Corporate finance & strategic advisory

The amount is one question. The structure is the real decision.

Capital should serve the business plan.

Sharegiants advises promoters evaluating growth funding, refinancing, equity or a strategic transaction. We clarify the requirement, prepare the case and coordinate conversations with suitable counterparties.

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A starting point for your decision
Explore your mandate

Start with the decision in front of you.

Select a situation. The questions, routes and preparation change with the mandate.

A DISCUSSION STARTER01 / 05

Growth & working capital

Fund expansion while keeping operations resilient.

THE FIRST ISSUE

Map investment and working-capital timing against collections and repayment capacity.

ROUTES TO EXAMINE

Working-capital lines, term credit, structured capital or growth equity may each be worth examining. The cash-flow case decides what can be pursued.

BRING TO THE FIRST DISCUSSION

Recent financials, cash-flow projections, use of funds and details of current facilities.

Discuss this mandate

These are questions for an initial conversation. A funding or transaction route depends on diligence, counterparty appetite and the company’s circumstances.

Before outreach

Prepare a case that can stand up to the next question.

Promoters need more than a list of lenders or investors. The business case, structure and information have to work together before conversations begin.

01 / ASSESSUnderstand the requirement

Purpose, timing, existing obligations and the decisions still open.

02 / STRUCTURECompare possible routes

Cash flow, security, ownership and cost shape the options worth pursuing.

03 / PREPAREMake the case

Financial analysis, materials and management responses for informed discussions.

04 / COORDINATECarry it forward

Counterparty engagement, diligence, terms and closing conditions as the mandate requires.

Where we work

Across capital and transactions.

Explore all services
01 / FUNDING

Raise or refinance capital

Debt, equity and hybrid routes assessed against the business and its obligations.

02 / TRANSACTIONS

Buy, sell or combine

Valuation, diligence and transaction support around a defined strategic objective.

03 / PUBLIC MARKETS

Prepare for a listing

Readiness work before an SME or Main Board issue process with appointed intermediaries.

A useful perspective

Sometimes the first answer is not yet.

Before approaching a bank, NBFC, AIF, family office or investor, the purpose, repayment case, ownership expectations and evidence need to hold together. If preparation or timing needs work, we would rather identify it early.

Start a conversation
Sharegiants

Bring the business question. We can start there.

A brief outline of the objective and timing is enough for an initial discussion. Detailed documents can follow through an agreed channel.

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Products & services

A funding structure that fits the job.

The useful question is which structure the business can support, at what cost and with what effect on ownership and control.

Explore our work

Choose the work your mandate needs.

Use the categories to narrow the view. Each service begins with the business question, not an instrument.

Showing all 8 services

01Funding

Equity & private capital

WHEN USEFUL

Growth or an acquisition needs patient capital, and the promoter is open to discussing ownership.

OUR WORK

We shape the investment case, prepare materials and coordinate selected investor conversations.

BRING FIRST

Latest financials, growth plan, capital requirement and shareholding.

02Funding

Structured debt

WHEN USEFUL

A standard term loan does not fit the timing or cash flows.

OUR WORK

We compare repayment, security, cost and dilution across possible debt or hybrid structures, including NCDs, OCDs or OCNs where appropriate.

BRING FIRST

Debt schedule, cash-flow projections, available security and use of funds.

03Funding

Bank & NBFC credit

WHEN USEFUL

Working capital, capex or refinancing needs a lender-led solution.

OUR WORK

We test repayment capacity, prepare the credit case and coordinate suitable lender discussions.

BRING FIRST

Financials, existing facilities, security details and funding timeline.

04Funding

Syndication & refinancing

WHEN USEFUL

Existing facilities need reworking, or several lenders may be required.

OUR WORK

We compare terms, coordinate lender information and track conditions through closing.

BRING FIRST

Facility letters, repayment schedule, security and current covenants.

05Transactions

M&A advisory

WHEN USEFUL

You are considering a purchase, sale or strategic combination.

OUR WORK

We examine valuation and counterparties, then support approved outreach, diligence and negotiations.

BRING FIRST

Transaction objective, ownership, financials and key obligations.

06Transactions

Valuation & diligence

WHEN USEFUL

A capital raise or transaction needs a defensible value and a clear risk view.

OUR WORK

We model scenarios and coordinate formal legal, tax or valuation specialists where required.

