corporate finance associates india profile

Leveraging Experience and ReachLeveraging Experience and Reach

MERGERS, ACQUISITIONS AND CAPITAL RESOURCES

INTRODUCTION

Established in 1956, Corporate FinanceAssociates (CFA) is one of the largest mid-

There are five primary reasons why CFA is theright firm for the task:

market investment bankers in North America.Our offices in Canada, USA, Europe and Asia(India) specialize in M&A, Divestitures, RaisingCapital and related Advisory Services. For fiftyyears, we’ve been managing complex

Serving Lower Middle-Market Companies for50 Years

years, we ve been managing complextransactions that maximize value for ourcustomers while earning their trust and buildinglong-term relationships that span the globe.Our commitment to remaining independentf i t t it l ffili t di t

An Independent and Unbiased InvestmentBanking Firm

Extensive Relationships with FinancialInstitutions Private Equity Groups (PEG)from any investment capital affiliates or direct

lending sources ensures that we deliverunbiased guidance.

CFA has established its primar office

Institutions, Private Equity Groups (PEG),Corporate and Middle Market companies.

Clients Work with a Senior Principal fromStart to Finish

CFA has established its primary officepresence in India through Saltrock AdvisorsPrivate Limited in April 2009. The legal entitywill continue to remain Saltrock AdvisorsPrivate Limited and we will be doing business

Over 40 Offices Located Across NorthAmerica and Europe . Over 6 Offices beingestablished across Tier 1 cities in India, withcurrent operations at Mumbai and Pune

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gin India as CFA.

current operations at Mumbai and Pune


PRESENTATION OVERVIEW

History and Heritage 3Geographic Diversification 4Services 5Services 5Select Transactions 6Industry Practice Groups 8Team Biographies 9Summary 15Contact 16Contact 16

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CFA HISTORY TIME LINE

Event

1956 Mike Rothberg launches CFA in Greenville, South Carolina

1966 CFA records first $5 MM transaction

1969 First international partner established in Switzerland

1972 Corporate offices moved to Atlanta, GeorgiaCFA t 15 ffi i 10 t t d d fi t $10 MM1975 CFA grows to 15 office in 10 states and records first $10 MM transaction

1980 Bi-Annual CFA conferences launched to disseminate client needs and to facilitate training and best practices


1985 Headquarters moved to Denver, Colorado. Mike Rothberg retires d Ji S b CEO1985 and Jim Sorensen becomes CEO.


1996 A management buyout of CFA . Morley Zipursky is elected Chairman

2002 Terry Fick is elected Chairman and Morley Zipursky is honored as Chairman Emeritus

2003 Peter Heydenrych is elected Chairman and CEO

2004 CFA expands to 40 locations worldwide

2005 CFA headquarters moved to Los Angeles, California

2006 CFA celebrates 50th anniversary

2009 CFA establishes India office

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2009 CFA establishes India office


GEOGRAPHIC DIVERSIFICATION

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SERVICES

Ownership Transfers Financing For:Sale of a BusinessRecapitalization Partner Buyout

Growth and Expansion Strategic AcquisitionsBuying Out a PartnerFunding a Turnaround

AcquisitionsAcquisition Searches

Funding a TurnaroundRecapitalization

Acquisition FinancingConsolidation Stratégies

ConsultingPre-Deal EvaluationValuationsT ti E l tiOther

Joint VenturesStrategic Alliances

Transaction EvaluationDue-DiligenceStructuring and Deal Management

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SELECTED TRANSACTIONS - GLOBAL

Few of our Mergers, acquisitions and capitalsourcing spanning a broad range of industries

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SELECTED TRANSACTIONS - INDIA

Following recent transactions haveFollowing recent transactions havebeen successfully executed bySaltrock Advisors Private Limited pre-CFA operations commencement inIndia.

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INDUSTRY PRACTICE GROUPS

2000 to 2008 Transactions, by Industry Practice Group

With more than 50 dealmakers, we havedeveloped expertise in multiple industries. Inorder to enhance our delivery of services at thelocal level we have developed Industry PracticeG hi h f j t t d thGroups which form a project team around thedealmaker closest to the client. The IndustryPractice Groups leverage CFA’s depth ofexperience within a specific industry. Since1956, we have represented clients in over 100, pmajor industries and have developed especiallydeep expertise in the following industries:

Business Services, Energy, Engineering/Construction Equipment Food HealthcareConstruction, Equipment, Food, Healthcare,Technology, Metal Fabrication, plastics/Rubber,Printing and Transport/Logistics.

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TEAM BIOGRAPHIES

Name Madhur Murarka, Director

Q lifi ti B T h BITS Pil iQualifications B.Tech ,BITS Pilani

Experience Madhur comes with more than 20 years of Capital Market experience.

