nexgen financial solutions pvt. ltd. .pdf · offering integrated financial solutions debt...

“Private and Confidential”

NEXGEN Financial Solutions Pvt. Ltd.(SEBI Registered Merchant Banker)

Corporate Profile

Disclaimer

The information provided in this Corporate Profile is not intended for distribution to,

or use by, any person or entity in any jurisdiction or country without the prior written

consent of NEXGEN. Resultantly the use of this Corporate Profile, without

NEXGEN’s involvement shall be liable for legal action.

Also, the information contained in this Corporate Profile does not constitutes a

solicitation or offer by NEXGEN or its affiliates to buy or sell any securities, futures,

options or other financial instruments or provide any investment advice or service.

2

Contents

Our Introduction…

Our Services…

Our Transaction Credentials…

Our Team…

Our Commitment…

3

Contents

Our Introduction…

Our Services…


Our Team…

Our Commitment…

4

Our Introduction…

� SEBI Registered Category -1 Merchant Banker(SEBI Registration No. INM 000011682)

� Focused on Infrastructure Sector (core competency Power

Sector)

� Promoters having end-to-end execution track record of

mobilizing around Rs. 55,000 crore ( more than US $ 10 bn)

funds in infrastructure segment in the last five years itself

� Offering Integrated Financial Solutions

� Debt Syndication in Infrastructure Sector:

� Ongoing – FY 2013-14 - Rs. 5306 Crs. plus (US$ 245 mn)

� Completed – FY 2012-13 - Rs. 3030 Crs plus (US $ 692 mn)

� Completed – FY 2011-12 - Rs. 2692 Crs plus (US $ 489 mn)

� Equity Syndication in Infrastructure Sector:

� Ongoing Rs. 2000 Crs. plus (US $ 200 mn)

� Innovative, Customized Solutions to client’s dynamic

needs deeply rooted in uncompromising ethical standards

Consistent focus on Debt & Equity Business from last 15 years.

96%

1% 2% 1%

Sector Wise Breakup

Power Sector Infra Ancillary

Food Processing Misc.

5

Rs. in crores

0

1000

2000

3000

4000

2011-12 2012-13

Debt Syndicated

Power Others

Contents

Our Introduction…

Our Services…


Our Team…

Our Commitment…

6

7

Our Services & Products…

Advisory Services

International Capital Market

Services

Fair Valuation of Shares for Regulatory Purposes

ESOP Valuation, FIPB Valuation

Valuation for Relisting Purposes

Fairness Opinion for M&A involving a listed company

Third Party Valuation for Equity Placement

Portfolio Valuation for Investors, Lenders & Others

Debt Syndication

Term Loan Syndication

Working Capital Syndication

Financial Restructuring

Reduction in Cost of Funds

Restructuring of Financial Instruments

IPO & Pre IPO Advisory Services

Private Equity Syndication

Valuation Services

Valuation of Mergers & Acquisitions

Domestic Capital Market Services

• Initial Public Offer (IPO), Follow on Public Offer(FPO), Rights Issue, Preferential Allotment

• Buy Back Offerings, Delisting, Disinvestments, IndianDepository Receipts (IDRs), Corporate Bond Issue

• Qualified Institutional Placements (QIPs)

International Capital Market Services

• Integrated services starting from Planning up to successfulexecution for the following:

o ADRs/ GDRs/ AIM Listingo Foreign Currency Convertible Bonds (FCCB)

Domestic Capital Market Services

Contents

Our Introduction…

Our Services…


Our Team…

Our Commitment…

8

9

Bihar State Power Bihar State Power

Holding Company Holding Company

Ltd.Ltd.

Financing under Part B of R-APDRP Scheme

Rs. 866 cr (approx)

Ongoing

Bihar State Power Bihar State Power

Generation Company Generation Company

Ltd.Ltd.

Ongoing

Loan Syndication for Thermal Projects (2X250 MW)

Barauni Extension Thermal Power StationRs. 1248 cr (approx)

Gujarat Energy Gujarat Energy

Transmission Transmission

Corporation Ltd.Corporation Ltd.

Loan Syndication:Rs. 3550 Cr.

Ongoing

Moser Moser Baer GroupBaer Group

Loan Syndication for Solar Projects (160 MW)

Rs. 1392 cr (approx)

Ongoing

OPG Power

Gujarat Ltd.

