OUR EXPERIENCES
Delivering impact across sectors, transactions, and markets
HelioFin has advised global and Indian companies across diverse sectors including consumer, industrials, packaging, IT services, electricals, chemicals, financial services, and infrastructure. With deep expertise in both buy-side and sell-side transactions, the firm brings a strong track record of executing complex deal mandates. In addition, HelioFin has delivered over 75 valuation engagements spanning deal advisory, regulatory compliance, and financial reporting—demonstrating its ability to provide rigorous, insight-driven solutions that support strategic decision-making and value creation.
Key Engagements
- Advised a leading fund administration services provider focused on the India – Singapore corridor on a transaction with a global major
- Advised a leading Fund of Funds in evaluating investments in 50+ daughter funds in India
- Advised on a General Partner led first of its kind continuation vehicle transaction for a PE secondaries deal in India
- Advised Sovereign, Pension and Private Equity funds on evaluation of investments in India
Recent Engagements
- Advised 3 search funds on valuation of asset management companies
- Fair valuation of a Singapore based logistic company for stake sale between founders
- Advising a Series A funded Singapore based startup on valuation of employee stock options on the grant date for financial reporting purposes
- Valuation and Negotiation support assistance on sale of stake in a Beauty and Cosmetics contract manufacturer
- Valuation under the Companies Act and Foreign Exchange Management Act in India for fresh issue of shares for multiple companies
- Monitory and review of NAV of a mid market PE fund for support in a GP led secondaries deal
Key Engagements
- Advised various UK mid-market PE investing in £10mn-£200mn revenue companies across various sectors on 25+ IT DD (3-4 weeks engagement)
- Advised a US PE investing in special situations and complex carveout on 15+ Operational & IT Carveout DD across various sectors including Manufacturing, Healthcare, SaaS and others (3-4 weeks engagement)
- Provided Tech/Software DD support to European VC on acquisition of around 30+ SaaS companies (3-4 weeks engagement)
- Provided IT PMI, IT Carveout & Digital Transformation program support on 15+ engagements to various UK & US PE Portfolio companies (6-12 months duration)
Selected Engagements
- Full-stack e-commerce platform with inventory and customer lifecycle management
- Digital infrastructure and workflow systems for business operations
- Enterprise LMS with assessments, reporting, and multi-user access
- Content and internal engagement platforms for professional services
- MIS dashboards to improve operational visibility, drive accountability, and support strategic decisions
- Job listing platform with backend management and structured filtering
- Interactive navigation and wayfinding systems
