Setting up the US company and inverted structure for an Indian medical devices and health-tech company with global aspirations
Posted On
2024-06-10
Author
Gautam Tarkunde
Background
A medical devices and health tech company headquartered in India had global aspirations and wanted to divest its stake to strategic global investors and sought support in the process.
Observations and Approach
The CFO Bridge team has been working with the Company over a period of 3 years.
The team helped in creating an inverted structure [moving headquarters/holding company to US]
Set in place the Finance function of the US company ensuring compliances, reporting and FP&A
Led Negotiations with prospective investors with respect to the valuation, structuring, and agreements.
Led financial, operational, and legal DD on behalf of the Company.
Impact
The Company is structurally ready to raise funds in the US and continues with its fund raise on a need basis.
Successful conclusion of transactions and timely receipt of consideration.
Smoothly running Finance function for both India and US entities at a fraction of cost.