Ongoing

Loan Syndication Rs. 1250Cr.

Gujarat State Gujarat State

Electricity Electricity


Loan Syndication:Rs. 1050 Cr.

Aug’11

NEXGEN - Track Record

Team Raised more than INR 3,030 Crore for various sector in FY 2012-13

10


Feb’ 11

Swiss Park Swiss Park VanijyaVanijya

Pvt. Ltd.Pvt. Ltd.

Solar Power ProjectTerm Loan – 47.80 Cr.

Jan ’11

GaneshGanesh Housing Housing


GaneshGanesh Housing Housing


Term Loan Syndication

Term Loan Syndication - Rs. 35 Cr.

April’10




Loan Syndication- Rs. 575 Cr.

Sep’10

Bhavnagar Energy Bhavnagar Energy

Company Ltd.Company Ltd.

Loan SyndicationRs. 300 Cr.

Sep’10

MegiMegi Agro Agro

ChemChem Ltd. Ltd.

Term Loan – Rs. 30 Cr.

(Grain Based EthnolProduct)

June’ 10

ShriShri LalLal MahalMahal Ltd.Ltd.

Wind Power ProjectLoan Syndication

(Foreign Currency Loan)

- Rs. 82.08 Cr.Aug’10

ABG Cement ABG Cement

Ltd.Ltd.

Financial & Project Conceptualization Advisory

Feb’ 10

Divine HotelsDivine Hotels

(Promoted by one of (Promoted by one of

the largest India’s the largest India’s

rice processor)rice processor)

Term Loan Syndication - Rs. 80 Cr.

Nov’ 09

SimbhaoliSimbhaoli

Sugars Ltd.Sugars Ltd.

ECB Syndication – US $ 10 mn.

Jan’ 09

Solar Power Project

Term Loan – Rs. 48 Cr.

OPG Energy Pvt. OPG Energy Pvt.

Ltd.Ltd.

Jan 11

Takeover

ModexModex

International International

Services LtdServices Ltd

June’ 11

Sunkon

Energy Ltd.

Loan Syndication –Rs. 108 Cr.

Apr11





Mar’09

GSPC GSPC PipavavPipavav

Power Company Power Company

Ltd.Ltd.Private Equity

Expected Equity Size of Rs. 400 to Rs. 500 Cr.

Jan’08

Gujarat Gujarat

Industries Industries

Power Co. Ltd.Power Co. Ltd.

Financial Restructuring :Rs. 1225 Cr.

July’11

11


Gujarat State Electricity Corporation Gujarat State Electricity Corporation

Ltd.Ltd.


Ltd.Ltd.


Ltd.Ltd.


Ltd.Ltd.


Mar’08

Private Equity

Expected Equity Size of Rs. 500 to Rs. 700 Cr.

Mar’08

IFCI Term Loan Restructuring – Rs. 25 Cr.

Sept’05

IDBI Term LoanRestructuring - Rs. 59 Cr.

Sept’05

Our Team - Track Record in Power Sector

Consistent repeat business from our existing clients12

Gujarat Electricity Gujarat Electricity

BoardBoard


Loan Syndication -Rs. 100 Cr.


BoardBoard


BoardBoard

Working Capital Restructuring

- Rs. 2684 Cr.

Jun’05

LIC & PFC: Term Loan Restructuring- Rs. 1171 Cr.


BoardBoard

Bond Restructuring- Rs. 1000 Cr.

Interest Rate Swap- Rs. 4046 Cr.


BoardBoard


BoardBoard

Jan’04 Jun’04 Jan’05Mar - Dec’04

Jun’05

Gujarat Gujarat UrjaUrja VikasVikas

Nigam Ltd.Nigam Ltd.

Balance Sheet Restructuring for six

subsidiary Companies of GUVNL


Nigam LtdNigam Ltd

REC Term Loan Restructuring -Rs. 160 Cr.


Nigam LtdNigam Ltd

LIC Term Loan Restructuring –Rs. 415 Cr. Sep’05 Oct’05


Nigam Ltd.Nigam Ltd.

Bond Buy Back –Rs. 98 Cr.

Apr’05


BoardBoard

Jun’05

REC: Term Loan Restructuring - Rs.

127 Cr.

Nov’06



ElectricityElectricity

Corporation Ltd. Corporation Ltd.

