Skip to content
Practice Areas

Our core services across the entire business lifecycle.

More than ten connected practice areas — delivered as one engagement, by one team.

01Practice

IPO Advisory & Capital Market Services

We provide end-to-end advisory and execution support to companies planning SME IPOs, Main Board IPOs and other capital market transactions. Our approach covers IPO readiness, corporate structuring, financial preparation, regulatory coordination and post-listing compliance.

Our services include:

  • Pre-IPO Readiness

    • IPO feasibility assessment
    • SME IPO vs Main Board IPO evaluation
    • Capital structuring and valuation planning
    • Business restructuring and compliance clean-up
    • Promoter, group and shareholding structure review
  • Corporate Structuring

    • Conversion into Public Limited Company
    • MOA and AOA amendments
    • ESOP structuring and capital regularisation
    • Companies Act compliance review
    • Corporate governance framework preparation
  • Financial Preparation

    • Restated financial statements
    • Ind AS implementation support
    • Structuring and financial reporting readiness
    • Due diligence preparation and data room support
  • IPO Execution Support

    • DRHP / RHP drafting support
    • Coordination with Merchant Bankers, Legal Advisors, Auditors and other intermediaries
    • Support in SEBI, ROC, NSE and BSE documentation and filings
    • Due diligence and issue process coordination
  • Post-IPO Compliance

    • SEBI LODR compliance advisory
    • Corporate governance advisory
    • Investor grievance support
    • Continuous disclosure and listing compliance management
02Practice

Strategic Business & Financial Advisory

We assist promoters, boards and business owners in improving performance, strengthening governance and achieving long-term sustainable growth. Our advisory combines commercial, financial, legal and compliance perspectives to support practical decision-making.

Our services include:

  • Business strategy and growth planning
  • Financial health assessment
  • Risk advisory and performance analysis
  • Organisational and governance review
  • Capital allocation planning
  • Internal controls and SOP framework
  • Business process improvement
  • Corporate restructuring advisory
  • Promoter and board-level strategic advisory
03Practice

Fund Raising, Project Finance & Structured Capital

We provide strategic advisory and transaction support for businesses seeking capital for growth, expansion, restructuring or acquisition. Our services cover equity, debt, structured capital and project finance solutions.

Our services include:

  • Equity fund raising advisory
  • Debt fund raising and lender coordination
  • Private credit, mezzanine and structured capital advisory
  • Project finance and term loan arrangements
  • Financial models, project reports and DPR preparation
  • Working capital optimisation
  • Asset-backed funding solutions
  • Equipment finance and lease-based financing
  • Bill discounting, factoring and supply chain finance
  • Securitisation and receivables monetisation advisory
  • Bank, NBFC, investor and financial institution negotiation support
04Practice

Mergers, Acquisitions & Business Sale Advisory

We advise companies, promoters, investors and family-owned businesses on mergers, acquisitions, business sale, strategic partnerships and corporate restructuring transactions.

Our services include:

  • Buy-side and sell-side M&A advisory
  • Business sale and promoter exit advisory
  • Strategic acquisition support
  • Target identification and transaction evaluation
  • Valuation and deal structuring
  • Due diligence coordination
  • Negotiation and term-sheet support
  • Business and asset transfer advisory
  • Joint ventures and strategic collaboration structuring
  • Post-deal integration and implementation support
05Practice

Valuation & Due Diligence Services

We provide valuation and due diligence support for IPOs, fund raising, mergers and acquisitions, family settlements, restructuring, business transfers and regulatory requirements.

Our services include:

  • Business valuation
  • Share valuation
  • Intangible asset valuation
  • Startup and growth company valuation
  • Valuation for fund raising and investor transactions
  • Valuation for M&A and business sale
  • Financial due diligence
  • Revenue due diligence
  • Legal and commercial due diligence coordination
  • Transaction risk assessment
  • Data room review and documentation support
06Practice

Distressed Asset, Turnaround & Debt Resolution Advisory

We assist stressed businesses, promoters, lenders and investors in resolving financial stress through restructuring, settlement, revival planning and asset optimisation.

Our services include:

  • Financial stress analysis
  • Debt restructuring advisory
  • One Time Settlement advisory
  • Bank and NBFC negotiation support
  • Business turnaround strategy
  • Operational and financial restructuring
  • Distressed asset sale and acquisition advisory
  • Promoter dispute and lender dispute settlement support
  • Revival planning for stressed businesses
  • Pre-insolvency restructuring and settlement advisory
07Practice

Insolvency & Bankruptcy Advisory

We offer comprehensive advisory and support under the Insolvency and Bankruptcy Code, 2016, covering pre-insolvency strategy, CIRP, resolution planning, liquidation and MSME pre-pack insolvency.

