Corporate finance & strategic advisory

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

FORgrowth capital.refinancing.an equity partner.a transaction.

Capital should serve the business plan.

We help promoters assess the capital they need, prepare the case and pursue a structure the business can support.

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.

Discuss your funding requirement Contact Sharegiants
Explore our experience across sectors ↓A starting point for your decision
THE ADVISORY LENS01 / 04
01 / OBJECTIVEWhat must capital do?
02 / CAPACITYWhat can the business carry?
03 / STRUCTUREWhat terms fit?
04 / ENGAGEMENTWho should join the discussion?
A CLEARER ROUTE BEGINS HERE
WHERE WE WORKAcross capital and transactions.
01 / FUNDINGRaise or refinance02 / OWNERSHIPEquity capital03 / STRATEGYBuy, sell or combine04 / READINESSPrepare for listing
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
THE DECISION MAPGrowth capital
01Purpose
02Cash flow
03Security
04Timing
POSSIBLE ROUTES TO EXAMINEDebt · equity · hybrid

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 funding products
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.

Experience in practice

Every mandate starts with the business question.

Our team has worked with promoters on working capital, refinancing, structured debt, hybrid capital and equity transactions across different industries. We begin by understanding the purpose of the capital, the business’s capacity and the terms a counterparty would need to assess.

₹4,033 crore raised16 selected completed fundraises

Cumulative team experience, including prior engagements; this is not an annual figure. Client names are withheld.

36 current funding opportunitiesAt different stages, including active mandates and mandate discussions. These are prospective requirements, not funds raised, and are excluded from the completed total.
Breadth of current work

Different sectors. Different funding questions.

Current opportunities and discussions span solar, EPC contracting, bitumen manufacturing, steel manufacturing, iron ore, CCTV manufacturing, IT services, pharmaceuticals and specialty chemicals. Some are active mandates; others remain at the discussion stage. Client identities are withheld.

01 / GROWTH CAPITAL

A real estate business assessing a structure that combines debt and equity.

02 / WORKING CAPITAL

An IT business aligning funding with its operating and collection cycle.

03 / STRUCTURED FUNDING

A steel business examining an optionally convertible debt route.

These are anonymised examples of work undertaken by team members, including prior engagements. Each new mandate depends on the company’s circumstances, diligence and counterparty appetite.

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.

Contact Sharegiants
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. For proposed acquisitions of companies listed on BSE or NSE Main Board or SME platforms, we help buyers assess strategic fit, ownership, funding and diligence. The team draws on prior experience; this is a new Sharegiants offering. A separately appointed SEBI-registered merchant banker manages any regulated open-offer work.

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
Funding products

Capital routes for different business needs.

An instrument is useful only when its terms fit the business. Explore each route, then tell us what the capital needs to do.

What we arrange

Find the route that fits the requirement.

These are starting points for a conversation. The business case decides which route is worth pursuing.

Working capital & term loansFor businesses funding operations, equipment or a defined expansion.Project financeFor a defined project with a credible cost plan and cash-flow case.Unsecured business loansFor an established business assessing credit without specific asset security.Loan against propertyFor funding backed by eligible property security.Loan against sharesFor promoters or businesses considering borrowing against eligible shareholdings.NCDs & OCDsFor funding that needs terms beyond a conventional bank loan.CCPS & equity-linked capitalFor growth funding where ownership and control are part of the decision.Mezzanine & quasi-equity capitalFor growth or acquisitions where conventional debt and ordinary equity do not fit the full requirement.Leveraged buyout transactionsFor an acquisition where borrowed capital forms part of the purchase structure.
Corporate finance / Funding routes

CCPS & equity-linked capital

For growth funding where ownership and control are part of the decision.

Start with the business need.

Equity-linked funding can provide patient capital, but it changes the questions around valuation, conversion, rights and future rounds. We help promoters assess what capital is needed, what stake or economic rights may be involved and how the structure fits the longer-term plan.

How we work on it.

We prepare the investment case and coordinate selected investor conversations. Bring current shareholding, historical financials, projections, funding use and material agreements. Transaction terms and required approvals need specialist legal and tax review.

This page describes an advisory route, not an offer or assurance of funding. Any facility or transaction depends on assessment, diligence, counterparty appetite and applicable requirements.

← Explore other funding routes
Corporate finance / Funding routes

Leveraged buyout transactions

For an acquisition where borrowed capital forms part of the purchase structure.

