Ladderup Presentation

Embed Size (px)

DESCRIPTION

Ladderup Credentials

Citation preview

  • LADDERUP GROUP

    CredentialsCredentials

    January2012

    Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • WHO WE ARE?

    Ladderup is a mid market investment bank offering highest quality financial adviceLadderup is a mid market investment bank offering highest quality financial adviceLadderupisamidmarketinvestmentbankofferinghighestqualityfinancialadviceandexecutionskillsacrossPrivateEquity,Mergers&Acquisitions,EquityCapitalMarkets,StructuredDebt,ProjectFinanceandVentureInvesting.WealsoofferWealth Management and Insurance broking advice

    LadderupisamidmarketinvestmentbankofferinghighestqualityfinancialadviceandexecutionskillsacrossPrivateEquity,Mergers&Acquisitions,EquityCapitalMarkets,StructuredDebt,ProjectFinanceandVentureInvesting.WealsoofferWealth Management and Insurance broking adviceWealthManagementandInsurancebrokingadvice.WealthManagementandInsurancebrokingadvice.

    O S i Off i

    InvestmentBanking

    DebtCapital

    VentureFunding

    WealthManagement

    InsuranceBroking

    OurServiceOfferings

    PrivateEquity

    M&A

    Equity Capital Market

    ProjectFinance

    StructuredFinance

    SeedCapital

    GrowthCapital

    HighNetworth

    Corporate

    I di id l

    General

    Life

    EquityCapitalMarket

    CorporateAdvisory

    Individual

    2Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • WHY LADDERUP ?

    Ability To

    Understand

    Ability To

    Understand

    KnowBusinessOwners

    KnowBusinessOwners

    ATeamofProfessionalsATeamofProfessionals

    BusinessBusiness ExpectationsExpectations Onestopshop

    Dedicated coverage bankers

    Onestopshop

    Dedicated coverage bankers

    RelationshipsRelationships AbilityAbility

    Dedicatedcoveragebankers

    Relationshipapproach

    Dedicatedcoveragebankers

    RelationshipapproachWith

    InvestorsWith

    InvestorsTo

    DeliverTo

    Deliver

    3Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • SERVING OUR CLIENTS SINCE 1993

    LadderupFinanceLimitedLadderupFinanceLimited

    Since1993,ListedonBSEin1995 NBFC,focusedoninvestments Investsinseedandgrowthopportunities

    Since1993,ListedonBSEin1995 NBFC,focusedoninvestments Investsinseedandgrowthopportunities

    LadderupCorporateAdvisoryPvt.Ltd

    LadderupCorporateAdvisoryPvt.Ltd

    Ladderup InsuranceBrokingPvt.Ltd

    Ladderup InsuranceBrokingPvt.Ltd

    LadderupWealthManagementPvt.LtdLadderupWealth

    ManagementPvt.Ltd

    PE,M&A,ECMandDebtcapital

    CategoryIMerchantBankers registered with

    PE,M&A,ECMandDebtcapital

    CategoryIMerchantBankers registered with

    General&Lifeinsurancebroking

    Midmarketfocus Established 2010

    General&Lifeinsurancebroking

    Midmarketfocus Established 2010

    AUM INR3,000mn Equity,Debt,PMS Customizedadvisory Established in 2008

    AUM INR3,000mn Equity,Debt,PMS Customizedadvisory Established in 2008Bankersregisteredwith

    SEBI Midmarketfocus 20+teammembers Established 2007

    BankersregisteredwithSEBI

    Midmarketfocus 20+teammembers Established 2007

    Established2010Established2010Establishedin2008Establishedin2008

    4Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    Established2007Established2007

  • SGCO CHARTERED ACCOUNTANCY PRACTICE

    Member firm ofMember firm of

    CharteredAccountingpracticeofSGCO amongstthetop50domesticaccountingfirmsinIndiaCharteredAccountingpracticeofSGCO amongstthetop50domesticaccountingfirmsinIndia

    Memberfirmof

    Kreston Internationalistheworlds13thl t t k f ti fi

    Memberfirmof

    Kreston Internationalistheworlds13thl t t k f ti fi

    Established in 1992, it is led by Mr. Sunil Goyal and Mr. Manoj Singrodia Founders

    Catering to over 200 plus clients across varied sectorslargestnetworkofaccountingfirms

    Morethan700offices 19,500professionalandsupportstaff GlobalfeerevenueofoverUS1.6

    billion

    largestnetworkofaccountingfirms

    Morethan700offices 19,500professionalandsupportstaff GlobalfeerevenueofoverUS1.6

    billion

    Member of Kreston International Worlds 13th largest network of Accounting firms

    billionbillion

    BusinessverticalsBusinessverticals

    Partners/Dir.Partners/Dir.

