Project Finance and Advisory Services
Swell over the years, has served many clients in the field of Project Financing and Advisory Services which includes financial feasibility study, project structuring, capital structuring etc. We were involved in Retail sector, Power sector, Manufacturing sector and Information Technology sector, where we helped companies strategize their growth plans and helped them preparing the road map for future execution.
Our range of services in this area is:
- Valuation Of Businesses
- Financial Structuring & Syndication
- Assistance in Due Diligence
- Strategic/Financial Partner Search
We provide complete end to end solutions to companies looking for growth strategies. Private equity funding engagements have four phases e.g.: Collateral Preparation, Identification of Investors, Terms sheet for investment and finally Due Diligence and Closure. Swell works closely with the client’s team in consummating the transaction. Typically swell looks at transaction in the range of $5M and upward.
Information Memorandum Preparation
In this phase, swell understands the company’s existing business profile, growth prospects and growth plans of the company. Swell brings its long experience in capital structuring and valuation of the business and helps company in preparing the Business Plan/Information Memorandum.
Identification of Investors
In this phase, Swell helps the client decide on the kind of private equity funds who will be the right investors for the client, holds initial discussions with the investors, helps the client with meeting the potential investors and advises the client to prioritize among the investors to create a shortlist. Swell uses its network with private equity funds to identify the right investors.
Term Sheet
Swell helps the client analyze different offers from potential investors, helps negotiations with investors and ensures that the client enters into a term sheet with the private equity fund which meets their strategic objectives.
Due Diligence and Closure
Swell undertakes coordinating the overall due diligence process, and negotiates on the final definitive agreements with the potential investor. Swell drives this process to reach closure on the transaction.
Venture Capital Services:
Swell assists start-ups and young companies in accessing seed capital and venture capital funding. We bring years of experience and judgment to optimize the valuation, funding strategy and an exit strategy to create a win-win proposition for both the company and the funding agency.
With its extensive network, Swell is a key player in this business segment. Swell has a proven record of having secured funding for various start-ups and growth stage companies.
Mergers and Acquisitions Advisory Services:
Swell provides both buy-side and sell-side advisory services as part of its M&A advisory offering. Swell has an extensive network, a key factor for success.
Sell-Side Engagements
We work closely with the Board of companies and their management teams to help them achieve the right sale/strategic partnership transaction. We help the company in preparing the information memorandum, identifying the right company, arrange the term sheet and coordinate the due diligence of the transaction and finally the share transfer agreement drafting.
Buy Side Engagement:
Swell understands the criteria for acquisition, investment parameters complete market analysis and target identification and then help the client prioritize among the targets to shortlist the targets. Once done, swell helps the company in preparation of the term sheet which outlines the commercial terms of acquisition and help negotiate the deal in the best interest of the company. Swell also helps the company in the due diligence process and coordinates the efforts and helps in finalizing the closing agreement on satisfactory review of the transaction.
