30th Sep Workshop on PE/VC and M&A deals

Mumbai Documentation and Structuring

Introduction

Receiving investment is a happy time for any business. It usually takes a lot of work to find the right investor for a business or vice versa. When you do, it is important to have an investment contract that represents the interests of everyone involved. The investor would want to make sure his investment is protected, and the company will want to make sure the funds are delivered smoothly and that the founders have protected their stake in the venture. This makes writing a proper investment contract a critical first step in the business relationship. Clear & unambiguous investment agreement is very significant to establish a win-win situation for the parties involved in any PE, VC and M&A Deals.

This one day programme will create a solid understanding of the documentary processes relating to PE/VC and M&A transactions, identifying commercial issues and producing clear instructions to lawyers and executives involved. It will also help in equipping with the technicalities involved in clear and well thought out term-sheet negotiation, proper deal structuring know-how to maximise returns and unambiguous deal documentation to avoid pitfalls and will enhance your deal-making skills that you can immediately put into practice.

Who Should Attend

• Corporate/Commercial Lawyers

• VPs and Managers from Legal Department

• Managing Directors and Senior Management

• CFOs and Senior Finance Executives

• Executives of M&A Team

• Directors of Strategic Planning

• Contract Managers/Specialists

Why You Should Attend

Get the inside track and experienced know-how

Learn critical principals of negotiating and drafting

Avoid damaging and costly mistakes when drafting your agreements

Develop creative, effective and bulletproof documents

U dersta d ho to tra slate the deal to paper hile a oidi g e o i g a convict of forms

Anticipate and prevent future conflicts through good drafting

Receive valuable and useful take-away: precedents, checklists, model agreements

Workshop Experts

Raja Lahiri- Partner – Transaction Advisory Services, Grant Thornton India LLP

Piyush Mishra- Partner, Cyril Amarchand Mangaldas

Anil Talreja- Partner, Deloitte, India

Santosh Maheshwai- Director, Ernst and Young, India

Vaibhav Parikh- Partner and Head, Nishith Desai Associates

Dilip Dusija- Executive Director, Ernst and Young, India

Vikas Suresh Kumar- Director, KPMG India

Abhishek Sharaman--- Founder--- Carpedium Capital

AGENDA

Session 1. Negotiation of PE, VC and M&A Deals

• Pla i g a d o du ti g ag ee e t egotiatio – Key principles of negotiation

• I te est-based bargaining – Understanding the needs of negotiating parties

• Risk Sha i g – Determining the rights and obligation of parties

• A e PEs tough egotiato s? Ho does o e get the est f o egotiati g ith a PE?

• Ho a PEs a i ise the oppo tu it a d get a good deal fo the sel es

• Co o istakes

• P e a d Post losi g Coope atio

Session 2. Legal Issues & Documentation

• Co o legal issues PE, VC a d M&A

• E fo ea ilit & pitfalls

• Su s iptio ag ee e ts: • Sha eholde Ag ee e ts: • Thi gs to do to a hie e good o t a t • Re ie of esse tial do u e ts

• Q&A

Session 3. PE, VC and M&A Deal Structuring

• Deal st u tu i g f a e o k

• Fi a ial st u tu e

• Due Dilige e

• Valuatio

• Risk assess e t • De t fi a i g

• I te i li uidit

• E e tual e it • Case studies

Session 4. Tax Structuring

• St u tu i g p io to a tual i est e t • St u tu i g du i g the te of i est e t • St u tu i g the e it

Registration Details

The investment for this training programme is - INR 15,000 + 15% service tax (per

delegate)

The amount payable after EBD(valid till 20th September) offer is - INR 13,500 +

15% service tax (per delegate)

You can directly deposit cash, submit cheque or transfer online by visiting www.dealsnetwork.com to

our ICICI Bank a/c:

Account name: I-Deals Network Pvt. Ltd.

Account no: 629705016365

Branch Name: Mayur Vihar Branch

IFSC Code: ICIC0006297

OUR VENUE

The Lalit, Marol, Andheri East pincode- 400059

In case of queries, please email us at register@idealsnetwork.com

Contact us:

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B-756,Bunkar Colony, Ashok Vihar Phase-IV, Delhi-110052,(India)

Contact Person: Ms. Heena Gupta

Contact No: 91+965-4394-797

Email: heena@idealsnetwork.com

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