    ProfessionalsProfessionals

    Support staffSupport staff

    33

    1111

    4040

    22

    1313

    5050

    22

    55

    2020

    11

    55

    2020

    22

    33

    1010

    22

    11

    1010

    Attest&ComplianceAttest&

    Compliance

    SupportstaffSupportstaff 4040

    Assurance&RiskAdvisoryAssurance&RiskAdvisory

    5050

    DirectTaxationDirectTaxation

    2020

    IndirectTaxationIndirectTaxation

    2020

    Transaction&BusinessAd i

    Transaction&BusinessAd i

    1010

    Corporate&AlliedLawCorporate&AlliedLaw

    1010

    5Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    pp yyAdvisoryAdvisory

  • BOARD AND MANAGEMENT TEAM

    ManagementTeamManagementTeam

    SunilGoyali i

    BoardofDirectors LadderupFinanceLimited

    BoardofDirectors LadderupFinanceLimited

    K.RaghuramanF ED P j b N ti l B k ManagingDirectorFormerED,PunjabNationalBank

    SunilGoyalCoFounder,ManagingDirector ParimalShethParimalShethDeepakLadhaDeepakLadha

    Manoj SingrodiaCoFounder,Director

    DeepakLadha RajeevChhabraRajeevChhabraNimesh SalotNimesh Salot

    Director,BusinessDevelopment

    Director,BusinessDevelopment

    ExecutiveDirector,M&A

    ExecutiveDirector,M&A

    ExecutiveDirector

    TBSubramaniamDirector,FormerChiefGM,IDBI

    Director,InvestmentBanking

    Director,InvestmentBanking

    jj

    Director,StructuredFinance

    Director,StructuredFinance

    NimeshSalotNimeshSalot

    KVSShyamsunderDirector

    NarayanPasari

    AssociateDirector,SMEFinance

    AssociateDirector,SMEFinance

    Abhishek BhangadiyaAbhishek Bhangadiya

    VicePresident,InvestmentBanking

    VicePresident,InvestmentBanking

    Sudhir HampiSudhir Hampi

    yDirector

    Dhaval DesaiDirector,PR&Mediaprofessional CEO,WealthManagementCEO,WealthManagement

    NiteshDhandhariaNiteshDhandhariaRaghvendra NathRaghvendra Nath

    MD,WealthManagementMD,WealthManagement

    6Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • OUR TEAM

    SunilGoyalManagingDirectorSunilGoyal

    ManagingDirectorDeepakLadhaExecutiveDirectorDeepakLadhaExecutiveDirector

    ParimalShethDirector

    ParimalShethDirector

    FounderofLadderupGroup InitiallystartedSGCOin1992

    l ith M M j Si di

    FounderofLadderupGroup InitiallystartedSGCOin1992

    l ith M M j Si di

    Over13yearsofinvestmentbankingexperience PriortojoiningLadderupin2011,hewaswithLazardinIndiaasDirector

    Over13yearsofinvestmentbankingexperience PriortojoiningLadderupin2011,hewaswithLazardinIndiaasDirector

    Leadsbusinessdevelopment,alsolooksafterventureinvestments Leadsbusinessdevelopment,alsolooksafterventureinvestments

    alongwithMr.ManojSingrodia

    Subsequently,venturedintofinancialservicesbusinessunderLadderupFinanceLtd.followedbyCorporate Advisory business by

    alongwithMr.ManojSingrodia

    Subsequently,venturedintofinancialservicesbusinessunderLadderupFinanceLtd.followedbyCorporate Advisory business by

    ,(InvestmentBanking)forsixyears

    WorkedwithHSBCandRaboIndiaintheirCorporateFinanceteamforaround7years

    Workedacrosssectorswithkeyfocusonpharma,chemicals,FMCG/consumer

    ,(InvestmentBanking)forsixyears

    WorkedwithHSBCandRaboIndiaintheirCorporateFinanceteamforaround7years

    Workedacrosssectorswithkeyfocusonpharma,chemicals,FMCG/consumer

    Over25yearsofexperienceinmerchantbanking,corporatefinanceanddebtrestructuring

    Assistedmanymidsizedcorporatesin their initial public offerings and

    Over25yearsofexperienceinmerchantbanking,corporatefinanceanddebtrestructuring

    Assistedmanymidsizedcorporatesin their initial public offerings andCorporateAdvisorybusinessby

    settingupLadderupCorporateAdvisoryPvt.Ltd.

    Morethantwodecadesexperienceinadvisingclientsonkeybusinessas

    CorporateAdvisorybusinessbysettingupLadderupCorporateAdvisoryPvt.Ltd.

