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ALCORwww.alcorfund.com
1/9/2011 ALCOR 2
Asset Management
Corporate Restructuring
Strategic Advice
Human Capital Management
Alcor is an investment banking and business growth advisory firm, specializing in Mergers and Acquisitions, private equity financing, debt financing, ECB, and financial restructuring.
GROWTHCONSULTANCY
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At ALCOR - Integrity and honesty are at the heart of business.
ALCOR will obey and comply with the rules of the land.
ALCOR will be a Thinking and Learning Organization
ALCOR clients' interests always come first. ALCOR will deliver its promises.
ALCOR will respect risk.
ALCOR will be fair to clients, employees and all stakeholders.
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DEBT • Factoring
• ECBs
• Project Financing
• Corporate Loans
• Working Capital
• Securitization of
Receivables
• Term loans
• Unsecured Loans
EQUITY• Angel funding
• Venture Capital
• Private Equity
• Private Placement
• Broking
• Equity Factoring
M&A• Joint Venture
• Strategic Alliance
• Mergers
• Acquisitions
• Leveraged Buyouts
• Growth Partnerships
• EBITDA – Partnerships
• Growth Royalty
• Win Royalty
• Regional License
ALCOR
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India Head Office in PuneMetro offices through Associates-Delhi (North )
-Mumbai (West & Financial Capital)
-Chennai (South)
-Kolkata (East)
Direct Employees : 30Associate Staff : 180
Associate offices (Business
Development : Chartered Accountants private offices )
48 Locations across India : Spanning A, B and C Class cities.
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Chennai Agra Aurangabad
Bangalore Nashik Srinagar
Hyderabad Warangal Bhilai
Kanpur Madurai Solapur
Surat Kochi Thiruvananthapuram
Coimbatore Varanasi Ranchi
Lucknow Rajkot Guwahati
Nagpur Jabalpur Gwalior
Jaipur Jamshedpur Chandigarh
Visakhapatnam Allahabad Jodhpur
Vijayawada Amritsar Tiruchirapalli
Patna Guntur Puducherry
Indore Asansol ` Jalandhar
Bhopal Dhanbad Kozhikode
Vadodara Hubli-Dharwad Belgaum
Ludhiana Mysore Mangalore
ALCOR Associate Office : 4 8 Locations in India : CA Firms
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Automotive
Power
Telecom
Electronics
Software
Real Estate
Education
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George Molakal MBA, PLDA, PEVC – CEO
Studied with honors at Cardiff University and Harvard Business School
30+ cross border Mergers & Acquisitions transactions from US to India,
MENSEA & China : 2004-2010
Wide global experience working in multi continents – Europe, Middle-east,
India, China, Canada and United States, and was CEO of ICAN a managed care
company
Fellow of Ashoka Innovators for the Public – Arlington, Virginia
http://www.linkedin.com/in/molakal
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Pradip Shah MBA - Board CA First Rank holder and Graduate of Harvard Business School. Founder Managing Director of The Credit Rating Information Services of
India Limited (CRISIL), India’s first and largest credit rating agency Prior to founding CRISIL, Mr. Shah assisted in founding Housing
Development Finance Corporation (HDFC), India’s first retail housing finance company, in 1977.
Holds Directorship positions across several listed companies, charities and government boards.
Floated the first PE fund for India and has wide track experience in funding PE projects.
Art Holbrook MBA - Board Mr. Holbrook has over 30 years of entrepreneurial experience in multiple
businesses serving in various capacities as President, Principal, General Manager, and/or a member of the Board of Directors of several private equity owned ventures.
After graduating from Harvard Business School he founded multiple private equity start ups and/or acquisitions of privately held investments in the Cable TV and Satellite Communications industries (successfully operating, organically growing, horizontally expanding, and ultimately selling the businesses)
Team Biographies
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Thomas Mathew LLB MBA MSP – Executive Board Member Graduate of Symbiosis Law School , GBS – UK Successful track record intricate legal corporate structuring and
legal compliance in cross border M&A. Global work experience in Asia, Europe and Americas Has wide experience of 12 years in corporate legal structuring and
deal finalizations across geographies.
Jim Ward - Board 25 years experience in the manufacturing space from Aerospace to
Automotive, and has led teams for dynamic growth of companies in North America. Jim also
has varied expertise in cross border dealings set up multiple Joint Venture operations and focuses on bringing in
outstanding results
Mike Katz MBA - Board Graduate of Harvard Business School Successful track record of turning around companies into highly
profitable units. Built growth and leadership in corporations. Has worked with GE and Cummins in various senior positions
across the world.
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Sunil Bedekar CA
Chartered Accountant and Former CFO with Deepak Fertilizers, Endurance,
Bharat Forge .
Track record of growing companies by 6X through cross border acquisitions,
business transfer and mergers.
Detailed and complex cross border financial structuring experience
C B Gore B E Mechanical Engineering Graduate (B.E –Mech) from University of Pune, passed with Distinction in
1971. Has total experience of 39 years. Out of which 36 years in various Heavy and Light engineering
industries, working on key responsible positions in senior management. Working with Alcor/WORBUS for past three years as General Manager – Quality . Looks after all the Engineering and Technical aspects of the proposals.
