Deals & Transactions

Deals & Transactions

Transaction advisory that uncovers what financial statements don't show — combining forensic financial due diligence, cross-border structuring expertise, and 40 years of India market relationships.

TRUSTED ACROSS
BFSIHealthcareTechnologyManufacturingConsumer
THE CHALLENGE LANDSCAPE

Why Deals & Transactions
Matters Now

The challenges organisations face in this space are growing in complexity and urgency. Here is what is driving the conversation.

"
01 / REGULATORY
Sector-specific approvals from RBI, SEBI, CCI, and IRDAI — combined with state-level NOCs and foreign investment conditions — make Indian deal timelines unpredictable and approval failures costly.
"
02 / OPERATIONAL
Earnings normalisation and working capital analysis are consistently where Indian due diligence uncovers the largest value adjustments. Revenue recognition and receivables management deserve particular scrutiny.
"
03 / GOVERNANCE
Related-party transactions — undisclosed or inadequately disclosed — remain one of the most common sources of post-deal litigation and valuation dispute in Indian mid-market M&A.
"
04 / STRATEGIC
India's FEMA, the tax treaty landscape, Pillar Two, and sectoral FDI conditions create a structuring puzzle that generic deal advisors frequently get wrong — with significant tax and regulatory consequences.
OUR APPROACH

How We
Deliver

A structured methodology that ensures rigour, transparency, and measurable outcomes at every stage.

01

Pre-Deal Strategy & Target Identification

We help acquirers define deal rationale, set target criteria, identify and approach targets, and assess strategic fit — before formal process begins.

02

Financial Due Diligence

Our FDD goes beyond verification to insight — quality of earnings, normalised EBITDA, working capital analysis, debt and debt-like items, and off-balance sheet exposure.

03

Tax & Regulatory Due Diligence

We assess tax exposures, transfer pricing compliance, FEMA adherence, regulatory approvals required, and deal structure optimisation — integrating tax and deal teams.

04

Deal Structuring & Negotiation

We design the deal structure to optimise tax efficiency, regulatory approvability, and risk allocation — and support negotiation of SPA, representations, warranties, and indemnities.

05

Post-Merger Integration

We design and run the 100-day integration plan — synergy capture, finance function integration, reporting structure, and people workstreams — to ensure the value case is actually delivered.

WHAT WE DELIVER

Deals & Transactions
Capabilities

Comprehensive solutions designed to address your most critical challenges and unlock lasting value.

01

Financial Due Diligence (Buy-Side)

Quality of earnings, working capital normalisation, debt and debt-like items, capex validation, and financial risk identification for buy-side transactions.

02

Vendor Due Diligence (Sell-Side)

Sell-side preparation, vendor due diligence reports, and data room management to maximise process certainty, accelerate timelines, and protect valuation.

03

Cross-Border Deal Structuring

India-inbound and India-outbound deal structuring — integrating FEMA, tax treaty, Pillar Two, and sector-specific FDI conditions into a single optimised structure.

04

M&A in Regulated Sectors

RBI, SEBI, IRDAI, and CCI approval advisory for transactions in BFSI, media, telecom, and other regulated sectors — managing timelines and approval risk.

05

Post-Merger Integration

100-day integration planning, synergy quantification, finance function harmonisation, and organisational design for completed transactions.

06

PE & VC Deal Support

Financial due diligence, portfolio company governance, exit preparation, and secondaries advisory for private equity and venture capital transactions.

REGULATORY CONTEXT

Standards &
Frameworks

Key regulations and standards that shape our deals & transactions engagements.

REGULATIONAPPLICABLE TODEADLINE / FREQUENCYSTATUS
SEBI Takeover Code (SAST)Listed company acquisitionsDeal-specificActive
CCI — Merger ControlTransactions above thresholdFiling before completionActive
RBI — FEMA ApprovalsForeign investment, acquisition abroadTransaction-basedActive
IRDAI M&A GuidelinesInsurance company transactionsPre-approval requiredActive
NCLT — Mergers & DemergersDomestic restructuringCourt approval processActive
GET STARTED

Ready to Transform Your Deals & Transactions?

Partner with SARC Global for strategic advisory that delivers certainty in an uncertain world.

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500+ Professionals · 40+ Years · Global Presence