Strategic Advisory Across the Entire Deal Lifecycle
Our Transaction Advisory Services are delivered through a dedicated platform within Tax N Track, a boutique investment and financial advisory practice specializing in fundraising, capital deployment, and investment banking solutions. We partner closely with businesses, family offices, and institutional investors, providing end-to-end advisory support—from identifying opportunities to driving post-transaction value creation.
What We Do
Our integrated advisory model supports clients across a broad range of transactions, delivering customized solutions in the following areas:
- Fundraising & Capital Placement (Equity and Debt)
- Mergers & Acquisitions and Joint Ventures
- Venture Capital and Private Equity Advisory
- Divestments, Dilutions, and Exit Planning
- Valuations and Due Diligence
- Strategic Business Planning and MIS Framework Development
We advise a global clientele including High Net-Worth Individuals (HNIs), Private Equity Funds, Family Offices, Corporates, and Non-Banking Financial Companies, offering bespoke guidance aligned with varied investment objectives and asset classes.
End-to-End Transaction Support
Our methodology combines strategic insight with hands-on execution, delivering value at every phase of a transaction:
Identification of Targets and Opportunities (Domestic and Cross-Border)
Deal Structuring and Strategic Assessment
Enterprise and Equity Valuations, including compliance under Income Tax and FEMA
Development of Investment Collaterals such as Pitch Decks and Information Memorandums
Pre-Investment Financial and Commercial Due Diligence
Negotiation Assistance and Definitive Agreement Support
Post-Investment Monitoring, including strategic reviews, sector analysis, and performance evaluation
Business Plan Formulation and Financial Modeling
Venture Capital & Growth Advisory
We work closely with high-growth startups and emerging enterprises to support capital raising through:
Venture Capital Funding Advisory and Structuring
Growth Capital from Family Offices, HNIs, and Institutional Investors
Development of Compelling Investment Narratives and Deal Positioning
LP Advisory for Family Offices participating in AIFs and Fund Investments
Our team has advised multi-billion-dollar Single Family Offices on capital deployment strategies and structuring investments across both alternative and traditional asset classes.
Regulatory Integration for Seamless Execution
Our Regulatory Advisory specialists collaborate closely with transaction teams to ensure compliance with applicable legal and regulatory frameworks, including:
Foreign Exchange Management Act (FEMA)
RBI Regulations and Approval Processes
Companies Act, 2013
SEBI Regulations governing AIFs and listed market transactions
This integrated approach enables us to deliver seamless, compliant, and risk-mitigated transaction execution for our clients.
