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Ladderup Credentials
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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>B
EngineerandMBAbyqualification
Oman,BankMuscat,EmiratesBank,Ahli UnitedBank>B
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
Deepak Ladha Executive Director
M:+919821120591
Deepak Ladha Executive DirectorDeepakLadha,ExecutiveDirectorM:+91 9820348614
DeepakLadha,ExecutiveDirectorM:+91 9820348614
Nimesh Salot,DirectorM:+919820128301
Nimesh Salot,DirectorM:+919820128301
LadderupCorporateAdvisoryPvt.Ltd
102A,HallmarkBusinessPlaza,
NearGuruNanakHospital,
LadderupCorporateAdvisoryPvt.Ltd
102A,HallmarkBusinessPlaza,
NearGuruNanakHospital,
Bandra(E),Mumbai400051
Tel:+912240336363
Bandra(E),Mumbai400051
Tel:+912240336363
w:www.ladderup.com
w:www.ladderup.com
29Copyright2011.StrictlyPrivate&Confidential.NotForCirculation.