Investment banking for mid-market companies is often less about a branded roadshow and more about transaction discipline — clean numbers, credible models, organised data rooms, and a finance team that can answer diligence. PJRJ provides CA-led investment banking advisory for fundraising and M&A processes: sell-side and buy-side support, financial modelling, information memoranda inputs, and coordination with SEBI-registered merchant bankers, valuers, and counsel where regulated roles apply.
Who it's for
- Promoters preparing a structured fundraising or partial exit process
- Companies running a sell-side process and needing finance-led transaction support
- Buyers needing buy-side financial modelling, quality of earnings inputs, and diligence coordination
- Boards that want a CA firm to sit between management, investors, and external IB / legal advisors
Deliverables
- Transaction scoping — process design, timeline, and workstream map with advisors
- Financial model, normalised earnings bridge, and management presentation inputs
- Data room architecture, index, and Q&A tracking through diligence
- Sell-side / buy-side financial packs for investors, lenders, or strategic acquirers
- Coordination briefings with merchant bankers, valuers, tax counsel, and company law teams
Our approach
- 1Clarify transaction objective — raise, sell, buy, or refinance — and reserved vs CA-led workstreams
- 2Stabilise books, tax/GST positions, and KPI definitions before market access
- 3Build or stress-test the model and narrative for investors or counterparties
- 4Run the finance diligence workstream; escalate legal and merchant-banking items to licensed partners
- 5Support through exclusivity, confirmatory diligence, and closing queries
We are not a substitute for a SEBI-registered merchant banker where the law requires one. We are the CA-led finance engine that makes IB processes faster, cleaner, and less surprising — with valuation, due diligence, tax, and company law available under one roof.
Investment banking advisory is delivered from Delhi and Gurgaon for Indian companies and groups executing domestic or cross-border transactions.
Discuss your investment banking requirements
Speak directly with a PJRJ specialist — we respond within one business day.