Energy Asset Integration under Scheme of Arrangement
Advised on a complex intra-group restructuring involving captive power assets, delivering a defensible share exchange ratio under regulatory scrutiny.
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Who We Are
Omnifin delivers high-conviction valuation and strategic advisory across critical moments of a business lifecycle. From complex valuations to IPO readiness and M&A execution, we bring the technical depth, independence, and strategic clarity that Boards, promoters, and global investors rely on when stakes are highest.
About Omnifin
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Business Valuation and HR Advisory Firm: Value Meets Talent
As a leading business valuation and one of the top M&A advisory firm in India we are a go to solution for strategic business growth. Rely on us for organic and inorganic strategies in terms of valuation assessment and M&A deals to IPO assessment and readiness.
Valuation | Mergers & Acquisitions | IPO Advisory
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Strategic Services
From independent valuation to capital market navigation, we provide the technical rigor required for high-stakes financial decisions.
Business Valuation
Authoritative Valuation Advisory
We deliver rigorous, audit-ready valuations for complex instruments and cross-border transactions. Our independent opinions empower Boards and Promoters to negotiate with confidence.
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Transaction & M&A Advisory
Buy-side and sell-side advisory designed to maximize deal value. We manage due diligence and structuring for seamless exits or acquisitions.
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IPO Readiness & Governance
We prepare enterprises for listing through financial restatements, governance frameworks, and SEBI-compliant structures.
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Board & CXO Learning
Financial literacy and governance masterclasses for Directors and CXOs to strengthen oversight and drive sustainable growth.
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Our Clientele
Trusted by Leading Enterprises
Case Studies
Where Expertise Meets Execution
A selection of high-stakes mandates across valuation, transactions, and capital markets advisory.
Purchase Price Allocation for Global Manufacturing Acquisition
Delivered a time-sensitive, audit-ready PPA for a multinational acquisition, aligned with IFRS and global reporting standards.
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Startup Valuation for Regulatory & Investor Alignment
Enabled a high-growth startup to raise capital with a compliant and defensible valuation under Indian tax regulations.
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Independent Fairness Opinion for Listed Entity Transaction
Provided an independent valuation opinion to support a related party transaction, enhancing transparency and investor confidence.
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IPO Readiness & Pre-Listing Valuation Advisory
Positioned a growth-stage company for public markets through strategic valuation, peer benchmarking, and investor-focused financial readiness.
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Valuation for Strategic Energy Asset Integration under Scheme of Arrangement
Enabled seamless regulatory approval for a complex intra-group merger involving captive energy assets.
Situation
A large, globally integrated industrial group initiated a restructuring to consolidate its captive power generation business into the parent entity. The objective was to optimize capital allocation, enhance operational synergies, and simplify the group structure.
The transaction required an independent valuation to determine a fair share exchange ratio under a court-approved scheme of arrangement.
Challenges included:
- Valuation of capital-intensive regulated power assets
- Complex inter-company consumption linkages
- Multi-layered regulatory scrutiny (NCLT, SEBI, Companies Act)
- Need for audit-defensible outputs within tight timelines
Approach
- Built integrated DCF models reflecting operational interdependencies
- Applied triangulated valuation approach (DCF, Trading Multiples, Transaction Benchmarks)
- Conducted scenario and sensitivity analysis on tariffs, fuel costs, and utilization
- Ensured alignment with valuation standards and regulatory expectations
- Delivered fully documented, litigation-ready valuation reports
Outcome
- Supported a fair and defensible share exchange ratio
- Enabled smooth progression through regulatory and shareholder approvals
- Strengthened stakeholder confidence through transparent valuation methodology
- Facilitated strategic consolidation of energy operations
Key Highlights
Scheme of Arrangement (NCLT-driven)
Power & Infrastructure Valuation
Multi-method approach
High regulatory scrutiny
Cross-Border Purchase Price Allocation for Global Manufacturing Acquisition
Delivered time-critical PPA aligned with IFRS requirements for global consolidation.
Situation
A multinational group acquired a controlling stake in an Indian manufacturing company. The group was required to complete a Purchase Price Allocation (PPA) within strict reporting timelines for global consolidation under IFRS.
