Mumbai Bangalore CORPORATE PRESENTATION

Transcription

1 Mumbai Bangalore CORPORATE PRESENTATION

2 Overview 2 Merisis Advisors is a leading independent investment banking advisory firm serving the growth and middle market companies and their owners Founded by two seasoned investment professionals, Sumir Verma and Fazal Ahad, each with over 20 years of corporate finance experience with complementary skills and domain knowledge Ability to cater to a wide range of domains, client requirements and customer segments Advisory Services Capital Raising Venture Capital & Private Equity Funding Mergers & Acquisitions Domestic & Cross-border Key Success Factors Strong track record of successful closure of deals in targeted sectors Partner-led transactions: each transaction is driven by a partner High Commitment A very capable team led by veteran Deal Makers Success is Key: - Merisis only takes up transactions if it is sure it can deliver Part of an extensive International Network that enables greater success Proven Speed - Ability to move quickly and not bound to standard processes

3 Differentiators - The Merisis Advantage 3 Approach Research Relationships Speed, In-depth analysis and highly focused execution Original research to create our views on sectors Strong relationships across investors and companies Strong Leadership Outstanding Team Entrepreneur s I-Banker Leadership comes with a strong history of deal making across varied industries & geographies Highly capable team with strong industry expertise and experience Our Entrepreneurial mindset helps us understand and pitch your business better

4 Ranked among the Top Investment Banks in League Table 4 Top Investment Banks (2015) Rank Firm # of Deals VCCEdge Score 1 Ernst & Young Pvt. Ltd KPMG India Pvt. Ltd Deloitte Touche Tohmatsu India LLP BMR Business Solution Pvt. Ltd Avendus Capital Pvt. Ltd Merisis Advisors Pvt. Ltd We are a leading player in the Internet, Digital & Technology sectors Source: VCCEdge

5 Products & Services 5 Advisory Services Private Mergers & Acquisitions Sectors Technology and Consumer Technology and Consumer Industrials Representative Transactions Divestment of Hydraulics Business to October 2013

6 Senior Management 6 Sumir Verma, Managing Director 20+ years in Investment Banking, Strategy Consulting, Operational Leadership roles, Corporate acquisitions in India and abroad Sumir has earlier been with Meghraj Capital, Cambridge Solutions, Corporate Strategy - Aditya Birla Group & Exim Bank Sumir brings strong investment banking skills, organization building abilities and the zeal of an entrepreneur to Merisis Sumir is a Chartered Accountant and an MBA from XLRI Jamshedpur Fazal Ahad, Director 20+ years in Investment Banking, Asset Management and Industry, in India and abroad Fazal has earlier worked with Rana Investment, Saudi Arabia, Reliance Industries, Lloyds Finance, IDBI and Tata Motors Fazal brings expertise of having run a PE fund and a perspective of what funds look for in deals He is a B.Tech in Electrical Engineering from IIT BHU, an MBA from IIM-Calcutta and a CFA Sunil Gulati, Chairman 26+ years of experience across Investment Banking, Corporate Finance and Risk Management Sunil is currently Head Risk & Strategy at Ratnakar Bank. His most recent contribution was at Yes Bank, where he was part of the Executive Management Team. Prior to Yes Bank, he was been with GE Commercial Finance & ING Vysya. His significant stint was 11 years with Bank of America where he was heading the Investment Banking team Sunil is a B.Tech in Electronics from the Indian Institute of Technology, Delhi (1982) and is a Gold Medalist from the Indian Institute of Management, Ahmedabad (1984)

7 Team Merisis 7 Anuj Mehta, Associate Vice President 12 years of banking experience across Deutsche Bank (Investment Banking), ICICI Bank(Credit & Retail), and Wealth Solutions (Equity & Structured Credit solutions). Chartered Accountant, Rank Holder in CA Intermediate Anuj is in charge of tech and financial services coverage at Merisis Sathish Ganesan, Associate Vice President Over 8 years of corporate finance and Investment Banking experience Prior to Merisis, he s worked with Trans Corporate Advisory and McGladrey Capital Markets LLC (focus on USA middle markets) Commerce graduate and MBA (Rank 1) from Mumbai University Santosh Kathira, Associate Vice President 6 years of Investment Banking and corporate finance experience Prior to Merisis, he s worked with corporate finance team at Yes Bank MBA from IIM Calcutta and BE Electronics from JNTU Hyderabad Rahul Nihalani, Associate Vice President 6+ years of experience in Business Valuation and Investment Banking Prior to joining Merisis, he s worked with American Appraisal (Division of Duff & Phelps) and Deloitte FAS, U.S BE IT from Nirma Institute of Technology, Ahmedabad and MBA from University of Pittsburgh, USA Puneet Vyas, Senior Associate Tanmay Shah, Analyst 3+ years of Investment Banking experience Prior to Merisis, he was with Wodehouse Capital & TresVista Financial Services BE Electronics from Mumbai University Sumit Kumar, Analyst 8 years of corporate finance & Investment Banking experience Prior to Merisis, he has worked with Investment Banks like Keynote Corporate Services, Alpheas Advisors & BOB Capital Markets MBA-NMIMS & BE from Mumbai University 3 years of experience in financial services sector Prior to Merisis, he was a Senior Financial Analyst at TresVista Financial Services Graduated from BITS Pilani with MSc in Physics and BE in Civil Engineering

