Transaction advisory

Deals, Valuation & Transaction Support

M&A, due diligence, valuation and transaction support across the deal lifecycle — without regulated capital-market intermediation.

1Service proposition

Transactions succeed or fail on preparation and discipline. TAG supports buy-side and sell-side transactions with structuring, diligence, valuation and project management — bringing tax, finance and legal-coordination expertise to the table so decisions are made on clear information.

2Business situations that trigger the need

You are acquiring, divesting or merging a business
A transaction needs financial and tax due diligence
An equity, ESOP or complex-security valuation is required
A restructuring or JV needs structuring and documentation
You are preparing finance and processes for an IPO
A deal needs data-room and project management discipline

3Who this service is for

Acquirers, sellers and merging parties
Founders and promoters in a transaction
Investee companies preparing for diligence
Boards evaluating restructuring or JV options

4Detailed scope of assistance

Transaction advisory

M&A strategy and transaction advisory
Transaction structuring and restructuring
Buy-side and sell-side transaction support
Deal negotiation support
Transaction documentation review

Diligence

Financial and tax due diligence
Legal and secretarial due diligence coordination
Data-room and transaction-project management

Valuation

Business and equity valuation
Intangible and complex-security valuation
Financial modelling and scenario analysis
ESOP structuring and valuation

Structuring & integration

Corporate restructuring
Joint ventures and shareholder arrangements
Post-deal integration
IPO readiness and finance-process preparedness

5Engagement approach & phases

Prepare

Define objectives, structure and the information needed to transact.

Diligence & value

Run diligence and valuation to surface risks and support pricing.

Execute

Support negotiation, documentation review and closing discipline.

Integrate

Support post-deal finance integration and value capture.

6Typical deliverables

Due diligence reports (financial & tax)

Valuation reports and models

Deal structuring notes

Data-room and transaction management

Restructuring and JV documentation support

IPO-readiness assessments

7Relevant industries

InfrastructureRenewable energyEngineering & EPCAutomotiveManufacturingTechnology & IT/ITeSLogisticsReal estateHospitalityHealthcare & pharmaFMCG & retailOil & gasAviationStart-ups & e-commerce

8Selected experience & credentials

Valuation is led by a CFA, FRM and Registered Valuer with 15+ years across business, intangible and complex-security valuation for global clients. Transaction experience spans 6+ acquisitions, 4+ divestitures and 3+ mergers, and support for QIP, bond issuance and acquisition due diligence.

Selected clients

kindlife

Unitech

Biz2Credit

Samsung

Provana

Brookfield

Rosenberger

Bainbridge Navigation

Triggerise

Diagast

ORA Tobacco FZE

EthosData

Pesto

Addverb

Chazey Partners

BotLab Dynamics

kindlife

Unitech

Biz2Credit

Samsung

Provana

Brookfield

Rosenberger

Bainbridge Navigation

Triggerise

Diagast

ORA Tobacco FZE

EthosData

Pesto

Addverb

Chazey Partners

BotLab Dynamics

9Connected services

CFO & Finance TransformationRelated capability Tax & Cross-Border AdvisoryRelated capability Corporate, Legal, FEMA & RegulatoryRelated capability Global Transfer PricingRelated capability

Discuss Deals, Valuation & Transaction Support with our team

Tell us your situation and we'll map the right scope, team and approach for your business.

Enquire — info@taggroup.in Contact page