Transactions structured to close and hold.
Integrated M&A, takeover, joint venture and IPO advisory — our CA, Lawyer and CS teams work as one unit so that financial, legal and regulatory dimensions of your transaction are always aligned.
Most transactions fail not because the deal was wrong but because the advisory was fragmented. The valuer, the lawyer and the accountant worked separately and the gaps between them cost time, money or the deal itself. At Thinkbiz, these three functions work as one team — on the same file, in the same conversation.
We advise on the full transaction lifecycle: from strategy and target identification through structuring, due diligence, documentation, regulatory approvals and post-closing integration. Our practice covers domestic M&A, inbound and outbound cross-border transactions, SEBI-regulated takeovers, IPO preparation and strategic alliances.
What’s included
Full scope of the Transaction Advisory practice.
Mergers & Acquisitions
- Buy-side and sell-side M&A advisory — target identification, negotiation support
- Business and asset acquisition structuring (slump sale, itemised sale, share acquisition)
- Financial and legal due diligence co-ordination
- NCLT merger and demerger scheme filing (Sec 230–232)
- Post-merger integration — financial, legal and secretarial
- Cross-border M&A — inbound FDI and outbound ODI structuring
Takeovers & Open Offers
- SEBI Takeover Code (SAST) — trigger analysis and compliance
- Open offer management and public announcement drafting
- Creeping acquisition structuring within permitted limits
- Delisting advisory and reverse book building process
- Hostile takeover defence strategy
Joint Ventures & Strategic Partnerships
- JV structuring — equity vs. contractual JV, governance architecture
- Joint Venture Agreement drafting and negotiation
- Strategic partnership and collaboration agreement
- Technology and IP-sharing arrangements
- Franchise and licensing structures
IPO & Capital Markets
- IPO readiness assessment — financial, legal and governance gaps
- Pre-IPO restructuring — corporate simplification, ESOP pool setup
- DRHP financial diligence support and restated financials
- Anchor investor and pre-IPO placement advisory
- SEBI ICDR compliance and filing co-ordination
Who engages this service
Built for your situation.
- Founders and promoters planning to sell a stake or the entire business
- Strategic buyers or PE/VC funds acquiring Indian companies
- Companies pursuing mergers or demergers for tax or structural efficiency
- Promoter groups navigating a SEBI Takeover Code-triggered open offer
- Businesses exploring JVs with foreign or domestic strategic partners
- Companies targeting IPO in the next 18–36 months
How we work
Our process.
- 1
Transaction strategy
Understand the commercial objective, preferred structure and deal parameters — buy-side mandate, sell-side mandate, or strategic alliance.
- 2
Due diligence
Financial, tax, legal and secretarial DD co-ordinated as one integrated exercise — a single report that maps every risk to the deal price or the indemnity clause.
- 3
Structuring & valuation
Recommend the optimal transaction structure (asset vs. share deal, merger route, JV architecture) and produce the valuation / fairness opinion.
- 4
Documentation
Term sheet, SHA, SPA, merger scheme or JV agreement drafted and negotiated — with our CA team reviewing all financial and tax representations.
- 5
Regulatory approvals
CCI filings, NCLT petitions, RBI/FEMA approvals, SEBI open offer — all handled in-house, not outsourced.
- 6
Closing & post-deal
Conditions precedent tracking, funds flow management, cap table update and post-deal integration support.
Frequently asked
Questions about Transaction Advisory.
A merger (under Sec 230–232) is a court/NCLT-approved process that transfers all assets and liabilities as a going concern in exchange for shares of the surviving entity. A slump sale is a simpler business transfer for a lump sum cash consideration without itemised values. The tax treatment is very different — we advise on the optimal route based on your specific situation.
An acquirer crossing 25% shareholding in a listed company triggers the obligation to make an open offer for a minimum additional 26%. There are also creeping acquisition limits (5% per financial year between 25–75%) and other triggers including indirect acquisitions. We assess the trigger risk before any transaction in a listed company.
Investment banks focus on deal origination and execution fees, usually on larger transactions. We focus on transactions of all sizes for promoters and founders — especially mid-market and growth-stage deals — and our integrated CA+Lawyer+CS team means the advisory, legal and regulatory work is co-ordinated without the additional cost of hiring three firms.
CCI (Competition Commission of India) approval under the Competition Act is required when a transaction crosses certain financial thresholds. Failing to file is a serious offence. We assess whether your transaction is notifiable and handle the filing and CCI process if required.
You may also need
Related practice areas.
Valuation Services
IBBI-registered valuations — startups, ESOPs, mergers, and regulatory compliance.
Assessment & Representation
Tax authority representation from scrutiny through ITAT and High Court.
Secretarial Compliance & Corporate Governance
Full ROC, SEBI and RBI compliance lifecycle by practising Company Secretaries.
Ready to engage on Transaction Advisory?
Book a free 30-minute scoping call — a senior partner will walk through your requirements and outline the exact scope and fee.