BExWebinar 2020

India's #1 Mentorship Platform

#MASTERCLASS

Documentation and Tax Structuring of PE VC and M&A Deals

15^th Jan ,2022 | 03:00 PM IST

Registration

Rs. 7,000 Rs. 4,000 (Early Bird Offer)

Points of Discussion

Initiation When you work on something that only has the capacity to make you 5 dollars, it does not matter how much harder you work – the most you will make is 5 dollars. Number one rule. Explore the problem that has a larger market size and can be solved in a meaningful way.
Execution Games are won by players who focus on the playing field – not by those whose eyes are glued to the scoreboard. Rule number two : Focus on execution, don't chase valuations or fund raise.
Closing Rule number 3 - Time it well. Dont sell short or long. Create enough value for all the stakeholders and don't hesitate to exit when it's time.

Who Should Attend ?

Corporate / Commercial Lawyers
VPs and Managers from Legal Department
Managing Directors and Senior Management
CFOs and Senior Finance Executive
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
Understand how to translate the “deal” to paper while avoiding becoming a convict of forms
Anticipate and prevent future conflicts through good drafting
Receive valuable and useful take-away: precedents, checklists, model agreements
Tax Structuring Policy and Procedure

Agenda

15^th Jan 2022
	Deal Life Cycle and Types of PE Transactions Private Equity, Strategic Acquisitions, Joint Venture, Business Transfer, Asset Transfer, Merger Deal Generation and Term Sheet Due Diligence Transaction Documents Signing, Closing and Post-Closing Exits
	Documentation, Legal Issues and Time line For PE/VC and M&A Aspects Common definitive agreements – Share Subscription Agreement, Share Purchase Agreement, Shareholders Agreement, Joint Venture Agreement, Business Transfer Agreement, Asset Purchase Agreement Governance – Board Composition, Meetings, Affirmative Matters Shareholding protection - Anti-Dilution, Pre-Emptive Rights, Liquidation Preference Transfer restrictions – Lock-In, ROFO, ROFR, Put Option, Call Option, Drag, Buy-Back Customary Representations, Warranties and Indemnity Exit – IPO, Trade Sale, Put Option – Assured Return, Buy Back, Merger, Conversion Adjustment, Swap Others – Exclusivity, Non-compete, Non-solicitation
	Tax Structuring and Post Integration Acquisition tax planning: defining de boundaries, strategies and tools Usage of Tax Havens – Beneficial Anymore Different Tax Implications – DDT, STT and Royalty etc. Structuring Prior to Investment Structuring During Term of Investment Structuring Exit
	Aspects of Deal Making and Deal Structuring Deal Structuring framework Source of Funds – Domestic, Foreign, Combination Type of Target – Private, Public, Listed Type of Instrument – Equity, Debt, Hybrid Company v. LLP Approvals – DIPP / Relevant Ministries, CCI, RBI Deal Structuring framework Debt Financing Promoter incentive Investor downside protection Pricing Mechanism

Documentation and Tax Structuring of PE VC and M&A Deals

Registration

Points of Discussion

Who Should Attend ?

WHY YOU SHOULD ATTEND?

Giridhar Malpani

Angel Investor

Agenda