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Intelligence is to Innovate

Intelligence is to Innovate. OUTLINE. INTRODUCTION BOTTLENECKS FACED DIFFERENTIATORS SERVICE SPECTRUM DELIVERY PLATFORM CLIENTIELE CORE TEAM MEMBERS COMPLETED TRANSACTIONS. INTRODUCTION.

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Intelligence is to Innovate

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  1. Intelligence is to Innovate

  2. OUTLINE • INTRODUCTION • BOTTLENECKS FACED • DIFFERENTIATORS • SERVICE SPECTRUM • DELIVERY PLATFORM • CLIENTIELE • CORE TEAM MEMBERS • COMPLETED TRANSACTIONS

  3. INTRODUCTION • 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

  4. 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

  5. DIFFERENTIATORS • 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

  6. SERVICE SPECTRUM

  7. DELIVERY PLATFORM

  8. Associations Helps us give exponential reach!

  9. CLlENTELE– AN ILLUSTRATIVE LIST

  10. CLlENTELE– AN ILLUSTRATIVE LIST

  11. 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.

  12. 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.

  13. Intelligence is to Innovate COMPLETED TRANSACTIONS

  14. QSR space Process at Intellivate Achievements

  15. Ophthalmic Lenses space

  16. Waste Management (Infrastructure)

  17. Financial Services Space Re-structured Group Unstructured Group Valuation Benchmark Private Equity Reverse Merger Listed Vehicle

  18. Real Estate Listed Real Estate Company N.G. Group West Pioneer Properties Bhagwati Group Gallops Engineering SEZ Bhave Warehousing

  19. Intelligence is to Innovate CURRENT MANDATES

  20. Active Deals

  21. Intelligence is to Innovate Thank You

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