    Morethantwodecadesexperienceinadvisingclientsonkeybusinessas

    p , , /productsandfinancialservices

    Keytransactionsinclude InternationalPaperacquisitionofAndhraPaperMills(US$430mn) SaleofSaberoOrganics(US$200mn)

    p , , /productsandfinancialservices

    Keytransactionsinclude InternationalPaperacquisitionofAndhraPaperMills(US$430mn) SaleofSaberoOrganics(US$200mn)

    intheirinitialpublicofferingsanddebtsyndication

    Workedacrosssectorslikefinancialservices,pharma,IT,electronics,textiles,oil&gas

    intheirinitialpublicofferingsanddebtsyndication

    Workedacrosssectorslikefinancialservices,pharma,IT,electronics,textiles,oil&gas

    wellasfinancialaspectsacrossvarioussectorswithexpertiseinretail,textiles,foodprocessing,consumerproducts,engineeringandfinancialservicessectors

    wellasfinancialaspectsacrossvarioussectorswithexpertiseinretail,textiles,foodprocessing,consumerproducts,engineeringandfinancialservicessectors

    g ( $ ) AvantorsacquisitionofRFCL(US$100mn) TataChemicalsacquisitionofGeneralChemicals(US$1bn)andBrunnerMond(US$200mn)

    g ( $ ) AvantorsacquisitionofRFCL(US$100mn) TataChemicalsacquisitionofGeneralChemicals(US$1bn)andBrunnerMond(US$200mn)

    , g

    WorkedwithBresconCorporateAdvisorsandDaewooSecurities

    CharteredAccountantbyqualification

    , g

    WorkedwithBresconCorporateAdvisorsandDaewooSecurities

    CharteredAccountantbyqualification

    CharteredAccountantbyqualification CharteredAccountantbyqualification

    PanasonicAcquisitionofAnchorElectricals(US$500mn) IdeaandTMIontheirtenderOfferinSpice(US$230mn)

    CharteredAccountantbyqualification

    PanasonicAcquisitionofAnchorElectricals(US$500mn) IdeaandTMIontheirtenderOfferinSpice(US$230mn)

    CharteredAccountantbyqualification

    7Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • OUR TEAM

    NimeshSalotDirector

    NimeshSalotDirector

    RajeevChhabraDirector

    RajeevChhabraDirector

    AbhishekBhangadiya

    VP Investmentki

    AbhishekBhangadiya

    VP Investmentki

    LeadstheInvestmentbankingteam Over16yearsofexpertiseini b ki d i i li

    LeadstheInvestmentbankingteam Over16yearsofexpertiseini b ki d i i li

    Leadsthedebtsyndicationvertical Over16yearsofCorporatebanking Leadsthedebtsyndicationvertical Over16yearsofCorporatebanking

    BankingBanking

    Over7yearsexperienceinInvestmentBankingmainlyinPrivate Equity M&A and

    Over7yearsexperienceinInvestmentBankingmainlyinPrivate Equity M&A andinvestmentbankingadvisingclients

    onprivateequityfundraising,crossborderM&A,businessadvisory/consulting,corporatestructuring

    Assisted MNCs on their India entry

    investmentbankingadvisingclientsonprivateequityfundraising,crossborderM&A,businessadvisory/consulting,corporatestructuring

    Assisted MNCs on their India entry

    experienceinvolvinglargeticketdebtsyndication,projectfinanceandfinancialstructuring

    Assistedseveralclientsonforeignborrowings and foreign trade credit

    experienceinvolvinglargeticketdebtsyndication,projectfinanceandfinancialstructuring

    Assistedseveralclientsonforeignborrowings and foreign trade credit

    PrivateEquity,M&A,andstructuredfinance

    Responsiblefordevelopingrelationshipswithcorporateandalongwithsectorresearchand

    PrivateEquity,M&A,andstructuredfinance

    ResponsiblefordevelopingrelationshipswithcorporateandalongwithsectorresearchandAssistedMNCsontheirIndiaentry

    strategy,identificationofstrategicpartners

    Extensivelyworkedwithclientsacrossvarioussectorsincluding

    AssistedMNCsontheirIndiaentrystrategy,identificationofstrategicpartners

    Extensivelyworkedwithclientsacrossvarioussectorsincluding

    borrowingsandforeigntradecredit

    ExpertiseacrosssectorslikeRealEstate,Infrastructure,Oil/Gas/EPC

    Extensiverelationshipswithbanksand Financial Institutions globally

    borrowingsandforeigntradecredit

    ExpertiseacrosssectorslikeRealEstate,Infrastructure,Oil/Gas/EPC

    Extensiverelationshipswithbanksand Financial Institutions globally

    gstructuring.

    WorkedwithclientsacrosssectorslikeRetail/Healthcare/hospitality

    ExtensiverelationshipswithPE

    gstructuring.

