Workshop on PE/VC Financing – Bengaluru

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Workshop on PE/VC Financing – 3rd November, Bengaluru

introduction

Private equity is an increasingly important source of finance for companies with high-growth potential. The goal of private equity is to recognise and help businesses achieve their objectives for growth by providing them with finance, strategic advice and information at critical stages of their development.

i-Deals Network upcoming workshop on Private Equity Financing will help you understand the technicalities of private equity financing process and will equip with information required to raise funds to set up or expand the company.

Who should attend:

  • Entrepreneurs and companies looking to raise fund
  • CEOs, CXOs, CFOs, MDs and Senior Management
  • Executives of the M&A team
  • Directors of Strategic Planning & Financial Directors
  • Corporate/General/In-house Counsel
  • Company Secretaries
  • Individual, Private and Institutional investors
  • I-Banks, Professional Advisers, Law Firms & Consultants
  • Investment/Fund Managers

What You Can Learn :

  • Understand fund perspective on how they will look into your business before investing
  • Preparing for raising fund – Business Plan, Due Diligence, Valuation and Investment model
  • Fund Raising process – finding, selecting, negotiation, closing Investment deals and Exit Strategies
  • Modes of private equity financing – Equity, Venture Capital, Venture Debt and Mezzanine
  • Risk Evaluation by PE Fund – Financial Risk, Legal Risk, Commercial Risk
  • Legal documentation and pre and post-financing issues
  • The exit strategies – process, timing, route and how to maximize value

AGENDA

Introduction to Private Equity financing process

• Writing a Business Plan
• Legal, tax, finance & transaction Advise
• Finding Private Equity to fund your business
• Due Diligence & data review
• Term Sheet (Listing & Negotiation)
• Investment model
• Management Composition
• Exit plan

Modes of Private Equity Financing

• Stages of fund raising
• Different modes and investment instruments by which funds may be raised, namely:
– Equity
– Preferential capital
– Debt
• Legal and statutory compliances
– Companies Act
– Other applicable laws and regulations
• Corporate reorganization
– Buy outs
– Re capitalization
• Case Studies

Risks evaluation by investors before investing into business

• Financial Risk
• Legal Risk
• Commercial Risk
• Other Deal Related Risk

Key legal issues in the Private Equity process

• Pre- Financing:
– Term Sheet
– Deal Structuring
– Deal Documentation
• Post – Financing
– Corporate Governance
– Stock Transfer Restrictions

Exit from Investment

• Exit Routes
– Strategic Sale / M&A
– Secondary Sale
– Public Market Sale
– IPO
– Buy Back/Call/Put Option
• Preferable Exit route in the current scenario
• Working for an Exit:
– Managing Investor’s Expectation
– How to increase the value
– Timing The exit
– New Companies Law Implication

MEET OUR EXPERTS

Vikas Suresh Kumar, Director – KPMG India

Raja Lahiri-GT_2

Vikas is currently working as Director – Valuations with KPMG India. He has around 16 years of experience in Corporate advisory and valuations across diverse industries.His stints include strategic advisory at Ernst & Young India Private Limited, Corporate & Strategic Advisory at the Murugappa Group. Vikas has extensive experience in valuations of businesses, equity and brands and has advised a wide range of clients on merger swap ratios, joint venture situations, valuation advice to boards for divestitures or acquisitions, valuations for group consolidations, regulatory valuations, valuations for business restructuring, portfolio valuations and intangibles valuation. He is an alumuns of ICAI.

Vaibhav Parikh Partner – M&A Practice, Nishith Desai Associates

simone

Mr. Vaibhav Parikh is the Partner in – charge of the Bangalore office of the multi-skilled, research-based international law firm, Nishith Desai Associates (www.nishithdesai.com). He is Partner in-charge of the M&A and Private Equity practice groups. He also heads the Fund Investments practice group. He is a member of firm’s executive committee.

He has a wide range of experience in corporate and technology transactions. He has advised several private equity and venture capital funds in their investments, specifically in e-commerce, technology, media and life sciences industry. He also has significant experience in M&A transactions including advising on India’s largest e-commerce transaction till date.

He has been passionately involved in setting up operations and raising finance for several start-up companies. He is actively involved in the Intellectual Property Practice and is in charge of industry focus group for IT, Telecom, and Media. He has advised many leading Indian e-commerce companies in their operations from a legal and regulatory stand point.

