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Investment Banking & Transaction Advisory
Advisory Service

Investment Banking & Transaction Advisory

Selective, strategic transaction support — retainer plus success fee

The Challenge

Understanding the landscape

Mid-market and large Indian corporates increasingly need investment banking-grade transaction support — from M&A advisory and strategic stake sales to fairness opinions and deal structuring — but without the conflicts of interest that come with balance-sheet-driven banks.

KTGI provides independent, conflict-free transaction advisory that keeps your interests at the centre of every deal.

We operate on a retainer plus success fee model — aligning our economics with your transaction success, not with product pushing. Our transaction advisory covers the full deal lifecycle, from strategic rationale through to SPA economics and post-deal integration support.

Our Approach

Methodology & framework

What's Included

A comprehensive suite of deliverables tailored to your organization's unique requirements.

01

Equity & Debt Fund-Raising Support

End-to-end fund-raising advisory — from capital structure design and investor targeting to term sheet negotiation and closure.

02

M&A Buy-Side and Sell-Side Advisory

Strategic M&A advisory for acquisitions, divestments, and mergers — from target identification through to deal closure and integration.

03

Strategic Stake Sale & JV Structuring

Advisory on partial stake sales, joint ventures, and strategic alliances — optimising value, control, and long-term partnership economics.

04

Fairness Opinions & Valuation Advisory

Independent valuation opinions for transactions, related-party dealings, and regulatory compliance — built on rigorous financial analysis.

05

Transaction Structuring & SPA Economics

Design deal structures and share purchase agreement economics that protect promoter interests while meeting investor and regulatory requirements.

What We Deliver

Tangible outcomes and institutional-grade deliverables that drive measurable results.

Transaction Strategy Memo

Strategic rationale, target universe, and recommended transaction approach.

Valuation & Fairness Opinion

Independent valuation analysis with multiple methodologies and fairness assessment.

Deal Marketing Materials

Investor-grade teaser, information memorandum, and management presentation.

Engagement Model

How we work together

Retainer + success fee (no balance-sheet risk). Engagement model ensures alignment without conflict.

Discuss This Service With Us

Every engagement begins with a confidential conversation. Share your challenges and let our advisory team outline how we can help you achieve your strategic objectives.