    WorkedwithclientsacrosssectorslikeRetail/Healthcare/hospitality

    ExtensiverelationshipswithPEpharma/biotech,metals,industrials,chemicals,naturalresources,media&entertainment,foodprocessingandagriproducts

    Worked with Ernst & Young

    pharma/biotech,metals,industrials,chemicals,naturalresources,media&entertainment,foodprocessingandagriproducts

    Worked with Ernst & Young

    andFinancialInstitutionsglobally

    ExpertinstructuringTransactionsbothinthedomesticandinternationalmarkets

    EarlierworkedwithNationalBankof

    andFinancialInstitutionsglobally

    ExpertinstructuringTransactionsbothinthedomesticandinternationalmarkets

    EarlierworkedwithNationalBankof

    Investors.

    EarlierpartofKotak InvestmentBankingandSREI

    MBAfromSymbiosisPune

    Investors.

    EarlierpartofKotak InvestmentBankingandSREI

    MBAfromSymbiosisPuneWorkedwithErnst&Young,RabobankIndiaandMAPE

    CharteredAccountantandCostAccountantbyqualification

    WorkedwithErnst&Young,RabobankIndiaandMAPE

    CharteredAccountantandCostAccountantbyqualification

    Oman,BankMuscat,EmiratesBank,Ahli UnitedBank&GTB

    EngineerandMBAbyqualification

    Oman,BankMuscat,EmiratesBank,Ahli UnitedBank&GTB

    EngineerandMBAbyqualification

    8Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • INVESTMENT BANKING : MERGERS & ACQUISITIONS

    Mergers&AcquisitionsMergers&Acquisitions

    Wehelpstructureandexecuteabroadspectrumofbuysideandsellsidetransactions.Incisiveresearchonindustrytrendshelpsustrack,identifyandevaluatepotentialtargets,

    Wehelpstructureandexecuteabroadspectrumofbuysideandsellsidetransactions.Incisiveresearchonindustrytrendshelpsustrack,identifyandevaluatepotentialtargets,

    RecentTransactionRecentTransaction

    sellersorinvestors.Ourservicesinclude:

    CrossborderM&A Buyside/sellside Strategic alliances/JVs

    sellersorinvestors.Ourservicesinclude:

    CrossborderM&A Buyside/sellside Strategic alliances/JVs Exclusiveadvisorfordemerger

    ProvogueIndiaLimited

    Strategicalliances/JV s Divestitures Takeovers

    Strategicalliances/JV s Divestitures Takeovers

    ofitsretailcentricrealestatedevelopmentbusiness

    2011ProvogueIndiaLimited

    Our Approach : Get the price right

    2011

    IndepthI dIndepthI d

    Identify theIdentify the Structuring &Structuring &Duediligence

    & l lDuediligence

    & l l ClCl

    OurApproach:Getthepriceright

    ExclusiveadvisorforsaleofStrategic Equity of Waaree to

    WaareeInstrumentsLimited

    IndustrymappingIndustrymapping

    IdentifytherighttargetsIdentifytherighttargets

    Structuring&negotiationStructuring&negotiation

    &legalsupport&legalsupport

    ClosureClosureStrategicEquityofWaareeto

    2010BaumerHoldingAG,Swiss

    9Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    2010

  • INVESTMENT BANKING : PRIVATE EQUITY SYNDICATION

    PrivateEquityPrivateEquity

    Wehelpyouchoosetherightpartnertofundyourgrowth.YoubenefitfromourexpertiseacrosstheentirePElifecycle identification,initiation,structuring,execution,closure.

    Wehelpyouchoosetherightpartnertofundyourgrowth.YoubenefitfromourexpertiseacrosstheentirePElifecycle identification,initiation,structuring,execution,closure.

    INR700Mn

    RecentTransactionRecentTransaction

    WehavelongstandingrelationshipswithglobalPEinvestorsandunderstandpromoterexpectations.Ourservicesinclude:

    Expansion capital

    WehavelongstandingrelationshipswithglobalPEinvestorsandunderstandpromoterexpectations.Ourservicesinclude:

    Expansion capital ExclusiveadvisorsforPrivateDeepakFastenersLimited

    Expansioncapital

    Mezzaninefinancing Buyouts/MBOs FCCBs

    Expansioncapital

    Mezzaninefinancing Buyouts/MBOs FCCBs

    Venturefunding Strategicinvesting

    EquityPlacement

    BanyanTreeGrowthCapital

    Our Approach : we know what global PE investors need

    2010

    IndepthindustryIndepthindustry

    DeepprivateDeepprivate

    Knowtheentire PEKnowtheentire PE

    GettheGettheFocusonlong termFocusonlong term

    OurApproach:weknowwhatglobalPEinvestorsneed

    industrymappingindustrymapping

    equityrelationships

    equityrelationships

    entirePElifecycleentirePElifecycle

    valuerightvaluerightlongtermgrowth

    longtermgrowth

    10Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • INVESTMENT BANKING : ECM AND CORPORATE ADVISORY

    EquityCapitalMarket

    EquityCapitalMarket

    WeareCategoryIMerchantBankersregisteredwithSEBI. RecentlyestablishedourCapitalMarketdeskandhavebeguntoworkwithmidmarketcorporates.