May’07

Gujarat Industries Gujarat Industries

Power Co. Ltd.Power Co. Ltd.

Financial Restructuring

- Rs. 700 Cr.


Book Building issue - Rs. 220 Cr.

Gujarat Gujarat

Industries Power Industries Power

Co. Ltd.Co. Ltd.

Gujarat Gujarat


Co. Ltd.Co. Ltd.

Financial Reengineering

- Rs. 220 Cr. Nov’03 Jul’04 2003-04 2003-04

Gujarat Gujarat


Co. Ltd.Co. Ltd.


Energy Energy

Generation Ltd.Generation Ltd.

Financial Restructuring -Rs. 220 Cr.


Energy Energy

Generation Ltd.Generation Ltd.

Debt Restructuring - Rs. 217 Cr.

Our Team - Track Record in Power Sector

Himachal Pradesh Himachal Pradesh

State Electricity State Electricity

BoardBoard



Maharashtra State Maharashtra State

Electricity BoardElectricity Board

Debt Restructuring - Rs. 160 Cr.

Calcutta Electric Calcutta Electric

Supply CompanySupply Company


JaypeeJaypee GroupGroup


Narmada Narmada

Hydroelectric Hydroelectric

Development Development

CorporationCorporation


Team Raised more than INR 30,000 crore for various Power Generation

Corporations

2003-04 2003-04 2003-04 2003-04

2003-042003-042003-042003-04

13

Our Team - Track Record in Other Sectors

Govt. of Andhra Govt. of Andhra

PradeshPradesh

Loan Syndication – Rs. 1200 Cr.


Govt. Himachal Govt. Himachal

PradeshPradesh

Prepare Business Plan

Gujarat Gujarat AlkaliesAlkalies & &

Chemicals Ltd. Chemicals Ltd.

(GACL)(GACL)

Debt Swap

Corporate & Financial Restructuring - Rs. 800 Cr.

Gujarat Gujarat AlkaliesAlkalies & &

Chemicals Ltd. Chemicals Ltd.

(GACL)(GACL)


Himachal Pradesh Himachal Pradesh

Infrastructure Infrastructure

Development Development

BoardBoard

Hyderabad Hyderabad

Metropolitan Water Metropolitan Water

Supply & Sewerage Supply & Sewerage

BoardBoard

Loan Syndication –Rs. 150 Cr.

BumiBumi Geo Geo

Engineering Pvt. Engineering Pvt.

Ltd.Ltd.

Govt. of NagalandGovt. of Nagaland


Maharashtra State Maharashtra State

Road Development Road Development


Govt. of RajasthanGovt. of Rajasthan


Financial Restructuring -Rs. 407 Cr.

RossellRossellTea Tea Ltd.Ltd.

Open Offer

Rs.2.84 Crs.

Precision Pipes Precision Pipes and Profiles Co. and Profiles Co.

LtdLtd

Book Running Lead Manger

IPO Rs. 75 Crs

Delhi Stock Delhi Stock Exchange Exchange

Association Ltd.Association Ltd.

De-mutualisation of

51% of the Equity

Deep Industries Deep Industries LimitedLimited

Co Lead Manger

IPO Rs. 40 Crs. Loan Syndication – Rs. 60 Cr.

14

2003-04 2004-05

2003-04

2003-04

2003-04 2003-04

2003-042003-04

Jun’07 Mar’07Jan’06

Sept’07 Dec’08

15

Schneider Schneider

Electric Electric

S.A., FranceS.A., France

ESOP Valuation

Feb ‘13

LinkedIn LinkedIn


ESOP Valuation

Feb‘13

Nestle Nestle

SA, Switzerland SA, Switzerland

ESOP Valuation

Mar‘13

NCR NCR

Corporation Corporation

ESOP Valuation

Apr ‘13

Pearl Global Pearl Global

Industries LimitedIndustries Limited

Fair Opinion Certificate in Scheme of Amalgamation & NOC from SEBI, NSE & BSE

for subsequent listingApr‘13

Pearson Plc, UKPearson Plc, UK

ESOP Valuation

Nov’12

Nestle Nestle


ESOP Valuation

Oct‘12

LinkedIn LinkedIn


ESOP Valuation

Nov‘12

Schneider Schneider

Electric Electric


ESOP Valuation

July ‘12

Schneider Schneider

Electric Electric


ESOP Valuation

Aug ‘12

LinkedIn LinkedIn


ESOP Valuation

Aug‘12

LinkedIn LinkedIn


ESOP Valuation

May‘12

EVALUESERVEEVALUESERVE

LIMITEDLIMITED

May ‘12

ESOP Valuation

FabindiaFabindia

Overseas Pvt. LtdOverseas Pvt. Ltd

ESOP Valuation

July ‘12

Quintiles Quintiles

TransnationalTransnational

Corp. Corp.