Our services include:

  • Pre-Insolvency Advisory

    • Financial stress assessment
    • Restructuring strategy
    • Business dispute settlement advisory
    • Creditor and debtor-side strategy
  • CIRP Support

    • Filing support under Sections 7, 9 and 10 of IBC
    • NCLT and NCLAT representation support
    • Claim filing and verification support
    • Committee of Creditors advisory
  • Resolution & Liquidation

    • Resolution plan advisory
    • Support to Resolution Applicants
    • Liquidation assistance
    • Asset recovery support
    • Settlement and restructuring documentation
  • MSME Pre-Pack Insolvency

    • PPIRP documentation
    • Compliance and representation support
    • Resolution framework advisory
08Practice

Corporate Legal Advisory & Transaction Documentation

We provide end-to-end legal advisory and documentation support for corporate, commercial and business transactions. Our focus is to deliver legally robust and commercially effective solutions that support business growth while mitigating risk.

Our services include:

  • Legal advisory for corporate transactions
  • Mergers, acquisitions and business transfer documentation
  • Asset transfer and slump sale documentation
  • Joint venture and foreign collaboration advisory
  • Legal opinions for strategic and commercial decisions
  • Drafting, reviewing and vetting of commercial contracts
  • Technical Know-how Agreements
  • Royalty Agreements
  • Non-Disclosure Agreements
  • Franchise Agreements
  • Foreign Collaboration Agreements
  • Trust, Society and Section 8 Company documentation
  • Pre-litigation advisory and transaction risk assessment
  • Contract structuring for complex and high-value commercial arrangements
09Practice

Regulatory, Secretarial & Compliance Advisory

We assist companies, promoters and investors in managing regulatory, secretarial and statutory compliance across corporate and financial regulations.

Our services include:

  • Companies Act compliance
  • MCA filings and corporate secretarial advisory
  • Board, shareholder and governance documentation
  • SEBI and listing compliance advisory
  • SEBI LODR compliance support
  • RBI and FEMA advisory
  • Foreign investment and foreign collaboration compliance
  • Corporate governance framework
  • ESOP and capital compliance
  • Compliance audit and gap assessment
  • Policy architecture and board process strengthening
10Practice

Succession Planning, Family Governance & Estate Structuring

We advise business families, promoters and high-net-worth individuals on succession planning, ownership transition and family governance frameworks. Our objective is to preserve wealth, ensure business continuity and facilitate smooth inter-generational transition.

Our services include:

  • Family settlement structuring
  • Succession roadmap preparation
  • Ownership transition strategy
  • Family constitution drafting
  • Shareholder arrangements for family-owned businesses
  • Governance mechanisms for promoter groups
  • Family trust structuring
  • Will and estate planning advisory
  • Holding structure advisory
  • Business continuity planning
  • Management transition framework
11Practice

Family Dispute Resolution & Settlement Advisory

We provide strategic advisory and resolution support in family and promoter disputes involving ownership, management control, inheritance, succession and division of family assets or businesses.

Our approach focuses on commercially practical and amicable resolution through negotiation, mediation and structured settlement mechanisms while preserving long-term family and business relationships.

Our services include:

  • Family dispute resolution strategy
  • Promoter dispute advisory
  • Ownership and management control dispute advisory
  • Inheritance and succession dispute support
  • Division of family assets and business interests
  • Family settlement agreements
  • Exit frameworks and restructuring arrangements
  • Governance stabilisation documentation
  • Negotiation and mediation support
  • Settlement implementation advisory
12Practice

MSME Debt Recovery Advisory

We provide specialised debt recovery advisory and documentation support under the MSMED Act, 2006 for MSMEs seeking recovery of outstanding dues.

Our services include:

  • MSME registration advisory
  • Recovery strategy for unpaid dues
  • Legal notices and claim drafting
  • MSME Samadhaan filing
  • Representation before MSEFC
  • Enforcement of awards
  • Interest recovery advisory
  • Settlement and recovery negotiation support
FAQs

Frequently Asked Questions

Which services does Samagra Advisors LLP offer under one roof?
We deliver IPO advisory (SME & Main Board), fund raising, M&A, business valuation, due diligence, corporate restructuring, IBC & insolvency, corporate legal advisory, SEBI & regulatory compliance, corporate litigation at NCLT and other courts, succession planning and MSME debt recovery — under a single, coordinated engagement.
Can I engage Samagra for a single service or must I take a bundle?
Every practice is available as a standalone engagement. Clients often start with one mandate — for example an SME IPO diagnostic or an NCLT petition — and expand as trust builds.
Do you replace our existing CA, CS or lawyer?
Not necessarily. On many engagements we work alongside your existing advisors as the promoter-side integrator, especially on IPO, M&A and litigation matters where multiple intermediaries are involved.
How are fees structured?
Fees are engagement-specific — fixed-fee for defined scope work (diagnostics, opinions, notices), milestone-linked for transaction mandates (IPO, M&A, fund raising) and retainer-based for ongoing compliance and advisory. We share a written scope and fee note before any engagement.
Engage Samagra

Tell us where you need a partner.

Whether you're scoping a single mandate or a multi-year retainer, we'll respond with a clear path forward.

All conversations are confidential. We typically respond within one business day.

WhatsApp