Start with the business need.

A buyout is more than a purchase price. The buyer must understand the target’s cash generation, existing liabilities, integration needs and the debt that the combined plan could sustain. We examine the proposed acquisition, available equity, repayment sources and downside cases before a financing route is pursued.

How we work on it.

We support transaction assessment, financing structure, valuation work and coordinated discussions with lenders, investors and specialist advisers. Bring the acquisition outline, target information available under confidentiality, proposed consideration and buyer funding plan.

This page describes an advisory route, not an offer or assurance of funding. Any facility or transaction depends on assessment, diligence, counterparty appetite and applicable requirements.

← Explore other funding routes
Corporate finance / Funding routes

Loan against property

For funding backed by eligible property security.

Start with the business need.

Property can support a financing discussion, but its value alone does not answer the repayment question. We examine ownership, available security, existing charges, the proposed use of funds and the cash flows expected to service the loan.

How we work on it.

We coordinate the case with suitable lenders and their legal and valuation processes. Bring title documents, property details, existing loan and charge information, financial statements and a clear funding purpose.

This page describes an advisory route, not an offer or assurance of funding. Any facility or transaction depends on assessment, diligence, counterparty appetite and applicable requirements.

← Explore other funding routes
Corporate finance / Funding routes

Loan against shares

For promoters or businesses considering borrowing against eligible shareholdings.

Start with the business need.

A share-backed facility requires attention to the securities offered, their liquidity, applicable margin, price movement and the consequences of a margin call. We start with the purpose of borrowing and the ability to repay independently of short-term share prices.

How we work on it.

We help frame the requirement and coordinate counterparty discussions, subject to applicable rules and lender terms. Bring shareholding and demat details, existing pledges, financial information and the intended use of funds.

This page describes an advisory route, not an offer or assurance of funding. Any facility or transaction depends on assessment, diligence, counterparty appetite and applicable requirements.

← Explore other funding routes
Corporate finance / Funding routes

Mezzanine & quasi-equity capital

For a funding need that calls for a tailored mix of risk, repayment and ownership rights.

Start with the business need.

Mezzanine and quasi-equity describe negotiated capital structures that can sit between senior debt and ordinary equity in economic effect. Depending on the transaction, they may involve subordinated repayment, conversion rights or participation in the upside. The label alone tells a promoter very little: cash servicing, security, control rights and the cost under different outcomes matter more. We begin with the purpose of the capital and the business’s capacity to meet its obligations before comparing possible structures.

How we work on it.

We map the proposed funding against existing facilities and the promoter’s ownership objectives, then prepare the case for relevant capital providers. Useful starting material includes the current capital structure, debt terms, historical financials, projections, use of funds and shareholder arrangements. A proposed instrument is shaped by investor appetite and reviewed with legal and tax advisers; no single structure suits every business.

This page describes an advisory route, not an offer or assurance of funding. Any facility or transaction depends on assessment, diligence, counterparty appetite and applicable requirements.

← Explore other funding routes
Corporate finance / Funding routes

NCDs & OCDs

For funding that needs terms beyond a conventional bank loan.

Start with the business need.

A non-convertible debenture is a debt route; an optionally convertible debenture adds an ownership decision if conversion is exercised under its terms. Neither should be chosen solely because a conventional loan is difficult. We compare cost, security, covenants, repayment and possible dilution against the business plan.

How we work on it.

We support commercial structuring, materials and discussions with suitable counterparties. Legal documentation, placement and any regulated activity are handled by appropriately appointed professionals and intermediaries. Bring the capital plan, financials, existing debt, security position and ownership expectations.

This page describes an advisory route, not an offer or assurance of funding. Any facility or transaction depends on assessment, diligence, counterparty appetite and applicable requirements.

← Explore other funding routes
Corporate finance / Funding routes

Project finance

For a defined project with a credible cost plan and cash-flow case.

Start with the business need.

A project can look attractive on completion and still face a funding gap during construction or commissioning. We begin with the project cost, equity contribution, approvals, implementation schedule and expected cash generation. Those details determine how much debt a project may support and when it can be repaid.

How we work on it.

We organise the project funding case and coordinate lender or institutional discussions. The first review should include the project report, cost estimates, approvals, contracts, promoter contribution, projected cash flows and existing obligations.

This page describes an advisory route, not an offer or assurance of funding. Any facility or transaction depends on assessment, diligence, counterparty appetite and applicable requirements.

