Methodology
Trusted Since 1988
In present scenario, with increasing regulatory requirements, the need for greater transparency in operations, and disclosure norms, stakeholders require assurance beyond the traditional critique of numbers. Hence assurance is being increasingly required on industry issues, business risks and key business processes.
Our goal is to be seen as a trusted and objective advisor and to be acknowledged as a preferred provider of corporate finance services in the global as well as Indian market. Our Professional network with our deep sector knowledge is united in its aim of assisting clients develop and pursue their strategic and transactional objectives.
Our Process
The corporate finance advisory process involves stages of strategic assessment, transaction structuring, execution, and completion to achieve a client’s financial goals through services like mergers, acquisitions, capital raising, and financial modeling. An advisory firm defines client goals, researches potential targets or capital sources, conducts financial due diligence and valuation, negotiates deal terms, and helps implement the transaction to drive business growth and meet strategic objectives.
1. Strategic Assessment & Planning
Goal Identification
The process begins with understanding the client’s specific financial goals, which could be expansion, funding, restructuring, or a sale.
Market & Industry Research
Advisors conduct in-depth industry and market research to identify relevant opportunities, assess market conditions, and evaluate investor appetite for potential transactions.
Financial Modeling & Due Diligence
Complex financial models are developed to analyze the feasibility of transactions, assess risks and opportunities, and perform detailed financial due diligence on potential targets or the client’s own operations.
2. Structuring & Negotiation
Transaction Structuring
Advisors help structure the transaction by determining the most appropriate financing method, whether it’s debt or equity, and negotiating key terms for complex deals.
Target/Buyer Identification
For M&A, advisors help identify and shortlist suitable acquisition targets or potential buyers for a divestment, ensuring they align with the client’s commercial needs.
Negotiation Support
The advisory team provides expert support throughout negotiations to achieve the best possible outcomes for the client.
3. Execution & Completion
Deal Implementation
Advisors manage the deal process from start to finish, creating necessary marketing documents, researching and communicating with potential buyers or investors, and overseeing the transaction’s legal and financial aspects.
Regulatory Compliance
Ensuring compliance with all relevant regulations across different jurisdictions is a key part of the process.
Post-Transaction Integration
For successful mergers, advisors may also support the post-transaction integration process to ensure smooth blending of systems, processes, and cultures between the merging entities.
4. Post-Advisory Support
Ongoing Monitoring
Advisors provide continued support after a transaction to monitor business development, internal controls, and corporate governance to ensure continued compliance and growth.
Strategic Financial Management
This can involve ongoing tax planning, capital structure optimization, and managing corporate debt and working capital to support long-term financial health.
Get In Touch
info@globalarm.in
PUNE | MUMBAI | DUBAI
Global Arm Corporate Services
Your trusted partner for corporate finance and risk management worldwide.