Mumbai – 10th & 11th June

For sponsorship or to become our partner, contact: market ing@achromicpoint .com

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ABOUT USDeveloping and managing a successful portfolio of businesses requires taking the right path to acquire, redeploy or divest resources and capabilities. Whether that means a merger, an acquisition, private equity, it is imperative to understand the pros and cons of each path and to learn which is most appropriate for a successful corporate. The Merger and Acquisition and Private Equity Summit will bring together commercial and investment banks, private equity houses, law firms, fund of fund investors and advisors for networking and discussion.

This seminar is designed to provide participants with important insights and the broad cross-functional perspective they need if their companies are seeking to enter into a merger or acquisition. The principles apply whether companies are using M&A to capture new product or regional markets, acquire scarce resources, cut costs or translate existing value into liquidity.

Despite the rapid growth of the private equity (PE) fund industry, relevant tax laws and regulations, especially those concerning the tax treatment of limited partners of PE investment funds, remain unclear. Private equity is an increasingly important source of finance for companies with high-growth potential. The goal of private equity is to recognize and help more businesses achieve their objectives for growth by providing them with finance, strategic advice and information at critical stages of their development. The seminar focuses on explaining and discussing tax issues commonly encountered by PE investment funds and partnership enterprises.

Join us at the only event in the market to cover content relevant for both private equity and merger &acquisition finance professionals, making it an essential event for anyone doing business in these areas.

BENEFITS OF ATTENDINGThis session will upgrade the participants with strategic, taxation, funding, valuation, legal, accounting concepts.

• Understanding of private equity trends and deal structures in India

• Ways of raising private equity fund by entrepreneurs and companies – finding, selecting, negotiation and closing Investment deals

• preparation for raising fund - Business Plan, Due Diligence, Investment model and Exit Strategies

• Understand the perspective of PEs – what do they look for in their portfolio companies and how do they analyze businesses before investing

• Learn modes of private equity financing – Equity, Debentures, Securities, Venture Capital, and Mezzanine

• How PE firms evaluate a business and risk involved in financing Legal documentation and Pre-Post financing issues.

• Identify and assess the sources of value creation in a restructuring event.

• Understand and acquire benefits from each aspect of due diligence

• Prepare for integration in advance through effective due diligence processes, identify and overcome the most common due diligence pitfalls.

This seminar can also be arranged for In-house Training. For more information about bringing this or other seminars to your organization, please write to us at enterprisesolutions@achromicpoint.com

IN-HOUSE SEMINARS/TRAININGS

WHO SHOULD ATTEND• Entrepreneurs and companies looking to

raise funds

• CA, CEOs, CXOs, CFOs, MDs and Senior Management

• PE/VC Funds

• Executives of the M&A team

• Directors of Strategic Planning and Financial Directors

• Corporate/General/In-house Counsel

• Company Secretaries

• Individual, Private and Institutional investors

• Investment Banks, Banks, FIs and FIIs, Merchant Bankers, Professional Advisers, Law Firms & Valuation Professionals

• Investment/Fund Managers

• Promoters

• Legal Heads & In-house Counsels

PROGRAM OUTLINESESSION 1Fund Raising Instruments

• PrivateEquity• PureEquity• PreferenceEquity• Debentures• Structured/MezzanineFunding• Challenges• CostofFunds

SESSION 2Structuring Considerations

• Regulatory,Tax,Accounting• FinancingOnshore/Offshore• Dilution• Leverage• CostofequityfundingvsDebtfunding

