Presentation on Investment Banking

PRESENTED BY:-
RAVINDRA LATTOO
GRAND PROJECT:-INCLUSIVE
INVESTMENT SOLUTIONS OF
THE INVESTMENT BANKING
INDUSTRY

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”

INVESTMENT BANK
 Fund Syndication
 Equity
 Debt
 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 Management
 Mergers – Corporate Marriage
 Acquistions – Adoption of Child (Small/Weak)
 Joint Ventures – Live- In Relationship
 Take-Overs – Kidnap
 DeMerger- Corporate Divorce
 Tie-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. Avendus
2. Bajaj Captial
3. Barclays Capital
4. Cholamandalam Investment & Finance Company
5. ICRA Limited
6. IDFC Private Equity
7. IDBI Bank
8. IFCI
9. Kotak Investment Banking
10. Kotak Mahindra Capital Company
Source:- 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

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- (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)ot
Usual weaknesses of a startup firm but
future is opulent
 Too much responsibility on Individual
 Staff-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, Blo
gger, Youtube and Vimeo.

THE FIRM- sw(O)t
WWW.OPULENCEBIZ.COM
Futuristic Opportunities for Opulence-PE Fund
 SME 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 fund
 Real Estate Fund Management
 Next 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 Investors
 To get the strategic stake in the merged
entity of Opulence.
 To become sponsor/LP of the fund
 To join as a partner in Real Estate
 To 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- NEXT ORBIT VENTURE PE
FUND STP

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 ANALYSIS
 P- POLITICAL
 Policy & Govt. Regulations – Sector Specific
 AIF Guidelines
 E-ECONOMIC
 Deal Structure of Promoters
 Tax Structure
 S-SOCIAL
 Mindset of Decision makers & his conditioning &
influencers influential ability on decisionmakers
 T-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 –
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 –
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 –
INDUSTRY
FOCUS
INDUSTRY
FOCUS

THE FIRM –
GEOGRAPHIC FOCUS

THE FIRM –
SIZE OF INVESTMENT

THE FIRM –
PE FIRM LIKELY FOCUS ON THE TURN-OVER OF THE
INVESTMENT COMPANY

EXIT ROUTE
THE FIRM –

THE FIRM –
TENURE OF INVESTMENT IN YEARS

THE FIRM –
GLOBAL DESITNATION OF PE INVESTMENT

THE FIRM –
PRINCIPLES VALUE OF INVESTING

THE FIRM –
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 Industry
Guest Lectures at Management Forums,Business
Schools
Events
On any Grand success achieved by Opulence or any
personal events in Management of Opulence
Print
Livemint, Economic Times specially when they
launch another series of Next Orbit Venture Fund
Email
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
LinkedIn
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
Twitter
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

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Ahmedabad Campus: Karnavati Knowledge
Village, A/907,Uvarsad, S.G.Highway,
Gandhinagar
Kolkata Campus: Infinity Benchmark Tower
10th Floor, Plot - G1, Block - EP& GP, Sec - V,
Salt Lake, Kolkata.
Reg. Office: 407, Zodiac Square, 4th Floor
Opp. Gurudwara, S.G. Road, Bodakdev,
Ahmedabad.

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