Services

Merger and Acquisitions

Inorganic growth has been one of major strides taken by Indian entrepreneurs and Proficio Advisors has well executed couple of successful transactions. Proficio success stems from sector focussed approach and apprising newer trends, practises and key markets.

Right from understanding the market landscape, identifying right target or buyer, appropriate tactic, deal structuring & negotiations has been key traits of Proficio Advisors in successful closure.

We provide M&A across geography and sectors. Our services includes,

Buy Side Advisory
Sell Side advisory
Leverage Buyout (LBO)
Management Buyout (MBO) / Management Buyin (MBI)
JV / Strategic Tie Ups

Equity Fund Raising

Raising money against stake dilution for strategic reason and organic growth is essential for business sustainability and market penetration. It has been increasing trend amongst Indian business community to raise equity fund raising either to finance business expenditures where banks finance is not eligible or promoter cash out.

Venture Capital/ Growth Capital / Private Equity
Management buyout (MBO) financing
Management Buyin (MBI) financing

Debt Fund

We have a successful track record for debt fund raising for companies across sectors. We assist our clients in the syndication of debts by conventional as well as non-conventional banking products. We differentiate ourselves through innovative offerings, updated knowledge base and understanding of complex financial products with faster turn-around time for completing the transaction. We also expertise in Foreign Currency Trade Finance where we can structure import and/ or export transactions for funding the working capital gap.

We raise funds for Working Capital, Project Finance and Acquisition purposes

A) Fund Based and Non-Fund Based faculties for working capital finance

Cash Credit
Pre and Post Shipment
Export Financing
FCNR (B) Loans

B) Fund Based facilities for Project Finance and Acquisitionpurposes

Project Term Loan
Mezzanine Debt
Business Loans (both Secured and Unsecured)
StructuredTrade Finance
Lease Rental Discounting
Refinancing / Cash Out Loan
Loan Against Property

Our main expertise is liaisoning, structuring and negotiation to get best possible terms and assisting in documentation and security creation

Structured Finance

Structured finance is a financial instrument offered to businesses which have complex financing needs that doesn’t match with conventional financial products like bank or equity finance. It is a kind of arrangement that are created and structured to fit the needs and the circumstances of the borrower bearing high yield, subordinated debt or preferred stock.

Corporate Advisory

It is expert advisory services which are tailor-made and customised for each business requirements based on existing capabilities & desired roadmap of the business. The following are some of the services where we have expertise and delivers,

Restructuring of Loans / NPA Resolutions
Legal, Company Law and Tax advisory
External / Virtual CFO (Complete Finance Outsourcing)
Transaction Support Services

Wealth Management

We closely sit with every single investor to understand the lifestyle and future requirements of individual & family to formulate an appropriate investment plan. We provide optimum investment portfolio that generates enough returns to fulfil family dreams.

Our Investment idea runs around following areas:

Mutual fund investment
Debt Market instruments
Insurance services
Tax/Retirement planning
Real estate