ADVISORY

Advisory

There is a difference between advising on a transaction and advising on a transaction in this industry. The economics of a container terminal are embedded in its berth utilisation curve and concession throughput guarantees — neither appears on a standard balance sheet review. The defensibility of a freight forwarding business is carried in its NVOCC licences, its agent relationships, and the contractual depth of its top ten accounts — none of which a generic due diligence checklist will reach. The bankability of a logistics park depends on the quality of its occupier demand study, not the regional market report that estimated it.

Our advisory practice is built entirely around this reality. We combine deep operational knowledge of how ports, terminals, freight networks, logistics parks, and supply chains actually function with the transaction rigour that global capital markets demand — and we apply that combination across every stage of a mandate, not as a finishing layer after the financial analysis is done.

Transaction Advisory

Every significant transaction in shipping and logistics — whether an acquisition, a joint venture, or a commercial partnership — carries a specific risk profile that only sector experience can decode.

Mergers & Acquisitions

End-to-end M&A support for buyers, sellers, and financial sponsors across shipping, logistics, and supply chain businesses.

JV Structuring

Designing joint ventures that align partner interests, protect individual positions, and survive commercial stress.

Strategic Partnerships

Identifying, structuring, and formalising commercial alliances that create durable competitive advantage.

Merger & Acquisition

Shipping and logistics M&A requires a level of sector literacy that most generalist advisors cannot provide. The value of a container terminal is embedded in its concession terms, berth productivity benchmarks, and hinterland connectivity — not its balance sheet alone.

WHAT WE OFFER

  1. Buy-side advisory — acquisition strategy, target identification, commercial and operational assessment, valuation, negotiation support, and closing management.
  2. Sell-side advisory — business preparation, equity story development, information memorandum, buyer identification, process management, and term negotiation.
  3. Sector-specific due diligence — commercial, operational, and regulatory assessment covering concession terms, licence validity, customer concentration, network dependency, technology stack, and workforce compliance.
  4. Valuation and financial modelling — logistics-calibrated DCF, EV/EBITDA, and asset-based valuations adjusted for fleet cycles, concession tenure, cargo volume volatility, and freight rate sensitivity.
  5. Cross-border transaction support — FDI regulations, FEMA compliance, CCI merger notifications, and structuring considerations.
  6. Post-merger integration advisory — integration planning, day-one readiness, network rationalisation, systems consolidation, and synergy realisation.
What this means for you: Clients execute transactions with confidence from advisors who understand the operational reality behind the numbers.
JV Structuring

Joint ventures in shipping and logistics are formed to combine complementary assets, share infrastructure costs, access new geographies, or meet local ownership requirements.

WHAT WE OFFER

  1. JV rationale and partner alignment.
  2. Equity and governance structure design.
  3. Commercial and operational framework.
  4. Contribution and valuation of inputs.
  5. Exit mechanism design.
  6. Regulatory compliance for JV formation.
What this means for you: The JV is commercially structured before the lawyers draft, preventing disputes that derail partnerships.
Strategic Partnership

Not every strategic relationship requires equity — and in logistics, some of the most value-creating arrangements are commercial alliances rather than ownership structures.

WHAT WE OFFER

  1. Partnership identification and screening.
  2. Commercial framework design.
  3. Alliance structuring for shipping sector.
  4. Technology and SaaS partnership structuring.
  5. Partnership negotiation support.
  6. Partnership governance and performance management.
What this means for you: Strategic partnerships are formalised with the right commercial architecture from the outset.

Infrastructure Investments

India's logistics infrastructure is being rebuilt at a scale and pace that has not been seen before — creating investment opportunities across terminals, ICDs, CFSs, and logistics parks.

Terminals

Investment, feasibility, and transaction advisory for port terminals and marine infrastructure.

ICDs & CFSs

Site evaluation, demand assessment, and investment structuring for inland container facilities.

Logistics Parks

End-to-end advisory from demand validation and site selection through financing and launch.

Terminals

Port terminal investment in India offers significant long-term returns, but the path from opportunity to operational asset includes regulatory complexity, concession negotiation risk, and cargo volume forecasting challenges.

WHAT WE OFFER

  1. Terminal investment feasibility.
  2. Concession advisory.
  3. PPP bid support.
  4. Terminal transaction advisory.
  5. Project financing for terminals.
  6. Operational benchmarking and efficiency advisory.
What this means for you: Terminal investments are evaluated, structured, and financed with the sector depth port infrastructure demands.
ICDs and CFSs

India's inland container infrastructure is the connective tissue between manufacturing clusters and seaports, and it is under pressure from cargo consolidation shifts and multimodal logistics hubs.

WHAT WE OFFER

  1. ICD and CFS feasibility studies.
  2. Site and location advisory.
  3. Regulatory and licensing advisory.
  4. ICD and CFS transaction advisory.
  5. Operational design and layout advisory.
  6. DFC opportunity mapping.
What this means for you: ICD and CFS investments are positioned for the freight market that is emerging.
Logistics Parks

India's Grade-A warehousing and logistics park sector has attracted significant institutional capital because formalised supply chains, GST-driven consolidation, and e-commerce fulfilment are driving demand.

WHAT WE OFFER

  1. Demand validation and market study.
  2. Site selection advisory.
  3. Park design and specification advisory.
  4. Investment structuring and financing.
  5. Tenant identification and pre-leasing support.
  6. Logistics park transaction advisory.
What this means for you: Logistics park investments are validated against real occupier demand, not only market-level projections.

D3 Investor Advisory

Private equity, infrastructure funds, family offices, and sovereign wealth funds deploying capital into shipping and logistics need advisors who evaluate businesses at the operational level — not just the financial one.

Deal Screening

Rapid, sector-informed screening before full diligence resources are committed.

Due Diligence

Commercial and operational due diligence for shipping, logistics, infrastructure, and logistics SaaS.

Portfolio Optimisation

Improving operational performance and returns of existing logistics and infrastructure assets.

Deal Screening

Investment committees in logistics and infrastructure routinely receive opportunities that look compelling at teaser stage and fall apart under scrutiny because sector-specific risks were not identified early enough.

WHAT WE OFFER

  1. Opportunity assessment memo.
  2. Business model evaluation.
  3. Sector benchmarking.
  4. Management and promoter assessment.
  5. Red flag identification.
  6. Diligence scope recommendation.
What this means for you: Investment committees receive a sector-informed screen that separates opportunities worth pursuing from those that only look attractive.
Due Diligence

Commercial and operational due diligence in shipping and logistics requires a different set of questions from standard frameworks.

WHAT WE OFFER

  1. Commercial due diligence.
  2. Operational due diligence.
  3. Regulatory and licence review.
  4. Technology and SaaS diligence.
  5. Management and human capital assessment.
  6. Investment committee reporting.
What this means for you: Diligence findings reflect the operational reality of the business, not only the information memorandum.
Portfolio Optimization

Most logistics and infrastructure investments in India are made on the basis of an operational improvement thesis. We help translate that thesis into a structured operational plan during the hold period.

WHAT WE OFFER

  1. 100-day operational plan.
  2. Commercial performance improvement.
  3. Operational efficiency improvement.
  4. Technology and digital transformation.
  5. Management team strengthening.
  6. Exit preparation.
What this means for you: The investment thesis is translated into operational reality so the business exits stronger than it was acquired.