Case studies | Valuation India

Transformative Restructuring & Growth Advisory

Our advisory suite begins with transformative restructuring services designed to unlock latent potential and drive sustainable growth. We work closely with our clients to reimagine their business models and optimize capital structures. For example:

Restructuring Restaurant Chains: We partnered with leading restaurant chains to reinvent their operational frameworks and develop robust growth plans. By combining strategic repositioning with tailored fundraising advice, we enabled these chains to capitalize on emerging market trends and consumer preferences.
Restructure Food Processing: In our work with a major food processing giant, we orchestrated a comprehensive restructuring of group companies. This initiative not only enhanced operational efficiencies but also set a solid foundation for a future IPO, transforming the client’s market standing.

Cross-Border Joint Ventures & Acquisition Advisory

Navigating the complexities of cross-border transactions is our forte. We excel in structuring joint ventures and acquisition deals that span multiple geographies and regulatory landscapes:

Engineering Conglomerate Saudi JV & India Saudi Engineering JV: Our expert teams facilitated strategic joint ventures between Indian engineering leaders and renowned Saudi companies. These engagements involved intricate deal structuring, regulatory compliance, and seamless integration, ensuring that both parties leveraged complementary strengths for mutual growth.
Chinese Acquisition of Heavy Vehicles in India: We provided in-depth valuation and acquisition advisory for a Chinese company targeting India’s heavy vehicle sector, ensuring a smooth transaction that met rigorous cross-border standards and unlocked significant market value.

Valuation, Regulatory & Transactional Expertise

Precision, compliance, and strategic insight are the hallmarks of our valuation and transaction advisory services. We support high-stake deals and regulatory mandates with exceptional rigor:

Mega-Merger: Advising on the merger of more than 20 companies, we engineered one of the most complex integrations to date. Our role encompassed comprehensive due diligence, financial modeling, and cross-holding structuring, which culminated in a deal of unparalleled scale and impact.
50+ Public Listed Companies for Regulatory Valuations: We have successfully executed valuation assignments for over 50 publicly listed companies, addressing critical regulatory requirements for buybacks, delisting, preferential allotments, and takeover codes—ensuring that every transaction is underpinned by accuracy and regulatory integrity.
350+ Tax Valuation Assignments: Our extensive portfolio in tax-related valuations underlines our technical expertise, where precision and compliance are paramount in facilitating smooth and successful transactions.

Dispute Resolution & Niche Advisory Services

We pride ourselves on our ability to navigate complex disputes and resolve valuation challenges with fairness and strategic insight:

Engineering Dispute Resolution: When internal challenges threatened an engineering group’s stability, our intervention recalibrated valuation methodologies post the unfortunate demise of a key partner, restoring balance and paving the way for future growth.
Tobacco Product Co. & Digital Marketing Disputes: Our impartial valuation assessments have been instrumental in resolving high-stakes disputes—whether within family-run enterprises or large corporate groups—ensuring equitable resolutions and safeguarding stakeholder interests.

Sector-Specific Market Entry & Investment Strategies

Tailored market entry strategies and investment advisory form a critical component of our services, particularly for startups and emerging brands:

Brand Entry Startup to Raise Equity: We guided an international retail brand as it ventured into the startup space, providing robust fundraising strategies and comprehensive equity advisory that positioned the brand for rapid market entry and long-term success.
Online Certification & Online Payment Solutions Acquisitions: Our strategic advisory services have enabled digital companies to form strategic equity partnerships and execute seamless acquisitions. We merge cutting-edge technology insights with deep financial expertise to unlock new avenues for growth and innovation.
Sport E-commerce & Online Watches Investment Strategies: By empowering investors with detailed valuation insights and strategic planning, we have facilitated high-impact investments in niche markets, fostering innovative growth within specialized sectors.

Innovative Financial Modelling & Strategic Planning

At the core of our service offering is our ability to drive innovation through rigorous financial modelling and strategic planning:

Additional Specialist Services

Our specialist advisory services extend into diverse sectors and intricate technical requirements:

US ReguTech & 409A Valuations: We offer cross-border valuation services compliant with US standards, ensuring that technology and healthcare companies are well-positioned for global success.
Global Forging Giant – IP Valuations: By leveraging our expertise in intangible asset valuation, we helped a leading global forging company unlock the value of its intellectual property, enhancing its competitive edge in the market.
Industrial Surface Coating & Engineering Goods Distribution: Our bespoke advisory solutions for niche industrial sectors include acquisition structuring and strategic valuation, enabling companies to respond adeptly to market offers and investment opportunities.

