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Valuation process of an investee company Case Study Financial Services Sector Valuation process of an investee company A detailed review of the financial statements was conducted from a financial, tax and regulatory point of view to ensure there are no financial irregularities during the Valuation process of an investee company for an emerging boutique investment firm in India. 50 + Manpower B2B – Organized Sector Why PeriGrow : Service Offered : Actionable Strategy : Sustainable Results : PeriGrow understands how important it is to effectively navigate the myriad of accounting, tax, regulatory, cultural and HR issues common to transactions in India as it is critical to ensure that you minimize your risks and maximize your returns. Financial Statement Evaluation; Due Diligence, Enterprise Valuation A dedicated team designed a relevant, commercial and realistic checklist based on the due diligence experience, where appropriate observations were made from an accounting, financial and taxation perspective on the investee company which was an upcoming SME. Due Diligence provided accurate information to help structure the transaction and the valuation analysis supported the investment firm’s go/ no-go decision on the investee company ACTIONABLE STRATEGIES SUSTAINABLE RESULTS ACTIONABLE STRATEGIES SUSTAINABLE RESULTS PeriGrow's clients are HNI's, Private and Listed SME's, Large companies (most of which are family businesses) and Multinational companies in sectors such as Real Estate, Financial Services, Internet-led business, Entertainment, Education, Consumer Products and others. ABOUT US PeriGrow provides Strategy, Growth, Compliance and Assurance services to help organizations negotiate risks and perform in the dynamic and challenging environments in which they do business. 15 No. of Companies Recently Completed a Significant Transformation PeriGrow is an organization dedicated to offer professional consulting services and employs some of the best brains in the industry, who collaborate to provide assurance, consulting, financial advisory, risk management, and tax services to clients. 5 No. of Companies Currently Undergoing Transformation 10 No. of Companies Planning a Transformation Initiative % of Clients Served in the Financial Sector Top Line Clients generated INR 4186 Billion. Bottom line clients serviced generated INR624 Billion. 10

PeriGrow Consulting Case Study : Investment Banks and Funds Outsource Due Diligence

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Page 1: PeriGrow Consulting Case Study : Investment Banks and Funds Outsource Due Diligence

Valuation process of aninvestee company

Case Study

Financial Services

Sector

Valuation process of aninvestee company A detailed review of the financial statements was conducted from a financial,tax and regulatory point of view to ensure there are no financial irregularities duringthe Valuation process of an investee company for an emerging boutique investmentfirm in India.

50 + ManpowerB2B – Organized Sector

Why PeriGrow :

Service Offered :

Actionable Strategy :

Sustainable Results :

PeriGrow understands how important it is to effectively navigate themyriad of accounting, tax, regulatory, cultural and HR issues commonto transactions in India as it is critical to ensure that you minimize yourrisks and maximize your returns.

Financial Statement Evaluation; Due Diligence, Enterprise Valuation

A dedicated team designed a relevant, commercial and realisticchecklist based on the due diligence experience, where appropriateobservations were made from an accounting, financial and taxationperspective on the investee company which was an upcoming SME.

Due Diligence provided accurate information to help structure thetransaction and the valuation analysis supported the investmentfirm’s go/ no-go decision on the investee company

ACTIONABLE STRATEGIES SUSTAINABLE RESULTS

ACTIONABLE STRATEGIES SUSTAINABLE RESULTS

PeriGrow's clients are HNI's, Private and Listed SME's,Large companies (most of which are family businesses)and Multinational companies in sectors such as Real Estate, Financial Services, Internet-led business,Entertainment, Education, Consumer Productsand others.

ABOUT US

PeriGrow provides Strategy, Growth,Compliance and Assurance services to helporganizations negotiate risks and perform inthe dynamic and challenging environmentsin which they do business.

15No. of CompaniesRecently Completeda SignificantTransformation

PeriGrow is an organization dedicated to offerprofessional consulting services and employs someof the best brains in the industry, who collaborate to provide assurance, consulting, financial advisory,risk management, and tax services to clients.

5No. of Companies Currently UndergoingTransformation

10No. of CompaniesPlanning a TransformationInitiative

% of Clients Servedin the Financial Sector

Top Line Clients generated INR 4186 Billion.Bottom line clients serviced generated INR624 Billion.

10