    WeareCategoryIMerchantBankersregisteredwithSEBI. RecentlyestablishedourCapitalMarketdeskandhavebeguntoworkwithmidmarketcorporates.

    RecentTransactionRecentTransaction

    Ourservicesinclude.

    InitialPublicOffering BuyBack

    Ourservicesinclude.

    InitialPublicOffering BuyBack

    Takeovers/openoffers FairnessOpinion

    Exclusive advisor for

    KisanGroup

    RightsIssue QIP RightsIssue QIP

    Underwriting ExclusiveadvisorforPreferentialAllotmentofEquity

    CorporateAdvisoryCorporateAdvisory

    Ourclientshaveaccesstoreorganizationstrategiesusuallyreservedformuchlargercompanies.

    We develop creative and practical solutions that have

    Ourclientshaveaccesstoreorganizationstrategiesusuallyreservedformuchlargercompanies.

    We develop creative and practical solutions that have

    2010

    Wedevelopcreativeandpracticalsolutionsthathaveexceededtheexpectationsofourclients.

    Ourservicesinclude:

    Corporaterestructuring

    Wedevelopcreativeandpracticalsolutionsthathaveexceededtheexpectationsofourclients.

    Ourservicesinclude:

    Corporaterestructuring BusinessplanningLotusGroup

    Entrystrategies Demergersand

    amalgamations

    Entrystrategies Demergersand

    amalgamations

    ESOPvaluation Implementationandregulatorycompliance

    ExclusiveadvisorforCorporateRestructuring

    11Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    2011

  • INVESTMENT BANKING : SELECT TRANSACTIONS

    ExclusiveadvisorforsaleofStrategicEquityofWaareeto

    WaareeInstruments

    ExclusiveadvisorforPrivateEquityPlacement

    DeepakFasteners

    Exclusiveadvisorfordemergerofitsretailcentricrealestate

    ProvogueIndiaLimited

    2010

    BaumerHoldingAG,Swiss

    2010

    KfWBankengruppe

    developmentbusiness

    2011

    INR800MnINR700Mn

    ExclusiveFinancialAdvisorforF i St t i I t t

    AryaIron&Steel

    ExclusiveadvisorforPrivateE it Pl t

    MatrixAgro

    ExclusiveadvisorforPrivateEquity Placement

    DeepakFasteners

    ForeignStrategicInvestment. EquityPlacementEquityPlacement

    BanyanTree GrowthCapitalLLC

    12Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    2009 20092010

  • INVESTMENT BANKING : SELECT CREDENTIALS

    INR600Mn

    ExclusiveAdvisoryforStrategicSale

    DJsACreativeUnit

    ExclusiveadvisorforPrivateEquityPlacement

    ParagMilkFoods

    ExclusiveAdvisorforStrategicSaleto

    MeditronicsHealthcare

    20082008

    MotilalOswalVentureCapitalAdvisorsPrivateLimited

    2009

    PhilipsIndia

    INR10MnINR750Mn

    ExclusiveAdvisorforPrivateEquity Placement

    JumboKingFoods

    ExclusiveAdvisorForForeignStrategic Investment

    JatiaHotels&Resorts

    EquityPlacementStrategicInvestment

    13Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    20072008

  • CORPORATE ADVISORY : SELECT CREDENTIALS

    Exclusiveadvisorfor

    KisanGroup

    ExclusiveadvisorforSlump

    LotusGroup

    AdvisorsforAcquiringStrategic

    GitanjaliGroup

    PreferentialAllotmentofEquity

    2010

    saleofitsUnit

    2011

    f q g gStakeinAPGems&Jewellery

    Park

    2011

    BhaupriyaPropertiesMeditronicsHealthcare RightResourcesCorporateSupportServices

    BusinessPlanonBehalfofUrbanInfrastructure

    UrbanInfrastructureVentureCapital

    ExclusiveAdvisorforStrategicSaletoPhilipsIndia

    CorporateAdvisoryforRestructuring

    14Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    20092009 2009

  • CORPORATE ADVISORY : SELECT CREDENTIALS

    AdvisorsforFinancial

    EuroCeramics

    CorporateReStructuringfor

    WaareeInstruments

    CorporateAdvisoryfor

    CLRServices

    fRestructuring

    2009

    p g fValueCreationandPE

    Investment

    2009

    p y fStrategicSale

    2009

    AryaIron&Steel SupremeHoldingsCamlin

    CorporateRestructuringforExpansionofIronOreBusiness

    CorporateAdvisoryForPreferentialAllotmentfor

    expansionPurpose

