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Receiving investment is a happy time for any business. It usually takes a lot of work to find the right investor for a business or vice versa. When you do, it is important to have an investment contract that represents the interests of everyone involved. The investor would want to make sure his investment is protected, and the company will want to make sure the funds are delivered smoothly and that 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. This 2 day programme will create a solid understanding of the documentary processes relating to PE/VC and M&A transactions, 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 maximise returns and unambiguous deal documentation to avoid pitfalls and will enhance your deal-making skills that you can immediately put into practice.


- 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


- Get the inside track and experienced know-how
- Learn critical principals of negotiating and drafting
- Avoid damaging and costly mistakes when drafting your agreements
- Develop creative, effective and bulletproof documents
- Understand how to translate the “deal” to paper while avoiding becoming a convict of forms
- Anticipate and prevent future conflicts through good drafting
- Receive valuable and useful take-away: precedents, checklists, model agreements


Santosh Maheshwari - Partner, BDO India

Santosh is a Partner with Transaction Tax and Regulatory Practice and is based out of Bangalore. He has over 18 years of experience with more than 11 years in Corporate re organization, Inbound / outbound structuring and M&A advisory. Has extensive experience in advising clients in the areas of acquisitions, divestments, mergers, demergers, corporate restructuring, reorganizations, foreign investment consulting/ establishment of joint ventures, international tax (including PE advisory), corporate tax and business reorganization. He has handled mergers, de seven states in India. Has experience on restructuring services include realignment and rationalization of organizational structure in tax and regulatory efficient manner.-- mergers across He has also provided assistance on negotiation and strategizing position from buyer and seller standpoint during a deal transaction scenario. Support on framing a succession strategy for the promoters and implementing the structure. Santosh has been part of more than 200 tax due diligence exercise in various sectors including IT, hospitality, hotels, pharma, auto components etc.

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.

Raja Lahiri | Partner | Grant Thornton

Raja is an advisory partner with Grant Thornton India and currently leads the consumer, technology and financial services business segment across assurance, tax, and advisory for the Firm in the Western Region and is part of Firm National Minder Group and Global Technology, media, and telecom group for Grant Thornton Global. Raja has played various leadership roles in the Firm from the national minder group to leading the private equity and venture capital initiative, transaction advisory practice to Western Region market leader. He had led and advised for more than 250 + deals and has advised Private Equity, Venture Capital Funds, Corporates (Indian and International). He has advised a wide range of corporates, private equity, and entrepreneurs from business strategy, corporate finance to leadership consulting, and focuses on the “growth agenda”. Raja is a qualified chartered accountant from India with 21+ years of experience in the accounting and consulting world and has also attended leadership program at Indian Institute of Management, Ahmedabad, and ISB – Hyderabad.

Mr. Neeraj Dubey | Partner | S&A

Neeraj Dubey is a corporate lawyer with 16 years of legal experience encompassing vast gamut of business law, IP, employment and technology law. He has routinely counseled manufacturing and service industry companies on a vast range of compliances in all elements of commerce and business including contracts (negotiation, drafting and review), corporate governance, competition, labor & employment, health & safety, environment and taxation. Neeraj’s industry focus spreads across automobile, banking, insurance, chemicals, energy, food, pharmaceuticals, medical devices, IT, e-commerce, health care, real estate & infrastructure, start-ups and waste management. Over the years, Neeraj has advised clients on entry strategies in India including choosing appropriate legal structures and their registration and licensing, conducted and supervised legal audits and counseled on issues arising in due diligences. Overall, Neeraj possesses varied experience in drafting, reviewing legal documents and commercial contracts. In his last assignment, he was working with Lakshmikumaran & Sridharan as Partner in Bangalore

Abhinav Harlalka | Co-Founder

Abhinav is a corporate lawyer, who specialises in transactional work for both domestic and foreign clients. Abhinav has significant transactional experience working on structured debt transactions. In addition, Abhinav has represented a wide range of domestic and global funds in private equity investments and mergers and acquisition transaction, advising them from a legal, tax and regulatory perspective. Abhinav also has in depth understanding of public markets, having represented multiple selling


Session 1. Negotiation of PE, VC and M&A Deals
• Planning and conducting agreement negotiation – Key principles of negotiation
• Interest-based bargaining – Understanding the needs of negotiating parties
• Risk Sharing – Determining the rights and obligation of parties
• Are PEs tough negotiators? How does one get the best from negotiating with a PE?
• How can PEs maximise the opportunity and get a good deal for themselves
• Common mistakes
• Pre and Post closing Cooperation
Session 2. Legal Issues & Documentation
• Common legal issues (PE, VC and M&A)
• Enforceability & pitfalls
• Subscription agreements:
• Things to do to achieve good contract
• Review of essential documents
• Q&A

Session 3. PE, VC and M&A Deal Structuring
• Deal structuring framework
• Financial structure
• Due Diligence
• Valuation
• Risk assessment
• Debt financing
• Interim liquidity
• Eventual exit
• Case studies
Session 4. Tax Structuring
• Structuring prior to actual investment
• Structuring during the term of investment
• Structuring the exit

Registration Details

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Cheque,Cash & NEFT Payment

Account Name: I-Deals NetworkPvt. Ltd.
Bank name : ICICI bank
Branch name :Gaur City
Account no : 345205000116
IFSC code : ICIC0003452
Swift Details: ICICINBBCTS

In case of queries, please email us at register@i-dealsnetwork.com or Call / Whatsapp on +91 99532 85105

Registration Details

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