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Apohan - Scope of Work V03 - Success Fees 23-06-2020

The document outlines a proposed work allocation between Apohan Corporate Consultants Pvt. Ltd. and their client for an M&A advisory contract. It lists 47 scopes of work and assigns primary responsibility for each scope to either Apohan or the Client. The majority of items are assigned to Apohan, including developing marketing materials, identifying investors, conducting negotiations and due diligence, and closing the deal. A few post-closing items like handholding for six months are assigned to the Client.

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73 views

Apohan - Scope of Work V03 - Success Fees 23-06-2020

The document outlines a proposed work allocation between Apohan Corporate Consultants Pvt. Ltd. and their client for an M&A advisory contract. It lists 47 scopes of work and assigns primary responsibility for each scope to either Apohan or the Client. The majority of items are assigned to Apohan, including developing marketing materials, identifying investors, conducting negotiations and due diligence, and closing the deal. A few post-closing items like handholding for six months are assigned to the Client.

Uploaded by

arunjoshi12345
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Proposed Work Allocation for Client - Version 3 Dt.

22-06-2020
Sr. Scope Client Apohan
No.
1 Principal to consultants NDA 
2 Consulting proposal  
3 M&A advisory contract  
4 M&A process presentation  
5 Business Profile of Apohan client  
6 Profile of target company/investor  
7 Inception report  
8 Schedule of investment requirement  
9 Analysis of basic Financial documents  
10 Analysis of basic corporate documentation  
11 Consultant's plant / facility visit  
12 Teaser (Anonymous)  
13 Pitch deck presentation (Anonymous)  
14 Information memorandum  
15 Data sheet (if required)  
16 Business plan  
17 Formulation of Strategy  
18 Preparation of Strategic Options  
19 Financial / Valuation model (.xls)  
20 Advertisement drafts for online media  
21 Advertisement drafts for physical media  
22 Circulation of advertise to investors  
23 Shortlisting of eligible investors  
24 Identification of the Investor  
25 Mutual NDA (Principal to Principal)  
26 Investor's plant/ facility visit  
27 Preliminary due-deligence of investor  
28 Presentation to investor  
29 Investor proposal/ offer analysis  
30 Financial / contractual Negotiations  
31 Deal Structure (Business / Legal / Corporate /  
Tax)
Sr. Scope Client Apohan
No.
32 Term-sheet  
33 Document list for data room  
34 Assistance in seller due diligence  
35 Assistance in reverse due diligence, if needed  
36 Handling of investor's query  
37 Draft business Transfer agreement  
38 Final Investment contract (BTA)  
39 Closure of Deal / Execution of contract  
40 Amendment drafts in MOA/AOA  
41 Board / GM resolution drafts  
42 Disbursment of Funds  
43 Accounting of M&A deal  
44 Taxation of M&A deal  
45 Issue of equity / securty to investor  
46 Handholding for 6 months  
47 Monthly Status Report  

Apohan Corporate Consultants Pvt. Ltd.


Address: Office No. 11, First Floor, Shriram Complex, Model Colony Road, Shivajinagar, Pune,
Maharashtra, India -411016 (Landmark – Fergusson College)
Landline: +91 20 25650005
E-mail: [email protected] / [email protected]
Website: www.apohanconsultants.com
Profile: https://www.linkedin.com/company/apohanconsultants

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