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Suraj Malik — Founding Partner & Mentor · Legacy Growth · Gurugram, Haryana, India.
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About
Succession. Strategy. M&A. For Founders, Promoters & Family Offices.
With extensive experience in setting up and managing family offices and trusts, we help business owners drive effective succession planning, wealth presentation and estate planning all aimed at Legacy creation.
As an advisor to family offices, founders and promoters, our focus spans strategic finance, M&A, private equity, joint ventures, business restructuring, tax and regulatory matters, IBC/NCLT matters, and deal strategy.
We also assist in structuring and launching AIFs, PE/VC funds in India and offshore, including GIFT City.
We actively support the private entrepreneurial and innovation ecosystem by proving value added solutions on growth strategy, deal structuring, fund raising, and exit planning.
Beyond work, am a prolific keynote speaker at global and national forums, I speak extensively on M&A, private equity, start-ups, family business, succession, valuation, finance, tax, and the economy. I also serve as a visiting faculty at top-tier management institutions in India.
Experience
Founding Partner & MentorCurrent
Legacy Growth · New Delhi
Dec 2021 – Present
Legacy Growth supports private clients and families to meet their fundamental objectives – creating legacy and realising growth. Legacy Growth offers a fully integrated multi family office solution that combines financial and legal capabilities along with core focus on estate and succession planning. We have the capability to provide comprehensive consulting and project management solutions for any M&A transactions or special situations alongside ensuring governance and planning for wealth preservation, succession, growth or exit Our core services are often supplemented by a curated network of external partners and we ensure the overall delivery is based on our proprietary approach. This approach eliminates any potential conflicts of interests and provides the highest quality and reliable solutions to our clients. Every family operates in their own distinctive style with their unique quotient, however one common concern remains the inherently complex family structure. The necessity of a simplistic and efficient family structure is paramount. For more please contact us and check out webpage www.legacygrowth.com
Partner
BDO India · New Delhi Area, India
Jul 2018 – Dec 2021
M&A , deals, private equity and family business. Special focus on fund structuring and startups
Education
Skills
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