Empowering Organizations
Through Strategic Outsourcing and Innovation
Diverse Sector Excellence at Investeraz
Energy
Transportation & Logistics
Retail
Banking & Financial Services
Telecom & Technology
Education
Strategy Consulting
Our strategy consulting services involves advising our clients on high-level decisions to improve their financial and operational performance, achieve long-term objectives focussing on the overall direction and goals of the organization. We provide the following services under Strategy consulting services:
- Corporate Strategy: Guiding the overall direction of the company, including mergers, acquisitions, and divestitures.
- Business Strategy: Advising on how to compete successfully in particular markets and industries.
- Operational Strategy: Improving the efficiency and effectiveness of business operations.
- Digital Strategy: Helping organizations navigate the digital landscape and leverage technology for growth.
- Organizational restructuring Strategy: Structuring the organization to align with its strategic goals.
- Market Entry Strategy: Planning how to enter new markets or sectors.
We work with senior management and the CXO levels to provide insights based on detailed analysis of the organization, market conditions, competitive landscape, and other relevant factors. Our solutions are based on data-driven methodologies to identify opportunities for growth, cost reduction, and risk mitigation, and to help you develop actionable plans to achieve the desired outcomes.
Valuation services
Our business and asset valuation services involve determining the economic value of a business, asset, or liability for various financial, legal, and strategic purposes, including mergers and acquisitions, investment analysis, financial reporting, and litigation support. We provide our support on the following valuation services:
- Business Valuation: Estimating the value of an enterprise / business / ownership interest, commonly used in mergers and acquisitions, Sales, and Partnership Agreements (SPA)
- Asset Valuation: Determining the value of specific assets, such as real estate, intellectual property, and financial instruments.
- Financial Reporting Valuation: Providing valuations for financial statements, ensuring compliance with accounting standards / IFRS and regulatory requirements.
- Fairness Opinions: Offering an independent assessment of the fairness of a proposed transaction, often used in mergers and acquisitions to protect shareholders’ interests.
- Portfolio Valuation: Valuing investment portfolios for institutional investors, private equity firms, and hedge funds to assess performance and make informed investment decisions.
Our valuation professionals use various methodologies and approaches, including income approach / discounted cash flow method, market comparable method, precedent transaction analysis, and asset-based approaches, to arrive at accurate and defensible valuations for your company.
Financial Due Diligence
We provide Buy side as well as Sell side Financial due diligence (FDD) review of a company’s financial health before major M&A or divestiture transactions. Our solutions broadly in this area involve:
- Historical Financial Performance: Reviewing financial statements to assess profitability and stability.
- Revenue and Profitability: Evaluating revenue growth and profit margins.
- Working Capital and Cash Flow: Analysing cash flow and working capital management.
- Debt and Financing: Examining debt levels and financial obligations.
- Taxation: Checking tax compliance and planning.
- Internal Controls and Systems: Assessing accounting policies and internal controls.
- Forecasts and Projections: Reviewing financial forecasts and assumptions.
- Key Financial Risks: Identifying potential liabilities and risks.
- Compliance and Regulatory Issues: Ensuring regulatory and legal compliance.
Our in depth FDD review assist buyers make informed decisions while providing in-depth current state situation to sellers for better negotiation terms.
JV advisory
Joint Venture (JV) advisory services of Investeraz assists companies to co create and identify the right JV partner aligning to your market expansion strategies and expectations. These services ensure that the JV is strategically sound, legally compliant, and operationally effective. Following are the areas we support you in your JV needs as an advisor:
- Define Objectives: Clarify strategic goals for the JV.
- Market Research: Analyse the market to find opportunities.
- Identify Partners: Look for complementary companies.
- Initial Contact: Engage potential partners for interest.
- Due Diligence: Assess potential partners’ capabilities and stability.
- Strategic Fit: Ensure alignment of goals and strengths.
- Feasibility Study: Evaluate market potential and financial viability.
- Business Plan: Outline objectives, strategies, and financials.
- Negotiate Terms: Agree on ownership, roles, and profit-sharing.
- Legal Review: Ensure compliance with laws and regulations.
- Formal Agreement: Finalize and sign the JV agreement.
- Implementation Plan: Develop timelines and resource allocation.
- Launch and Monitor: Start the JV and track performance.
- Exit Strategy: Planning exit conditions and managing divestiture if needed.
Capital market advisory (CMA)
Our CMA services focuses on getting our clients ready for their Initial Public Offering (IPO) in various emerging markets such as India, DIFC (UAE), Kuwait, and developed markets such as Singapore Stock exchange, Alternate Investment markets (AIM) London – UK. As part of this service we assist clients in the following readiness areas:
- Preparation and Planning:
- Feasibility Analysis: Assessing whether an IPO is the right strategic move for the company.
- Readiness Assessment: Evaluating the company’s financial health, operational readiness, and compliance with regulatory requirements.
- Project Management: Developing a comprehensive IPO timeline and project plan.
- Financial Advisory:
- Valuation: Determining the company’s market value and setting an appropriate share price.
- Financial Statements: Ensuring that financial statements comply with regulatory standards and are prepared for public scrutiny.
- Financial Projections: Creating financial models and forecasts to present to potential investors.
We work alongside investment banks, market underwriters with expertise in capital markets, regulatory requirements, and strategic financial planning to make your IPO a smooth and hassle free journey
Data Analytics & AI
Startup Advisory
- Creation of Business Plans & Financial Models
- Preparing Investor Presentations & IM’s
- Mentorship of the founding team
- Equity structuring
- Finance Outsourcing & CXO functions
- Representing the Startup before Venture capitalists
- Advising on Exit strategies
Streamlined Financial PartnerEfficient Outsourcing Solutions
Accounting & Finance
Our Accounting & Finance Outsourcing (AFO) solutions provide you with the below cost effective value driven solutions:
- End-to-end finance and accounting services functions
- Single touch, user friendly upload system of Bills & Supporting
- Posting completion status update mechanism
- Modular support of select F&A processes such as “Procure to Pay”, “Order to Cash” and “Record to Report” involving invoice processing, vendor / supplier management, Expense accounting, Sales collection accounting along with providing a summary report of the financial statements.
Payroll Accounting
Outsourcing your Payroll functions can save costs and provide access to payroll management experts. Following are the Payroll Accounting outsourcing functions we can you with:
- Payroll account setup
- Payment method setup
- Tracking time worked
- Calculating wages owed
- Delivering pay
- Ensuring compliance with government regulations
- Managing employee deductions
- Remitting payroll taxes
- Completing end-of-year tax work
CONTACT US WITH EASEStay Connected with Us
EXCELLENCE IN BUSINESSPartner
With Us
Why Join Us?
- Elite Network: Connect with top industry leaders.
- Enhanced Capabilities: Expand your services with our innovative consulting solutions.
- Collaborative Innovation: Drive industry growth through joint initiatives.
- Shared Resources: Access our extensive resources, research, and best practices.
What We Offer:
- Strategic Partnership: Collaborate with a renowned brand to deliver impactful consulting services.
- Marketing and Sales Support: Benefit from co-branded materials and sales assistance.
- Training and Development: Participate in our comprehensive training programs.
- Valuable Insights: Leverage our proprietary research and cutting-edge tools.
Next Steps:
We would love to discuss this opportunity further. Please mail us at info@investeraz.com or a leave message on our contact us form with your email and contact details and we shall be more than happy to reach you.