Private equity and venture capital are among the most important sources of funding for companies with high growth potential. Such funding not only helps these businesses scale up, but also supports them with strategy, processes, expansion, market intelligence as well as mentorship at critical stages of their development. Company’ need right investment at right time to make it big and successful. Classic examples are Flipkart, Paytm, Byjus, Dream 11 & Ola.
India is one of the most attractive & emerging investment destinations for PE VC funds. That said, funds are increasingly becoming selective while making investment decisions and quality of business is a priority. Given the economic and other impact of the Covid-19 Crisis, it is important to be abreast of the emerging issues across business sectors, growing expectations amongst the funds and their impact on PE/VC deals.
On the other hand, a lot of effort goes in finding the right investor for a business or vice versa. When you do, it is important to have investment agreements that represents the interests of everyone involved. The investor would want to make sure its 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.
VCCircle’s upcoming workshop will equip delegates decode Government policies, and their impact on commercial transactions; preparing potential sellers to handle M&A; preparing companies to raise funds or expand their companies, exit planning alternative potential exit routes. This program will also create a solid understanding of the documenting processes relating to PE/VC and M&A transactions, valuation considerations and deal making in the covid and post-covid era; the future of tax on deals; key tax watch outs 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 know-how to maximize returns and unambiguous deal documentation to avoid pitfalls and will enhance your deal-making skills that you can immediately put into practice.
Key Takeaways:
Target Audience
Topics covered:
Presenter: Imran Jafar, Managing Partner, Gaja Capital
Topics covered:
Raja Lahiri, Partner, Transaction Advisory Services, Grant Thornton India & Alok Verma, Senior Strategy Leader and Partner, Grant Thornton
Topics covered:
Presenter: Yash Bansal, Partner, Trilegal
Topics covered:
Presenter: Anil Talreja, Partner, Deloitte India
Topics covered:
Presenters: Karan Kalra, Founder, Bombay Law Chambers
Topics covered:
Presenter: Saugat Roy, Principal Consultant, ERM: Environmental Resources Management
Topics covered:
Presenter: Imran Jafar, Managing Partner, Gaja Capital
Topics covered:
Legal Issues & Documentation
Overview of the fund raising process from a legal perspective
Critical provisions of these documents:
Negotiation of PE, VC and M&A deals
Presenter: Karan Kalra, Founder, Bombay Law Chambers
Topics covered:
Presenter: Anil Talreja, Partner, Deloitte Haskins & Sells
Topics covered:
Presenter: Shanthi Vijetha, Partner, Grant Thornton India LLP
Alok is a Senior Strategy Leader with over 20 years of experience in consulting across growth strategy, corporate strategy, mergers & acquisitions, market entry strategy, innovation & performance improvement advisory. He has led several commercial diligence engagements across Auto, IT, Pharma & Healthcare, Retail etc. He has had extensive international consulting experience being based out of US, India, Europe, and APAC. He works with Global Corporate Boards, Promoters, CEO’s, PE players as part of his Strategic Advisory efforts. Alok focuses on cross-industry solutions, leverages cutting edge thinking on Right to Win, Hypotheses Driven Approach and Design Thinking.
Alok works actively with Industry forums like CII, IDG, IACC, Assocham, FICCI, ET, ACMA and other trade forums/ academia interfaces. Alok is part of CII Future Business Council and is also part of its select committee on Artificial Intelligence.
Prior to Grant Thornton, Alok was Automotive Sector leader at a leading strategy firm. Some of Alok’s recent publications which captures his perspective on Innovation and disruption across Industry segments:
Alok is a Mechanical Engineer from IIT Delhi and an MBA from IIM Bangalore.
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.
Imran is a Managing Partner at Gaja Capital (www.gajacapital.com).
Gaja is India’s leading mid-market growth capital firm. Gaja’s aim is to help create India’s next generation of market leaders in sectors such as Education, Consumer, Financial Services, Healthcare and SaaS.
Imran has 21 years of experience in Private Equity, Pharmaceuticals and Technology services. Prior to Gaja, Imran worked in a variety of roles of increasing responsibility at Dr. Reddy’s and Wipro Technologies.
At Gaja, Imran leads investments in the Education and Consumer clusters. He has been closely involved with Gaja’s investments in Leadsquared (Sales tech SaaS), Educational Initiatives (Ed-Tech SaaS), Kangaroo Kids (Pre-K and K-12), KOOH Sports (Performance Sports), SportzVillage (Youth Sports), EuroKids (Pre-K and K12), John Distilleries (AlcoBev), CL Educate (Supplemental Education) and Indus World Schools (K12).
Imran has post graduate degrees in software engineering from BITS-Pilani and an MBA from IIM-Bangalore.
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.
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.
Shanthi is a MBA Finance with 16 years experience in deal advisory and consulting. He started his career in management consulting with AF Ferguson/ Deloitte and moved to Grant Thornton to focus on deal advisory. His experience includes fund raising, M&A and AIM listing. He spent two years in the UK and gained deal experience in European context. His experience has been in the Technology, Retail and Media sectors with primary focus on PE/VC fund raising and cross border deals
Over 20 years of professional career in sustainability helping corporations andGovernment’s reduce risk and manage their sustainability goals in business. Livedand worked in three continents, stationed at Germany, USA, S Korea, S Africa andIndia at different phases. A strategist and an implementer who worked in seniorleadership positions with responsibilities for technical delivery, risk advisory, business development and leading a team of skilled professionals. Specializes indriving improvement in environmental, social, health & safety and broader sustainability performancethrough impact analysis, risk management and assurance systems. Proven capacity in stakeholder management, brand management and leading any changemanagement within organizations. Efficient technical and managerial skills,recognized high performer, innovative and articulate with skills to conceptualizeneed, design solutions, manage and deliver business outcomes. An effectivecommunicator with an ability to address grass root and boardroom challengesseamlessly.Saugat has worked with Financial Institutes (Donor / PE / VC/ Impact funds/ ECAs) on a number of assignments for portfolio management, project finance or equity investments advising ondue diligence, capacity building, developing ESGmanagement systems,monitoring and performancedisclosure. Saugat routinely engages on behalf of lending banks or funding agencies therefore familiar with international benchmark standards (IFC-PS, OECD, ABD, and KfW)and regulatory requirements. He has also worked with clients in high hazard industry sectors such as oil and gas, mining, infrastructure and construction and polluting medium and small-scale enterprises sector on behalf of the investors.
Prior to joining ERM, Saugat worked for a leading oil and gas company engaged in upstream, midstream operations in Asiaand North Europe and in a FMCG company, responsible for EHS across multiple facilities. His key responsibilities included EHS complianceand driving performance enhancement programs on behalf of his employer.
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.
Drop us a line and we will call you.
