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7/27/2019 Intellivate Capital - Updated Presentation
1/19
Intel l igence is to Innovate
Intellivatecapital
7/27/2019 Intellivate Capital - Updated Presentation
2/19
OUTLINE
1. INTRODUCTION
2. BOTTLENECKS FACED
3. DIFFERENTIATORS
4. SERVICE SPECTRUM
5. DELIVERY PLATFORM
6. CLIENTIELE
7. CORE TEAM MEMBERS
8. COMPLETED TRANSACTIONS
Intellivatecapital
7/27/2019 Intellivate Capital - Updated Presentation
3/19
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
50 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
7/27/2019 Intellivate Capital - Updated Presentation
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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 atall 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
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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 growthengine
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
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SERVICE SPECTRUM
Intellivatecapital
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CLlENTELE AN ILLUSTRATIVE LIST
Organization Nature of Service
Essar Group (Listed) Transaction Advisory
West Pioneer Properties (Listed AIM) Business & Financial Structuring
Sugal & Damani Group (Unlisted) Fund Raising
Mandhana Industries (Unlisted) Corporate Structuring & Capital
Market Advisory
Allied Digital Services Ltd (Listed) Corporate Structuring & CapitalMarket Advisory
Pennar Industries Ltd (Listed) Financial Restructuring & Fund Raising
Golden Group (Unlisted) Business Restructuring & Transaction
Advisory
Intellivatecapital
7/27/2019 Intellivate Capital - Updated Presentation
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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
7/27/2019 Intellivate Capital - Updated Presentation
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CORE TEAM MEMBERS
MR. VIPUL J. MODI - CHAIRMAN & DIRECTOR
A Chartered Accountant by profession & advisor to some of Indias largest
Corporates in field of finance, capital markets, corporate laws, taxation and
regulatory matters.
Advisor to Corporates for raising funds, private equity, IPO, FPO, GDR, ADR,
QIP, FCCB etc.
Vice President of Investor Grievances Forum (IGF), an NGO working in the
fields of investor protection.
Ex-member of the Primary Market Advisory Committee of SEBI.
MR. MANISH MODI - SENIOR VICE PRESIDENT
All India ranker in CA, CS & DISA exams & a Practicing CA with 12 yearsexperience 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.
Intellivatecapital
7/27/2019 Intellivate Capital - Updated Presentation
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CORE TEAM MEMBERS
MR. SUHAS GAWALI ASSOCIATE VICE PRESIDENT
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, FinancialModeling and Valuations.
MR. INDERPREET SINGH CHADHA ASSOCIATE VICE PRESIDENT
A Chartered Accountant with over 5 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.
Intellivatecapital
7/27/2019 Intellivate Capital - Updated Presentation
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CORE TEAM MEMBERS
Mr. SACHIN GALA ASSISTANT MANAGER M&A
A Chartered Accountant with 7 years of experience in Structuring /
Restructuring of businesses including Scheme of Arrangements and
Reconstruction. His role at Intellivate includes, among others, to
complete end to end transaction support in M&A, Schemes of
Arrangements, and Capital Market Transactions.
Ms. SWATI GUPTA ANALYST
A Chartered Accountant with over 4 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 andothers.
Ms. MITHALI TALSANIA ANALYST
A Chartered Accountant with 1.5 years of experience in Transaction
Support services and Due Diligence. She is also involved with
preparation of Investor Presentations and Business Plans.
Intellivatecapital
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Intelligence is to Innovate
Intellivatecapital
COMPLETED TRANSACTIONS
I t lli t
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QSR space
Creation of amulti layered
structure
Negotiationswith the foreign
JV partner
Providing legalassistance
Preparation ofa detailed
business plan
UnlockingBusiness
Valuation
Smooth exit ofJV partner
Private Equityfor expansion
Intellivatecapital
Takeover from theforeign JV partner
Fund Raising forexpansion
Objectives:
Creation of a structureagreeable to allstakeholders
Business Valuation
Critical DealBreakers:
I t lli t
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Ophthalmic Lenses space
Intellivatecapital
Indian JV(significant
marketshare inIndia)
Exit of alarge MNC
Introductionof a large
MNC
Indian JV(Singlelargest
player inIndia)
Strategic Introduction of Leading Player at favorable valuation
Negotiations and execution of Share Purchase Agreements
Preparedness of Indian JV in the Due Diligence and related takeover procedures
Business & Financial Restructuring of Indian JV
I t lli t
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Waste Management (Infrastructure)
Preparation of a scalable
business model
IdentifyingKey SuccessFactors
Identifyingcompetitiveadvantages
Catchingthe projectat infancy
Expertiseacross all
environmental
technologies
Pioneer inwaste
management
Strong Businessnetwork andregulatory
contacts
Diversified yetrelated
business model
Leveraging on key Strength
Structuringthe Group
FundRaising
Providedlegal andregulatoryassistance
Intellivatecapital
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7/27/2019 Intellivate Capital - Updated Presentation
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Thank You
IntellivatecapitalIntelligence is to Innovate