: October 11, 2019
Drop us a line and we will call you.
