Introduction

The whole market has been disrupted due to Covid 19. It is not only a country phenomenon but a global phenomenon. The Valuation of Startups, Small Cap, and Mid Cap companies hit the floor. But with the hope of the vaccine, and Government Stimulus many sectors outperformed and so did the Stock Market. In the current market, we have seen a flurry of IPOs. Barring a few most of them were successful. Successful exits require considerable planning. Proficient strategies will bring the most rewarding eventual exits.

This two-day workshop is designed to provide a comprehensive understanding of private equity and venture capital investment disciplines; covering the entire process of Exit and the trends of Exits in India and Asia in the current scenario. At this workshop, you would hear and interact with experienced professionals from the industry and gain a deeper understanding of the VC and PE exit strategy.

WHO SHOULD ATTEND:

- Corporate / Commercial Lawyers
- VPs and Managers from Legal Department
- Managing Directors and Senior Management
- CFOs and Senior Finance Executive
- Executives of M&A Team
- Directors of Strategic Planning
- Contract Managers / Specialists


WHY YOU SHOULD ATTEND:

- Prepare your firm to list in the stock market
- Exit process - Learn to exit in the most efficient way
- Understand and analyze the Exit trends other than IPOs
- Learn to overcome Legal and Tax issues
- Learn from case studies and examples of recent Exits


MEET OUR EXPERT



Suraj Malik - Partner, BDO India

Suraj is a Partner with the Tax & Regulatory Services with a focus on Transaction Tax practice. He has over 15 years of diverse experience with large accounting firms and family offices. His areas of expertise include deal structuring, fund structuring, inbound investments, M&A Transactions, corporate restructuring, family offices and private equity. He has led and managed several transactions across multiple sectors such as media, hospitality, real estate, IT/SEZ and other general manufacturing industries. He has also advised and implemented one of the largest family settlements in India and structured and executed succession strategy for HNIs and entrepreneurs. Suraj has spoken on various national and international events organized by the different institutions and also co-authored articles on various M&A related topics.



Karan Kalra | Founder | Bombay Law Chambers

Karan is a corporate lawyer with over 14 years of experience in the legal industry. His practice centres around domestic and cross border transactions along with providing regulatory and general corporate advice. On the transactions side, he focuses on venture capital and private equity investments, M&A, joint ventures and structured finance. Karan has led numerous headline transactions for marquee clients. His advisory experience is broad based, ranging from innovating Management, Chicago • Symbiosis Law School, Pune • St Columba’s School, New Delhi novel structures for debt, equity and hybrid investments to advising clients on commercial, regulatory and corporate governance matters. While Karan believes in having a sector agnostic approach, he has gained domain expertise in financial services, technology, e-commerce, healthcare, renewables and infrastructure. Karan regularly takes guest lectures at leading education institutes and is a permanent faculty at Economic Times and VCCircle trainings. Karan is also often quoted on legal issues in various publications. When not lawyering, Karan is ‘constructively engaged’ in riding motorbikes, closet bartending, and finding new dive sites.



Yagnesh Sanghrajka | Founder and CFO | 100X.VC |

Yagnesh Sanghrajka is a Chartered Accountant (1989 batch). He has had a long and successful career in the corporate world having led Finance, M&A, Strategy and Investor Relations for various organizations, large and medium sized, listed and unlisted. Yagnesh has worked for Hinduja Group (their IT/ ITES biz, now known as Hinduja Global Solutions - HGS), Entertainment World Developers P Ltd, part of the Atul Ruia led Phoenix Mills Group and MT Educare (brand name - Mahesh Tutorials), a listed education services player, now part of Essel Group. He has also worked as 'India Operating Partner’ for Bessemer Venture Partners (BVP), a top ranked US based Global VC/PE firm. Yagnesh has been part of the key management team at all the above organizations, and has worked closely with Board of Directors as CFO. He has also been part of due diligence and valuation exercises both from acquirer and target companies’ perspective and hence possesses expert knowledge in these areas.



Gandharv Jain | FCA | Registered Valuer

More than 15 years of experience in valuation, due-diligence, equity / debt fund raise and mergers & acquisitions. Previously worked with KPMG, CRISIL, Ernst & Young and Fidelity Investments as part of their corporate finance teams. Valuation of complex instruments, intangible assets, operating businesses, ESOPs, purchase price allocations. Experience of valuing companies/ assets across industries – Tech startups, Power and Infrastructure, Logistics, Supply Chain, Manufacturing, Retail, E-commerce, Financial Services, Agro Foods, Chemicals, Trading and Real Estate. Performed valuation assignments for a variety of purposes – Insolvency cases, financial reporting, regulatory compliances, transaction advisory, merger & acquisition, merger / demerger and financial restructuring.

Agenda

Exit avenues in the booming market:
• IPOs - Exciting avenue for exit
• Secondary deals as the exit option
• Other exit options and their viability in the current scenario
• Case study on some recent exits - Zomato, Paytm, etc
Process of Exiting the PE/VC investment
• How much can you sell?
• Due Diligence
• Valuation methodologies
• What can you do now to increase the value?
• Who are the buyers?
• Timing Your Exit

Exit Process and Tax Effectiveness
• Exit strategies for investors
• Understanding the tax & regulatory implications on transfer of shares
• Pre-work - Key planning & focus areas to optimize tax and transaction costs on exit
• Founder’s perspective
• Key strategies for IPO bonud company
• Strategizing carve outs and repatriation of surplus cash
• Dealing with ESOPs and perquisite taxation
• Achieving liquidation preference in exit situations
• Select case studies
Exits: Legal and Regulatory perspective
• Legal issues related to exits and pitfalls
• Enforceability of Exit Clauses in SHAs
• Regulatory issues in Exit
• Enforcement of liquidation preference
• Escrow and indemnities
• Representation and warranty risk solutions

Registration




Bank A/C Details for -
Cheque,Cash & NEFT Payment

Account Name : I-Deals Network Pvt. Ltd.
Bank Name : ICICI bank
Branch Name : Gaur City
Account Number : 345205000116
Swift Details : ICICINBBCTS


In case of queries, please email us at register@i-dealsnetwork.com or Call / Whatsapp on +91 9953285105