Presents

New Delhi – 28th & 29th May

Forum 2015PEpr

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equity

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M & Amer

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acquisitions

In Association With

DMDADVOCATES

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For sponsorship or to become our partner, contact: market ing@achromicpoint .com

About thE SEMinArDeveloping and managing a successful portfolio of businesses requires taking the right path to acquire, redeploy or divest resources and capabilities. Whether that means a merger, an acquisition, private equity, it is imperative to understand the pros and cons of each path and to learn which is most appropriate for a successful corporate. The Merger and Acquisition and Private Equity Summit will bring together commercial and investment banks, private equity houses, law firms, fund of fund investors and advisors for networking and discussion.

This seminar is designed to provide participants with important insights and the broad cross-functional perspective they need if their companies are seeking to enter into a merger or acquisition. The principles apply whether companies are using M&A to capture new product or regional markets, acquire scarce resources, cut costs or translate existing value into liquidity.

Despite the rapid growth of the private equity (PE) fund industry, relevant tax laws and regulations, especially those concerning the tax treatment of limited partners of PE investment funds, remain unclear. Private equity is an increasingly important source of finance for companies with high-growth potential. The goal of private equity is to recognize and help more businesses achieve their objectives for growth by providing them with finance, strategic advice and information at critical stages of their development. The seminar focuses on explaining and discussing tax issues commonly encountered by PE investment funds and partnership enterprises.

Join us at the only event in the market to cover content relevant for both private equity and merger &acquisition finance professionals, making it an essential event for anyone doing business in these areas.

bEnEFitS oF AttEnDinGThis session will upgrade the participants with strategic, taxation, funding, valuation, legal, accounting concepts.

• Understanding of private equity trends and deal structures in India

• Ways of raising private equity fund by entrepreneurs and companies – finding, selecting, negotiation and closing Investment deals

• preparation for raising fund - Business Plan, Due Diligence, Investment model and Exit Strategies

• Understand the perspective of PEs – what do they look for in their portfolio companies and how do they analyze businesses before investing

• Learn modes of private equity financing – Equity, Debentures, Securities, Venture Capital, and Mezzanine

• How PE firms evaluate a business and risk involved in financing Legal documentation and Pre-Post financing issues.

• Identify and assess the sources of value creation in a restructuring event.

• Understand and acquire benefits from each aspect of due diligence

• Prepare for integration in advance through effective due diligence processes, identify and overcome the most common due diligence pitfalls.

This seminar can also be arranged for In-house Training. For more information about bringing this or other seminars to your organization, please write to us at enterprisesolutions@achromicpoint.com

IN-HOUSE SEMINARS/TRAININGS

Who ShouLD AttEnD• Entrepreneurs and companies looking to

raise funds

• CA, CEOs, CXOs, CFOs, MDs and Senior Management

• PE/VC Funds

• Executives of the M&A team

• Directors of Strategic Planning and Financial Directors

• Corporate/General/In-house Counsel

• Company Secretaries

• Individual, Private and Institutional investors

• Investment Banks, Banks, FIs and FIIs, Merchant Bankers, Professional Advisers, Law Firms & Valuation Professionals

• Investment/Fund Managers

• Promoters

• Legal Heads & In-house Counsels

ProGrAM outLinESESSion 1Fund Raising Instruments

• PrivateEquity• PureEquity• PreferenceEquity• Debentures• Structured/MezzanineFunding• Challenges• CostofFunds

SESSion 2Structuring Considerations

• Regulatory,Tax,Accounting• FinancingOnshore/Offshore• Dilution• Leverage• CostofequityfundingvsDebtfunding

SESSion 3The Investment Cycle – from Entry to Exit

• PlanningExit”whenyouenter!• Thebottleneck• Changingdynamicsandtheroadahead

SESSion 4Panel Discussion

SESSion 5Introduction

• Mergerandamalgamation• Acquisitions• Jointventures

SESSion 6Mergers and Amalgamation

• CompaniesAct• SecuritiesLaw

Acquisition

• CompaniesAct• SecuritiesLaw

SESSion 7Exchange Controls , Taxes and Duties

• ForeignandOverseasDirectInvestments• Incometax• Servicetax• VAT

SESSion 8Due Diligence

• Legal• Tax• IT/Technology

SPEAkErS

Sanjeev Gupta - Managing Director, NEXGEN Financial Solutions

Mr. Sanjeev Gupta has more than 20 years of experience in Merchant Banking, Corporate Finance & Advisory. He has to his credit more than Rs. 50,000 Cr of Fund Raising (including Equity and Debt) during his stints with various companies in last 20 years. He has successfully raised funds both in India and outside India.

He is a Chartered Accountant and has also been trained in due-diligence, private equity, valuation of enterprise and venture capital industry in Singapore. He has worked with various investment

banking and merchant banking companies at important positions including NEXGEN Capitals Limited as MD, Allianz Securities Ltd as ED and RR Financial Consultants Ltd as Sr. VP.

Besides fund raising, he has spearheaded the Global Advisory Mandate on behalf of Government of Punjab and has also been a part of ‘World Bank Advisory Team’ formed in association with Pradeshiya Industrial & Investment Corporation of Uttar Pradesh (PICUP).

