Investment Banking and Private Equity

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CWS Investment Banking and Private Equity Services

In the course of conducting business, companies frequently encounter pivotal decisions related to investments, finance, and capital structures. Often, they turn to expert advisors to navigate these complex choices. These companies may vary in their stages of development, spanning from early startups to mature enterprises. At CWS, our highly skilled team specializes in conducting extensive market research, evaluating available options, and crafting financial and strategic solutions. While we prioritize aspects such as market pricing, timeliness, and transaction structure, we take immense pride in providing end-to-end services that guide our clients through the negotiation of critical terms and transaction closing procedures.
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Comprehensive Guidance for Complex Decisions

Our advisory services encompass a wide spectrum of intricate and structured decisions, delivering potent and customized solutions for scenarios such as mergers, acquisitions, debt advisory, strategy formulation, and in-depth market research at various stages of your company’s journey.

Fundraising for Private Equity

Our experienced fundraising team excels in syndicating capital requirements from world-class financial sponsors, spanning private equity firms, venture capital entities, family offices, and more, on a global scale. Our senior professionals offer expert advice and unbiased guidance based on factual insights to facilitate pivotal decision-making, even in challenging scenarios with far-reaching implications. Whether your company is an emerging startup or a well-established enterprise, we stand ready to provide our unwavering support.
CWS Investment Banking and Private Equity Services is your unwavering partner in navigating the intricacies of financial decision-making, whether it involves investments, fundraising, or strategic planning. Whether your company is on the brink of transformation or seeking avenues for growth, our expertise and experience can guide you toward informed and sound choices. Reach out to us today to schedule a consultation with one of our senior professionals and embark on a journey toward financial success and sustainable growth for your organization.

Experts

CA Mukesh Mohta

Chartered Accountant

CA Neeraj Kumar Arora

Chartered Accountant

CA Suneel Kumar Gupta

Chartered Accountant

Dr. Kavya Jha

Multifaceted Professional

Mrs. Geeta Gandhi

Finance & Marketing

CA Nipun Mohta

Chartered Accountant

ADV Ankit Garg

Lawyer

CWS Business Consulting assists you in identifying and overcoming the obstacles to your growth and progress.
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Investment Banking and Private Equity services.
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CA Mukesh Mohta

Chartered Accountant

EDUCATIONAL / PROFESSIONAL QUALIFICATION

  • Qualified as a Chartered Accountant in May 1986

NUMBER OF YEARS EXPERIENCE:

  • He has 30 years of experience in various financial roles.
  • Promoted to a chain of hospitals, Asian Hospitals, in 2007, and remained on the board until 2022.

AREAS OF SPECIALIZATION:

  • Expertise in Project Financing and loan Appraisal from numerous Banks and Financial Institutions.
  • Vast experience in working capital financing, term loans, and various Fund-based and non-fund-based financial facilities for MSMEs and Start-ups.
  • Extensive exposure to Private Equity Funding from both domestic and International Funds and High Net Worth Individuals (HNI).
  • Extensive knowledge and experience in the field of bank financing from various banks, NBFCs, and financial institutions.
  • Specialization in Credit Appraisal within the banking sector.

OTHER ACHIEVEMENTS:

  • Association with many PSU and private Indian banks and close relationships with prominent NBFCs.
  • Expertise in providing tailor-made financial consultancy to corporate and business houses, including:
  1. Loan Syndication:
  • Raising working capital loans, term loans, funded and non-funded facilities from banks, financial institutions, and NBFCs.
  • Securing equity and bonds to fulfill short-term and long-term business needs.
  1. Loan Restructuring:
  • Providing solutions to businesses facing financial stress due to changed circumstances.
  • Offering short-term measures and planning and executing long-term recovery, restructuring, or liquidation processes.
  1. Financial Consultancy:
  • Assisting businesses in making informed decisions considering their complex financial situations.
  1. Merger & Acquisition:
  • Serving businesses by helping them create value through business acquisitions and establishing win-win propositions for both parties.
  • Client base includes industries, healthcare, education, and other reputable service players.

CA Neeraj Kumar Arora

Chartered Accountant

EDUCATIONAL / PROFESSIONAL QUALIFICATION

  • A Fellow member of the Institute of Chartered Accountants of India.

NUMBER OF YEARS EXPERIENCE:

  • Possesses over 15 years of professional experience.

AREAS OF SPECIALIZATION:

  • Expertise in Project Financing and loan Appraisal from various Banks and Financial Institutions.
  • Proficiency in arranging long-term funds and working capital loans for Projects.

Extensive experience in:

  • Working capital financing
  • Term loans
  • Various Fund-based and Non-Fund Based financial facilities for MSMEs and Start-ups.
  • Vast exposure to Private Equity Funding from both domestic and International Funds and High Net Worth Individuals (HNI).
  • Strong background in financial advisory services, Restructuring, and Business Advisory services.
  • Specialization in Forensic Accounting and Fraud Detection.
  • Conducted Special Audits for various large companies through empanelment by the Income Tax Department.
  • Appointed to the panel of various State Governments to investigate severe fraud matters.

