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


Lokesh Malik | Partner | KPMG India

Lokesh is a Partner in KPMG India's Mergers & Acquisitions Tax practice and has been with the firm since August 2017. Prior to KPMG, Lokesh was a Partner at BMR India. Lokesh has over 15+ years of professional experience in the transaction advisory including mergers, acquisitions, carve outs, business consolidations and related tax and regulatory matters. He has assisted listed and unlisted groups (Indian and global) from a cross-section of industry segments in their restructuring strategies with diversified objectives of consolidation, value unlocking for fund raise, strategic and financial partnerships, exit structuring including end to end implementation assistance. He has experience in joint venture, acquisition structuring and has helped clients with innovative solutions on business tax planning and optimization including advise on structuring tax efficient investment routes for foreign companies investing in India and Indian corporates investing overseas

Vivek Jhunjhunwala | Partner | Deloitte India

Vivek has been working with Deloitte India for the last 7 years as Partner Investment banker. His specialities include Fund Raise, M&A, Deal making. Before Deloitte we was part of PwC in the investment banking domain. He holds total experience of 15 plus years and has played a pivotal role in key Mergers & Acquisitions deals of the country. He has completed 2 years PGP Finance with India's one of the top management colleges Indian School of Business. He did his engineering from RV College Of Engineering. Vivek has also been part of many events as speaker and trainer.

Suraj Malik | Private Client | Funds and Deal Structuring

Suraj Malik is a private client domain expert with vast experience in structuring M&A deals, private equity, corporate and business restructuring, alternate investments, family business and succession planning. He is founder of a boutique multi-family office with assets under governance and advisory of more than USD1 bn and is Senior Advisor at Burgeon Law advising private clients, founders and funds. In the past Suraj was associated with top tier consulting firms in India for close to two decades. He has successfully spearheaded several M&A and private equity transactions across sectors and involving family-owned businesses and several Fortune 500 companies and companies listed on Indian stock exchanges. He has also advised many start-ups entrepreneurs, business owners and HNIs on strategic finance and tax structuring matters.

Lalit Kumar | Partner | J Sagar & Associates

Lalit is a Corporate, M&A and Private Equity lawyer with over twenty years of experience. He has substantial transactional experience in advising both Indian and foreign entities in several complicated domestic and international corporate commercial transactions including private and public M&A, private equity (acted both as investor’s and company’s counsel), joint ventures, complex corporate restructuring including mergers, demergers, business sale, buyouts, foreign direct investment (FDI), offshore investment (ODI) and corporate and securities laws advisory.


Session 1. 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 2. M&A Deal Structuring
• Key Global Trends In M&A post Russia- Ukraine War
• Top Global M&A Deals and Analysis
• Value Creation through M&A Deals
• Deal environment - New Normal
• M&A Deal Process
• Target Identification
• Pricing Analysis/Indicative Offer
• Due Diligence / Final Offer
• Negotiation/Deal Closing
• Final Output
• Deal Value Drivers
• Assess Normalised Earnings & Impact of COVID-19
• Due Diligence findings and impact analysis
• Deal value issues, typical negotiation areas
•Learnings from deals - Case Studies

Session 3. Tax Structuring
• Structuring prior to actual investment
• Structuring during the term of investment
• Structuring the exit
Session 4. Negotiation of PE, VC and M&A Deals
• Essential Pre-work for Negotiation
• Investors expectation while negotiating a deal
• Founders expectation while negotiating a deal
• Negotiation Dynamics and Preferences
• Understanding the Deal cycle
• Key legal jargons and clauses of transaction documents
• Consideration associated with transaction and funding structures
• Common mistakes while negotiating the deal
• Investors Preference - Flipping the structure?

Registration Details

Bank A/C Details for -
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 or Call / Whatsapp on +91 99532 85105