ACQUISITION STAGE OF YOUR BUSINESS
We help you achieve sustainable growth by optimizing your operations and supporting strategic expansion. We empower businesses to scale without Compliance bottlenecks.
We are more than a service provider, we are your growth enabler. We handle what slows you down, so you can focus on what drives you forward.
What We Offer
Acquisition stage starts with the right preparation.
Fundraising Advisory & Execution
Mergers & Acquisitions (M&A)
Advisory on fundraising strategy and optimal instruments (equity, debt, CCDs, CCPS, etc.)
Term sheet preparation and negotiation support
Drafting of definitive agreements, including Shareholders’ Agreements (SHA), Subscription Agreements, and Investment Agreements
Assistance in due diligence coordination with investors
Regulatory compliance for fundraising under Companies Act, 2013 and FEMA.
Structuring M&A deals to align with business objectives
Providing support for the due diligence process to assess risks
Establishing clear terms for M&A transactions
Preparing legal agreements necessary for the M&A process
Ensuring that the M&A process adheres to regulatory requirements
Handling post-transaction compliance and formalities
ESOP & Stock Management
Reverse Due Diligence
Providing advise on Employee Stock Ownership Plans (ESOPs) and stock management strategies
Crafting the right ESOP structure to suit the company’s needs
Executing the ESOP plans
Ensuring compliance with regulatory requirements
Managing the ongoing administration of ESOPs
Data Room Setup: Creating a centralized repository for all necessary documents during the due diligence process.
Financial Analysis: Analyzing the financial position to ensure transparency.
Legal & Compliance Review: Reviewing legal and compliance aspects of the business.
Risk Identification & Mitigation: Identifying potential risks and suggesting ways to mitigate them.
Listing & IPO Readiness
Assistance in navigating the listing process on stock exchanges, including Main Board and SME IPOs
Developing a comprehensive IPO roadmap
Transaction Advisory for Fund Raising
Fund raising can determine the future of your organisation. Being a very important aspect for any business, proper advisory in term of raising funds becomes critical for the success of any Corporate. Transaction Advisory on Fund raising would cover entire range of activities starting from advising the client on modes of fund raising to implementing the process and bringing it to closure.
Start-ups, early-stage and growth-stage companies generally have funding requirement to support and grow their business. In order to evaluate the actual requirement and navigate through the entire process of the corporate transaction, it is essential to have a trusted partner who understands each & every aspect of the transaction and can accordingly plan the overall approach.
Our Transaction Advisory service for Fund raising is specifically designed to assist the Investors and the Investee companies on Transactions relating to Fund raising from start-to-end in the most efficient, compliant and timely manner. We also undertake Due-Diligence in order to assist Investors in taking an informed decisions on funding.
SimplyBiz team has the competency and the experience to address all the aspects of a Fund-raising transaction both from the Investor and the Investee standpoint. We work with client-centric approach and use technology to ease the process, save time and make the experience better for the client.
To the Investee Company
- Advising on fund raising including mode of raising funds and nature of instrument to be issued
- Drafting of term sheet
- Preparing for Due Diligence – legal, regulatory and compliances (corporate secretarial and FEMA), accounting & taxation
- Drafting of Definitive Agreements
- Undertaking Corporate Secretarial and FEMA related compliances in relation to issue of instruments
To the Investor
- Negotiation with the Investee Company and advising the Investor
- Drafting Term sheet
- Undertaking Due Diligence on behalf of the investor
- Reviewing/drafting of Definitive Agreements
Q1: How can SimplyBiz support business expansion?
A1: We provide strategic advisory services, helping businesses identify growth opportunities and implement effective strategies.
Q2: What is Transaction Advisory?
A2: Transaction Advisory services assist businesses in mergers, acquisitions, fundraising, and other strategic transactions.
Q3: How can SimplyBiz assist with fundraising?
A3: We guide businesses through the fundraising process, from preparation to securing capital, ensuring alignment with growth objectives.
Case Studies
A Food & Beverage manufacturing company in India
SimplyBiz managed their fundraising process. We prepared a detailed term sheet outlining key deal terms, drafted the Definitive Agreement for Compulsory Convertible Debentures (CCDs), and ensured compliance with Companies Act, 2013 for private placement. We also provided FEMA compliance support to meet regulatory requirements for the transaction.
Chit Chat Chai is the result of a tea-loving couple’s iconic café in Hyderabad
Teadom Ventures engaged SimplyBiz to advise on revising the Shareholders’ Agreement and manage corporate secretarial compliances for their private placement of shares. Our support included preparing Board and General Meeting documents, filing forms with the Registrar, updating the Articles of Association, issuing share certificates, and updating the Register of Members, ensuring a smooth and compliant process.
A Hyderabad based innovative supply chain management solutions company
SimplyBiz helped conduct a Limited Due Diligence covering Legal & Compliance, Corporate Secretarial, and Financial & Tax aspects. We provided a detailed review of Shareholders’ Agreements to ensure clarity and protection of shareholder interests. Additionally, we guided the implementation of share transfer processes, ensuring compliance and smooth execution.
A food company that provides easy to make and convenient to incorporate into daily life Indian food
SimplyBiz supported fundraising and ESOP. We advised on optimal fundraising instruments, prepared term sheets, drafted the Definitive Agreement for CCDs, ensured compliance with the Companies Act and FEMA, and provided ESOP advisory and implementation.
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