Download - Presentation on Investment Banking
PRESENTED BY:- RAVINDRA LATTOO
GRAND PROJECT:-INCLUSIVE INVESTMENT SOLUTIONS OF THE INVESTMENT BANKING INDUSTRY
Before The
Presentation Begins…
Here is a saying which captures
the entire essence of the
GRAND PROJECT…
SHANTI MANTRA
ॐ स॒�ह ना॑��ववतु� । स॒�ह ना॑ � भु�ना॑क्तु� । स॒�ह व��र्यं॑� � करव�वह� । तु��ज॒�स्वि�व ना॑��वधी॑� �तुम�तु�� म� वि॑�व�वि॑�षा॒��वह� � ॥ ॐ शा�न्ति॒ः#तु�$% शा�न्ति॒ः#तु�$% शा�न्ति॒ः�#तु�$% ॥
SHANTI MANTRA
Let us all grow together, enjoy together, perform heroic deeds together; let our strength of intellect come together, let the bright intellects shine, and let us live without any hatred.
In a nutshell Sahana is togetherness, and hence conveys the message “Unity is Divinity”
GRAND CONTENTS
INVESTMENT BANKFund Syndication
EquityDebt Hybrid Or Mezzanine (Mix of Equity/Debt)
Intermediary between Issuing Securities & Investing Public.
Underwriting – Facilitating the process of raising capital for the organization.
INVESTMENT BANK
Strategic Corporate Relationship ManagementMergers – Corporate MarriageAcquistions – Adoption of Child (Small/Weak)Joint Ventures – Live- In RelationshipTake-Overs – KidnapDeMerger- Corporate DivorceTie-Ups/Collaberations – Friendship
INVESTMENT BANKING INDUSRY –REVENUE
•Indian Investment banking Industry as of 2012 is US$155 billion(source:- www.livemint.com)
•Growth Rate in India is expected to be 15-17%(source: www.hindubusinessline.com)
Source:- www.wsj.com Source:- www.wsj.com
INVESTMENT BANKING INDUSRY – GLOBAL PLAYERS
GLOBAL PLAYERS
INVESTMENT BANKING INDUSRY – INDIAN PLAYERS
1. Avendus2. Bajaj Captial3. Barclays Capital4. Cholamandalam Investment & Finance Company5. ICRA Limited6. IDFC Private Equity7. IDBI Bank8. IFCI9. Kotak Investment Banking10. Kotak Mahindra Capital CompanySource:- www.banksofindia.com
TOP 10 INDIAN PLAYERS
INVESTMENT BANKING INDUSRY – GUJARAT PLAYERS
TOP GUJARAT PLAYERS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
INVESTMENT BANKING INDUSRY – TRENDS
WWW.DEALCURRY.COM
THE FIRM
WWW.OPULENCEBIZ.COM
Firm: - Opulence Business Solutions Pvt. Ltd, Ahmedabad
Founder Director:- Mr. Bhavesh Patel
Private Equity Fund:- Next Orbit Venture Private Equity Fund
Fund Size:- Rs. 700 Crore
Fund Allocation:- Rs 400 Crore to Real Estate & Rs. 300 Crore to MSME’s
THE FIRM
WWW.OPULENCEBIZ.COM
FUND PROPERTIES Tax Pass-through Extended Across Sectors; No Long Term Capital Gain Tax Including Investments In Real
Estate; Share Premium In Excess Off Mv Exempted Through Pe/Vc
Route; No Dividend Distribution Tax For Investment Done Through
Pe/Vc Route; Fund Will Bring Professional Management On Board And
Financial Discipline In The Company; Tremendous Strategic Value Addition In All Verticals By The
Fund; Accountability For Investment.
THE FIRM -SWOT
THE FIRM- (S)wot
WWW.OPULENCEBIZ.COM
SEBI Registered Next Orbit Venture Private Equity Fund –Raising MSME & Real Estate PE Fund with the target of INR 500 Cr, with additional green shoe option of INR 200 crores.
Authentic superior knowledge and Experience of our Management team.
Partner network of Opulence Business solutions which helps to manage the needs/expectations from the client.
Ability to create and sustain fruitful symbiotic relationships with concerned in the market.
Potential merger with Tax, Audit & legal is proposed to take Opulence to big 10 of India.
Krishi Tek Services is into contract farming, farm mechanisation & agri retail & has started first Agri knowledge centre in Dholka as an Integrated part of OBS.