July ‘12

ESOP Valuation

FabindiaFabindia


Valuation as per FEMA

Sep ‘12

NEXGEN – Track Record (Valuation)

16

Nestle Nestle


ESOP Valuation

Feb‘12

LinkedIn LinkedIn


ESOP Valuation

Feb ‘12

LinkedIn LinkedIn


ESOP Valuation

Nov ‘11


LIMITEDLIMITED

Nov ‘11

ESOP Valuation

FabindiaFabindia


ESOP Valuation

Sep ‘11

ExxonMobil ExxonMobil


ESOP Valuation

Nov ‘11

NCR NCR


ESOP Valuation

Nov 2011

KalpaKalpa

Commercial LtdCommercial Ltd

Feb‘12

Fairness Opinion Certificate in Scheme of Amalgamation under

section 391 to 394 of the Companies Act, 1956


Alcoa Inc.Alcoa Inc.

Mar, 2011

ESOP Valuation


ESOP Valuation

Mar, 2011

SavianceSaviance

Technologies Technologies

PvtPvt LtdLtd

Business Valuation

May, 2011


LIMITEDLIMITED

April, 2011

ESOP Valuation

Quintiles Quintiles

TransnationalTransnational

Corp. Corp.

June, 2011

ESOP Valuation



June, 2011

My Fair Lady My Fair Lady

LimitedLimitedAvery DennisonAvery Dennison


June, 2011

ESOP Valuation


ESOP Valuation

July ‘11

17



ESOP Valuation

May, 2010



May, 2010

FabindiaFabindia


ESOP Valuation

May, 2010


ESOP Valuation

July, 2010

UNICON UNICON

FinancialFinancial

Intermediaries Intermediaries

Pvt. Ltd. Pvt. Ltd.

ESOP Valuation

Dec, 2010

FabindiaFabindia


ESOP Valuation

Dec, 2010

SavianceSaviance

Technologies Technologies

PvtPvt LtdLtd

RBI Valuation

Jan, 2011



Oct, 2010

Contents

Our Introduction…

Our Services…


Our Team…

Our Commitment…

18

� Board of Directors

&

Governors

� Key Personnel

Our Team...

19

Board of Directors & Governors…

University,

Prem Singh – Chairman

� Advisor & Vice Chairman-Cum-CEO of

Foreign Investment Promotion Board, Govt.

of Haryana

� High Commissioner, Singapore

� Ambassador, Kuwait

� Minister (Commerce) and Director

General (Supply), Embassy of

India, Washington DC, USA.

� OSD, MEA, New Delhi

� High Commissioner, Mauritius

� Ambassador, Bahrain

� Fellow, Centre For International

Affairs, Harvard University, USA.

� Masters in Political Science, Lucknow

University, Lucknow, U.P. �

Sanjeev Gupta

Co-Founder & Managing Director

� 20+ years of experience in the Corporate

Finance & Investment Banking

� Raised more than Rs. 50,000 crs. (USD

10 bn ) of funds (Debt & Equity) both

nationally & internationally

� Leader of the Global Advisory Team for

advising Government of Punjab on their

disinvestment programme for a State SLU

� Leader of the World Bank Advisory Team

formed in association with PICUP for a

World Bank funded project

� Has been trained in Due-Diligence, Private

Equity, Valuation of Enterprise & Venture

Capital Industry in Singapore

� Qualified Chartered Accountant

20

Dev Raj Goel

Co-Founder & Director

� Retd. Senior Government Official having

served many prestigious positions in

Government of Delhi.

� Excellent relationship skills and enviable

networking with many top bureaucrats

especially in banking and finance industry.

� Diploma in Planning & Management from

“National Institute of Education Planning

& Administration (NIEPA)”

� Law Graduate

21


Namita Gupta

Director

� Experience of more than 8 years in

Merchant Banking Business.