Sr Code	Case Title / Focus	Detailed Service Description	Key Value Proposition / Outcome
1	Restructuring Restaurant Chains	Partnered with leading restaurant chains to redesign business models, optimize operations, and develop effective growth strategies. Provided tailored fundraising advice to secure capital and support expansion plans.	Accelerated growth through strategic repositioning and robust fundraising strategies.
2	Engineering Conglomerate Saudi JV	Advised an Indian engineering company in forming a joint venture with a leading Saudi conglomerate. Managed deal structuring, cross-border negotiations, and regulatory compliance.	Facilitated strategic cross-border collaboration and market expansion.
3	Brand Entry Startup to Raise Equity	Supported an international retail brand transitioning into the startup market by developing comprehensive financial models, investor pitches, and equity raise strategies.	Enabled smooth market entry and secured essential equity funding.
4	Engineering Dispute	Assisted an engineering group in resolving internal valuation disputes following the demise of a key partner. Provided expert revaluation and restructuring to ensure equitable value distribution.	Restored stability and fair valuation in a challenging environment.
5	Restructure Food Processing	Guided a major food processing giant through a comprehensive restructuring of its group companies in preparation for an IPO. Streamlined operations and enhanced synergies.	Positioned the client for a successful public offering.
6	Auto Ancillary Restructuring	Provided strategic advice to an auto ancillary group to merge and demerge specific segments, optimizing the business structure for strategic exits or public listings.	Unlocked hidden value and prepared the business for future exits or IPOs.
7	Online Certification	Facilitated a strategic equity partnership between an online certification company and a leading UK group. Delivered comprehensive valuation analysis and partnership structuring services.	Enhanced market reach and operational capabilities through strategic collaboration.
8	Logistic Equity Fund	Conducted detailed valuation analyses and financial modeling for a logistics company to support its equity fundraising efforts.	Strengthened financial positioning and enabled successful equity fundraising.
9	Sale of IT Services Co in Saudi & Dubai	Spearheaded the valuation and sale process for an IT services company across Saudi Arabia and Dubai. Managed due diligence, market analysis, and transaction structuring.	Maximized sale value and enabled a smooth cross-border transaction.
10	Electrical Good	Advised an electrical goods manufacturer on restructuring its group companies to support fundraising and prepare for an IPO. Focused on enhancing operational efficiency and optimizing capital structure.	Enabled robust fundraising and market readiness for public offerings.
11	Food Processing	Provided comprehensive advisory for the sale of a food processing company to a UK global giant. Focused on precise valuation, strategic positioning, and transaction execution.	Secured a lucrative acquisition deal with global market reach.
12	Chinese Acquisition of Heavy Vehicles in India	Advised a Chinese firm in acquiring heavy vehicles in India through detailed valuation analysis and market due diligence.	Enabled a strategic acquisition with significant market impact.
13	Global Forging Giant for IP Valuations	Delivered expert valuations of intangible assets for a global forging giant, with a focus on intellectual property and brand equity.	Enhanced competitive positioning by unlocking the value of intangible assets.
14	Online Payment Solutions Co to Acquire Fintech Product Co	Advised an online payment solutions company on acquiring a fintech product company, providing comprehensive valuation analysis and deal structuring.	Facilitated strategic expansion into the fintech sector with optimized deal terms.
15	50+ Public Listed Companies for Regulatory Valuations	Executed valuation assignments for over 50 publicly listed companies, addressing regulatory requirements such as buybacks, delisting, and preferential allotments.	Delivered accurate, regulatory-compliant valuations that supported major corporate actions.
16	Mega-merger	Orchestrated a mega-merger involving 20+ companies through comprehensive due diligence, financial integration, and cross-holding structuring.	Achieved one of the largest and most complex integrations, unlocking significant synergy benefits.
17	Client Change	Advised a climate change-focused global fund by evaluating business plans, conducting valuations, and structuring deals for over 20 applicant companies.	Enhanced investment decision-making for climate initiatives with robust analytical insights.
18	Community-PE Fund	Supported a community-based private equity fund by providing in-depth business plan evaluations, detailed valuations, and structured deal frameworks for 25+ companies.	Streamlined investment processes and identified high-potential opportunities.
19	US ReguTech	Provided strategic valuation and fundraising advisory to a US-based healthcare regulatory technology firm by integrating market analysis with financial modeling.	Facilitated a successful fundraising round while ensuring regulatory compliance.
