Merchant Banking Valuation

Merchant Banking Valuation

Valuation isn’t just a number—it drives fundraising, mergers, strategic investments, delisting, takeovers, rights issues, and regulatory filings. Merchant bankers step in when a valuation must stand up to SEBI, stock exchanges, investors, lenders, and independent due diligence.

We provide valuation services that are defensible, well-documented, and regulator-ready.

What We Offer

Transaction Valuation

  • Private equity, venture capital, strategic investments

  • Mergers, acquisitions, slump sales, restructurings

  • Open offers, buybacks, delisting, rights and bonus issues

Regulatory & Compliance Valuation

  • SEBI and stock exchange compliance

  • FEMA/FDI valuation for cross-border transactions

  • Valuations for shareholder, board, or tribunal approvals

Fairness Opinions

  • Independent assessment for boards and investors

  • Review of deal pricing, assumptions, and methodologies

Valuation Modelling & Advisory

  • DCF, comparable company, transaction multiple analysis

  • Scenario building and sensitivity testing

  • Capital structure and deal pricing support

When You Need Merchant Banking Valuation

  • Raising equity or onboarding a new investor

  • Acquisition, divestment, joint venture, or strategic partnership

  • Corporate restructuring or internal group transfer

  • Public market transactions subject to SEBI rules

  • Foreign investment, FEMA filings, FC-GPR/FC-TRS reporting

  • Fairness opinion requirements from boards or regulators

Information & Documents Required

  • Historical financials and projections

  • Shareholding pattern and cap table

  • Business plan, model assumptions, industry data

  • Agreements, term sheets, deal structure

  • Regulatory filings, disclosures, or notices (if applicable)

Why It Matters

  • Sets negotiation and deal benchmarks

  • Ensures regulatory and compliance comfort

  • Protects promoters, boards, lenders, and investors

  • Builds confidence during due diligence

  • Minimises valuation disputes later

Frequently Asked Questions

1. Who can issue merchant banking valuations in India?

SEBI-registered Category I merchant bankers for transactions requiring regulatory validation.

 

2. Is valuation mandatory for fundraising?

Often yes—especially when issuing shares, convertible instruments, or dealing with foreign investors.

 

3. Do listed companies need merchant banking valuation?

Yes for many SEBI-driven transactions like open offers, buybacks, delisting, and preferential allotments.

 

4. How long does a valuation take?

Usually 1–3 weeks, depending on data availability and transaction complexity.

 

5. Can valuations differ across methods?

Yes, which is why blended or justified methodologies are documented.