Private Equity and ESG Advisory

At Lex Alliance, our Private Equity and ESG Advisory practice combines financial expertise with sustainable principles to guide clients through every phase of investment:

Fund Formation & Structuring

We assist fund sponsors in selecting optimal legal vehicles, drafting partnership agreements, and structuring fund documentation to balance tax efficiency, regulatory compliance, and investor returns.

Transactional Due Diligence & Investment Documentation

Our team conducts comprehensive legal and ESG-focused due diligence, identifying liabilities, assessing governance frameworks, and uncovering environmental risks. We then negotiate term sheets, share purchase agreements, and investor rights agreements to secure favorable deal terms.

Regulatory Filings & Compliance

From SEBI filings to RBI approvals, we ensure all regulatory submissions, from AIF registrations to foreign investment clearances are accurate, timely, and aligned with evolving guidelines.

Exit Strategy & Divestment Advisory

When it’s time to realize value, we advise on IPO readiness, strategic sales, secondary buyouts, and clean transfer structures. Our goal is a smooth exit that maximizes returns and minimizes disruption.

ESG Policy Development & Integration

We work with fund managers and portfolio companies to craft robust ESG policies, embedding environmental, social, and governance criteria into investment mandates, board charters, and operational practices.

ESG Due Diligence & Risk Assessment

Our experts perform in-depth ESG screenings and risk assessments, evaluating carbon footprints, labor practices, and supply-chain vulnerabilities, so investors can make informed decisions.

Sustainability Reporting & Disclosure

We guide clients through sustainability reporting frameworks such as GRI, SASB, and TCFD, drafting disclosures and ensuring transparency for LPs, regulators, and stakeholders.

Impact Investing & Social Responsibility

For investors focused on measurable social outcomes, we structure funds that deliver both financial returns and positive community impact, advising on project evaluation, metrics, and governance models.

Stakeholder Engagement & Governance

We help design governance frameworks that balance LP, GP, and portfolio-company interests, facilitate stakeholder consultations, and develop grievance-redressal mechanisms to foster trust and accountability.