Mergers & Acquisitions (M&A) Advisory

Strategic Advisory for Mergers, Acquisitions & Business Transitions

At Innovesta Group, we combine industry expertise, market insights, and a global network to provide world-class Investment Banking & Advisory services. Our tailored solutions help startups and enterprises navigate complex financial landscapes, secure funding, and achieve sustainable growth.

Who We Serve

Corporate and Investment Banks
Full-spectrum M&A transaction support
Private Equity & Venture Capital Firms
Deal sourcing, due diligence, and exit planning
Specialist Advisory Firms
Strategic insights and financial modeling support
High-Growth Startups & Enterprises
M&A structuring and capital raise strategies

End to end process of primary M&A deals

1. Strategy & Target Identification

- Define objectives: Growth, market expansion, synergies, or cost efficiencies.

- Industry research: Identify potential targets that align with strategic goals.

- Target screening: Evaluate financials, market position, and cultural fit.

- Engage advisors: Investment bankers, M&A consultants, and legal advisors.

2. Initial Contact & Confidentiality Agreement (NDA)

- Establish communication: Initial outreach to the target company.

- Sign NDA: Protect sensitive financial and operational data.

- Information exchange: High-level business overview from the target.

3. Valuation & Preliminary Due Diligence

Valuation methods:

- Industry research: Identify potential targets that align with strategic goals.

-Discounted Cash Flow (DCF)

- Comparable Company Analysis (CCA)

-Precedent Transactions

- Synergy estimation: Identify cost savings and revenue enhancements.

4. Non-Binding Offer & Term Sheet

- Submit a Letter of Intent (LOI) or Term Sheet.

Outlines:

- Purchase price & structure (cash, stock, earnout)

- Key terms & conditions

- Exclusivity period

5. Due Diligence

- Financial Due Diligence: Audit past performance and projections.

- Legal Due Diligence: Contracts, IP, litigation, regulatory compliance.

- Operational Due Diligence: Supply chain, HR, IT, culture compatibility.

- Commercial Due Diligence: Market trends, competition, customer base.

6. Negotiation & Final Agreement

- Adjustments based on due diligence findings.

Legal documentation:

- Share Purchase Agreement (SPA)

- Asset Purchase Agreement (APA).

- Employment & Non-Compete Agreements

End to end process of secondary M&A deals

Strategy & Seller Identification

- Secondary Sale Strategy Document – Outlines objectives and stakeholders.

- Investor & Shareholder Registry – List of all shareholders & holdings.

- Exit Timing & Valuation Report – Defines optimal selling price and timing.

Initial Discussions & Buyer Outreach

- Confidential Information Memorandum (CIM) – Provides company financials and growth outlook.

- Non-Disclosure Agreement (NDA) – Ensures confidentiality between buyer and seller.

- Operational Due Diligence: Supply chain, HR, IT, culture compatibility.

- Commercial Due Diligence: Market trends, competition, customer base.

Pricing & Valuation

- Company Financial Statements (Last 3-5 Years) – Revenue, EBITDA, and cash flow analysis.

- Comparable Transactions Report – Benchmarking with similar secondary deals.

Valuation Report

- Discounted Cash Flow (DCF)

- Precedent Transactions

- Public Market Comparable

Negotiation & Term Sheet

- Letter of Intent (LOI) / Expression of Interest (EOI) – Buyer’s non-binding offer.

Outlines key transaction terms such as:

- Purchase price

- Payment structure

-Lock-in periods (if any)

- Representations & warranties

Due Diligence

- Due Diligence Request List – Checklist of required data/documents.

- Non-Disclosure Agreement (NDA) – Ensures confidentiality between buyer and seller.

- Financial Due Diligence Report – Review of company financials.

- Legal Due Diligence Report – Shareholder agreements, investor rights.

Legal Agreements & Regulatory Approvals

- Share Purchase Agreement (SPA) – Legal contract for share transfer.

- Investor Rights Agreement (IRA) – Defines new investor rights (if applicable).

-Regulatory Filings (If Required) – SEBI, RBI, or competition commission approvals.

-Board & Shareholder Resolutions – Approvals from stakeholders.

Strategic Partnerships

Joint Ventures (JVs)
Structuring partnerships where two entities form a new venture, sharing ownership, risks, and rewards for market expansion and synergy creation.
Equity-Based Partnerships
Strategic investments where companies take minority stakes or cross-holdings to foster long-term collaboration without full acquisition.
Revenue-Sharing Agreements
Structuring agreements where partners collaborate on co-branding, licensing, or distribution, with shared revenue based on predefined terms.
Technology & IP Sharing
Agreements for joint R&D, patent pooling, licensing, or proprietary technology exchange to drive innovation and industry advancements.
Operational & Supply Chain Partnerships
Collaborations in procurement, logistics, vendor integration, and manufacturing to enhance efficiency, reduce costs, and improve supply chain resilience.
Exit & Termination Strategies
Defining clear buyout, dissolution, and conflict resolution mechanisms to ensure smooth transitions when partnerships end.