OTHER ACHIEVEMENTS:

  • Regularly appears on various News Channels for discussions on the finance bill of the Government of India, forecasting its impact on the Indian Economy through analysis of changes in Policy and Laws, among other factors.

CA Suneel Kumar Gupta

Chartered Accountant

EDUCATIONAL / PROFESSIONAL QUALIFICATION

  • A Fellow Member of the Institute of Chartered Accountants of India, having completed his CA in 2004.

NUMBER OF YEARS EXPERIENCE:

  • Possesses substantial experience in the field of finance and auditing.

AREAS OF SPECIALIZATION:

  • Expertise in Credit Appraisal and TEV (Techno-Economic Viability) Study of projects.
  • Profound knowledge of credit tools, banking terminology, and the ability to assess proposals or projects from both micro and macro perspectives.
  • Specializes in conducting TEV studies for projects appraised by his team.

OTHER ACHIEVEMENTS:

  • An expert in Bank Audits, with a career that started after completing his CA.
  • Gained valuable experience in accounting with a focus on various bank-related audits and activities, including Concurrent audits, statutory audits, Revenue Audits, Stock Audits, and Credit Audits, among others. 

Dr. Kavya Jha

Multifaceted Professional

EDUCATIONAL / PROFESSIONAL QUALIFICATION

  • Transitioned from a school administrator to a self-made successful entrepreneur.

NUMBER OF YEARS EXPERIENCE:

  • Accumulated a wealth of experience through a diverse career path.

AREAS OF SPECIALIZATION:

  • Business Planning
  • Strategy
  • Business Liaison at MSME and Corporate Level
  • International Business
  • Equity and Debt Financing (Long-term and Short-term)

OTHER ACHIEVEMENTS:

  • Founder of Two Successful Businesses
  • Supporter of 5 NGOs in Social Works
  • Recipient of Several Accolades and Awards

Mrs. Geeta Gandhi

Finance and Marketing Professional

EDUCATIONAL / PROFESSIONAL QUALIFICATION

  • MBA graduate from Amity Business School

NUMBER OF YEARS EXPERIENCE:

  • 16 years of industry experience

AREAS OF SPECIALIZATION:

  • Finance and Marketing
  • Corporate Law
  • Start-up Incubation

OTHER ACHIEVEMENTS:

  • Recipient of ‘The Amity Merit Award’
  • Leadership in Corporate Law Department
  • Active involvement in the ‘Start-up India Scheme’ and successful incubation of numerous startups
  • Strong commitment to the “first time right” approach
  • Continuous pursuit of new skills and their practical application in the work culture

CA Nipun Mohta

Chartered Accountant

EDUCATIONAL / PROFESSIONAL QUALIFICATION

  • Qualified as a Chartered Accountant in 2013

NUMBER OF YEARS EXPERIENCE:

  • Over 8 years of professional experience

AREAS OF SPECIALIZATION:

  • Statutory Audits in various industries
  • Financial Due Diligence
  • Statutory and Tax Audit across sectors including education, healthcare, and hospitality
  • Successful Marketing and Customer Convincing

OTHER ACHIEVEMENTS:

  • Articleship with SR BATLIBOI & Co. LLP, a member of EY, specializing in statutory audits
  • Expertise in convincing customers for mutual benefit
  • Trusted advisor to clients, emphasizing their best interests
  • Successful balance of broad audit expertise with personal service orientation

ADV Ankit Garg

Lawyer

EDUCATIONAL / PROFESSIONAL QUALIFICATION

  • Qualified as a lawyer in 2023 from O.P JINDAL GLOBAL UNIVERSITY

NUMBER OF YEARS EXPERIENCE:

  • Legal Experience: Newly qualified lawyer
  • Business and Finance Experience: 3 years
  • BBA (Major in Finance) in 2020 from O.P JINDAL GLOBAL UNIVERSITY

AREAS OF SPECIALIZATION:

  • Legal Practice, with a focus on:
  • Indian Bankruptcy Code
  • Criminal Cases
  • Companies Act
  • Finance and Business Management
  • Start-up Registration and Compliance

OTHER ACHIEVEMENTS:

  • Internship with Share Samadhan under high court advocate Rajesh Aggarwal, gaining experience in various legal areas
  • Internship with Rikki Plastic Pvt Limited, assisting in accounts management and accounts payable
  • Active involvement in the Start-up India scheme, facilitating:
  • Start-up registration with DPIIT
  • Securing 80-IAC tax exemption for 3 years
  • Facilitating the Seed Fund Scheme for start-ups, providing benefits up to 70 lakhs