Transaction Advisory
Transaction Advisory for M&A and Cross-Border Deals
Transaction Advisory
Mergers and acquisitions are won or lost in the details. Financial due diligence. Valuation strategy. Taxefficient structuring. Integration planning. Most advisors handle one or two of these well. We handle all of them.
Transaction Advisory from Vaishvik JHS is built for Indian businesses acquiring, being acquired, or undertaking cross-border expansion – where institutional advisory fees are often prohibitive and smaller teams may lack the depth to handle international complexity.
What is transaction advisory?
Transaction advisory sits between strategy (should you acquire?) and execution (closing the deal).
It covers:
Financial Due Diligence
Not just auditing the target’s books. Understanding the quality of earnings, working capital patterns, contingent liabilities, and the financial reality behind the accounting.
Valuation Strategy
What is the target actually worth? How does your valuation compare to seller expectations? What are the levers for negotiation?
Deal Structuring
The same transaction can be structured in three ways. One might trigger a 35% tax bill. Another might trigger 12%. We design the structure that delivers the outcome.
Integration Planning
The target is acquired. Now what? Cash flow integration. Reporting alignment. Functional redesign. Most deals destroy value in year two because integration planning was an afterthought.
That is what transaction advisory covers. All of it. Led by one named partner.
Who uses this service
Buyer-side companies
evaluating acquisition targets and needing objective financial assessment before signing an LOI.
Seller-side companies
preparing to sell and needing to understand financial value drivers and negotiation positioning.
Promoter families
undertaking acquisitions as part of growth strategy and seeking professional financial due diligence and deal architecture.
Companies undertaking cross-border acquisitions
where regulatory, tax, and integration complexity demands specialist guidance.
Who engages Strategic Advisory
Stage 1: Acquisition Strategy & Target Scoping
We work with your CFO and board to define what “the right target” looks like financially. That clarity shapes everything that follows.
Stage 2: Financial Due Diligence
Our team conducts forensic-level financial review:
- Three-year audited financial statements and tax filings review
- Quality of earnings analysis and working capital trends
- Contingent liability identification and probability assessment
- Management discussion and reconciliation of discrepancies
- Benchmarking against peer financials and industry norms
This is not compliance checking. This is financial investigation.
Stage 3: Valuation & Negotiation Strategy
We produce an independent valuation range informed by:
- Comparable company analysis and transaction precedents
- DCF analysis and sensitivity scenarios
- EBITDA multiple benchmarking
- Recommendation on fair value, walk-away price, and optimal offer range
Stage 4: Deal Structuring
The deal structure determines tax impact, earnout mechanics, seller financing, and regulatory approval paths. We design the structure that serves your objectives:
- Asset vs. equity transaction implications
- Tax-efficient structuring (especially for cross-border deals)
- Earnout and contingent consideration architecture
- Seller financing and working capital adjustment mechanisms
Stage 5: Integration Planning
The acquisition is signed. Now comes integration – where most deals destroy value.
We work with your operations and finance teams on:
- Detailed integration calendar and workstream planning
- Reporting and accounting system consolidation
- Functional overlap identification and cost elimination
- Cash flow forecasting and working capital optimisation
- Talent and cultural assessment
The advantage of Vaishvik for transaction advisory
Ajay Rotti leads every transaction engagement. You speak to a partner, not a manager or associate. Senior international tax and cross-border M&A experience – built across leading advisory practices – is applied to every deal.
If you are acquiring internationally or selling to an overseas buyer, our experience serving international CPA firms gives us hands-on knowledge of USA, UK, Australian, and New Zealand regulatory environments.
Engagement scope and timeline
Typical engagement
3–6 months from initial strategy through deal close.
Team composition
1 named partner (Ajay Rotti) + 2–3 senior professionals + supporting analysts,
depending on target size and complexity.
Fees
Discussed directly during the consultation call – structured to fit the scope and complexity of each engagement.
Deliverables
- Strategy memo (acquisition thesis and target profile)
- Due diligence report (100–200 pages; executives summary + detailed findings)
- Valuation model and recommendation memo
- Deal structure options analysis and recommendation
- Integration planning framework and calendar
The Partner Leading This Practice
Ajay Rotti
brings 15+ years of cross-border M&A and transfer pricing experience from leading international tax and advisory practices. He has led transaction advisory on:
- Multi-market acquisitions with regulatory complexity
- Cross-border IPO preparations and financial restructuring
- Divestiture planning for multinational companies
- International tax optimisation for growth-stage businesses
Every transaction engagement reflects that depth.
