11 Funding

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11 Funding

  1. 1. Funding At Global FPO, we provide services in the specialized fields such as Private Banking, Wealth Management and Portfolio Management on the investment side. The company also offers highly personalized services in the areas of Private Equity, Corporate Re-structuring, Mergers & Acquisitions and in raising the funds against Equity and Debt. Today, businesses demand global vision, an in-depth understanding of various industries and sectors, demonstrated thought leadership and a consultative partnership approach for their financial needs. Our multi-manager investment approach is unique and provides a great value to our clients in reaping the benefits of the expertise of the various fund managers. Services rendered by Global FPO are broadly categorized under following heads: Funding Corporate Capital Restructurin Finance Syndication g Equity Corporate Syndication Restructuring Financial Private Equity Restructuring Preferential Allotment Advisory for Capital Market Debt Syndication
  2. 2. Our Corporate Finance services include: • Business and Intangible Asset Valuation • Accounting, Financial and Tax Due Diligence • Cross Border Advisory Services • Structuring & Advisory of Venture Funds and Real Estate Mutual Funds • Buy and Sell Side M&A Advisory • International Fund Raising Advisory • M&A Integration Solution Capital Syndication Our Methodology
  3. 3. Equity Syndication Private Equity • Step 1: Initialization We start with understanding the company’s existing business profile and analyze its growth prospects based on the existing industry scenario, past trends and future expectations. If desired we help it in forming business strategy. Also, we help the client to decide on the most effective capitalization strategy among the various available equity raising options. We prepare an information memorandum containing the investment rationale for presentation to the potential investors. • Step 2: Identification and Short listing of potential investors We identify potential investors for our clients who could add to their existing and future values. We hold initial discussions with the investors and arrange for the client and investors meets to enable them to understand each others business principles and strategies. Then we help clients to shortlist the appropriate investors for their business. • Step 3: Due Diligence We conduct the due diligence exercise in the company from investor’s perspective and carry out preparatory work (procedural, legal and statutory) before equity placement exercise. • Step 4: Documentation and Closure We negotiate and finalize definitive terms of the agreements with the potential investors, complete the required documentation and finally mobilize the equity.
  4. 4. Preferential Allotment • Step 1: Initialization We start with understanding the company’s existing business profile and analyze its growth prospects based on the existing industry scenario, past trends and future expectations. If desired we help it in forming business strategy. Also, we help the client to decide on the most effective capitalization strategy among the various available equity raising options. We prepare an information memorandum containing the investment rationale for presentation to the potential investors. • Step 2: Identification and Short listing of potential investors We identify potential investors for our clients who could add to their existing and future values. We hold initial discussions with the investors and arrange for the client and investors meets to enable them to understand each others business principles and strategies. Then we help clients to shortlist the appropriate investors for their business. • Step 3: Due Diligence We conduct the due diligence exercise in the company from investor’s perspective and carry out preparatory work (procedural, legal and statutory) before equity placement exercise. • Step 4: Compliance of SEBI (Disclosure and Investor Protection) Guidelines on preferential allotment Besides other statutory and legal requirements, in the case of listed companies preferential allotment requires compliance of SEBI (Disclosure and Investor Protection) Guidelines on preferential allotment. Thus, we ensure compliance of the Disclosure and Investor Protection Guidelines of SEBI for the purpose of preferential allotment of equity. • Step 5: Documentation and Closure We negotiate and finalize definitive terms of the agreements with the potential investors, complete the required documentation and finally mobilize the equity.
  5. 5. Advisory for Capital Market Offerings We provide advisory for Initial Public Offer/Follow on Public Offer, Rights Issue, Open Offer, Buy Back, Delisting, etc while we await our Merchant Banking Registration. Debt Syndication • Step 1 We analyze the need for funds of our client. There after the business plan and future projections are crystallized. Required debt and its servicing parameters are crystallized. This is then converted into an information memorandum containing the lending rationale for presentation to the potential lenders. • Step 2 We conduct the due diligence exercise in the company from lender’s perspective • Step 3 We then negotiate and hold initial discussions with the lenders. • Step 4 We negotiate and finalize definitive terms of the agreements with the lenders, complete the required documentation, ensure compliance of disbursement conditions and deal closure.
  6. 6. Restructuring Our Methodology Financial Restructuring • Step 1 We review business and project of the company in detail. Also, we analyze risk associated with the same. • Step 2 We identify key problems and concerns in the balance sheet of the company • Step 3 We develop detailed finance plan and analyze the immediate and potential cash flows. • Step 4 We then structure the suitable instrument and hold initial discussions with the investors. • Step 5 We negotiate and finalize definitive terms of the agreements with the investors, complete the required documentation, ensure compliance of disbursement conditions and financial closure.
  7. 7. Capital Restructuring Mergers & Takeovers Buyback of Shares Acquisitions

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