Adding value to your business

The overall economic environment around M&A activity as well as capital raising is dynamic and ever changing. Coupled with this, India is seeing an evolution of its tax and regulatory environment in these areas with a number of best practices across various laws around the world finding their way into the Indian legal framework. M&A and PE transactions as also developing holding structures for founders and family offices are matters that are high stakes and have lasting impact over protracted periods of time.

We, at KPMG in India, help avoid pitfalls and unpleasant surprises – not only in the context of current law, but also in terms of identifying trends in law that may have an impact going forward. We work on structures in a manner that the overall IRR can be enhanced, such that there is greater ability to extract value in these situations. Thus, in addition, to helping control potential tax costs and risks and proposing actions or methodologies to aid in reducing negative effects on deal value, we also try to identify potential tax saving opportunities to help enhance the deal value and propose actions to capture those opportunities.

Under our strategic initiative ‘One M&A’, we bring together a thorough end to end portfolio of deal related services across corporate finance, transaction services, deal strategy, valuations, special situations, transaction tax, and structuring and post deal services. Our M&A/PE tax and family office vertical works in sync with other deal advisory service lines under one roof to help ensure smooth completion of the transaction.

Our offerings

Acquisition/divestment Structuring

Consultation to determine and shape the immediate and long term tax impact of the client’s acquisitions/divestments. Advising on acquisitions through leveraged/management buyouts

Overseas listing and value enhancement

Advisory from a Tax and regulatory standpoint to clients looking for access to global markets

Tax diligence and health check ups

Apprise clients of the potential risks and benefits associated with a specific transaction

Transaction advisory

Providing negotiation support and offer structuring and documentation review for private equity, strategic or financial deals

Corporate and internal structuring

Providing tax and regulatory efficient offerings for internal restructuring, promoter holding restructuring, corporate restructuring exercises, which can be in the form of mergers, demergers, sale of business/ assets, sale of business/assets/shares, capital reduction, buyback, rights issue, family arrangement, succession planning etc.

Assistance in implementation of transaction and post deal advisory and support

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Private Equity

Advising on fund structuring and operating protocols

Assisting in setting up the fund structure and ongoing compliances.

Family office

Working with family and promoter driven businesses and helping them in the areas of succession, next generation handover, governance, growth, exit strategies and wealth preservation.

Our approach - From Ideation to Implementation

Discussions and Conceptualization

Understanding the detailed objectives and gain an understanding of the long-term approach

Understanding of the management concerns

Provide a trusted approach

Conduct a SWOT analysis

Pre-deal evaluation

Due diligence and Transaction structuring

We conduct tax due diligence, provide negotiation support and offer structuring and documentation review for private equity, strategic and financial deals

Assist in adopting a global approach to uncover tax risks and in identifying existing exposures in the various approaches
Reviewing and considering tax provisions in contracts
Review business plans from a tax and regulatory perspective
Analyzing the industry trends and evaluating feasibility of the available options
Formulating possible structures based on desired business objectives which are tax optimal and compliant from a regulatory perspective
Assist in obtaining regulatory approvals for establishing the transaction structure.

Execution and implementation assistance

Execution

Transaction implementation

Contract assistance from tax perspective

Negotiation support in completion phases

Thorough project management

Foster smooth tax consolidation through utilization of accumulated tax losses and fiscal incentives.

Post deal support

Facilitate completion of regulatory formalities

Post-closure discussions with the management and its advisors

India Insights

Our insights is your gateway to thought leadership and in-depth reports. Explore our curated collection of valuable content, where we delve into complex business challenges, share industry trends, and provide actionable insights.

Overview of key trends and opportunities, the competitive landscape, global industry and M&A trends, deal activity, and potential M&A themes in India

A global overview of key findings uncovered from the Q2’25 Venture Pulse Report

M&A activity to pick up in 2025 as C&R organisations reshape their footprints

KPMG Private Enterprise quarterly global report on venture capital trends

Biannual analysis of global fintech funding trends, highlighting key insights, investment shifts, and emerging opportunities in H2 2024

A global overview of key findings uncovered from the Q4’24 Venture Pulse Report

The budget's overarching theme focused on regulatory and policy changes aimed at easing the burden on taxpayers

A forensic lens on related-party transactions (RPTs) helps uncover potential risks and provides guidance on mitigating these risks effectively

Policy-driven infrastructure changes are essential for accelerating the adoption of electric vehicles (EVs) in India

Industrial manufacturing and Automotive CEOs share their views on economic outlook, return-to-office, ESG and generative AI.

Private Equity investment trends and opportunities

This report highlights key insights from the KPMG 2024 Infrastructure and Transport CEO Outlook survey.

A global overview of key findings uncovered from the Q3’24 Venture Pulse Report.

Change in Indian regulatory and tax framework regarding reverse flipping could position entrepreneurs and startups capitalize its and India's growth

Sebi needs to implement best practices to enhance the efficiency and accessibility of the IPO filing process in India.

Overall prospects for investing in India's capital markets remain positive by strong economic fundamentals and a more streamlined tax environment

Global insights

Delivering growth and competitiveness: Evolving asset management Regulation 2025 report

The 2025 KPMG Sovereign Wealth Fund Conference offers a valuable opportunity to engage with peers, connect with leading government and industry representatives, and hear insights from a broad range of subject matter professionals.

A decade of data driven insights into the choreography of successful M&A

Despite the cautious optimism permeating the fintech sector heading into 2025, the first half of the year saw fintech investment and deals slow considerably amid headwinds from ongoing geopolitical tensions and concerns around evolving trade policies.

The start of 2025 saw cautious optimism in the consumer and retail merger and acquisition (M&A) world.

KPMG takes a value-focused approach to due diligence that integrates global methods and sector-specific drivers, offering holistic insights for confident decision-making.