Mr. T R Prashanth Kumar - CEO, Karvy Investment Banking

Mr. T R Prashanth Kumar, CEO of Karvy Investment Banking, is an Investment Banker with experience of almost 30 years in public and private sector investment banks. He has good domain expertise in financial services. Through his career he has held various positions in the investment banking divisions of leading investment banks viz., BOB capital Markets Ltd, Enam Securities (now Axis Capital), SBI Capital Markets, Karvy Investor Services, Edelweiss Capital and IL&FS Invest smart (now HSBC Invest Direct). He has been associated with the fund raising

activities of some of the best performing corporates in India and is well networked with Corporates, Institutions and Regulatory Bodies. He has an expertise in building Investment Banking practice and excellent/efficient teams in various organizations.

Rajesh Doshi - Principal Founder, Steer Advisors

A Fellow Company Secretary and Law Graduate from India and a Fellow Chartered Secretary from the Institute of Chartered Secretaries of U.K., Mr. Rajesh Doshi is the Principal Founder of Steer Advisors.

Previously Mr. Doshi led the Corporate Advisory services at Waterfield Advisors focusing on Corporate structuring, M&A, exits for Private Equity investments and Corporate Governance. At Waterfield Advisors, he has lead the approach to exits for Private Equity (PE) investors in a

collaborative manner working with PE funds on their exit strategies proactively.

Atul Mittal - Director, M&A Tax & Regulatory Deloitte Touche Tohmatsu India Pvt. Ltd.

Atul Mittal is a director with Deloitte in India - M&A Tax & Regulatory Group and specializes in Regulatory services. He has around 16 years of experience in the field of corporate and commercial laws. Atul ‘s areas of expertise include advising clients on structuring of inbound / outbound investments, Corporate structuring by way mergers, acquisitions and business transactions. Atul has provided regulatory support for scores of JVs in India. He maintains strong

but independent relationship with the key officials of various regulators in India.

w w w . a c h r o m i c p o i n t . c o m

Mr. Sachit Jolly - Senior Member, DMD Advocates

Sachit Jolly is a senior member of the Firm’s Taxation Group. Mr. Jolly has earned his LL.B. from Amity Law School, Delhi has been practicing Taxation Laws for over 5 years. Apart from advising various Indian and foreign MNCs, he has had the experience of representing various clients before the AAR, Income tax Appellate Tribunal and the High Court. Mr. Jolly specializes in international taxation, with special emphasis on taxation of royalties, technical services and issues of permanent establishment and attribution of income thereof.

He is also an active contributor to various tax journals and had co-authored the India branch report “Key practical issuestoeliminatedoubletaxationofbusinessincome”publishedin“CahiersdeDroitFiscalInternational”,atthe2011 IFA Congress in Paris, France.

Sujoy Bhatia - Partner, J. Sagar Associates

Sujoy has extensive experience in the setting up of Joint Ventures in India in sectors such as Insurance, Defence and Manufacturing. His experience includes representing foreign investors as well as Indian companies in such Joint Ventures. Sujoy has worked with various governmental authorities in setting up Insurance and Defence Joint Ventures and has assisted clients in meeting the various requirements imposed by such authorities.

Sujoy has also assisted multinational corporations with their Indian investments, including assisting in restructuring their existing investments. Some of his key clients include Expedia and Markit. Sujoy has recently been involved in the restructuring of the South-East Asian businesses of a global insurance company which involved liaising with regulators, local business units across South-east Asia and the client’s partners in each country.

Another aspect of Sujoy’s work has been private M&A and Private Equity investments. He has assisted clients from the inception of the acquisition, contributed during negotiations and helped in completion of the transaction.

Tushar Jarwal - Senior Member, DMD Advocates

TusharJarwal is a senior member of the Firm’s Corporate and Taxation Group.

Mr. Jarwal has earned his LL.B. from India and is also a qualified Chartered Accountant. He has been practicing Taxation Laws for over 7 years and has acquired specialization in the field of International Taxation. He has rich experience in advising a number of large Indian businesses and multi-national companies in prominent corporate and tax related transactions with cross border implications. He is actively involved in Tax litigation matters of the firm and

has carved out a niche for himself in the field of International Taxation.

*More speakers to join in

Cancellation and Refund Policy

You must notify us by email at least 48 hours in advance if you wish to send a substitute participant. Delegates may not “share” a pass between multiple attendees without prior authorization. If you are unable to find a substitute, please notify Achromic Point Consulting (APC) in writing up to 10 days prior to the conference date and a credit voucher valid for 1 year will be issued to you for the full amount paid, redeemable against any other APC conference. No credits or refunds will be given for cancellations received after 10 days prior to the conference date. APC reserves the right to cancel any conference it deems necessary and will not be responsible for airfare‚ hotel or other costs incurred by registrants. No liability is assumed by APC for changes in program date‚ content‚ speakers‚ or venue.

Terms & Conditions:-

Achromic Point holds all the rights to circulate and distribute the information discussed, shared and presented at the seminar.

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Registration Fees:- INR 16,995 + 12.36% service tax for 2 days 

Conference fees include documentation, luncheon and refreshments. Delegates who attend all sessions will receive a Certificate of Attendance.

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M & A and Private Equity Forum 2015

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