About the Workshop
This intensive online M&A Workshop is designed for young and mid-level Chartered Accountants, LLB graduates, Advocates, and corporate/legal professionals who want to move beyond theory and understand how real deals are structured, documented, and closed in India. The focus is on practical skills that you can immediately apply in transactions handled by small and mid-sized firms.
What You Will Learn
By the end of the workshop, you will be able to:
- Understand the full M&A deal lifecycle: from strategy, term sheet, and due diligence to definitive agreements, closing, and post-deal compliance.
- Read and analyse key transaction documents: Term Sheet, Share Purchase Agreement (SPA), Shareholders’ Agreement (SHA), and Business Transfer Agreement (BTA), with a clause-by-clause understanding.
- Identify and negotiate critical clauses: valuation and pricing, conditions precedent, representations and warranties, indemnities, drag/tag rights, ROFR/ROFO, anti-dilution, and exit mechanisms.
- Grasp the core regulatory framework: Companies Act, SEBI Takeover Code, SEBI LODR, Competition Act (CCI), basic FEMA and tax implications relevant to M&A.
- Get a clear roadmap to start or scale an M&A-focused practice from a small or mid-sized firm, including client acquisition, fee models, and internal systems.
Who Should Attend
◾Young & mid-level Chartered Accountants working in audit, tax, or advisory who want to move into M&A and transaction support.
◾LLB graduates, Advocates, in-house counsel, and legal professionals interested in corporate / PE / VC / startup deals.
◾Company secretaries and compliance professionals who regularly handle corporate restructuring, share transfers, and board/shareholder approvals.
◾Practitioners from small and mid-sized firms who want a practical, deal-focused view.
Key Session Highlights
◾Live walkthrough of a real-world style term sheet and identification of red flags.
◾SHA deep dive: governance, reserved matters, transfer restrictions, drag/tag, and exit rights.
◾SPA vs. BTA vs. Scheme: which structure to recommend, and why.
◾Overview of SEBI open offer triggers, CCI thresholds, and typical approval paths in Indian deals.
◾Practice-building segment: how to price mandates, draft engagement letters, and position yourself as an M&A advisor.
Format, Date & Investment
◾Format: Live virtual workshop (Teams / Zoom) with Q&A, screen-sharing and document walkthroughs.
◾Duration: 15–20 hours delivered over multiple sessions (recordings available to registered participants).
◾Mode: Highly interactive, with practical examples, templates, and checklists shared during the sessions.
Investment: ₹10,000 (inclusive of access to recordings and workshop materials).
❗❗Registration is carried out through The TaxEco Portal. You need to create an account on The TaxEco Portal and register there by paying the amount.
Visit →https://thetaxeco.com/course/mna for further details.
All participants will receive curated templates (term sheet, SPA/SHA/BTA structures, key checklists) and a certificate of participation.
About the Facilitator
The workshop is conducted by a practising Chartered Accountant and Lawyer who has built an M&A advisory practice from a small firm set-up, handling mid-market transactions, buy-outs, and strategic investments in India. The teaching approach blends black-letter law (Companies Act, SEBI, tax) with practical deal experience, negotiation insights, and constraints of a small firm.