Challenges included:
- Identification and valuation of intangible assets (customer relationships, technology)
- Alignment with global audit expectations (Big 4)
- Limited historical data and evolving projections
- Strict 45-day reporting deadline
Approach
- Performed fair value allocation across tangible and intangible assets
- Applied advanced valuation techniques (Relief-from-Royalty, Multi-Period Excess Earnings Method)
- Worked closely with global audit teams for alignment
- Built robust financial projections under multiple scenarios
- Ensured compliance with IFRS 3 and Ind AS 103
Outcome
- Delivered audit-ready PPA report within timeline
- Achieved smooth integration into global financial statements
- Provided clarity on value drivers and goodwill composition
- Reduced audit queries through high-quality documentation
Key Highlights
Cross-border transaction
IFRS / Ind AS compliance
Intangible asset valuation
Big 4 audit coordination
Startup Valuation for Regulatory Compliance under Indian Tax Framework
Enabled seamless capital raise with compliant and defensible valuation.
Situation
A high-growth technology startup planned a funding round involving domestic and international investors. The company required a valuation compliant with Indian tax regulations to avoid adverse implications under Section 56(2)(viib).
Challenges included:
- Valuing a loss-making but high-growth business
- Balancing investor expectations vs regulatory thresholds
- Limited operating history
- Ensuring compliance with Rule 11UA
Approach
- Developed forward-looking DCF models aligned with growth strategy
- Benchmarked valuation using comparable startup transactions
- Incorporated scenario-based valuation ranges
- Ensured strict adherence to Rule 11UA guidelines
- Provided documentation for tax authority scrutiny
Outcome
- Enabled successful fundraising without tax exposure
- Provided defensible valuation position for investors and regulators
- Enhanced credibility with institutional investors
- Reduced future compliance risks
Key Highlights
Startup ecosystem valuation
Tax & regulatory compliance
Investor alignment
High-growth modelling
Independent Fairness Opinion for Related Party Transaction (Listed Entity)
Strengthened governance and minority shareholder confidence in a high-stakes related party deal.
Situation
A listed company proposed a related party transaction involving asset transfer within the promoter group. As per regulatory requirements, an independent fairness opinion was required.
Challenges included:
- High scrutiny from public shareholders and regulators
- Ensuring independence and transparency
- Valuation of strategic assets with limited comparables
- Tight disclosure timelines
Approach
- Conducted independent valuation review using multiple methodologies
- Benchmarked against market and transaction data
- Assessed fairness from a minority shareholder perspective
- Prepared clear, concise fairness opinion report
Outcome
- Supported board and audit committee decision-making
- Enhanced transparency in disclosures
- Strengthened investor confidence
- Facilitated smooth transaction execution
Key Highlights
Listed company transaction
SEBI compliance
Fairness opinion
Governance focus
IPO Readiness & Pre-Listing Advisory for Growth-Stage Company
Enabled a growth-stage company to achieve optimal valuation positioning and investor readiness ahead of a potential public listing.
The Situation
A high-growth company, operating in a rapidly evolving sector, was evaluating a potential Initial Public Offering (IPO) as part of its next phase of expansion. As the company transitioned from private to public market considerations, it required an independent advisor to assess valuation, refine its equity story, and align financial performance with market expectations.
The engagement was critical in ensuring the company was strategically and financially prepared to withstand the rigor of public market scrutiny.
The Challenge
- Aligning internal valuation expectations with public market benchmarks
- Translating high-growth potential into a credible and defensible equity story
- Benchmarking against listed peers with varying business models and scale
- Enhancing financial visibility and predictability for institutional investors
- Preparing for intensive due diligence and investor scrutiny
What We Did
- Developed a robust valuation framework using DCF and trading comparables of relevant listed companies
- Conducted peer benchmarking analysis across valuation multiples, growth metrics, and profitability indicators
- Refined financial projections and assumptions to align with market expectations and sector dynamics
- Identified and articulated key value drivers, including scalability, margins, and capital efficiency
- Provided strategic inputs on equity positioning, valuation range, and investor communication narrative
The Outcome
- Established a credible and market-aligned valuation range
- Strengthened the company's IPO readiness across financial and strategic dimensions
- Enhanced clarity in investor messaging and growth narrative
- Improved preparedness for institutional investor engagement and due diligence
- Enabled a smoother pathway toward public market entry and capital raising
Key Highlights
IPO readiness and pre-listing advisory
Valuation benchmarking against listed peers
Investor positioning & equity story development
Financial modelling and projection refinement
Capital markets alignment
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