Domain: Transation Advisory Services

Experience: 1+ post qualification experience

Key Responsibilities

- Draft and review schemes of amalgamation and corporate-restructuring documents, including share-exchange ratio computations.

- Lead and advice on assignments for various startups intending to re-domicile to India due to various reasons such as VC funding's, greater valuations, IPO's etc. (typically know as Reverse Flip) while keeping in mind their business complexities.

- Advise on Overseas Investments regulations and jurisdictional structuring for expansions to countries outside India i.e. Singapore, USA and UAE etc.

- Lead and execute valuation assignments for a variety of purposes including fundraising, mergers & acquisitions, corporate restructuring, and financial reporting.

- Evaluating the benefits and drawbacks of jurisdictions concerning the establishment of subsidiary or foreign parent company (Jurisdictional Analysis) for various countries like Singapore, USA, UAE, etc.

- Analyzing the tax regimes of each jurisdiction, including corporate tax, capital gains tax, withholding tax, digital services tax, VAT/GST exposure and any relevant tax treaties to identify Ideal tax jurisdiction and suitable entity structure for the proposed subsidiary or holding Co in foreign location.

- Analysis of various Tax Treaty involving applicable for relevant transactions for multiple countries either one of the jurisdictions as India or both outside India.

- Build fully-diluted cap tables covering CCDs, SAFEs, convertible notes and ESOP pools to support fund-raises.

- Prepare detailed financial models and valuation reports using various methodologies (DCF, comparable company analysis, precedent transactions, etc.).

- Conduct thorough market and industry research to support valuation assumptions and analysis.

- Collaborate in drafting and reviewing transaction documents, compliance paperwork, and pitch presentations.

- Support due diligence exercises by analyzing financial statements, contracts, and other relevant data.

- Keep abreast of updates in regulations for FEMA, Income Tax and Company law impacting valuations and transactions.

- Liaise with internal and external stakeholders including clients, auditors, legal advisors, and regulatory bodies.

- Mentor junior team members and contribute to process improvements within the team.

Qualifications & Skills:

- Bachelor's degree in Finance, Commerce, Economics, or related fields; professional certifications like CFA, CA, or MBA are desirable.

- Experience of technical analysis from regulatory and tax perspective including high end advisory of mergers, corporate structuring, cross border structuring, etc

- Strong understanding of valuation principles and financial modelling techniques.

- Excellent analytical, research, and problem-solving skills.

- Proficient in MS Excel, PowerPoint, and financial databases/tools

- Good communication skills with the ability to explain complex concepts to diverse stakeholders.

- Ability to manage multiple projects and meet deadlines in a fast-paced environment.

What You'll Gain:

- In-depth exposure to valuation practices and transaction advisory across multiple sectors.

- Practical knowledge of regulatory frameworks including FEMA, Companies Act, and taxation relevant to transactions.

- Opportunity to work on high-impact projects supporting start-ups and established corporates.

- A platform to enhance your financial modelling, presentation, and client management skills