Succession and Philanthropy
Bathiya enable families to transition wealth seamlessly across generations through structured governance, tax efficient estate planning and clearly defined succession frameworks
About succession and philanthrophy
Designing Continuity Beyond Generations
We help families and promoters navigate succession with structured governance, tax-aligned estate planning and clearly defined transition roadmaps. Our approach ensures that ownership, management and decision-making evolve without disruption or value dilution. The result is a resilient foundation that balances heritage, growth and long-term strategic intent.
- Aligning vision, governance and execution`
- Embedding disciplined, scalable processes
- Ensuring transparency and sustainable value
- Building future ready, resilient institutions
Our speciality
Need for a structured succession and legacy framework
Structured succession
- We create clear succession plans that guide the smooth transfer of ownership and leadership across generations.
Tax-efficient estates
- We design estate structures that optimise tax outcomes while ensuring smooth transfer of wealth across generations.
Formal governance framework
- We establish formal governance frameworks that bring clarity to roles, decision-making and family participation across generations.
Strategic philanthropy
- We align philanthropic vision with structured, compliant frameworks. This enables lasting impact with strong governance and sustainability.
Our proud moments
We strive to be the best
Advised India’s largest M&A transactions in the Pharmaceuticals sector
Advised on India’s first Phase II investigation before the Competition Commission of India
Advised India's largest Japan outbound and inbound-exit
M&A mid-market Accounting Firm of the year 2023
40+ Years
of holistic partner experience
350+ Engagements
Third-party M&A transactions
100+ Engagements
Cross-border M&A transactions
250+ Transactions
Independent M&A valuation engagement
100+ Transactions
Third-party in(out) licensing & JV M&A transactions
Our Work
We work across
industries
Finance
Sports
Media & Entertainment
Pharma M&A
PharM&A blends M&A expertise with pharma domain knowledge for holistic solutions. Bathiya's decades advising landmark pharma/healthcare deals built this niche.
Insights
We strive to deliver value
Core team
Meet our leaders
Transaction head
Anand Bathiya
FCA | RV | DISA | LL.B. | B.Com
M&A head
Kedar Kingi
MBA in Finance