Signature presence in almost all the sectors. Strong Documentation
THE FIRM- s(W)otUsual weaknesses of a startup firm but future
is opulentToo much responsibility on IndividualStaff-size of Opulence at this level in
reference with the loads of work.Lack of proper visibility and activeness in
Social-media such as Linkedin, Facebook, Twitter, Branchout, Blogger, Youtube and Vimeo.
THE FIRM- sw(O)t
WWW.OPULENCEBIZ.COM
Futuristic Opportunities for Opulence-PE FundSME listing in Bombay Stock Exchange and
National Stock Exchange in the year 2013-2014
Multi Family Office management Building brand by inviting foreign strategic
partner or fundReal Estate Fund ManagementNext Orbit Venture a sector and stage
agnostic fund having focus areas with a corpus of INR 700 crores
THE FIRM- sw(O)t
Opportunities for InvestorsTo get the strategic stake in the merged
entity of Opulence.To become sponsor/LP of the fundTo join as a partner in Real EstateTo join in businesses like fresh fruits,
vegetable trading, logistic park & terminal market
THE FIRM- swo(T)
From Global Competition-other I-bankers who have an eye to grab deals so Opulence has to be very attentive with market scenario and swift with its agenda, methodology and closure w.r.t deals.
THE FIRM- STPSEGMENTATION•UNLISTED COMPANIES AND SELECTIVELY
LISTED COMPANIES
TARGETING•80% FOCUS ON GUJARAT BASED COMPANIES.•20% FOCUS ON NON-GUJARAT BASED
COMPANIES
POSITIONING
One stop multi-solution platform for all end to end integrated financial services such as
•Tax efficient Capital structure for Promoter, Transactions and Businesses.
•Tax efficient Legal structure for Promoters.•Tax –efficient deal structure for Promoters.
THE FIRM- NEXT ORBIT VENTURE PE FUND STP
SEGMENTATION
•High Profile Investors as the minimum ticket for SEBI Registration of PE Fund is 1 crore.
TARGETING
Shareholders of large companies.
Top Insurance Agents.
Top Mutual Fund Agents.
Wealth Manager
Private Bankers
Multi-office managers
NRI's:-Salaried or Businessman whose income should be more than 50,000 GBP
POSITIONING
SEBI Approved Private Equity Fund.
Tax pass-Through extended across sectors
Accountability for Investment
Investment Flexibility
Fund Philosophy
1.SME Focus
2.Real Estate
3.Joint Development theme
4.Focus on Tier 2 & 3 towns.
.
THE FIRM –FUND DISTRIBUTION
THE FIRM –MODUS OPERANDI
Sourcing of the Project-To find
relevant business opportunities
Signing of Non-Disclosure
Agreement - For Healthy sharing of
information
Sendling Document checklist to
prospective client considering the
limitations of human mind
Checking the viability of the
project
Signing of the Engagement
Letter/Mandate Letter
Sending Information Memorandum to
Client
Evaluating the deal by analysing the
nature of the industry in which it
operates
Performing SWOT,Operational
Analysis ,Competetion analysis on
company
Calculating Valuation Model & projecting income,cash flows
and B/S
Preparing Term Sheet and finalising the
structure of the deal
In Termsheet do Due Dillengence,decide
Shareholder Agreement and fix exit strategy for PE
THE FIRM –PEST ANALYSISP- POLITICAL
Policy & Govt. Regulations – Sector SpecificAIF Guidelines
E-ECONOMIC Deal Structure of Promoters Tax Structure
S-SOCIAL Mindset of Decision makers & his conditioning &
influencers influential ability on decisionmakersT-TECHNOLOGY
Rise in Applications & Technology of IB Softwares – Kvezar, Venture Intelligence & affliated with ROC.
THE FIRM –MARKET RESEARCH ANALYSIS Sampling: Random Preferable Route: -Questionnaire Sample Size:- 30 PE Firms Respondents:- CXO Position Officers(Managing Director,
Associates Partner or Vice President in Private Equity Firms) Mode of Approach:- Telephone & Email.
