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Corporate Finance Advisory

Providing you the best range of Corporate Advisory Services, Wealth Management, Mergers & Acquisitions, Private Equity and Debt Syndication / Fund Raising with effective & timely delivery.

Corporate Advisory Services
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At a time, when India is throwing up investment avenues in newer sectors and projects, there is a critical need to provide specialized advisory services to the Indian Corporate Sector in their efforts towards Industrial advancement. Shyamal Joshi & Associates with its team of seasoned professionals and rich experience of over five decades in the financial sector is uniquely positioned to fulfill this need.

As a catalyst of Industrial growth, Shyamal Joshi & Associates provides the following Advisory Services:

  • Validating the Idea
  • Defining & Evaluating the Long Term Vision and Mission of the promoters
  • Formulating Business Strategy
  • Evaluating Alternate Funding Options for achieving the vision of the promoters
  • Long term Organization and Succession Planning of the business.

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Wealth Management
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Wealth Management

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Wealth management is both an art and a science.

Getting the right mix of skills to deliver great wealth management services requires years of experience and specialised knowledge. Our philosophy is that each client requires a financial portfolio to match their varied risk appetite and it takes an expert understanding of the financial markets to design a portfolio that achieves the clients’ desired goals.

At Shyamal Joshi & Associates, we specialize in providing comprehensive financial solutions to high net-worth individuals and families. With wealth management and succession planning structured around our clients’ needs, our aim is to secure their financial assets for the present, and also for the future.

We believe that understanding each client’s personal needs is the first step to a long-term partnership and mutual trust. We believe that each client has different goals, and it is our endeavour to deliver customised solutions to meet them. Our experienced team of personal wealth managers proficiently translate client’s goals into financial plans through sound advice and planning.

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Mergers & Acquisitions
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Mergers & Acquisitions

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Companies consider the option of Mergers and Acquisitions for quick growth or better competitive advantage. The entire process of identifying the target, carrying out the negotiations along with understanding and complying with the regulatory framework becomes tedious.

We play a pivotal role in assisting companies scouting for business opportunities in India as well as Indian companies looking at strategic initiatives in the overseas markets.

SJ&A is uniquely qualified to serve as a strategic advisor and for each assignment, our assistance to clients involves:

  • Thoroughly evaluating strategic alternatives
  • Developing key value drivers of the transaction
  • Preparing detailed confidential offering materials
  • Maximizing valuation such that minimum dilution is experienced by existing shareholders
  • Identifying and qualifying potential buyers or sellers, domestically and internationally
  • Minimizing executive teams’ time and resources diverted away from core business activities
  • Driving the transaction to a successful closure.

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Private Equity
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Private Equity

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Our range of services in private equity is directed towards raising private equity for the clients from appropriate funding agencies. We help ensure proper structuring and presentation of the deal, establish viability of business model, approach and negotiate with private equity funds to obtain the best-possible deal.

Our broad range of Private Equity Placement Services include:

  • Conducting critical appraisals of proposals and assessment of business potential
  • Advising on the overall viability of business model
  • Ensuring proper capital structuring and business strategy
  • Preparing executive summaries, presentation and detailed business plans.
  • Assisting in arriving at optimum business valuation
  • Identifying and negotiating with Private Equity Funds, strategic investors, etc.
  • Coordinating information requests
  • Negotiating and deal finalizing
  • Assisting in term sheet finalization and other post-deal activities
  • Hand holding the client to through the entire process and concluding the fund-raising while protecting long-term interest.
  • Monitoring post-investment scenario to ensure growth
  • Advising and assisting in appropriate exit strategies

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Debt Syndication / Fund Raising
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OUR ROLE

Our Debt syndication encompasses funding activities for diverse business requirements of corporations. We assist corporate to leverage on debt as an instrument to raise capital through structured financial products for various requirements including Greenfield projects, expansions, working capital and in structuring and syndicating funds for acquisitions.

Work Flow

 

Stage 1: Business Plan Preparation

In this stage, we start by having detailed discussions with the client, understanding their business and future prospects. Based on the client’s existing business profile, growth prospects and our knowledge of the debt market, we prepare a complete business plan in a structured format. This allows the business to be presented positively in front of potential lenders.

Stage 2: Road Show & Lender Short-Listing

In this stage, using our relationships with debt providers, we help the client decide on the kind of lenders who will be the right supplier of funds for the client. We also hold initial discussions with the lenders, help the client have road shows with meeting the potential lenders and advise the client the priorities among the lenders to create a shortlist.

Stage 3: Finalizing Agreements

In this stage, we help the client analyze various offers from potential lenders, drive deal negotiations with them and ensure that the client enters into an agreement with the lender, which meets the client’s strategic objectives. We drive this process to reach closure on the transaction.

Stage 4: Consummating the transaction

In this stage, we help the client in coordinating the overall consummation process, and assist the client negotiate the final definitive agreements with the potential investor.

SJA’s strength lies in providing clear analysis by conducting in-depth study of the available funding options and assisting clients to decide suitable option.

 Debt Fund Option :

  •  Fund Based
  1. Term Loan
  2. Working Capital Loan
  3. Foreign Currency Term Loan ( ECB’s)
  •  Non Fund Based
  1. Letter of credit
  2. Bank Guarantee
  3. Buyers credit
  4. Suppliers credit
  5. External Commercial Borrowing Funding

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User Satisfaction

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Rajesh Bhai Patel ★★★★★ ★★★★★

09-June-19

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