8 Recent Transactions 8 USD 6.1 Mn USD 5 Mn USD 15 Mn VC Investment by On-demand Shuttle Service Provider PE Investment by Onsite Series A Investment by Series B Investment March 2017 January 2017 October 2015 June 2015 USD 4 Mn USD 6.5 Mn My Lab Yogi Angel Investment by Unico Retail Investment by Series A Investment by Series B Investment by HNIs April 2015 April 2014 April 2014 April 2012 January 2012

9 Recent Transactions 9 Mergers & Acquisitions Acquires Acquires Acquires Acquired by Acquires Acquires Sep 2016 Aug 2015 Infra Management Biz June 2015 May 2015 Company in complementary area April 2015 April 2015 Acquires izwipe Payment Technologies Divestment of IT services business Divestment of Hydraulics Business to Taurus Flexibles Joint Venture Acqui-hire by January 2015 September 2014 April 2014 October 2013 July 2011

10 Cross - Border Expertise 10 Merisis is a member of AICA ( an integrated global network of middle-market advisory & finance firms and has access to 37 firms across 25 countries. The synergy with AICA is its Middle-Market Focus its member firms are committed to middle market companies with enterprise value between US $5MM-$200MM. Merisis is able to offer its clients a Global Reach - AICA is active across the Americas, Europe and Asia, in developed economies as well as high growth markets such as China, Brazil and eastern Europe.

11 Testimonials 11 I recommend the Merisis team. Thorough professionals, out of the box thinkers in cracking a problem and very committed. Dev Bhattacharya Head Strategy, The Aditya Birla Group Merisis has been engaged with us on a number of assignments what sets them apart is their detailed analysis before taking up an assignment and the sheer doggedness in making a transaction happen. I recommend Sumir and his team. Sumir has worked with me for many years now and he brings that something extra to his engagements, whether it be troubleshooting or getting deals done. Intelligent, resourceful and aggressive, with a high level of integrity. Amit Mittal Director Finance, Forbes & Co. Ltd. (A Shapoorji Pallonji Co) Ramesh Vangal Entrepreneur & Chairman, Katra Group, Ex Chairman Seagrams Asia Pacific Merisis have changed my views about investment bankers. I recommend them. Bhavish Agarwal Founder, Ola Cabs Diverse experience and strong execution capabilities

12 Previous Transactions * (1/3) 12 Cross-border Cross-border Cross-border USD 110 Mn Minority Stake Takeover USD 20 Mn Acquired A GLOBAL STAFFING LEADER INTERNATIONAL IT SERVICES COMPANY Telecom IT/ITES IT/ITES IT/ITES Healthcare Corporate Advisory Corporate Advisory USD 10 Mn USD 10 Mn Turn Around Operation BPO Sector Entry CEDC 50% stake sale by IT/ ITES IT/ITES Financial Services Healthcare Infrastructure * - Prior to Merisis

13 Previous Transactions * (2/3) 13 Advisory Advisory Majority Stake USD 12 Mn USD 8 Mn USD 12 Mn Gaps Power Pvt. Ltd. RETAIL CHAIN IN SAUDI ARABIA Acquired by Successful competitive bid Acquired by 1886 MW LNG-based Power Plant at Ennore, India Retail & QSR Infrastructure Energy Infrastructure Real Estate Corporate Advisory Project Appraisal Advisory Advisory Structuring - Investment in the Power Sector USD 100 Mn 25 Mn Investment Advisory IPO Strategy US 25 Mn Client Logo PROJECT APPRAISAL FOR A PORT INVESTED IN FRENCH REAL ESTATE OPPORTUNITIES MUMBAI BASED REAL ESTATE DEVELOPER ON IPO PLANS Power Port Real Estate Real Estate Real Estate * - Prior to Merisis

14 Previous Transactions * (3/3) 14 IPO Advisory Project Appraisal Advisory Corporate Advisory USD 12 Mn Aminex Chemicals Expansion Strategy Acquired Weqaya Takaful Insurance Company TDICI & LFL Project Appraisal Insurance Pharmaceuticals Energy Infrastructure Retail & QSR * - Prior to Merisis

15 Contact Us 15 Sumir Verma Managing Director Mobile: Fazal Ahad Director Mobile: Mumbai Bangalore 504, Shashmira Centre, 176 Vidyanagari, CST Road Santacruz (East) Mumbai Phone: , 2 nd Floor 14 th Main Road, Sector 7 HSR Layout Bengaluru Phone: