Transaction Advisory Buy Side Services

Services

Transaction Advisory

In our relentless pursuit of driving ‘win-win’ outcomes for our clients, we prioritize alignment of interests and long-term wealth generation in all transactions and investments we advise on.

Having the valuable perspective of both ‘buy’ & ‘sell’ side negotiations across multiple transactions, the team at ‘Phoenix Advisers’ has served as shareholders representatives for some of the country’s largest corporates and families for transactions in the Real Estate and Education sectors.

Sell Side Services

Buy Side Services

1.

Defining Investment Objectives

Crafting and implementing investment strategies aligned with the fund’s objectives and risk appetite.

2.

Asset Allocation

Determining the optimal allocation of assets within the portfolio to achieve desired risk-return profiles.

3.

Create Opportunity Pipeline

Conducting thorough market research and analysis to identify investment opportunities and assess market trends.

4.

Evaluate Identified Opportunities

It involves evaluating economic indicators, financial statements, and other relevant data.

Invest

Making informed investment decisions based on research, analysis, and risk assessments.

5.

Performance Review

Continuously tracking the performance of the portfolio against benchmarks and performance targets.

6.

Investment Exits

Strategically planning and executing the exit from investments to maximize returns.

7.

Re-Investment

Allocating returns from exited investments into new opportunities for sustained growth.

8.

1.

Defining Investment Objectives

Crafting and implementing investment strategies aligned with the fund’s objectives and risk appetite.

2.

Asset Allocation

Determining the optimal allocation of assets within the portfolio to achieve desired risk-return profiles.

3.

Create Opportunity Pipeline

Conducting thorough market research and analysis to identify investment opportunities and assess market trends.

4.

Evaluate Identified Opportunities

It involves evaluating economic indicators, financial statements, and other relevant data.

5.

Invest

Making informed investment decisions based on research, analysis, and risk assessments.

6.

Performance Review

Continuously tracking the performance of the portfolio against benchmarks and performance targets.

7.

Investment Exits

Strategically planning and executing the exit from investments to maximize returns.

8.

Re-Investment

Allocating returns from exited investments into new opportunities for sustained growth.

Buy Side

Case Study

AUM $300M

Real Estate Sector

Client

An Indian Conglomerate To Create A Real Estate Fund

to build, acquire and operate a portfolio of commercial office spaces. Assets under management $300M.

Created Team

to manage the portfolio

Acquired & Operated

assets worth $150m under the portfolio and leased them to create 1M sft of Grade A commercial office portfolio

Exited

advised the General Partners towards their exit from the fund

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