intelligence is to innovate. outline 1. introduction 2. bottlenecks faced 3. differentiators 4....
TRANSCRIPT
Intelligence is to Innovate
Intellivatecapital
OUTLINE
1. INTRODUCTION
2. BOTTLENECKS FACED
3. DIFFERENTIATORS
4. SERVICE SPECTRUM
5. DELIVERY PLATFORM
6. CLIENTIELE
7. CORE TEAM MEMBERS
8. COMPLETED TRANSACTIONS
Intellivatecapital
INTRODUCTION
Intellivatecapital
A Boutique Corporate Advisory firm specialized in providing customized solutions for long term sustainable value creation.
Fulfills grooming role during the incubation & growth phases and thereafter as ongoing strategic partner.
The key personnel have a combined experience of more than 30 years in areas of Private Equity / Business Restructuring / Capital Market Advisory / Transaction Advisory
Presence across all the major entrepreneurial hubs in India.
Area of expertise includes Business Development, Strategic Alliances, Structuring, Fund Raising, Legal & Regulatory Advisory, Taxation & Accounting either directly or through any of its associate entities
BOTTLENECKS FACED
Majority of growing businesses in India are primarily traditional / family owned
Great technical expertise but inefficient financial management
Lack of quality advice and process management support at all stages
Structural issues with respect to entity creations, group business holdings, funding mix making businesses either non-bankable, tax inefficient & unattractive
Funding requirements to fuel growth No single point of contact to resolve financial
difficulties
Intellivatecapital
DIFFERENTIATORS
Intellivatecapital
Engaging with promoters & management to strategize on all their business interests
Identifying core and high value businesses from non core assets
Creation of a tax efficient group structure which acts as a growth engine
Sourcing funds in the form of debt / equity / structured instruments at fair valuations as per the stage of business life cycle
Assistance in providing accounting, regulatory & compliance advisory, taxation advisory & legal advisory at all stages Idea is to create a comprehensive ecosystem of
financial services to help kick-start & continue on a growth trajectory over a long term
SERVICE SPECTRUM
Intellivatecapital
DELIVERY PLATFORM
Intellivatecapital
Associations
Helps us give exponential reach!
CLlENTELE– AN ILLUSTRATIVE LISTOrganization Nature of Service
West Pioneer Properties (Listed AIM)
Business & Financial Structuring
Sugal & Damani Group (Unlisted)
Fund Raising & Transaction Advisory
Mandhana Industries (Unlisted)
Corporate Structuring & Capital Market Advisory
Pennar Industries Ltd (Listed) Financial Restructuring & Fund Raising
Golden Group (Unlisted) Business Restructuring & Transaction Advisory
Intellivatecapital
Organization Nature of Service
Panamax Group (Unlisted) Business Restructuring, Financial Restructuring & Fund Raising
Organic Recycling Systems (Unlisted)
Venture Funding & Mentoring
Hardcastle & Waud (Listed) Financial Restructuring
Global Trendz (Unlisted) Business Structuring, Legal & Regulatory Advisory
GKB Group Business Restructuring and Strategic Advisory
Hardcastle Group (Mc Donalds India)
Advisors to Promoters
Firestar Group Advisors to Promoters
CLlENTELE– AN ILLUSTRATIVE LIST
Intellivatecapital
CORE TEAM MEMBERS MR. MANISH MODI - CEO
All India ranker in CA, CS & DISA exams & a Practicing CA with 14 years experience in various aspects of Financial Engineering, Corporate Restructuring and Strategic Decision Making.
Advisor to Corporates for raising funds, private equity, IPO, FPO, GDR, ADR, QIP, FCCB etc
Also an expert in Internal Audit and regulatory compliances, has been involved in special investigation audits.
MR. SUHAS GAWALI – PRINCIPAL CONSULTANT A Chartered Accountant with over 8 years experience in diverse
business environments such as Manufacturing, Consulting and Financial services.
Role is focused on Financial Analysis, Corporate Advisory, Restructuring, Fund Mobilization, Infrastructure Advisory, Financial Modeling and Valuations.
Intellivatecapital
CORE TEAM MEMBERS MR. INDERPREET SINGH CHADHA –VICE PRESIDENT
A Chartered Accountant with over 7 years of experience and expertise in various aspects of Corporate Restructuring, Private Equity Syndication and related Capital Market Advisory Services.
Has sound experience in Due Diligence Analysis and is involved with preparing Investor Presentations and Business Plans, Financial Modeling and Valuations.
Ms. SWATI GUPTA – ANALYST A Chartered Accountant with over 5 years of experience in the
Transaction Support services and Valuation Services. She handles Due Diligence transactions and is also involved with Legal and Regulatory functions relating to Corporate Law matters, Investor Relations and others.
Intellivatecapital
Intelligence is to Innovate
IntellivatecapitalCOMPLETED TRANSACTIONS
QSR space
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Ophthalmic Lenses space
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Waste Management (Infrastructure)
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Financial Services SpaceUnstructured GroupUnstructured Group Re-structured Group
Reverse
Merger
Reverse
Merger
Listed VehicleListed Vehicle
Private Equity
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Real Estate
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Intelligence is to Innovate
IntellivatecapitalCURRENT MANDATES
Active Deals
Sector Transaction Type
Deal Size (INR)
Media & Entertainment – Exhibition Fund Raising 25 cr
Integrated Cold Chain Logistics Fund Raising 75 cr
Printing Solutions (E-Com Assisted Model)
Fund Raising 15 cr
Payment Solutions Fund Raising 60 cr
Ice Cream Retail (FMCG) Fund Raising 25 cr
Jewelry Retail Sell Side 20 cr
Solar Plant Sell Side 70 cr
Education Focused MFI Fund Raising 5 – 15 cr
Media & Entertainment – Online Channels
Fund Raising 4 cr
Media & Entertainment – Music Education
Fund Raising 2 cr
Manufacturing – Speciality Construction
Fund Raising 50 cr
Sugar Plant Sell Side 50 cr
Auto Industry – Automation Sell Side 15 cr
Thank You
IntellivatecapitalIntelligence is to Innovate