Practice 01

Strategy, Capital & M&A Advisory

Better decisions on value, capital and control, carried through to close.

For
Promoters
Corporates
Investors
IPPs

Discuss your situation See the 6 offerings

Questions we help answer

The decisions in front of you.

01
“Are we ready to raise capital, and on what story and valuation?”
02
“Should we buy, sell or partner, and what is the right price and structure?”
03
“How do we prepare credibly for a pre-IPO round?”
04
“Which businesses belong in our portfolio over the next five years?”

What we do

Six offerings, one accountable adviser.

01Corporate Strategy & Transformation

Where to play, how to win and what to change first, ending in a plan the organisation can execute.

Typical deliverablesStrategy review · growth options · transformation roadmap

02Mergers, Acquisitions & Divestments

Buy-side and sell-side support, from target screening and valuation to negotiation and closing.

Typical deliverablesTarget long-list · valuation range · information memorandum · deal terms

03Capital Raising & Financial Advisory

The equity story, investor readiness and raise strategy, including pre-IPO preparation.

Typical deliverablesEquity story · investor materials · investor map · term-sheet review

04Debt, Refinancing & Structured Finance

Corporate and project debt, refinancing and structured solutions that lower the cost of capital.

Typical deliverablesFinancing options · lender approach · term comparison

05Strategic Partnerships & Joint Ventures

Finding the right partner and structuring a deal that lasts.

Typical deliverablesPartner screen · JV structure · governance terms

06Investment, Governance & Portfolio Advisory

Independent counsel to promoters and boards on investment decisions, governance and portfolio choices.

Typical deliverablesInvestment memos · portfolio review · board advisory

How it comes together

Transaction pathway

01Readiness
02Strategy & valuation
03Materials & outreach
04Negotiation
05Closing & integration

Origo leads at every stage; legal, tax and regulated intermediaries join as required.

Representative solutions

How we could approach it.

Illustrative scenarios showing how Origo could approach an engagement. Not completed client mandates or results.

Illustrative scenarioNot a client case study

A promoter prepares for a pre-IPO raise

Situation: A profitable, promoter-led business plans a pre-IPO round ahead of listing.
Challenge: The promoters' valuation expectation sits well above their banker's view, and the equity story is not yet investor-ready.
Approach: Stress-test the business plan, sharpen the equity story, benchmark valuation and sit alongside the promoters in investor conversations as an independent sounding board.
Deliverables: Equity story · valuation bridge · investor Q&A pack · term-sheet review

Illustrative scenarioNot a client case study

An IPP divests an operating portfolio

Situation: An independent power producer holds operating solar and wind assets.
Challenge: Deciding whether to sell all, part or none, and when, to maximise value.
Approach: Hold-versus-sell analysis, buyer universe, a competitive process and negotiation support.
Deliverables: Options paper · information memorandum · buyer long-list · bid evaluation

Illustrative scenarioNot a client case study

An international group enters India

Situation: A global energy company wants a meaningful position in Indian renewables.
Challenge: Choosing between acquisition, joint venture and organic entry.
Approach: Market assessment, entry-route comparison, target and partner screening, diligence coordination.
Deliverables: Entry strategy · target screen · partner shortlist · deal roadmap

Illustrative scenarioNot a client case study

Shareholders realign a growing business

Situation: A fast-growing company has promoter and financial-investor shareholders.
Challenge: Diverging goals on growth, exit timing and control.
Approach: Map each party's objectives, model the options and facilitate a restructuring both sides can sign.
Deliverables: Options model · governance proposal · negotiation support

How we typically engage

Clear terms, agreed upfront.

Transaction mandates for M&A and capital raising; retainers for pre-IPO and board-level advisory.

Our engagement models

FAQs

Common questions.

Do you act as a merchant banker for IPOs?

No. Origo is an independent strategic adviser. Where SEBI-regulated services are needed, they are carried out by appropriately licensed intermediaries, with whom we work alongside the client.

What size of transactions do you advise on?

Mid-market and larger mandates where senior judgement changes the outcome, typically in energy, infrastructure and adjacent sectors.

Do you work outside the energy sector?

Yes. Strategy, capital and M&A advice applies across sectors; energy and infrastructure are where our depth is greatest.

How is a success fee structured?

A modest retainer plus a fee on closing, scoped for each mandate. Terms are agreed in writing before work begins.

Can you support an existing banker's process?

Yes. Many promoters use Origo as an independent sounding board alongside their bankers.

Planning a raise, acquisition or exit? Let's talk it through.

Atishay reads and replies to every enquiry personally, normally within 2 business days.

Email hello@origo-energy.com Connect on LinkedIn