    ValuationofDivisionsforStrategicInvestment

    15Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    2008 20082008

  • CORPORATE ADVISORY : SELECT CREDENTIALS

    ExclusiveAdvisorsforPreparing

    AddonRetail

    ExclusiveAdvisorsforPreparing

    B.J.NHotels

    BusinessStructuringforFund

    ProzoneEnterprises

    f p gafutureGrowthPlanforthe

    Company

    2008

    f p gafutureGrowthPlanforthe

    Company

    2008

    g fraising

    2008

    BestRoadways ZeeInteractiveLearningSystems

    Provogue

    ExclusiveFinancialAdvisorforFundRaising

    ESOPValuation CorporateAdvisoryforFundRaising

    16Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    2008 2008 2008

  • CORPORATE ADVISORY : SELECT CREDENTIALS

    AdvisoryonBusiness

    ResponsiveIndustries

    Advisory for IPO Fund Raising

    AlliedDigitalServices

    Business Structuring &

    VETOElectropowers

    yStructuring,PreferentialIssue

    andAmalgamation

    2007

    AdvisoryforIPOFundRaising

    2007

    BusinessStructuring&Valuation

    20072007 2007

    GurnaniGroupLipiDataSystems

    CorporateRestructuringCorporateAdvisoryandManagementConsultancy.

    17Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    20072007

  • DEBT CAPITAL : PROJECT FINANCE

    ProjectFinanceProjectFinance

    Thoroughunderstandingofbankingandinstitutionallendinglandscapehelpsusdeliverinnovativefinancialsolutions.

    Thoroughunderstandingofbankingandinstitutionallendinglandscapehelpsusdeliverinnovativefinancialsolutions.

    INR1500Mn

    RecentTransactionRecentTransaction

    Wehaveatrackrecordofcompletinglargetransactionsforseveralcorporatehouses.

    Ourservicesinclude:

    Project Finance

    Wehaveatrackrecordofcompletinglargetransactionsforseveralcorporatehouses.

    Ourservicesinclude:

    Project Finance Short Term FinanceKisanIrrigationLtd

    ProjectFinance WorkingCapitalFinance CorporateDebt

    ProjectFinance WorkingCapitalFinance CorporateDebt

    ShortTermFinance AcquisitionFunding ExternalCommercialBorrowing(ECB)

    FundingtowardsworkingcapitalbyPNB

    Our Approach : understand institutional lending framework

    2010

    ProjectProjectCredit

    assessmentCredit

    assessmentMap

    LendersMap

    LendersStructure

    TheStructure

    TheContinuousContinuous

    OurApproach:understandinstitutionallendingframework

    FeasibilityFeasibilityassessmentframeworkassessmentframework

    LendersneedsLendersneeds

    ThefundingThe

    fundingmonitoringmonitoring

    18Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • DEBT CAPITAL : STRUCTURED FINANCE

    StructuredFinance

    StructuredFinance

    Thoroughunderstandingofbankingandinstitutionallendinglandscapehelpsusdeliverinnovativefinancialsolutions.

    Thoroughunderstandingofbankingandinstitutionallendinglandscapehelpsusdeliverinnovativefinancialsolutions.

    INR1250Mn

    RecentTransactionRecentTransaction

    Wehaveatrackrecordofcompletinglargetransactionsforseveralcorporatehouses.

    Ourservicesinclude:

    ECBs

    Wehaveatrackrecordofcompletinglargetransactionsforseveralcorporatehouses.

    Ourservicesinclude:

    ECBs Mezzanine FinanceAUFinanciers(India)Private

    Limited ECB s CorporateBonds/NCDs AcquisitionFinancing SpecialSituationFunding

    ECB s CorporateBonds/NCDs AcquisitionFinancing SpecialSituationFunding

    MezzanineFinance Securitization CommercialPapers

    FinancingtowardsWorkingCapital

    2010 2011Spec a S ua o u d gSpec a S ua o u d g

    Our Approach : innovation and quick turnaround

    2010 2011

    InnovativeInnovativeNetwork

    OfNetwork

    Of SectorSectorMultipleProductMultipleProduct

    QuickQuick

    OurApproach:innovationandquickturnaround

    DealsDeals relationshipsrelationships KnowledgeKnowledgeProductportfolioProductportfolio

    turnaroundturnaround

    19Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • DEBT CAPITAL : SELECT CREDENTIALS

