ADVISORY

The growth of a business depends on many factors – but a comprehensive business plan is the most essential of them all. Prioritizing goals, incorporate budget details into a feasible plan for the future, requires in-depth research and careful corporate financial planning.

Lodha & Bhatt provides investment consulting services that help corporates to understand and meet their financial goals. Not only do we help you determine asset allocation based on the corporate’s overall financial situation, but we also, review your portfolio and recommend appropriate changes.

In today’s financial climate, error margins are small and investors do not look lightly upon poor decision-making and execution. Under these circumstances, financial due diligence and timely professional advice enhance the quality of decisions buyers and sellers must take.

Our forward-thinking approach and financial due diligence services help you realize the results you and your stakeholders desire.

We begin with a detailed and systematic analysis of data to obtain a comprehensive picture of the company. Next step being identification and assessment of risks and opportunities when looking at assets, liabilities, financial position and results of the target company. Turn to us for deal advice on managing risks, taking advantage of opportunities and achieving your desired business results.

Our Services Include:

  • Review of financial information
  • Interpreting financial and tax information
  • Review of policies procedures and documents
  • Assessment of synergy and redundancies

Lodha & Bhatt has a dedicated practice and team for rendering Mergers and Acquisition Management advisory services, that assist clients in buying/ selling businesses and forming joint ventures/ collaborations.

Our team has run some of the most multifaceted cross border transactions, which have been further enhanced by our affiliation of the world’s leading networks of professional and independent law, accounting and consulting firms.

With a multi-disciplinary set-up, we bring with us innovative structuring capabilities that give clients an advantage in a closing transaction in the most competitive situations. We also assist our clients in obtaining transaction finances through our fund mobilisation offering, from sources like private equity/venture capital funds, Hedge Funds, NBFCs, domestic and foreign Banks etc.

Our Services Include:

  • Understanding the Market and Overview of Client’s Business Needs
  • Complete Analysis of the Shortlisted Suitors
  • Buy and Sell Mandates
  • Assessing the business potential and focus on the underlying factors that lead to a successful acquisition. In doing so, due consideration is given to cultural, legal, commercial and taxation aspects
  • Prioritizing the client’s objective for sale or divestment and structure the process accordingly
  • Ensuring that we convey the client’s business potential and unique characteristics fittingly to potential buyers, to maximise closure probability and expedite the sale process