Master class
Documentation and Tax Structuring
of PE VC and M&A Deals
29th October 2021
10:00 AM - 04:00 PM

Hurry up, Only few seats are available

This exclusive master class has a well-crafted Agenda for anyone involved in Drafting Investment Agreement , covering a variety of the toughest issues and traps in Private Equity , Venture Capital Mergers & Acquisition . This workshop will ensure you have the skills and knowledge to effectively research, evaluate and understand an existing or proposed business, not only from a financial viewpoint, but from a commercial and organizational perspective. Finance, Legal , Investment professionals across India will be a part of this Webinar .

Early Bird Discount valid till 20th Sep
₹7,000 +18GST ₹4,000 + 18GST
Reserve Your Seat Now
10:00 AM – 10:10 AM
Welcome Note
10:10 AM – 12:30 PM
PE, VC and M&A Transactions: Deal Life Cycle, Documentation and Legal Issues
10:10 AM – 12:30 PM
12:30 PM – 12:45 PM
Q&A Session
12:45 PM – 01:15 PM
12:45 PM – 01:15 PM
01:15 PM – 02:15 PM
Tax Structuring and Post Integration
02:15 PM – 02:30 PM
Q&A Session
02:15 PM – 02:30 PM
02:30 PM – 03:30 PM
Aspects of Deal Making and Deal Structuring
03:30 PM – 03:45 PM
Q&A Session
03:30 PM – 03:45 PM
03:45 PM – 04:00 PM
Program Overview

PE, VC and M&A Transactions: Deal Life Cycle, Documentation and Legal Issues

  • Types of VC and PE transactions – minority investments, control deals, bridge financing and convertibles
  • Different stages of raising capital.
  • Types of M&A transactions – share transfers, regulatory mergers, joint ventures, slump sales, business transfers and asset purchases
  • Typical deal life cycle - from deal sourcing to exits
  • Overview of due diligence process
  • Pre Deal Documentation – NDAs and Term sheets
  • Definitive Documents – Share Subscription Agreements / Share Purchase Agreements, Shareholders’ Agreements and Business Transfer Documentation
  • Representations, Warranties and Indemnities
  • Closing Process
  • Governance Related Provisions – Board Matters, Information Rights and Affirmative Matters
  • Protective provisions - Anti-Dilution, Pre-Emptive Rights, Liquidation Preference
  • Transfer restrictions – Lock-ins, ROFO, ROFR and tag Along Rights
  • Exit Provisions

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-BackSigning, Closing and Post-Closing
  • 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
Who Should Attend?
  • Corporate / Commercial Lawyers
  • VPs and Managers from Legal Department
  • CEOs, Managing Directors and Senior Management
  • CFOs and Senior Finance Executive
  • M&A Professionals
  • Directors of Strategic Planning
  • Contract Managers / Specialists
  • Executives involved in PE/VC and M&A Deals
Early Bird Discount valid till 20th Aug
₹7,000 +18GST ₹4,000 + 18GST
Reserve Your Seat Now
  • Get the inside track and experienced know-how
  • Learn critical principals of negotiating and drafting
  • Avoid damaging and costly mistakes when drafting your agreements
  • Understand how to translate the “deal” to paper while avoiding becoming a convict of forms
  • Develop creative, effective and bulletproof documents
  • Anticipate and prevent future conflicts through good drafting
  • Receive valuable and useful take-away: precedents, checklists, model agreements
  • Tax Structuring Policy and Procedure
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Master Class - Documentation and Tax Structuring of PE VC and M&A Deals

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  • In Association With
    Organised By Franchise India
  • In Partnership With
    Hindustan Times Group VC Circle
  • Official Magazine
    Entrepreneur Magazine
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