He has been nominated as one of Leading Lawyer in Private Equity Practice by IFLR1000 in the year 2013. He has also been nominated as one of the world’s leading practitioners in ‘Who’s Who Legal’ for Regulatory Communications. He is recommended by Legal 500 as an expert in TMT and competition law in 2014. He has been ranked number one for TMT by Chambers and Partners in 2015.

Vaibhav Parikh is regularly sought after for his extensive experience in advising on technology matters, with an emphasis on corporate transactions.

He has authored several papers and lectured at several prestigious gatherings on a worldwide basis. He has also been acknowledged as a ‘Highly Recommended Lawyer’ for Outsourcing, and Telecom and IT and ‘Recommended Lawyer’ for Intellectual Property by the PLC Which Lawyer? 2009. He has represented NASSCOM at a WTO symposium at Geneva for presenting a paper on ‘Movement of Natural Persons’ in 2001. He is a Charter Member of TiE, Bangalore Chapter and is also on the executive council of the Franchising Association of India.

Santosh Maheshwari,Director, Ernst & Young India

simone

Santosh is a Director in the Transaction Tax Services division of Ernst & Young and is based in Bangalore, India. He is a Fellow Member of the Institute of Chartered Accountants of India and Licentiate Member of the Institute of Company Secretaries of India. He has over 12 years of experience and more than 8 years in the area of Corporate re-organization, inbound and outbound structuring advisory, conducting tax due diligences, advisory on various M&A activity including buy back, capital reduction etc.

►He has been part of more than hundred tax due diligence exercise in various sectors including IT, hospitality, hotels, catering, auto components and other sectors.
►He has also been part of regulatory, tax, financial and business advisory related to group re-organization and restructuring activity.
►He has handled mergers, de-mergers across seven states in India.
►His experience includes advising on transaction structuring including mergers, acquisitions, divestitures, corporate restructuring, foreign investment consulting, tax due diligence and inbound acquisitions;
►Has experience on restructuring services include realignment and rationalization of organizational structure in tax and regulatory efficient manner.
►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 re-organization.
►Advised various Private equity players on their transaction and investment structures, withholding tax issues , Tax NOC s etc.

Srivatsa Krishna,Secretary to Government of Karnataka, Chairman KUIDFC

Srivatsa Krishna is currently Secretary, e-governance, and Chairman of KUIDFC (Karnataka Urban Infrastructure Development and Finance Corporation). He led the team that launched MobileOne, which was certified as the world’s largest mobile governance platform with over 4,000 services; set up India’s first Startup Warehouse; runs India’s largest e-procurement platform; launched free public Wi-Fi in Bangalore and is now setting up India’s 1st Big Data city.

Earlier he worked in the Strategy, Finance and Risk Management Vice Presidency, World Bank Group, running one of their largest capital investment funds, performance management, offshoring and various PPP projects. The World Economic Forum at Davos recognised him as a Global Leader of Tomorrow and Thinkers50 as one of the top thought leaders in 2013. He is a prominent and influential commentator in both, national print and electronic media.

Jayant Tewari,Out Sourced CFO, Bangalore

Oriented towards Small and Medium Technology Companies (Revenue range USD 0 –5 Million) providing a range of de-facto CFO Services on a retainer-ship as well as project assignment basis.
The Consulting practice is oriented towards Companies who do not have the resources to employ full time CFO at current compensation levels and do not require the expertise on a full time basis either.
The Practice commits CFO capability to such enterprises on a time-sharing basis and provides top-of-the-line CFO capability at Finance-Manager cost levels.
Thus adds significant value to the clients’ strategic and operational capability and efficiency through enhanced quality of decision-making on a day-to-day basis.

OUR Partners

Industry Partner

Media Partner

Associate Partner

Our Venue

Hotel Hyatt
1/1, Swami Vivekananda Road
Someshwarpura, Ulsoor
Bengaluru
Karnataka 560008

Registration Details

Fee Details Bengaluru:

Standard Fee : INR 15000 + Service Tax (per delegate)

Early bird discount : 10% off till 28th October i.e. INR 13,500 + 15% Service Tax (per delegate)

Group discount (for 3 or more delegate) : INR 12000 + Service Tax (per delegate)

In case of queries, please email us at register@idealsnetwork.com or call Ms Raj on +91 9650927738

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