THE FIRM –MARKET RESEARCH ANALYSIS
Sr. No. Private Equity Firms Location
1 Aavishkaar India Micro Venture Capital Fund Mumbai
2 Actis Capital Mumbai
3 Canaan Partners Gurgaon (Delhi)
4 2i Capital (India) Private Ltd Bangalore
5 3i India Mumbai
6 Apax Partners India Advisers Pvt Ltd Mumbai
7 APIDC-Venture Capital Ltd Hyderabad
8 Avigo Capital Partners Delhi
9 Baring Private Equity Partners (India) Pvt Ltd Gurgaon (Delhi)
10 BTS Investment Advisors Private Ltd Mumbai
11 ChrysCapital Investment Advisors Delhi
12 Cipher Capital Advisors Pvt. Ltd. Mumbai
13 Citibank Private Equity Ltd Delhi
14 IFCI Venture Capital Funds Ltd. Delhi
15 Redclays Capital Bangalore
16 Norwest Venture Partners India Mumbai
17 Sherpalo India Advisors Pvt. Ltd. Mumbai
18 Ambit Pragma Mumbai
19 IDFC (Private Equity) Mumbai
20 Avendus Mumbai
21 Blackstone Advisors India Private Ltd. Mumbai
22 Blackstone Cleantech Venture Partners (BCVP) USA
23 Frontline Venture Services Private Limited Mumbai
24 Artiman Capital India Pvt. Ltd. Bangalore
25 Helion Venture Partners Gurgaon (Delhi)
26 Helion Advisors Pvt. Ltd Bangalore
27 Red Fort Capital Advisors Pvt. Ltd. Delhi
28 INDIAREIT Fund Advisors (Pvt.) Ltd Mumbai
29 Morpheus Capital Partners Bangalore
30 Henderson Asia Pacific Equity Partners' London
THE FIRM –MARKET RESEARCH ANALYSIS
STAGE FOCUS
Interpretation:-Most of the Private Equity Firms is focused on Growth Capital & Venture Capital. As, there has been an observed trend, over the last few years in India for the Private Equity Firms to invest in Companies who are on the growth stage, making profits & already established in the market, whereas for venture capital funds in particular to specialize in specific technology. Some examples are biotech, software or LBO funds specialized in a particular industry, such as media.
THE FIRM –MARKET RESEARCH ANALYSIS
INDUSTRY FOCUSINDUSTRY FOCUS
THE FIRM –MARKET RESEARCH ANALYSIS
GEOGRAPHIC FOCUS
THE FIRM –MARKET RESEARCH ANALYSIS
GEOGRAPHIC FOCUS
THE FIRM –MARKET RESEARCH ANALYSIS
SIZE OF INVESTMENT
THE FIRM –MARKET RESEARCH ANALYSIS
PE FIRM LIKELY FOCUS ON THE TURN-OVER OF THE INVESTMENT COMPANY
EXIT ROUTE
THE FIRM –MARKET RESEARCH ANALYSIS
THE FIRM –MARKET RESEARCH ANALYSIS
TENURE OF INVESTMENT IN YEARS
THE FIRM –MARKET RESEARCH ANALYSIS
GLOBAL DESITNATION OF PE INVESTMENT
THE FIRM –MARKET RESEARCH ANALYSIS
PRINCIPLES VALUE OF INVESTING
THE FIRM –MARKET RESEARCH ANALYSIS
No of Deals/Year
DirectMail
Prepare and Send Research Reports to V.V.I.P of IB/VC/PE Industry. Send Prospectus of NOVF to the same.
Training & Development workshops
Educating concerned who happpen to be interested in PE and I-baking Industry increasing goodwill for
Opulence and awareness about PE IndustryGuest Lectures at Management Forums,Business Schools
EventsOn any Grand success achieved by Opulence or any personal events in Management of Opulence
PrintLivemint, Economic Times specially when they launch another series of Next Orbit Venture Fund
Prepare Research Reports and send to concerned in Industry.
Generate E-mail Campaign for NoVF and I-banking to concerned Channels
Get a Genuine pool of people who can create E-mail Database of Concerned or purchase from various online databases
THE FIRM –RECOMMENDED MARKETING PLAN
THE FIRM –RECOMMENDED MARKETING PLAN
Make proper connections in your industry
Comment of dealspace of PE and M&A
Join various business communities
Follow reputed PE Funds and I-banking Firms
Promote Opulence on LinkedIn through their Advertising campaign
Company's management should have their own twitter A/c
Company should also have their twitter A/c
Tweet about PE & M & A dealspace and generate as many followers
Youtube/Vimeo
Upload Videos concerning PE and M & A Space
Upload Videos of opinions of Management on PE and M& A Space
THANK YOU
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