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M&A Advisory

Mergers & Acquisitions Advisory

We advise promoters, boards, investors and family businesses on mergers, acquisitions, business sale, strategic partnerships and cross-border transactions.

Overview

M&A creates or destroys value at the negotiation table and during integration — not on the pitch deck. Our role is to protect and maximise value at both stages.

We offer end-to-end M&A advisory covering strategy, target identification, valuation, deal structuring, negotiation, due diligence coordination and post-deal integration.

What we do

Our M&A Advisory Services

Sell-side

  • Promoter exit and business sale advisory
  • Buyer identification and outreach
  • Confidential information memorandum
  • Valuation, term-sheet and definitive documentation

Buy-side

  • Acquisition strategy and target identification
  • Financial, tax, legal and commercial diligence coordination
  • Deal structuring — merger, slump sale, share purchase, demerger
  • Post-acquisition integration support

Structuring

  • Tax-efficient deal structuring
  • Cross-border and FEMA / FDI structuring
  • Earn-out and deferred consideration structuring
  • SPA / SHA / BTA negotiation support
Our approach

How we work

  1. 01

    Strategy

    Define objectives, targets or exit path.

  2. 02

    Prepare

    IM, financial model, valuation and data room.

  3. 03

    Transact

    Outreach, term-sheet, diligence and definitive docs.

  4. 04

    Close & Integrate

    Closing conditions, closing and integration.

Why Samagra

Why clients choose us

  • Combined finance, tax and legal team — one accountable advisor across the deal
  • Strong buyer / investor network across strategics, PE and family offices
  • Practical, promoter-aligned negotiation approach
  • Post-deal integration and value-capture support
Business challenges

Challenges we help you navigate

Fragmented advisors, uneven quality

Most m&a advisory mandates cross tax, legal, finance and secretarial workstreams. Handing them to separate advisors creates gaps in strategy, timelines and accountability.

Regulatory complexity and shifting law

The regulatory landscape around m&a advisory has moved quickly in the last few years. Precedents, circulars and enforcement priorities change how a matter should be structured and defended.

Commercial trade-offs, not just paperwork

Every m&a advisory decision affects cash, tax, timelines and stakeholder trust. Documentation alone is not enough — the underlying commercial call has to be right.

Execution capacity under time pressure

Boards and promoters usually engage on a deadline — a filing, a board meeting, a diligence, a hearing. Slippage is expensive and often irreversible.

Who needs this service

Is this right for you?

We work best with organisations that recognise themselves in the profiles below. If any of these describe your situation, we should talk.

  • Promoters and boards evaluating a m&a advisory decision for the first time
  • Growth and mid-market companies that need integrated m&a advisory advice under one roof
  • Family-owned businesses balancing commercial goals with governance and succession considerations
  • Investors, lenders and other stakeholders assessing a counterparty on m&a advisory matters
  • Listed and IPO-bound companies needing disciplined m&a advisory execution alongside disclosure obligations
Deliverables

What you receive

  • Diagnostic memo on the m&a advisory objective, options and key risks
  • Detailed workplan with responsibilities, timelines and dependencies
  • Structured documentation package — filings, submissions, contracts or schemes as applicable
  • Board / promoter briefing notes at each decision point
  • Coordination log with intermediaries, regulators or counterparties
  • Handover file with post-engagement compliance and monitoring calendar
Indicative timeline

How the engagement runs

01

Kick-off & diagnostic

Week 1–2

Fact-gathering, exposure assessment, option evaluation and workplan sign-off with the promoter or board.

02

Structuring & drafting

Week 3–6

Design of the preferred structure, drafting of core documents, tax and regulatory positioning, internal review cycles.

03

Execution & filings

Week 6–12

Filings, negotiations, hearings or coordination with counterparties, regulators and intermediaries.

04

Closure & handover

Post go-live

Post-engagement compliance calendar, monitoring framework and knowledge transfer to internal teams.

FAQs

Frequently asked questions

How is deal structure decided — merger, slump sale or share purchase?

It depends on tax impact, regulatory approvals, liabilities being assumed, employee transfer and buyer preference. We compare structures on tax, timing and risk and recommend the optimal path.

Engage Samagra

Talk to our m&a advisory team.

Share a brief on your requirement and we'll respond with a clear path forward within one working day.

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

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