M&A Glossary

Plain-language definitions of common terms used in mergers, acquisitions, and business transitions.

A

Acquirer

The company or individual purchasing a business or stake in a business.

Asset Sale

A transaction where specific assets of a business are sold rather than the shares of the company. The legal entity remains with the seller.

B

Blind Teaser

An anonymised one-page summary of a business available for sale, shared with potential buyers before an NDA is signed. Contains no identifying information.

Buy Mandate

An engagement where an advisor represents a buyer seeking to acquire a business matching specific criteria.

C

Capital Gains

The profit earned from the sale of a capital asset such as shares or business assets. Subject to taxation under the Income Tax Act.

D

Due Diligence

The process by which a potential buyer investigates a target business before completing a transaction. Covers financial, legal, operational, and tax aspects.

E

EBITDA

Earnings Before Interest, Tax, Depreciation and Amortisation. A proxy for operating cash flow used widely in business valuation.

EV (Enterprise Value)

The total value of a business, including equity and debt, minus cash. The most common metric for M&A pricing.

Earnout

A portion of the deal consideration paid to the seller after closing, contingent on the business achieving agreed performance targets.

I

Information Memorandum (IM)

A detailed confidential document prepared by the seller's advisor describing the business, its financials, operations, and growth prospects. Shared with qualified buyers post-NDA.

J

JV (Joint Venture)

A business arrangement where two or more parties agree to pool resources for a specific project or ongoing business, while remaining independent entities.

L

LOI (Letter of Intent)

A non-binding document expressing a buyer's intention to acquire a business on stated terms. Precedes the definitive agreement.

N

NDA (Non-Disclosure Agreement)

A legal contract requiring parties to keep shared information confidential. Signed before sensitive business information is disclosed in an M&A process.

P

Promoter

In the Indian context, the founder or controlling shareholder of a business. Often the seller in an M&A transaction.

S

Share Sale

A transaction where the shares of the company are sold, transferring ownership of the legal entity including all its assets and liabilities.

Slump Sale

The transfer of a business undertaking as a going concern for a lump sum consideration, without assigning individual values to assets and liabilities. Governed by Section 50B of the Income Tax Act.

Succession Planning

The process of transferring ownership and management of a business to the next generation or an external buyer, often a key driver of M&A activity in Indian family businesses.

T

Term Sheet

A non-binding document outlining the key commercial terms of a proposed transaction. Basis for drafting the definitive agreement.

V

Valuation

The process of determining the economic value of a business or asset. Common methods include DCF, EV/EBITDA multiples, and asset-based valuation.

W

Working Capital

The difference between a company's current assets and current liabilities. A key consideration in deal structuring and price adjustments at closing.

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