Sme Value Advisors Profile June 2013

8/11/2019 Sme Value Advisors Profile June 2013

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SME VALUE ADVISORSEMPOWERING EMERGING CORPORATES/SMES BECOME BETTER

AND MORE VALUABLE

Value Ideas Investment Services Pvt. Ltd.

502, A-Wing, Delphi,

Hiranandani Business Park, Powai,

Mumbai - 400 076, INDIA

Contact person - Ms. Sheetal Shah, Business ManagerPhone +91 9821464604

[email protected]
mailto:[email protected]:[email protected]


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Agenda

1. Vision and Mission

2. Minds at Work

3. Our Advisory Board

4. Core team a glimpse

5. Business solutions

6. Business solutions typical roadmap

7. Why should you choose us

8. Value proposition with us


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We add value to you at every stage

EstablishedStage

Growth Stage

Nascent Stage

Vision

Contribute

constructively

towards

development and

growth of emerging

corporates/SMEs and

take at least 5

partner SMEs to $1

Bio valuation club in

next 10 years.

Mission

Partner with

emerging

corporates/SMEs to

make them better

and more valuable

through helping

them improve

internal and external

value drivers


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Minds at work

We are a team of similar minded, energetic, enthusiastic and value centered

individuals. We all come from diverse academic and professional backgrounds with

one thing common - value creation attitude.


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Our guides - Advisory BoardArvind P. Mathur, Chairman, Private Equity Pro Partners; around 35 years

experience, which includes Head, capital markets at the AsianDevelopment Bank (ADB) and senior capital market and advisory roles at

Citibank and Standard Chartered Bank.

V. Nagesh, Director, Ameya Retaility Pvt. Ltd.; around 20 years experience

as an investor, business man and part of organizations like CRB Daewoo

Securities Ltd., Goda and Company, Stock Holding Corporation of India.

Chetan Parikh, director and co-founder, Jeetay Investments Private Limited;

around 30 years experience as an investor both in public and private

markets.

Dr. Shirish Gupte, CEO and Managing Director, ICT-Kitara Capital Joint

Venture, Oman; around 25 years experience in private equity capital raising,

mergers and acquisitions, business development, technology sourcing and

joint venture, financial and general business advisory and strategic planning.


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Core team a glimpse

Manish Bansal, CEO, brings to team over 17 years of experience in diversefields including listed and unlisted space investing, sales and business

development, regulatory and business analysis.

Sunil Gupta, Managing Director, brings to the team 35 years of SME

business, legal, taxation and real estate experience. He is also an investor

both in listed and unlisted space businesses.

Dr. Anil Menon, Senior consultant, brings to the team more than fifteen

years of experience in the field of Financial Services & Investment Banking.

He is known for his skills on Financial Modeling, Business Valuation,

Mergers and Acquisitions and issues in Family Managed Businesses (FMBs).

To see detailed profile of core team and profile of other team

members, kindly visit www.smevalueadvisors.com

Pankaj Budhiraja, Director, brings to the team over 19 years of experience

across Investment Banking, Retail/NRI Banking and Wealth Management.

His focus, at present, is on Private Equity (PE) fund Raising and Mergers and

Acquisitions (M&A).
http://www.smevalueadvisors.com/http://www.smevalueadvisors.com/


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Business Solutions

BusinessSolutions

FundRaising

CreditRating

Growth andScalability

Mergersand

Acquisitions

BusinessTransformation

TalentImprovement

Legal andCompliance

OrganizationRestructuring

RiskManagement

WealthManagement


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Business Solutions

Fund RaisingSolutions

Pitch bookpreparation

InformationMemorandumPreparation

Business Valuation Debt Capital Raisingfrom Banks

Equity CapitalRaising fromInstitutionalInvestors and HNIs

Listing of companieson Stock Exchanges

Research reportpreparation

Credit RatingSolutions

Facilitation ofinterface with ratingagencies onsourcing creditrating

Internaltransformation ofbusinesses for creditrating enhancement

Growth andScalabilitySolutions

Design of StrategicAction Plan (SAP) ongrowth andscalability

Execution of SAPwith businesses

Branding andPositioningstrategies to reachout customers

Monitoring andcontrol of thedelivery of SAP

Mergers andAcquisitions

Solutions

Buying and Sellingof businesses

Joint Venturesfacilitation

Business Valuation

Pitch bookpreparation

Negotiation andclosure ondocumentation

End to end closureof M&Atransactions

Integration of

acquired businesses

BusinessTransformation

Solutions

Analysis of bothqualitative andquantitativedimensions ofbusinesses

Design of StrategicAction Plan (SAP)for businesstransformation

Execution of SAPwith businesses

Monitoring andcontrol of thedelivery of SAP


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Business Solutions Typical Roadmap

Phase I

Diagnosis ofchallenges

Phase II

Analysis,research andsolutiondesign

(StrategicAction Plan)

Phase III

Execution ofStrategicAction Plan

ResultsMonitoringand control

SMESME VALUEADVISORS

Collaborative efforts


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Why should you choose us?

Relationship oriented approach (not transactional)

Execution oriented approach (not advisory)

Extensive product range value add at every stage of business

Track record of value creation

Majority of our payouts are success based Aligned interests

Transparency and Honesty High integrity

Balance Sheet availability


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Value Proposition with us..

Competence of team

Regulatory

Consulting

Investing

Banking

Investment banking

Organizationdevelopment anddesign

Informationtechnology andsystems

Operations

Branding and

positioningMarketing and

customer outreach

Risk management

Real estate

Demonstrated track

recordSuccessfully

delivered solutionsacross multipledomains of clients

Educationalinfrastructure

Real estateLogistics

management

Telecominfrastructure

Banking andfinancial

institutionsManufacturing

Relationship base

Established strongrelationships withPE firms, VC firms,HNIs, Banks andFinancialInstitutions

Stock ExchangesRating Agencies

Regulators

Culture

Entrepreneurial

Forward looking

Positive

Constructive

Intellectual

Result oriented


13/13

Thank you

Documents

Sme Value Advisors Profile June 2013