� Handled various Advisory Assignments

amounting to more than Rs. 1200 Cr.

� Handled various IPOs, Right Issues and

Open offers

� Extensive research on Debt Market

� Qualified BHMS

22


Hitender Mehta

� Practicing lawyer in areas like Corporate, Tax

and Business Advisory Services including

Infrastructure (Real Estate/Power/ Telecom/

Ports), SEZ/STPI/EOUs, Service Tax, Capital

Markets, Corporate Laws, etc. A recognized

expert on SEZ Policy & Procedure

� Earlier Chairman of Northern India

Regional Council of the ICSI

� Fellow Member of the Institute of Company

Secretaries of India (FCS) & Institute of

Chartered Accountants of India (FCA)

� LL.B from University of Delhi

Anoop Murari

� Founder – AJM Financial Services

(Independent Financial Consultancy Firm)

� 30+ years of experience in the Corporate

Finance & Investment Banking

� Successful span of professional experience

with various corporate including Union

Carbide India Ltd, Shipping

Corporation of India, W.J. Towell &

Company, Muscat, Killick Nixon

Ltd,Apple Computers Inc.

� Masters of Business Administration, Indian

Institute of Management, Calcutta.

� M.Sc. (Chemistry), Indian Institute of

Technology, Bombay

23

Himanshu Goyal

� Practicing Chartered Accountant with

more than 8 years of experience, handling

varied tax matters at CIT(A), ITAT and

CBDT level. Providing tax advisory services

to various PSU’s and Institutions

� Member Executive Committee of

Patparganj CPE Study Circle of ICAI

� Special Invitee on various committees of

ICAI.

� Associated with Vedanta Resources Plc as

Team member Corporate Business

Planning in 2005.

� LL.B from Rajasthan University

Ved Jain� Practicing Chartered Accountant with 32

years of experience

� Former President of Institute of Chartered

Accountants of India (ICAI) for 2008-09

� Former Member, Income Tax Appellate

Tribunal, (in the rank of Additional

Secretary), Ministry of Law, Justice and

Company Affairs, Government of

India, New Delhi.

� Current Board Member, International

Federation of Accountants (IFAC)

2009-2011, having its Head Quarter at

NewYork.

� Current Director, Government

Nominee, MAYTAS Infra Limited, MAYTAS

Properties Limited


Key Personnel…

Ashwani Gupta

� MBA, IMI Belgium

� 6+ years experience in executing Corporate Finance Transactions

� In depth knowledge & understanding of issues of raising funds

24

Sukhvinder Singh

� MBA (Finance), CFA

� 3 + years experience in Corporate Finance & Equity Research

� Extensive Grasp on Multi sector Financial analysis

Rajat Khaneja

� Qualified Company Secretary

� 2.5+ years experience in Corporate Debt Syndication

� In depth knowledge of various procedures of FIs and Banks and project appraisals etc.

Gaurav Mehta

� Graduate , SRCC College

� 2+ Experience in Corporate Finance Advisory

� 3+ Experience in Domestic & International Tax Advisory and Statutory Audits

Nitin Arora

� Qualified Chartered Accountant

� 4+ years experience in Auditing

� In depth knowledge of various Accounting Standard

Contents

Our Introduction…

Our Services…


Our Team…

Our Commitment…

25

Our Commitment…

Vision

Mission

Values

Client Satisfaction

� To Our Clients

� Structuring optimum & innovative solutions suiting the

clients needs

� Delivering the work in the best possible time frame.

� Catering to clients investment banking needs

throughout his business life cycle

� Meeting up our commitment & enjoying the privilege of

being their as “Repeat Service Provider”

� To our Business Associates & Partners

� To provide the most qualitative services, with un

compromising ethical standards.

� To produce a Win-Win relationship for them and for

NEXGEN

� To enjoy the patronage of all our associates, partners &

advisors

26

CONTACT US :

NEXGEN FINANCIAL SOLUTIONS PRIVATE LIMITED

Thank You...

27

Corporate Office

709, Madhuban Building,

55, Nehru Place

New Delhi - 110019

Tel: +91-11-30682000 Fax: +91-11-30682111

Email id: [email protected]: www.nexgenfin.com

nexgen financial solutions pvt. ltd. .pdf · offering integrated financial solutions debt...

Documents