When two companies or entities combine and form a new single company or entity, it is called a merger.

Our Process
  • Develop a merger Strategy
  • Set the merger search criteria
  • Set for potential merger targets
  • begin Merger planning
  • Perform valuation analysis
  • Negotiations
  • Merger Due Diligence
  • Purchase and Sale contract
  • Financing Strategy for the merger to happen
  • Closing and integration of the merger
Required Documents-​
  • Merger agreement
  • Articles of Incorporation
  • Merger Draft which includes
  • Preamble
  • Definitions and Interpretations
  • Share Capital clause
  • Transfer and Vesting Clauses
  • Legal Proceedings
  • Effective and Operative dates clause
  • Employees and Staff of the Transferor Company
  • Issue of shares by the Transferee Company
  • Accounting Treatment
  • Clauses for other and general terms
  • Documents to be submitted by transferor:
  • Memorandum and Articles of Association.
  • Audited Balance Sheet.
  • Board Resolution for approval and authorization of the scheme.
  • List of Equity Shareholders.
  • Consent Affidavits filed by the Equity Shareholders.
  • Auditors Certificate stating the no. of Secured Creditors.
  • Auditor’s Certificate listing the no. of Unsecured Creditor. 
  • Consent Affidavit filed by no. of Unsecured Creditor. 
  • Auditors Certificate concerning the accounting treatment proposed in the Scheme of Merger.
  • Documents to be submitted by Transferee:
  • Memorandum and Articles of Association. 
  • Audited Balance Sheet. 
  • Board Resolution for approval and authorization of the Scheme.
  • List of Equity Shareholders. 
  • Auditors Certificate listing out the no. of Secured Creditors.
  • Consent Affidavit filed by the no. of Secured Creditor.
  • Auditors Certificate listing out the no. of Unsecured Creditors.
  • Consent Affidavit filed by the no. of Unsecured Creditor.
  • Auditors Certificate concerning the accounting treatment proposed in the Scheme of Merger.
  • Other SEBI compliance documents.
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