M&A Advisory

As part of our Mergers & Acquisitions advisory services, we assist our clients in achieving their Long Term Strategic Objectives. Ethos Capital has successfully advised several marquee clients on number of complex M&A transactions including cross border transactions.

With (A) Expertise in the underlying sectors (B) Strong relationships and thorough understanding of potential investor’s appetite and business, we are able to successfully articulate the business synergies and industry opportunity to the Potential Investors.

We understand the uniqueness of each situation and are very well-placed to offer innovative solutions to most complex transactions.

In last 4 years we have successfully advised our clients on 10 large M&A transactions having an aggregate value of c. INR 200 bn

Private fund raise Advisory

As part of our Private Fund Raise advisory, we offer a range of services like raising Growth Capital, Buy-out Funding, Mezzanine Financing, Pre-IPO financing, Bridge funding, etc.

A timely, well-structured and customized fundraising can help companies in tapping compelling business opportunities, achieve growth potential and ensure business continuity. We assist our clients on capital raising at all stages of their business cycle and business needs.

With our wide coverage of the Investor universe (Private Equity, Mezzanine, Buyout, Structured, Special Situation, Distress Funds, Family Offices, and HNIs) and exact knowledge of their investment preference and criteria, we are ideally positioned to assist our clients in their fundraising efforts.

We have successfully advised our clients on 5 fundraising transactions having an aggregate value of c. INR 6 bn

Debt & Special situation Advisory

We assist our clients in tying up financing for their special requirements and specific situations.

Specific requirements and Special situations often need novel solutions which come from proper understanding of the business situation, client’s business objectives, knowledge of specific set of Investors, their return expectation and an expertise in transaction structuring to meet the business and investor objectives.

Some of the potential Special Situations could be:

  • Acquisition Financing (Overseas or Domestic)
  • Turnaround Financing including funding for creditor/lender settlement
  • Working capital margin and Project equity financing
  • Holding company financing including share backed financing
  • Take-out financing including PE Investor exit
  • Land acquisition financing for Real Estate developers
  • Bridge Financing, Refinancing and Recapitalization
  • Funding against asset monetization situations

We have successfully advised our clients on 14 special situation fund raising transactions having an aggregate value of c. INR 9 bn

Corporate & Financial restructuring Advisory

With our Strong regulatory and capital market knowledge, we can advise clients on any form of Corporate and Financial Restructuring.

Dynamic business environment and volatile business situations warrant Companies to adopt flexible and workable Corporate and Capital structure. Corporate, Financial, Capital Restructuring may be required due to change in regulations, overleveraging or prior to an impending transaction.

Some of the situations leading to Corporate/ Financial restructuring could be:

  • Preparation of IPO/International Listing
  • Value unlocking – Divestiture, Slump sale, Subsidarization etc
  • Merger, demerger, amalgamation through NCLT
  • Strategic investments and Capital raising
  • Regulatory compliances and Tax planning
  • Capital reduction / Share buy-back

We work closely with companies to evaluate various available restructuring options, do a pros and cons analysis and assist in the selection of the best course of action.