← Explore other funding routes
Corporate finance / Funding routes

Unsecured business loans

For an established business assessing credit without specific asset security.

Start with the business need.

Unsecured does not mean documentation-free. Lenders will still examine business performance, banking conduct, cash generation, existing debt and the purpose of borrowing. We test whether the amount sought is consistent with the company’s capacity before approaching a counterparty.

How we work on it.

We prepare a focused lender discussion around the business and its repayment case. Bring financial statements, bank statements, current borrowing details, tax filings and the intended use and duration of funds. Availability and terms depend on lender assessment.

This page describes an advisory route, not an offer or assurance of funding. Any facility or transaction depends on assessment, diligence, counterparty appetite and applicable requirements.

← Explore other funding routes
Corporate finance / Funding routes

Working capital & term loans

For businesses funding operations, equipment or a defined expansion.

Start with the business need.

A funding need often begins with a timing gap: suppliers must be paid before customers pay, or investment must be made before additional revenue arrives. We review the operating cycle, existing limits and projected cash flows to understand what the business can carry. A working capital facility and a term loan solve different problems; the structure should reflect the use of funds and repayment source.

How we work on it.

We help prepare the credit case, review the information lenders are likely to ask for, and coordinate discussions with appropriate banks or NBFCs. Bring recent financial statements, facility letters, receivables and payables ageing, projections and a clear use of funds.

This page describes an advisory route, not an offer or assurance of funding. Any facility or transaction depends on assessment, diligence, counterparty appetite and applicable requirements.

← Explore other funding routes
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 / STRUCTURED

Mezzanine & quasi-equity

Capital with negotiated repayment, conversion or participation terms can bridge a funding gap. Explore the route ↗

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.

Listed-company acquisitions

Assess the business before the listing status.

For prospective acquirers considering a BSE or NSE Main Board or SME-listed company, Sharegiants can support the strategic assessment, valuation context, funding plan and coordination of diligence. The team draws on prior individual experience; this is a new Sharegiants offering. Open-offer management and other regulated work require separately appointed qualified intermediaries.

Discuss an acquisition ↗
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 over two decades of experience in capital markets and corporate finance, including fundraising, SME IPOs on NSE Emerge and BSE SME, leveraged buyouts and M&A. At Sharegiants, he helps promoters weigh funding routes, structure transactions and engage lenders and investors.

Saamir Thakkar

Saamir Thakkar

Associate Director

Saamir has more than 24 years of experience in finance and is the founder of S. J. Thakkar & Associates. His work spans project and trade finance, external commercial borrowings, private equity, promoter funding and stressed assets. At Sharegiants, he brings that breadth to structuring and evaluating corporate funding requirements.

Sandip Sale

Sandip Sale

Associate Director

Sandip brings more than 27 years of experience across technology and financial markets, with assignments at TCS, Lehman Brothers, Nomura and J.P. Morgan. His cross-sector background helps him examine a business requirement alongside the systems, information and execution work needed to carry a transaction forward.

T. T. Pandian

T. T. Pandian

Associate Director

Founder of Sairam Enterprises, T. T. Pandian supports business origination and promoter relationships across India for Sharegiants. He works with businesses seeking fundraising or strategic advisory support, understands their requirements, and coordinates suitable opportunities with the advisory team.

Mentors

Experience around the table.

Sandeep Pandey

Sandeep Pandey

Mentor

Sandeep has more than two decades of experience in banking, financial services and capital markets. His supplied profile records earlier associations with HDFC Bank, ICICI Bank and ABN AMRO Bank, and identifies him as Partner at Emkay Global Financial Services Ltd. and Managing Director at Basav Capital Advisory Private Limited. He contributes perspective on capital raising, debt syndication, wealth management 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. As a Designated Partner at Dhanesha Advisory LLP, he brings an advisory perspective to financial assessment and transaction preparation. His role with Sharegiants is as mentor and corporate finance advisor.

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
WhatsApp Sharegiants Start a chat
Visit us / Mumbai

Find Sharegiants.

Sharegiants Wealth Advisors Pvt. Ltd.

Flat 1, Ground Floor, A-2, Parvati Niwas, Pai Nagar, SV Road, Near Borivali Phatak (next to petrol pump), Borivali West, Mumbai 400092
Get directions ↗Call +91 98204 56052Email us ↗

Please arrange an appointment before visiting.

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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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