    INR2000Mn INR7500Mn INR400Mn

    Fundraisingforworkingcapital

    UnityInfraprojects

    FundRaisingforworking

    GitanjaliGroup

    Fundingtowardsworking

    Provogue

    g f g p

    2010

    g f gcapital

    2010

    g gcapital

    2010

    INR1250Mn INR1500Mn INR1500Mn

    AUFinanciers KamineniSteelandPower PratibhaIndustries

    FinancingtowardsWorkingCapital

    FundRaisingforExpansion FundRaisingforWorkingCapitalRequirement

    20Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    2010 2010 2010

  • DEBT CAPITAL : SELECT CREDENTIALS

    INR700MnINR1500Mn INR2000Mn

    FundRaisingforDevelopment

    EmpireMall

    Fundingtowardsworking

    KisanIrrigation

    FundingforCapacity

    KisanMoulding

    g f pofMallsbyCentralBankOf

    India

    2010

    g gcapitalbyPNB

    2010

    g f p yexpansionplansbyPNB

    2010

    INR1150MnINR1300Mn INR1000Mn

    InternationalMineralsTradingCompanyPreCastBuildingSystems ParagMilkFoods

    FundingforIronOreBeneficiationPlantbyBankof

    Baroda

    FundingforCapEx ExclusiveAdvisorforraisingfundsforCapacityExpansion

    bySBI

    21Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    20092009 2008

  • DEBT CAPITAL : SELECT CREDENTIALS

    INR675Mn INR320MnINR320Mn

    FinancingtowardsIronOre

    AryaIron&SteelCompany

    FundingforRealEstateventure

    LotusLogistics&Developers

    Fundingforsettingupofa

    ShekhawatiPolyYarn

    gPalletisationPlantbyOriental

    BankofCommerce

    2008

    g fbySBIandIndianBank

    2008

    g f g p ftexturisingunit

    2008

    INR200Mn INR2000Mn INR650Mn

    InstaExhibitions RabirunVinimayDhanlaxmiFabrics

    FundingforAcquisitionofaEuropeanCompanybyAxis

    Bank

    DebtRaisingforsettingupamanufacturingunitofSSCirclesandProfilesbyIndianBank

    DebtSyndicationforsettingupofanewprocessingunitbySBI

    22Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    2008 2008 2008

  • DEBT CAPITAL : SELECT CREDENTIALS

    INR1000MnINR600Mn INR2400Mn

    FundRaisingforConstruction

    HagwoodCommercialDevelopers

    Fundingtowardsworking

    MPRecyclingCompany

    Raisingfundsforsettingupofa

    BhuveeProfiles&Stainless

    g fofaMallbyPunjabNational

    Bank

    2008

    g gcapitalbyUnionBankofIndia

    2008

    g f f g p fnewunitbyIndianBank

    2008

    INR400Mn

    OmshreeGroup

    FinancingtowardsWorkingCapital

    23Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    2007

  • VENTURE FUNDING

    VentureCapitalVentureCapital

    UptoINR100mninvestment. Maturebusinesseswithhighgrowthpotential. Prefer consumer oriented investments, with strong

    UptoINR100mninvestment. Maturebusinesseswithhighgrowthpotential. Prefer consumer oriented investments, with strong

    RepresentativeInvestmentRepresentativeInvestment

    Preferconsumerorientedinvestments,withstrongpromoterteam.

    Closelyadviseinvesteecompanyincorporatestrategyandfundraisingprocess.

    l i l i h b i l

    Preferconsumerorientedinvestments,withstrongpromoterteam.

    Closelyadviseinvesteecompanyincorporatestrategyandfundraisingprocess.

    l i l i h b i lParagMilkFoodsPrivate

    Li it d CloseinvolvementwithMumbaiAngels. CloseinvolvementwithMumbaiAngels.LeadingDairyCompany

    Limited

    2008

    Our Approach : Partnering our investee companies

    BusinessWith CriticalBusiness

    With CriticalHigh

    GrowthHigh

    GrowthStrong

    PromoterStrong

    PromoterConsumerOrientedConsumerOriented

    CloseInvolvement

    CloseInvolvement

    OurApproach:Partneringourinvesteecompanies

    WithCriticalMass

    WithCriticalMass

    GrowthIndustryGrowthIndustry

    PromoterTeam

    PromoterTeam

    OrientedBusinessOrientedBusiness

    InvolvementPostDeal

    InvolvementPostDeal

    24Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • VENTURE FUNDING : INVESTMENT PORTFOLIO

    LeadingDairyCompany

    ParagMilkFoods

    RapidlygrowingEducation

    SpeakwellEnterprise

    LeadingSupplyChainSolutions

    AlgorhythmTech

    g y p y

    2008

    p y g gCompany

    2010

    g pp yCompany

    2010

    R

    LotusSpaces MobileMagicTopsGroup

    RealEstateCompany Mobile&VASRetailCompanyLeadingSecuritySolutionsproviderinIndia

    25Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    2008 20082008

  • VENTURE FUNDING : INVESTMENT PORTFOLIO

    WellKnownFastFoodRetail

    JumboKingFoods

    StentManufacturers

    InventBioMed

    Chain

    2007

    f

    2007

    26Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • LADDERUP WEALTH MANAGEMENT PRIVATE LIMITED

    HNIHNI

    VerticalleadbyRaghvendra Nath andNiteshDhandharia Personalizedsolutions soundresearchandlongtermviewofinvestments.

