M&A Advisory
Service Overview
Buy. Sell. Merge. Exit — with a partner-led, confidentiality-first process.
At Navcore, our Mergers & Acquisitions (M&A) practice helps founders, family businesses, and growth-stage companies acquire businesses, merge with strategic buyers, or create liquidity for shareholders—with sharp deal strategy, rigorous financial work, and end-to-end execution support.
Primary outcomes we drive
- Buy-side: find, evaluate, negotiate, and acquire the right target
- Sell-side: position your company, run a competitive process, and close with the right buyer
- Mergers / strategic combinations: structure win-win integrations and shareholder outcomes
- Equity liquidity / partial exits: secondary sales, promoter liquidity, and structured exits
Divestitures: carve-outs, non-core asset sales, business-unit exits
What We Do
1) Buy-Side Advisory (Acquisitions)
We act as your deal team to help you buy the right company at the right price.
- Acquisition thesis & screening criteria
- Target identification (longlist → shortlist)
- Financial analysis, valuation, and synergy modeling
- Indicative offer support (LOI / term sheet inputs)
- Deal negotiation support & execution management
- Closing coordination + post-close integration planning
2) Sell-Side Advisory (Business Sale / Strategic Exit)
We help you run a clean, competitive process that protects value and reduces execution risk.
- “Investor-ready” positioning & equity story
- Teaser, IM/CIM drafting, management presentation support
- Buyer identification (strategic buyers / financial buyers)
- Outreach + NDAs + buyer Q&A management
- Bid management and negotiation support
- Transaction timeline management through closing
3) Mergers & Strategic Combinations
For businesses that can grow faster together than alone.
- Merger rationale & value creation plan
- Exchange ratio / valuation framework
- Synergy case + integration roadmap
- Stakeholder alignment support (boards / key shareholders)
4) Shareholder Liquidity / Equity Monetization
If promoters or early shareholders want to partially exit or de-risk.
- Secondary sale planning (partial exits, structured liquidity)
- Process support to maximize options and protect confidentiality
- Deal structure analysis to balance control, valuation, and risk
Cross-border focus: We routinely support transactions involving India, Singapore and the United States, with practical attention to documentation, governance, and regulatory guardrails (where relevant).
What you receive
Depending on engagement type, you typically get:
- Deal thesis, screening criteria, and target/buyer longlist-shortlist
- Valuation range & scenario model (base / upside / downside)
- Synergy model (where applicable)
- Process calendar + diligence tracker + Q&A log
- Negotiation prep: bid comparison, term risk map, closing conditions checklist
- Management narrative and data room readiness pack
Why Navcore for M&A
Partner-led thinking + CFO-grade financial rigor + execution discipline.
- Commercial-first advice: we optimize for real outcomes, not theory
- Strong financial lens: modeling, normalization, cash flow, working capital—done properly
- Confidentiality-by-design: controlled outreach, NDA discipline, minimal information leakage
- Cross-border sensibility: practical deal structuring awareness; coordination with compliance considerations (as relevant under RBI / SEBI frameworks when applicable)
Process ownership: founders stay focused on running the business while we run the deal engine
Ideal client fits
- Founder-led companies preparing for strategic sale or partial exit
- Businesses seeking acquisitions to expand geography, capability, or customer base
- Family businesses planning succession + liquidity
- Growth companies exploring mergers to accelerate scale
- Groups divesting non-core units or underperforming assets
Engagement models
We structure engagements based on deal complexity and urgency:
- Project retainer (strategy + materials + outreach + execution)
- Success-linked fee (commonly used for sell-side / fundraising / liquidity)
- Buy-side monthly advisory (pipeline + diligence + negotiation support)
(Commercial terms depend on deal size, geography, and scope.)
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What Sets Us Apart
Why Leading CPA Firms Partner With Us?
We help accounting firms and businesses grow profitably by delivering reliable, scalable, and cost-effective outsourced accounting and tax services. As an extension of your team, we ensure accuracy, compliance, and consistency—so you can focus on advisory and growth.
25+ Years of Industry Experience
Proven expertise in US accounting, tax preparation, and compliance.
Trusted by 300+ US-Based Clients
Long-term partnerships built on accuracy, transparency, and results.
50+ Qualified Accounting Professionals
A skilled team of CPAs, CAs, and experienced accountants working as your offshore team.
100% Data Security & Confidentiality
Secure infrastructure, strict NDAs, and compliance with global data protection standards.
Up to 50% Cost Savings
Reduce overhead without compromising on quality or turnaround time.
High Responsiveness & Quality Standards
Dedicated teams, clear communication, and rigorous quality control processes.
M&A Advisory
Frequently Asked Questions
Yes—acquisitions, business sales, mergers, divestitures, and structured liquidity.
Yes. Deal readiness is often the highest ROI step—cleaning financial narratives and building a buyer-ready pack.
We provide valuation ranges and decision-grade models to support negotiation and process management (and can coordinate formal valuation requirements where needed).
Yes, as part of sell-side execution: curated buyer list, controlled outreach, NDA management, and bid management.
Tight outreach, staged disclosures, NDA gating, and disciplined data-room access—so sensitive info doesn’t leak.
Yes—especially across India/Singapore/U.S. corridors, coordinating with legal/tax professionals for jurisdiction-specific requirements.
We don’t replace legal counsel; we coordinate, manage the process, and ensure commercial terms and timelines stay aligned.
Varies widely. Many mid-market deals run several months from readiness to closing depending on diligence and approvals.
We focus on founder-led and mid-market transactions; scope is decided based on complexity, urgency, and strategic fit.
Yes—finance integration, reporting, controls, and operating cadence planning.
Trust and Worth
Our Clients
