NAVIGATING SUCCESSFUL DEAL-MAKING

We work closely with clients to understand their unique needs, then tailor a process that balances key priorities such as value, timing, deal structure, confidentiality, competitive dynamics, legacy and succession, and other considerations.

EXPERIENCE AND EXTENSIVE RELATIONSHIPS

Our background and experience include all facets of business operations, financing, and risk-management.

Our global network of investors, banking partners and industry executives allows us to expedite the process of meeting your financial needs.

UNDERSTANDING WEALTH

Wealth is What You Don’t See: Spending money to show people how much money you have is the fastest way to have less money.

– The Psychology of Money by Morgan Housel

WEALTH MANAGEMENT

More than I want big returns, I want to be financially unbreakable. And if I’m unbreakable I actually think I will get biggest returns because I will be able to stick around long enough for compounding to work wonders.

– The Psychology of Money by Morgan Housel

INSIGHTS & RESOURCES

We are relentless in our quest for knowledge to develop unique insights and resources for our clients.

INSIGHTS & RESOURCES

Confounding compounding: $81.5 billion of Warren Buffett’s $84.5 billion net worth came after his 65th Birthday. Our minds are not built to handle such absurdities.

– The Psychology of Money by Morgan Housel

Industry


Private Equity

Providing unmatched expertise across every phase of the dealmaking journey.

Buy-Side Advisory


We have deep expertise in Buy-Side/Private Equity. Having worked with Global Private Equity Investors we understand how to evaluate entrepreneurial DNA, scalability potential, Return on invested Capital (RoIC) economics across various industries and all aspects of deal making.

Our role includes

Identifying qualified acquisition targets

Negotiating and structuring transactions

Market opportunity analysis

Due diligence of financial accounts and revenue projections

Valuation modeling and sensitivity analysis

Analysis of financing alternatives

Bid strategy support

Investor Perspectives


Funds double down as India takes center stage

Leading global/regional funds are planning to ramp up capital allocation to India, earmarking substantial capital for India.

Domestic PE funds have become an increasingly key part of India’s PE-VC landscape, announcing their largest fund -raises to date and substantially increase their share of PE investments (growing their relative share 2.5 times over 2019-23)

This trend has been accompanied by a significant expansion of India-based teams by PE funds growing roughly twofold over 2019-23, spanning both investing and operating professionals.

As India’s PE-VC landscape matures India-focused funds are actively diversifying into new sectors and asset classes:

Sectors: Healthcare, manufacturing, new-age tech, and Saas are focus areas for funds, while govt-linked investors in particular have continued to diversify their focus as they scale their India investments.

Asset Classes: The global focus on private credit has extended to India, with numerous India funds launching credit strategies, while other have expanded into growth, infra and impact investing

Working with Trustworthy Wealth Advisors means you have more than a financial planner. You have a trusted financial partner – for life.

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