    VerticalleadbyRaghvendra Nath andNiteshDhandharia Personalizedsolutions soundresearchandlongtermviewofinvestments.

    Assetsundermanagement

    INR 300 crores in 2010 Longlastingrelationshipswithourclients. Aninvestmentcenteredapproach. Regularcommunicationandnosurprisesapproach.

    Longlastingrelationshipswithourclients. Aninvestmentcenteredapproach. Regularcommunicationandnosurprisesapproach.

    INR300croresin2010

    Nominatedfor

    Weoffer:Weoffer:

    CorporateCorporate

    BestFinancialAdvisorsaward

    2009and2010

    PortfolioManagementServices

    StructuredProducts

    PortfolioManagementServices

    StructuredProductsRetailRetail

    MutualFunds Insurance Estateplanningandtrustservices

    CamsMarketsharereport

    Top100Financialadvisorsb dservices basedonAUMMarch2010

    Aditya Birla Premiere League

    WonPreliminaryPreliminary

    Sixstepsoffinancialplanning

    ClientClient AnalyzeAnalyze AdityaBirlaPremiereLeaguecontest

    PreliminaryMeeting

    PreliminaryMeeting

    ClientGoalsClientGoals

    AnalyzeFinancialStatus

    AnalyzeFinancialStatus

    DevelopFinancialPlan

    DevelopFinancialPlan

    ImplementFinancialPlanImplement

    FinancialPlanPeriodicReviewPeriodicReview

    27Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

    ReviewReview

  • LADDERUP INSURANCE BROKING PRIVATE LIMITED

    GeneralInsuranceGeneralInsurance

    Midmarketfocus,deepindustryexpertise. Riskassessment. Dedicated relationship managers

    Midmarketfocus,deepindustryexpertise. Riskassessment. Dedicated relationship managers

    LadderupInsuranceBrokersPvt.Ltdwasestablishedin2010to

    LadderupInsuranceBrokersPvt.Ltdwasestablishedin2010toDedicatedrelationshipmanagers.

    Wecoverproperty,casualty,fire,marine,cargo,vehicle,professionalindemnityandavarietyofgeneralinsuranceneeds.

    Dedicatedrelationshipmanagers.

    Wecoverproperty,casualty,fire,marine,cargo,vehicle,professionalindemnityandavarietyofgeneralinsuranceneeds.

    catertoagrowingneedacrossindividuals,HNIsandcorporates;

    catertoagrowingneedacrossindividuals,HNIsandcorporates;

    Relationshipwithallmajorgeneralinsurers Webrokerthebestdeal. Relationshipwithallmajorgeneralinsurers Webrokerthebestdeal. tofindcustomized

    insurancesolutionstofindcustomizedinsurancesolutions

    LifeInsurance

    LifeInsurance

    Catertoourwealthmanagementclients HNI,Retailaswellascorporates.

    WorkwithSMEcorporatestocreatesolutionsacross

    Catertoourwealthmanagementclients HNI,Retailaswellascorporates.

    WorkwithSMEcorporatestocreatesolutionsacross

    WehavereceivedInsuranceBrokingLicencefromIRDAandhavestartedinsurancebroking

    WehavereceivedInsuranceBrokingLicencefromIRDAandhavestartedinsurancebroking

    entireemployeefamily.

    Coverlifeinsurance,healthplans,education,retirementsolutionsandwealthcreationsolutions.

    entireemployeefamily.

    Coverlifeinsurance,healthplans,education,retirementsolutionsandwealthcreationsolutions.

    operationsoperations

    28Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.

  • CONTACT US

    ForFurtherinformationcontact:ForFurtherinformationcontact:

    SunilGoyal,ManagingDirectorSunilGoyal,ManagingDirector LadderupLadderupM:+919821120591

    E: [email protected]

    Deepak Ladha Executive Director

    M:+919821120591

    E: [email protected]

    Deepak Ladha Executive DirectorDeepakLadha,ExecutiveDirectorM:+91 9820348614

    E: [email protected]

    DeepakLadha,ExecutiveDirectorM:+91 9820348614

    E: [email protected]

    Nimesh Salot,DirectorM:+919820128301

    E:[email protected]

    Nimesh Salot,DirectorM:+919820128301

    E:[email protected]

    LadderupCorporateAdvisoryPvt.Ltd

    102A,HallmarkBusinessPlaza,

    NearGuruNanakHospital,

    LadderupCorporateAdvisoryPvt.Ltd

    102A,HallmarkBusinessPlaza,

    NearGuruNanakHospital,

    Bandra(E),Mumbai400051

    Tel:+912240336363

    Bandra(E),Mumbai400051

    Tel:+912240336363

    E:[email protected]

    w:www.ladderup.com

    E:[email protected]

    w:www.ladderup.com

    29Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.