Global FPO provides wealth management, private banking, and portfolio management services. It also offers advisory services in private equity, mergers and acquisitions, corporate restructuring, and fundraising. The document outlines Global FPO's methodology for various funding services including equity syndication, preferential allotment, debt syndication, and financial restructuring. It describes the initialization, identification of investors, due diligence, documentation, and closure steps involved in each funding process.

1. Funding
At Global FPO, we provide services in the specialized fields such as Private Banking, Wealth
Management and Portfolio Management on the investment side. The company also offers highly
personalized services in the areas of Private Equity, Corporate Re-structuring, Mergers & Acquisitions
and in raising the funds against Equity and Debt.
Today, businesses demand global vision, an in-depth understanding of various industries and
sectors, demonstrated thought leadership and a consultative partnership approach for their financial
needs. Our multi-manager investment approach is unique and provides a great value to our clients
in reaping the benefits of the expertise of the various fund managers.
Services rendered by Global FPO are broadly categorized under following heads:
Funding
Corporate Capital Restructurin
Finance Syndication g
Equity Corporate
Syndication Restructuring
Financial
Private Equity Restructuring
Preferential
Allotment
Advisory for
Capital
Market
Debt
Syndication

2. Our Corporate Finance services include:
• Business and Intangible Asset Valuation
• Accounting, Financial and Tax Due Diligence
• Cross Border Advisory Services
• Structuring & Advisory of Venture Funds and Real Estate Mutual Funds
• Buy and Sell Side M&A Advisory
• International Fund Raising Advisory
• M&A Integration Solution
Capital Syndication
Our Methodology

3. Equity Syndication
Private Equity
• Step 1: Initialization
We start with understanding the company’s existing business profile and analyze its growth
prospects based on the existing industry scenario, past trends and future expectations. If
desired we help it in forming business strategy. Also, we help the client to decide on the most
effective capitalization strategy among the various available equity raising options. We prepare
an information memorandum containing the investment rationale for presentation to the
potential investors.
• Step 2: Identification and Short listing of potential investors
We identify potential investors for our clients who could add to their existing and future
values. We hold initial discussions with the investors and arrange for the client and investors
meets to enable them to understand each others business principles and strategies. Then we
help clients to shortlist the appropriate investors for their business.
• Step 3: Due Diligence
We conduct the due diligence exercise in the company from investor’s perspective and carry
out preparatory work (procedural, legal and statutory) before equity placement exercise.
• Step 4: Documentation and Closure
We negotiate and finalize definitive terms of the agreements with the potential investors,
complete the required documentation and finally mobilize the equity.

4. Preferential Allotment
• Step 1: Initialization
We start with understanding the company’s existing business profile and analyze its growth
prospects based on the existing industry scenario, past trends and future expectations. If
desired we help it in forming business strategy. Also, we help the client to decide on the most
effective capitalization strategy among the various available equity raising options. We prepare
an information memorandum containing the investment rationale for presentation to the
potential investors.
• Step 2: Identification and Short listing of potential investors
We identify potential investors for our clients who could add to their existing and future
values. We hold initial discussions with the investors and arrange for the client and investors
meets to enable them to understand each others business principles and strategies. Then we
help clients to shortlist the appropriate investors for their business.
• Step 3: Due Diligence
We conduct the due diligence exercise in the company from investor’s perspective and carry
out preparatory work (procedural, legal and statutory) before equity placement exercise.
• Step 4: Compliance of SEBI (Disclosure and Investor Protection) Guidelines on
preferential allotment
Besides other statutory and legal requirements, in the case of listed companies preferential
allotment requires compliance of SEBI (Disclosure and Investor Protection) Guidelines on
preferential allotment. Thus, we ensure compliance of the Disclosure and Investor Protection
Guidelines of SEBI for the purpose of preferential allotment of equity.
• Step 5: Documentation and Closure
We negotiate and finalize definitive terms of the agreements with the potential investors,
complete the required documentation and finally mobilize the equity.

5. Advisory for Capital Market Offerings
We provide advisory for Initial Public Offer/Follow on Public Offer, Rights Issue, Open Offer, Buy Back,
Delisting, etc while we await our Merchant Banking Registration.
Debt Syndication
• Step 1
We analyze the need for funds of our client. There after the business plan and future
projections are crystallized. Required debt and its servicing parameters are crystallized. This is
then converted into an information memorandum containing the lending rationale for
presentation to the potential lenders.
• Step 2
We conduct the due diligence exercise in the company from lender’s perspective
• Step 3
We then negotiate and hold initial discussions with the lenders.
• Step 4
We negotiate and finalize definitive terms of the agreements with the lenders, complete the
required documentation, ensure compliance of disbursement conditions and deal closure.

6. Restructuring
Our Methodology
Financial Restructuring
• Step 1
We review business and project of the company in detail. Also, we analyze risk associated with
the same.
• Step 2
We identify key problems and concerns in the balance sheet of the company
• Step 3
We develop detailed finance plan and analyze the immediate and potential cash flows.
• Step 4
We then structure the suitable instrument and hold initial discussions with the investors.
• Step 5
We negotiate and finalize definitive terms of the agreements with the investors, complete the
required documentation, ensure compliance of disbursement conditions and financial closure.

7. Capital
Restructuring
Mergers &
Takeovers Buyback of Shares
Acquisitions