Inflow of investment is usually a joyous time for any business. A lot of effort goes into 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.
Given the current COVID-19 Crisis, this program will create a solid understanding of the documentary processes relating to PE/VC and M&A transactions, valuation considerations and deal-making under the “new normal”; the future of tax on deals; key tax watchouts and mitigation strategies; 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 to maximise returns and unambiguous deal documentation to avoid pitfalls. Enhance your deal-making skills such that you can immediately put into practice.
Benefits of Attending
Who Should Attend:
SESSION 1: Deal making under the “new normal” : Deal Value considerations & due diligence (1 hour)
Presenter: Raja Lahiri
Topics covered:
SESSION 2 and 3 (combined legal session – 2 hrs)
Update on Covid 19 situation and Negotiating Key Provisions in Legal Documents
Presenters: Vaibhav Kakkar and Karan Kalra
Topics covered:
SESSION 4 (1 hr)
The future of tax on deals in the backdrop of COVID-19
Presenter: Anil Talreja
Topics covered:
Course Concludes
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 20 years in one of the large accounting and advisory firms and had co-founded the transaction advisory practice.
Vaibhav Kakkar is a Partner in the Corporate and Regulatory Practices Team of Luthra & Luthra Law Offices, New Delhi and has over eleven years of experience. He has a unique mix of extensive regulatory and transactional expertise, and specializes in structuring transactions (especially cross-border), and advising on foreign investment/exchange laws, company law, securities laws, TMT laws and gaming laws.
As part of his profile, he has advised several global corporations on appropriate strategies in relation to investments in India and domestic and multinational clients on significant and complex corporate matters including cross border mergers & acquisitions, joint ventures, private equity transactions.
He has also taken the lead in drafting and negotiating the entire spectrum of definitive agreements and commercial contracts in relation to the same. He has in-depth experience with industry-specific legal and regulatory issues in sectors including (retail, real estate, telecommunications, gaming, hospitals, pharma, education mutual funds, education and the financial sector (banking and non-banking). He regularly advises and works with the Government on policy issues relating to company law, exchange control, and is key member of the Firm’s advocacy and policy development team.
On the transactional side, he has advised on many notable joint ventures including Tata Boeing, Tata-Starbucks, DLF-Pramerica Mutual Fund and Khazanah-IDFC road venture. He has advised clients including DLF, Moser Baer Group and Devyani International in raising capital totalling nearly USD 600 million from top-flight PE and financial investors.
Karan is the founder of Bombay Law Chambers and has over 15 years of experience in the legal industry, having worked in house as well as with one of Indian most prestigious law firm Nishith Desai Associates, where along with being a leader of the M&A and PE practices, he also led the banking and financial services vertical.
His practice focuses largely on domestic and cross border venture capital and private equity transactions, M&As, JVs and structured finance along with providing regulatory and general corporate advice. Karan works across sectors and has domain expertise in financial services, technology, e-commerce, healthcare, renewables and core manufacturing. Further, Karan also has the experience working with one of the largest private banks in India, working across various verticals.
Karan completed his B.SL. 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 regularly been recognised by various legal directories such as IFLR 1000, Legal 500 and the Financial Times - RSG Consulting Survey.
Anil is a Partner with the Deloitte Tax group. He has over twenty years of experience in the taxation department and has been seconded to the London office of Deloitte where he has obtained international work experience.
Anil has worked with the Deloitte M&A Tax and Global Oil and Gas Tax team whilst on secondment in London. He specialises in matters under the direct tax laws which have been in force in India, including international taxation. He has also been involved in conducting tax due diligence and tax structuring assignments of various clients including listed companies in India and has been providing tax structuring advise to several upstream companies in India with regard to their outbound investments.
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.
Digital Training
Date: May 15, 2020
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