20	US 409A Valuation	Delivered a comprehensive 409A valuation for an IT services company, ensuring adherence to US valuation standards and best practices through detailed market analysis and forecasting.	Offered critical valuation insights necessary for accurate stock option pricing and compliance.
21	Dispute Resolution – Digital Marketing	Advised on fair value determination in a dispute resolution scenario involving a major digital marketing group, utilizing advanced valuation techniques to provide an impartial assessment.	Ensured equitable dispute resolution and maintained stakeholder trust through unbiased valuations.
22	Online Share Broking	Assisted promoters of a top five Indian share broking firm with effective shareholding restructuring, focusing on financial optimization and regulatory compliance.	Optimized ownership structure and strengthened corporate governance for sustained market leadership.
23	RAH (Real Estate Advisory)	Delivered comprehensive group valuation and restructuring advisory to a well-known national real estate brand, aimed at enhancing operational efficiency and asset value.	Enabled strategic repositioning and improved financial and operational performance.
24	Agro Quality Certification Co-Acquisition	Facilitated a co-acquisition by advising an agro quality certification company on detailed valuation assessments and the sale process to a UK-based global giant.	Secured a high-value acquisition deal that strengthened market positioning.
25	Smoothie Chain	Developed a comprehensive financial growth plan for a leading Indian smoothie chain, incorporating detailed valuation analysis and strategic fundraising support.	Accelerated financial growth and positioned the client for successful market expansion.
26	Sport E-commerce	Provided expert advisory to investors targeting a leading sports e-commerce platform, including valuation analysis, strategic investment planning, and business plan validation.	Empowered investors with actionable insights and a robust investment framework.
27	Online Watches	Offered comprehensive advisory support to investors interested in a leading online watches manufacturer through detailed valuation assessments and strategic business plan validation.	Supported strategic investments with thorough financial and market insights.
28	India Saudi Engineering JV	Advised an Indian engineering company on structuring a joint venture in Saudi Arabia, ensuring smooth cross-border negotiations and adherence to regulatory standards.	Enabled successful international collaboration and strategic market entry.
29	ULGPL	Managed the sale process for an Indian engineering group by integrating tax, legal, and deal structuring expertise to ensure a seamless transaction.	Achieved a successful sale with robust legal and financial structuring.
30	Intangible Assets Group	Delivered specialized valuation services for a company holding over 100 patents, including rigorous royalty rate benchmarking and intellectual property assessment.	Unlocked the true value of intangible assets and established competitive royalty benchmarks.
31	Tobacco Product Co Dispute	Assisted a leading tobacco product manufacturer in resolving family disputes by delivering precise valuation analyses to determine fair value distribution.	Facilitated equitable dispute resolution and maintained corporate harmony.
32	Tea Brand Valuation	Conducted thorough licensing advisory and royalty rate benchmarking for a prominent tea brand in India, ensuring optimal licensing terms and revenue maximization.	Enhanced licensing negotiations and boosted revenue potential through strategic benchmarking.
33	Industrial Surface Coating Acquisition	Advised an Indian industrial surface coating company on valuation and transaction structuring in anticipation of an acquisition offer from a European firm.	Positioned the client favorably for a lucrative acquisition opportunity.
34	Engineering Goods Distribution	Supported an Indian engineering goods distributor by providing detailed valuation analysis and strategic structuring advice in response to a potential acquisition offer from a VC-backed firm.	Optimized valuation processes and prepared the client for strategic sale negotiations.
35	300+ Startups on Fundraising	Empowered over 300 startups by developing bespoke financial models and valuation frameworks tailored to their fundraising needs.	Drove successful capital raising through customized financial strategies.
36	Pet Healthcare	Provided targeted valuation advisory services to a major pet healthcare company, focusing on in-depth financial analysis to support its fundraising objectives.	Enhanced fundraising readiness with precise and strategic valuation insights.
37	350+ Tax Valuations Assignments	Demonstrated technical expertise by executing over 350 tax-related valuation assignments with rigorous methodologies and strict regulatory adherence.	Established reliability and precision in managing high-volume, complex tax valuations.
38	UAE Resorts	IFRS related Valuations for resorts chain in Dubai	Helped management for fair valuations under IFRS for financial reporting.