BRING FIRST

Historical financials, forecasts, assumptions and material contracts.

07Readiness

Investor materials

WHEN USEFUL

The business case is strong but the information is scattered.

OUR WORK

We develop the memorandum, presentation, financial analysis and management discussion pack.

BRING FIRST

Financials, projections, capital plan and existing company materials.

08Readiness

IPO readiness

WHEN USEFUL

The promoter is assessing an SME or Main Board listing.

OUR WORK

We identify gaps in records, governance, capital structure and the equity story before formal issue work.

BRING FIRST

Audited financials, shareholding, corporate records and compliance history.

A route is a starting point

Not sure where your requirement fits?

The mandate explorer frames the first issue, possible routes and information to prepare. It does not determine eligibility or terms.

Explore your mandate
Equity & IPO

From private capital to public markets.

Private equity, strategic capital and an IPO each ask something different of a promoter. We examine purpose, ownership and readiness before discussing a route.

Equity routes

Different markets. Different preparations.

01 / PRIVATE

Private capital

A negotiated investment calls for a credible growth plan, valuation context and clarity on the stake offered.

02 / LISTING

SME & Main Board readiness

A possible listing requires stronger records, governance, disclosure preparation and management readiness.

03 / LISTED

Further equity capital

Rights issues, QIPs and further public offers may be options for eligible listed companies, subject to applicable rules and appointed intermediaries.

Listing preparation

A listing decision begins before an offer document.

These are the questions a promoter can work through ahead of a formal issue mandate.

  1. 01
    Is a listing the right route?

    Test the capital need, shareholder goals and timing.

  2. 02
    Where are the gaps?

    Review financial records, governance, capital structure and management readiness.

  3. 03
    What needs preparation?

    Organise information and management responses before entering a formal process.

  4. 04
    Who leads the issue?

    The issuer appoints a SEBI-registered merchant banker and other intermediaries for formal issue work.

Clear responsibilities

Preparation and formal issue work have distinct mandates.

Sharegiants works with promoters on general corporate finance and readiness before a formal public issue. A SEBI-registered merchant banker must be separately appointed to lead regulated issue management.

The appointed intermediaries handle formal due diligence, offer documents, filings and other issue responsibilities under their mandates. Sharegiants’ scope is agreed separately for each engagement.

Discuss readiness
About us

People who stay close to the work.

A mandate needs judgment, preparation and follow-through. These are the people behind Sharegiants’ corporate finance advisory.

Leadership

The people behind the mandate.

Prasad Joshi

Prasad Joshi

Director

Prasad has spent more than two decades in capital markets and corporate finance. At Sharegiants, he works with promoters on funding requirements, transaction structuring and lender or investor engagement.

Saamir Thakkar

Saamir Thakkar

Associate Director

Founder of S. J. Thakkar & Associates, Saamir has more than 24 years in finance, including project and trade finance, ECBs, private equity, promoter funding and stressed assets.

Sandip Sale

Sandip Sale

Associate Director

Sandip brings more than 27 years across technology and financial markets, including assignments with TCS, Lehman Brothers, Nomura and J.P. Morgan.

Mentors

Experience around the table.

Sandeep Pandey

Sandeep Pandey

Mentor

Sandeep brings more than two decades in banking, capital markets and wealth management. He advises on capital raising, debt syndication, IPO readiness and strategic finance.

Pankaj Dhanesha

Pankaj Dhanesha

Mentor and Corporate Finance Advisor

Pankaj works with growing businesses on valuation, fundraising and preparation for SME and Main Board opportunities. He is a Designated Partner at Dhanesha Advisory LLP.

How we work

From first assessment to the next decision.

We define scope for each mandate and coordinate the specialists the work requires.

01 / UNDERSTANDDefine

Objective, constraints and capital need.

02 / PREPAREBuild

Analysis, materials and management responses.

03 / ENGAGEDiscuss

Appropriate lenders, investors or counterparties.

04 / FOLLOW THROUGHResolve

Diligence, terms and closing conditions.

Contact

Let’s discuss the decision ahead.

An initial conversation can begin with the business objective, timing and where the process stands.

Sharegiants contact

Start with the broad requirement.

A short outline is enough to begin. Sensitive documents can follow through an agreed channel.

Call Sharegiants+91 98204 56052
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Considering an equity or IPO path?

We can discuss readiness and the work required before a formal issue mandate.

See the equity pathway
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