M&A & STRATEGIC TRANSACTIONS

Strategic Transactions Built Around Long-Term Value

We advise businesses, promoters and management teams evaluating acquisitions, divestments, strategic investments, partnerships and other transactions that can reshape the future of the business.

Our approach combines transaction strategy, financial analysis, valuation, diligence and execution support to help clients assess opportunities and move forward with greater clarity.

TRANSACTION ADVISORY

Supporting Critical Strategic Decisions

01

Buy-side acquisition advisory

02

Sell-side and divestment preparation

03

Strategic investments and partnerships

04

Valuation, diligence and transaction support

TRANSACTION ADVISORY

From Strategic Intent to Transaction Execution

M&A decisions require more than identifying a buyer, seller or target. They require a clear strategic rationale, disciplined financial assessment, appropriate valuation and structured execution.

We work with management teams to evaluate transaction opportunities, prepare businesses for investor or counterparty scrutiny and support the process through diligence, negotiations and progression.

OUR CAPABILITIES

Advisory Across the Transaction Lifecycle

We support companies evaluating different strategic transaction pathways depending on their growth objectives, ownership priorities and capital requirements.

01

Buy-Side Advisory

Supporting businesses evaluating acquisitions, strategic investments and expansion through inorganic growth.

02

Sell-Side Advisory

Preparing shareholders and businesses for potential divestment, strategic investment or ownership transition.

03

Strategic Investments

Supporting corporate and strategic investment opportunities where capital and commercial alignment are both important.

04

Joint Ventures & Partnerships

Evaluating strategic collaborations, joint ventures and partnerships designed to accelerate growth or market access.

05

Divestments & Exit Planning

Helping shareholders evaluate strategic exit options, prepare the business and structure transaction positioning.

06

Cross-Border Transactions

Supporting transactions involving companies, investors and strategic counterparties across India, UAE & MENA, Africa and international markets.

BUY-SIDE & SELL-SIDE

Two Perspectives. One Transaction Discipline.

Whether acquiring a business or preparing for a sale, successful transactions depend on clear objectives, appropriate valuation, rigorous diligence and disciplined execution.

01

Buy-Side Advisory

Supporting companies evaluating acquisitions and strategic investments as part of their growth strategy.

  • Acquisition strategy and investment rationale
  • Target screening and preliminary assessment
  • Financial and commercial analysis
  • Valuation and scenario analysis
  • Due diligence coordination
  • Transaction structuring considerations
  • Negotiation support
  • Transaction progression and closing coordination
02

Sell-Side Advisory

Supporting shareholders preparing for a sale, strategic investment or broader ownership transition.

  • Transaction readiness assessment
  • Equity story and strategic positioning
  • Financial analysis and valuation preparation
  • Information memorandum preparation
  • Buyer and investor identification
  • Management presentation preparation
  • Due diligence coordination
  • Negotiation and transaction progression
STRATEGIC TRANSACTIONS

Beyond Traditional M&A

Not every strategic objective requires a full acquisition or sale. Businesses may create value through minority investments, strategic alliances, joint ventures, partnerships and other transaction structures.

We help clients assess the transaction structure that best supports the underlying strategic objective.
01

Minority Strategic Investment

Investment structures that provide growth capital while preserving promoter or management ownership.

02

Joint Ventures

Strategic structures combining capabilities, market access, technology or capital between aligned partners.

03

Strategic Partnerships

Commercial relationships designed around distribution, market access, technology, manufacturing or growth.

04

Ownership Transition

Supporting promoters and shareholders evaluating partial exits, succession, institutional investment or strategic ownership changes.

OUR PROCESS

A Structured Path Through the Transaction

Our process integrates strategic assessment, financial preparation, counterparty engagement, diligence and transaction execution.

01

Assess

Understand the transaction objective, business context, shareholder priorities and strategic rationale.

02

Prepare

Develop financial analysis, valuation, transaction materials and the information required for engagement.

03

Identify

Identify relevant buyers, targets, investors or strategic counterparties aligned with the transaction objective.

04

Evaluate

Support valuation assessment, diligence, commercial evaluation and transaction-structure considerations.

05

Execute

Support negotiations, follow-up diligence, specialist coordination and transaction progression.

TRANSACTION ANALYSIS

Valuation and Diligence at the Core of the Process

Strategic transactions require an informed view of value, risk, financial performance and the assumptions supporting the investment case.

Financial Analysis

Historical performance, profitability, cash flow, working capital and financial sustainability.

Valuation

Valuation analysis using appropriate methodologies, financial assumptions and relevant market benchmarks.

Due Diligence

Business, financial, documentation and founder-level review to identify material transaction risks and information gaps.

Scenario Analysis

Assessing transaction economics, strategic outcomes and alternative structures under different assumptions.

TRANSACTION DELIVERABLES

Analysis and Materials Built for Execution

Depending on the transaction mandate, our work may include strategic, financial and transaction-preparation outputs designed to support management and stakeholder decision-making.

01

Transaction Strategy

Strategic rationale, transaction objectives, stakeholder priorities and recommended execution pathway.

02

Financial & Valuation Analysis

Financial modelling, valuation frameworks, scenario analysis and transaction economics.

03

Transaction Materials

Information memoranda, management materials and transaction positioning for relevant counterparties.

04

Diligence & Execution Support

Coordination of transaction information, diligence responses, negotiations and progression toward completion.

WHO WE SUPPORT

Transaction Advisory Across Different Ownership Situations

Promoter-Led Businesses

Companies evaluating strategic investors, partial exits, acquisitions, partnerships or ownership transition.

Growth Companies

Businesses pursuing inorganic growth, strategic investment or acquisition-led expansion.

Established SMEs

Businesses considering acquisitions, divestments, consolidation or institutional ownership.

Strategic Investors

Corporates and investors evaluating opportunities where financial returns and strategic alignment are both relevant.

WHY TEREX VENTURES

Transaction Advice Connected to Strategy

We approach M&A as a strategic decision rather than simply a deal process. Our role is to connect the commercial rationale, financial analysis, diligence and transaction pathway.

Strategy, valuation, diligence and transaction support within one coordinated advisory framework.
01

Strategic Perspective

Transactions assessed in the context of long-term business and shareholder objectives.

02

Financial Discipline

Financial modelling and valuation used to test transaction assumptions and economics.

03

Integrated Diligence

Transaction-relevant business, financial and documentation considerations incorporated into the advisory process.

04

Cross-Border Perspective

Connectivity supporting transactions across India, UAE & MENA, Africa and international markets.

M&A & STRATEGIC TRANSACTIONS

Evaluating an Acquisition, Sale or Strategic Transaction?

Speak with our advisory team about your transaction objectives, valuation considerations, diligence requirements and execution strategy.