SESSION 3The Investment Cycle – from Entry to Exit

• PlanningExit”whenyouenter!• Thebottleneck• Changingdynamicsandtheroadahead

SESSION 4Panel Discussion

SESSION 5Introduction

• Mergerandamalgamation• Acquisitions• Jointventures

SESSION 6Mergers and Amalgamation

• CompaniesAct• SecuritiesLaw

Acquisition

• CompaniesAct• SecuritiesLaw

SESSION 7Exchange Controls , Taxes and Duties

• ForeignandOverseasDirectInvestments• Incometax• Servicetax• VAT

SESSION 8Due Diligence

• Legal• Tax• IT/Technology

w w w . a c h r o m i c p o i n t . c o m

SpeakerSMr. T R Prashanth Kumar - CEO, Karvy Investment Banking

Mr. T R Prashanth Kumar, CEO of Karvy Investment Banking, is an Investment Banker with experience of almost 30 years in public and private sector investment banks. He has good domain expertise in financial services. Through his career he has held various positions in the investment banking divisions of leading investment banks viz., BOB capital Markets Ltd, Enam Securities (now Axis Capital), SBI Capital Markets, Karvy Investor Services, Edelweiss Capital and IL&FS Invest smart (now HSBC Invest Direct). He has been associated with the fund raising

activities of some of the best performing corporates in India and is well networked with Corporates, Institutions and Regulatory Bodies. He has an expertise in building Investment Banking practice and excellent/efficient teams in various organizations.

Bomi Daruwala - Partner, Vaish Associates

Bomi Daruwala heads the Mumbai office of Vaish Associates. He has been associated with the Firm since 1988. Primarily a transactional lawyer, he specializes in mergers & acquisitions, restructuring of business, asset & share purchase deals, takeovers, divestitures, securities offerings, structuring of complex debt and equity investments and general corporate advisory.

He also has a wide range of experience in cross-border business transactions, private equity, angel and venture capital round financings, joint ventures, strategic alliances and business divorces.

His extensive business law and transactional experience includes corporate finance, corporate reorganizations, corporate governance, exchange control regulations advisory, entity formation and maintenance, and the drafting and negotiation of a variety of commercial agreements. He advises Private Equity / Venture Capital funds investing in the Education sector in India.

*More speakers to join in

Rajesh Doshi - Principal Founder, Steer Advisors

A Fellow Company Secretary and Law Graduate from India and a Fellow Chartered Secretary from the Institute of Chartered Secretaries of U.K., Mr. Rajesh Doshi is the Principal Founder of Steer Advisors.

Previously Mr. Doshi led the Corporate Advisory services at Waterfield Advisors focusing on Corporate structuring, M&A, exits for Private Equity investments and Corporate Governance. At Waterfield Advisors, he has lead the approach to exits for Private Equity (PE) investors in a

collaborative manner working with PE funds on their exit strategies proactively.

Varun Gupta - Managing Director, American Appraisal

Varun is the managing director responsible for overall management of operations in India, Singapore, Japan and Thailand, including technical direction and client management on complex engagements. He has more than 19 years of experience in valuation and financial advisory services.

Varun earned his MBA from the Indian Institute of Management. Prior to joining American Appraisal, Varun worked with Deloitte, leading a team of 70 professionals in providing valuation

services to US-based clients in relation to valuation of investments, purchase price allocation and impairment testing under US GAAP and IFRS.

Cancellation and Refund Policy

You must notify us by email at least 48 hours in advance if you wish to send a substitute participant. Delegates may not “share” a pass between multiple attendees without prior authorization. If you are unable to find a substitute, please notify Achromic Point Consulting (APC) in writing up to 10 days prior to the conference date and a credit voucher valid for 1 year will be issued to you for the full amount paid, redeemable against any other APC conference. No credits or refunds will be given for cancellations received after 10 days prior to the conference date. APC reserves the right to cancel any conference it deems necessary and will not be responsible for airfare‚ hotel or other costs incurred by registrants. No liability is assumed by APC for changes in program date‚ content‚ speakers‚ or venue.

Terms & Conditions:-

Achromic Point holds all the rights to circulate and distribute the information discussed, shared and presented at the seminar.

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Registration Fees:- INR 16,995 + 12.36% service tax for 2 days 

Conference fees include documentation, luncheon and refreshments. Delegates who attend all sessions will receive a Certificate of Attendance.

Please register me for Mumbai – 10th & 11th June

M & A and Private Equity Forum 2015

Early Bird fEEs$14,000 + 12.36%

22nd may 2015Early Bird Ends

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