Financial Advisory

Sathguru’s corporate finance and transaction advisory group leads transactions to drive market entry and growth and facilitates successful outcomes through transaction support services, negotiation and valuation.

We have a long and successful history of engagement in financial services. Over the last 30 years, we have driven more than 150 transactions spanning across fund raising for entrepreneurial ventures, growth capital for established companies and facilitating M&A to derive synergies. We have been one of the leading IPO registrars in the country in the 1990s and have defended valuation with country regulators. We also benefit from regulatory expertise in our audit firm that is a member of DFK International, a top 10 global accounting network. We continue to leverage our strengths in financial advisory to catalyze success for our clients.

  • Transaction history and depth in financial services

    Sathguru has been one of the leading pioneer of financial services industry in India. Previously our financial services wing had led over 90 IPO’S. Our previous experience in financial service sector gives us a distinct advantage to help execute complex transactions across the industry spectrum.

    Understanding of regulations given audit practice part of leading international network

    The complexities of the post liberalized Indian financial system are really difficult to navigate. With over 30 years of experience in handling the regulatory environment for both large and medium scale enterprise,we have also helped hand hold new ventures into growth stage and help them understand the intricacies of regulatory framework.

    Can envision synergies better for M&A given our integrated strategy and financial advisory practices:

    Depth of Industry engagement across our strategy and innovation practices places us in a unique position to envision synergistic opportunity for acquisitions and collaborations. We ensure that clients truly benefit from the combination of services by cultivating an integrating client servicing team and steering away from siloed practices.

    Cross-border transaction strength due to linkages

    Sathguru’s linkages across the globe provide global market access to our clients. Our partnerships with premier organizations enable us to provide a bouquet of services enabling our clients to enter emerging markets and enhance profitability. Our partners include DFK global with a network that spans across 90 countries, Torreya Emerging markets a premier organization with a proven track record in the emerging healthcare market gives us access to the growing Latin American Markets, Levidel Consulting and Prodan Networks open Isreali markets. These global partners enable us to understand cross cultural differences and help our clients with strategic advice.

    Unique capability in innovation financing and IP valuation

    Understand complexities of product development and pre-commercialization risk. Can help clients leverage both non-dilutive (such as grants and incubation funds) and dilutive sources. Develop comprehensive product development plan leveraging knowledge of product development regulations, clinical validation requirements etc.

  • • Mergers & Acquisitions

    • Mergers-Acquisitions-Process

    • Divestiture

    • Business Valuation

    • Capital Raising – Venture Capital / Private Equity

    • Fund Raising – Financial Institution

    • Capital / Fund Raising Process

  • Strategic Alliance, M&A and Divesture

    • Franchise affiliation for South East Asia bakery chain with Indian hospitality major

    • Franchise alliance of world’s major hospitality chains with south India based business conglomerate.

    • Complete mobile application development venture to Korea based venture

    • Part divesture of hospitality venture based out of south India to global private equity fund.

    • Divesture of majority stake of Indian Pharmaceutical packaging to a Global private equity fund

    IP and Business valuation

    • IP valuation on behalf of Indian company licensing technology from US company

    • IP valuation for traits for a Indian seed major licensing from USA

    • Business valuation for nutraceuticals business venture for venture investment.

    • Valuation of Indian company on behalf of global investor.

    • Business valuation of hospitality major for the purpose of private equity investment.

    Fund raising and capital restructuring

    • Raising non-dilutive grant funding, venture capital and debt financing for Indian vaccine company

    • Raising private equity and debt for Indian pharmaceutical Company

    • Multiple fund raising for hospitality majors based out of south India and west India

    • Acquisition fund raising for software Services Company based out of south India

    • Identifying and assessing investment opportunities for venture capital firm

    Other

    • Technical and financial due-diligence of Indian Biologics Company on behalf of investor

    • International taxation advisory for Indo-US joint venture

    • Management of IP auction for Indo-Swiss collaborative initiative

    • Identifying joint venture partner for Indian bio Ceramics Company

    • Royalty audits on behalf of global licensees

  • Limited due-diligence of an IVF clinic chain on behalf of a PE Fund contemplating investment

    Technology access for several emerging veterinary vaccines for a leading veterinary vaccine company