Tax litigation Services

Lead Advisory

Bringing the right support at the right time.

A holistic lead advisory service to accelerate your business growth.

Keep the wheel of success moving through strategic initiatives, planning and timely execution of robust strategies with Felix Advisory. We make expanding your business, securing funding, executing merger and acquisition, or finding a market partner, as easy as it can be.

Being a dedicated Management Consulting Firm, we help companies maximize growth by finding loopholes in the existing business strategies and giving optimum solutions to the issues. By doing so, we increase their chances of improving business performance.

A subdomain of Transaction Advisory Service, Lead Advisory Service allows businesses to achieve continued capital growth. Our lead advisory team aims to deliver industry-standard solutions, structures, and processes while drawing their combined insight and expertise. We offer solutions and services that help businesses in growth, capital building, acquisitions, investments, internal restructuring, and more.

Our team helps you simplify corporate and individual insolvency problems, and claim management along with our support services for revival plans through our IBC and ARC services. Offering comprehensive transaction advisory services, we ensure complete assistance for your smooth and safe transition into the new business structure.

In short, we thrive on strategy creation with you and converting them into action.

Services that our lead advisory team assists you with:







Fundraising via Debt, Equity & Mezzanine

We help businesses raise a hybrid of equity and debt equity financing, to help entrepreneurs raise funds for growth through capex and acquisitions.

Merger & Acquisition Consulting

Our M&A Lead Advisory team helps entrepreneurs and businesses build growth strategies while assisting them in identifying, evaluating, and executing transactions on both the buy and sell side.

Divestitures & Spin-offs

Our efforts are paid to help businesses focus on their products or services by offering spinoffs that increase the chances of the return for business stakeholders.

Joint Ventures & Strategic Alliances

We help you to select your best business partner and create strategies to build a long-lasting alliance with potential partners, which can ultimately benefit both parties.

IP Monetization

We offer this service targeted at the process of selling, transferring, or liquidating intangible assets. To achieve this, we manage, negotiate, and provide our diligence for various IP monetization transactions.

Partner Search

We offer assistance for searching for potential buyers and sellers, conducting due diligence, and related processes needed to bring people with best interests into your network.

Corporate Advisory

Our Corporate advisors help you in creating pipelines for targeted identifications, offshore funds, studying transaction preparedness, internal restructuring, etc. We encapsulate every aspect of your business and professionally handle any proposed transaction.

Our Transaction Advisory Service captures three all-inclusive subdivisions:

Pre-Transaction support

Pre-Transaction support

Lead Advisory

Lead Advisory

Transaction Support

Transaction Support

Hence covering all your transaction needs under a single umbrella of Transaction Advisory supported by a team of experts.

Investment Banking

Companies need debt and equity funds to expand their businesses, alongside financial advisory services. An investment banking company thrives on meeting these industry demands.

Felix Advisory features a broad network of experienced professionals committed to bringing success to entrepreneurs to corporations. Our team offers the following services:

Capital Raising

Capital Raising

To acquire sizeable capital for expansion, acquisition, and project funding, we aid companies with document designing and registration, issue pricing, listing on the stock exchange, and more.

Mergers and Acquisitions

Mergers and Acquisitions

Our team thoroughly analyzes and evaluates companies during a merger and acquisition case purchase and sales transactions. We aim to recognize, shape, and pursue an end-to-end merger transaction.

Advisory Services

Advisory Services

Our goal is to find a feasible project through detailed analysis. In doing so, we analyze the capital flow and its consumption trends and offer optimized solutions.

Risk Management

Risk Management

Our team believes in securing every stage of strategic financial services ranging from planning to execution stages. All of our efforts are paid in this direction.

How can we help?

Building strategies

Our experienced team creates tailor-made plans to meet your business goals along with being compliant.

Offering impartial advice

Having an extensive global network allows us to provide the best of the industry advice to our partners.

Assessing alternative financing solutions

It includes shortlisting global investors and highlighting the mutual interests to benefit both partners.

Conducting a secure deal execution and closure

It includes building deal/data structure and other valuation services.

Our Transaction Cycle

We have differentiated our cycle into three segments based on the operations required.

Strategize

Strategize

To understand existing marketing scenarios to provide improvised strategies which align with your transaction rationale.

Finding Target

Finding Target

To find partners that share your vision and provide helping hands along with capital to achieve short and long term goals.

Final Execution

Final Execution

We ensure that you don’t encounter any conflict of interest from your business partners with deal advisory, due diligence, post-transaction support, and liaising with other advisors.

Partner Profile


Swetabh Pareek

Swetabh Pareek

Partner
Investment Banking


Deepak Pareek

Deepak Pareek

Partner
Transaction Advisory


Ashish Poddar

Ashish Poddar

Director
Transaction Advisory