Pankaj Kulkarni MMS Over a 4 years of Investment Banking experience; specialized in financial engineering and due
diligence, deal analysis, complex financial modeling and developing Business Plan Has experience in devising corporate strategy and cross border deal structuring Has worked with few billon dollar enterprises in setting-up their Indian operation
Nikhil Deshpande MBA Graduate of Pune University with specialization in Sales & Marketing. Successful track record of Business Development and Deal Sourcing 8 years of experience in Insurance, Debt, PE and M&A Rich experience of working in Asia Pacific & Europe in various g industries. Experience in full M&A deals from 50 Mn$ to 500 Mn$
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B R Naik MBS Naik has rich experience in Corporate Finance and Investment Banking , including 17 years
working with Aditya Birla Group and B. K. Birla Group, Portfolio Financial Services as a part ofteam in the field of Corporate Finance - Treasury, and Fund Management.
Experience in syndication of all types of Loans, Bills Discounting, Buyers Credit, Suppliers Credit,CPs NCDs, and Private Equity.
Meenakshi Gore MBA Management Graduate, specializing in Marketing & Personnel, from Pune University. An experience spanning over 11 years, in the field of Human Resources & Operations Management. Associated with WORBUS for 3 years; performing roles with exclusive focus on HR, operational
management of special projects and statutory compliances of Indian companies (pre and postincorporation).
Worked on manufacturing projects from conception to inception phase.
Palak S Trivedi MBA
Hands on experience in syndicating Private Equity Finance for Clean/Renewable Energy, Real
Estate, Entertainment & Media, Healthcare and QSR space, among others
Proficient in analyzing business requirements and extracting and interpreting complex financial
data
Has built strong relations with the fund houses globally
Prajakta Akole MBA BCS, MBA with a wide variety of M&A deal structuring expertise with WORBUS. Has total experience of 7 years with GE , Maersk Sealand Wide experience in cross border deal engagements and operations Built solid foundations for real time M&A cases and execution
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Sumeet Kharkanis MBA
Has 15 years of work experience, 10 years of which has been n corporate banking with Export-
Import Bank of India, IndusInd Bank Ltd., ICICI Bank Ltd. and HDFC Bank Ltd.
Worked for 5 years in corporate advisory and debt syndication with Religare Finvest Ltd., Batlivala
& Karani ,Securities and Portfolio Financial Services Ltd.
Key expertise is in business development, credit analysis and debt syndication
Strengths
• Access to Global Network and knowhow.
• Experience and expertise in building cost effective International Operations
• Cross Border M&A Structuring and Operating experience
• Capabilities to restructure, turnaround and grow companies
• Core Strategy development and execution expertise
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1/25/2011 M&A Clients - Inbound and Outbound deals 15
Sole Advisor M&A Sole Advisor M&A
Sole Advisor M&A
Sole Advisor M&A
Sole Advisor M&A
1/25/2011 M&A Clients - Inbound and Outbound deals 16
1/25/2011 M&A Clients - Inbound and Outbound deals 17
End to End Solution One Stop Solution
America/ Europe Market
Research team identifies
companies who can use ALCOR
Growth Strategies.
Global Staff approach and
present growth strategies.
M&A Process commences.
ALCOR is engaged for 5
years.
India/China Market
Research Team identifies companies who can partner with
agreed American/Europe-an
companies.
India Staff approach and
present growth strategies.
M&A Process commences
ALCOR receives commitment
and co-engaged for 5 years.
Effective Knowledge management : ALCOR Global Team
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Engagement
Letter of Intent Term sheet
Business Plan Modeling
Agreement+
Financial Model
JV Agreement (draft) &
structuring
Success : & Share transfer
Ongoing 5 year support
Assist the Company to leverage globally
Deploy Private Capital through Finance or Equity
Provide end-to-end solutions.
Develop Growth Strategies & mitigate risks.
Evaluate Opportunity and Potential.
Conduct Due-diligence.
Win-Win to build fair and mutually rewarding long term solution.
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Pre determined Price
India Co US/EU CoGlobal Sales
Team
Sales
$XX Million
Threshold
Buy In
Customers
U1 U2 U3 U4
Contract
TBi
Direct Buy in with Tangible & Intangible
India Co US/EU CoSWITCH
50
51%
Equity Swap
Model
1
India Co US/EU Co
26%
35%
49%
50%
Year 1
Year 4
Year 3
Year 2
Mbi Model
Minority Buy In
Intangible + some cash
Bc/ C
Bc/ C
Bc/ C
2
3
4/5/2011 Fund PPT/Confidential 22
• Grow the top-line
Grow the bottom-line
CUSTOMER
ACUSTOMER
BCUSTOMER
C
American
Company
Acquired
Emerging Market with High Growth & High Demand
India China
A B C A B C
INDIAN
Merge
CHINESE
Merge/
Acquire
FOLLOW YOUR CUSTOMERS GLOBALLY
Increase sales revenuesBy 70%-80%
Selling in Emerging High growth Markets
Low-cost Manufacturing base
Competitive pricing to defend the core & grow-30%-50% growth
4/5/2011 Fund PPT/Confidential 23
Fund : Invested Company Strategy I
• Most American and European companies do not have:
a) Low cost manufacturing base
b) Sales presence in high growth markets
c) High value chain integration capability.
• The fund will focus on leveraging the “technology and processes” of American & European companies with similar low-cost base companies in emerging, high growth economies. Focus on India.
• This powerful combination will result in building the ‘ acquired newco’ through the four fundamental pillars of growing a global company.
• Attractiveness at exit increases because of strong base in a high growth economy.
Technology &
Processes
High growth market
Low Cost
manufacturing base
High Value chain
integration capability
We are local, and we know the market conditions, the players and the opportunities.
We have feet on the ground in 50 plus cities, coupled with our experience and growth strategies with dynamic execution , makes ALCOR ideal choice
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