ServicesCorporate Restructuring & Advisory

At Finaax Capital Advisors, we provide end-to-end corporate restructuring and advisory services designed to help businesses streamline operations, improve financial health, and drive sustainable growth.

Our expert team leverages deep industry knowledge and strategic insight to address complex challenges with tailored solutions. Whether you are navigating organizational transitions, optimizing capital structures, or enhancing operational efficiency, we stand by your side through every phase of the restructuring process.
Committed to innovation and strict regulatory adherence, Finaax empowers companies to unlock new avenues for growth and create lasting value for stakeholders. Our services include debt restructuring, mergers and acquisitions, divestitures, and comprehensive advisory support to fortify your business foundations and future-proof your enterprise.

Our team is equipped in executing transactions such as,

Mergers and Acquisitions (M&A) Advisory:

A merger occurs when two or more companies combine to operate as a single entity, whereas an acquisition involves a larger company purchasing a smaller one and assuming control as its new owner. With extensive experience in the financial sector, Finaax has partnered with a diverse range of businesses—from emerging enterprises to established corporations—building strong relationships with companies and investors alike. We specialize in guiding corporates through the entire M&A deal process, providing expert advisory support on both the buy-side and sell-side.

Our comprehensive M&A advisory services include:

  • Facilitating the purchase and sale of businesses and industrial units within India and internationally
  • Advising on the development of effective buy or sell strategies tailored to your business objectives
  • Identifying and engaging strategic investors, financial investors, or a blend of both, including cross-border M&A opportunities
  • Supporting negotiation processes to achieve optimal deal terms
  • Assisting with compliance in business, accounting, and legal due diligence
  • Drafting and managing the execution of transaction documents in collaboration with legal advisors
  • Coordinating with legal counsel to ensure adherence to all legal and regulatory requirements related to the transaction
  • Advising on and managing court proceedings, where applicable
  • Arranging acquisition financing through banks, financial institutions, and other lending sources
At Finaax, we are committed to delivering tailored solutions that maximize value and facilitate successful transactions for our clients.

Private Equity:

We assist early-stage and growing companies in securing equity funding to support their business expansion and operational needs. Recognizing that private equity funds and partners have diverse investment strategies, we help businesses identify the most suitable investors whose objectives align with their growth plans. By sourcing the right capital, we create synergies that add value both to our clients and their investors. Leveraging our strong relationships with a wide network of investors, we are well positioned to support clients in raising private equity and venture capital financing effectively.

Private Placement:

We assist companies in raising capital through private placements to meet their growth and strategic funding needs. Private placements offer a targeted approach to raising funds by connecting businesses with select investors such as institutional investors, high-net-worth individuals, and family offices. Understanding that each investor has unique criteria and investment strategies, we help companies identify the right private placement partners whose goals align with the business vision. Our role is to source capital that adds strategic value and synergy for both our clients and investors. With strong relationships across the investor community, we are well equipped to support clients in structuring and executing private placement transactions that accelerate business growth and expansion.

Demerger:

We assist companies in executing demergers to strategically realign their business operations and unlock shareholder value. A demerger allows a company to separate one or more business units into independent entities, enabling focused management, enhanced operational efficiency, and clearer strategic direction. Recognizing that each demerger involves unique financial, legal, and regulatory considerations, we help businesses navigate the complex process with tailored solutions. Our team supports clients in identifying the right structure, managing stakeholder communications, and ensuring compliance with all applicable laws. Leveraging our strong industry relationships and expertise, we guide companies through successful demerger transactions that create sustainable value for shareholders and position the new entities for long-term growth.

Open offer and Take Over:

We assist companies and investors in managing open offers and takeover transactions with strategic guidance and comprehensive support. An open offer is a crucial mechanism in takeover bids, allowing acquirers to purchase additional shares from existing shareholders to gain significant control over the target company. Understanding the regulatory complexities and procedural requirements involved, we help clients navigate the entire process—from structuring the offer and ensuring compliance with securities laws to engaging with shareholders and managing disclosures. With our strong expertise and extensive network in the capital markets, we enable clients to execute open offers and takeovers smoothly, maximizing value creation while maintaining transparency and regulatory adherence throughout the transaction.

Migration:

We assist companies in managing migration processes to facilitate smooth transitions across regulatory frameworks, stock exchanges, or corporate structures. This includes migration from one stock exchange to another, as well as upgrading listings from SME platforms to the Mainboard, enabling businesses to enhance their visibility, liquidity, and access to capital. Understanding the complexities involved, we provide tailored guidance to help clients plan and execute migration efficiently while ensuring full compliance with legal and regulatory standards. Our team supports stakeholder communication, documentation, and coordination with regulatory authorities to minimize disruptions.
With strong expertise and trusted relationships in the financial ecosystem, we help companies successfully navigate migration, unlocking new growth opportunities and enhancing corporate value.

Estate and Succession Planning:

At Finaax, we help ensure a seamless and secure transition of your legacy through thoughtful estate and succession planning. Our experts assist in designing Special Purpose Vehicles (SPVs) that are tailored to preserve your wealth and values for future generations. Each plan is crafted with a long-term perspective, ensuring continuity, protection, and alignment with your vision.

Long-Term Family Income Planning:

Finaax offers Long-Term Family Income Planning to help families manage and sustain wealth across generations. Our team works closely with you to develop customized financial plans that reflect your family’s aspirations and financial objectives. We focus on building resilient income structures that ensure long-term security, growth, and peace of mind.

Asset Segregation and Optimization:

At Finaax, we specialize in optimizing asset value through strategic asset segregation and corporate restructuring. Our goal is to maximize wealth while taking into account tax efficiency and the financial objectives of promoters. Whether through reorganizing business structures or realigning asset ownership, we help clients enhance profitability, minimize tax exposure, and unlock long-term value.