He was the Proprietor of Batliwala & Karani, one of India’s oldest stock broking firmswith a pan India presence. He was the CEO of the firm for 12 years. The firm formed ap p yjoint venture with HSBC’s Investment Banking arm (now called HSBC Securities) in1994. He exited the firm at this stage.

In 1994 he set up MATA Securities India Pvt. Ltd, today one of India s leading TreasuryServices Companies. MATA is a member of the National Stock Exchange (NSE),Bombay Stock Exchange (BSE) and National Commodities Derivatives Exchange(NCDEX). It has a Merchant Banking and a Portfolio Management Services license.

He has promoted several companies including Saltrock Advisors, Olympus Infotech Pvt.Ltd., an e-publishing and document management solutions company, Money Life, al di fi i d fleading finance magazine and a few more.

He has developed various mechanical trading systems which employ leading edgeArtificial Intelligence, Genetic Algorithms and Neural Network techniques. The systemshave been delivering excellent returns outperforming the Index.

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Name B.P Narayan, Director

Qualifications MMS ,University of Pune

E i N ith 20 f E t i l M t d I d t i lExperience Narayan comes with 20 years of Entrepreneurial, Management and Industrialexperience in the technology domain.

Prior to CFA, he was the Managing Director and CEO of WiceNet Ltd ,Mumbai. India .

He was the Co-founder and Managing Director of Divinet Access Technologies Ltd,providers of IPTV technology which raised series of Venture Capital investments for theproduct development and launch .

Won the Dubai E-biz award,CSI national award, Maharashtra state IT award for thecontributions to the technology development in India.

He is one of the founding members of C-DAC, a government of India established whichbuilt the Param series of super computers. He also come with rich corporate experiencehaving worked with business houses like L&T and Greaves Cotton.

He is also the recipient of prestigious national industrial awards such as Udyog Ratanand Bharat Udyog Goldstar Award for his excellence in business.

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Name Shrihari Allangala, Director

Qualifications Graduate in Economics, University of Mysore and Post Graduate in Finance. International Certificate for Financial Advisers from CII London.

Experience Shrihari comes with 20 years of experience in financial services industry.

Prior to joining CFA, Shrihari was heading Liberty Global Business Consultants in Dubai;a consultancy firm engaged in Private Equity syndication, Infrastructure Advisory andStructured financeStructured finance.

He was responsible for negotiating a number of interesting projects including a JVbetween an Indian University and a U A E based group to set up a Medical University inDubai , raising capital for India dedicated private equity funds, setting up distributionchannel for a financial services company handled several joint venture proposalschannel for a financial services company, handled several joint venture proposalsspecially in the Real estate segments.

He has represented a broad range of companies to achieve their strategic goals throughmergers and acquisitions as well as joint ventures.

He has represented private equity groups in establishing their acquisition criteria andHe has represented private equity groups in establishing their acquisition criteria andimplementing their acquisition campaigns.

Before joining Liberty Global Business Consultants, Shrihari spent 9 years withContinental Financial Services in Dubai, initiated the Investment arm of the companyand was responsible to develop the products team and processes

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and was responsible to develop the products, team and processes.


Name Girish Narasimhan, Managing Director

Qualifications Bachelor of Commerce, University of Pune

E i Gi i h ith 12 f ll ti i i i f F il b iExperience Girish comes with over 12 years of collective experience comprising of Family business,Entrepreneurial ventures and significant experience in Investment advisory.

Prior to CFA, he was the Executive Director of IndiaCo Ventures Limited, a BombayStock Exchange listed investment firm. He participated in establishing IndiaCo since itsinception until public listing through acquisitioninception until public listing through acquisition.

He has received a token of appreciation from Duke Equity Partners, Inc, now a Dubaibased Private Equity Fund on investment advisory that delivered returns in excess of241% returns to investors in select investment vehicles.

H l f th f di b f I di ’ fi t N t h l i iti tiHe was also one of the founding members of India’s first Nanotechnology initiative,IndiaNano focused on cross border technology transfer and commercialisation in thissunrise sector.

He is one of the co-promoters of Gridlogics Technologies Private Limited that deliverscutting edge patent analytics products and solutions for global companiescutting edge patent analytics products and solutions for global companies.

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Name Vinod Punjabi, Vice President

Qualifications Member of the Institute of Chartered Accountants of India

Experience Vinod has experience in due diligence engagements, bid assistance and bid strategy.Vinod has good understanding of transaction issues deal structuring and negotiationVinod has good understanding of transaction issues, deal structuring and negotiationissues relevant to Indian and cross border transactions.

Prior to CFA, Vinod has worked with KPMG and an investment bank and has closedtransactions for funding and assisted Mergers and Acquisitions transactions.

Hi t M d A i iti d Fi i l D Dili i i l dHis recent Mergers and Acquisitions and Financial Due Diligence experience includesthe following:

o Assisted a private equity in evaluating an investment in a renewable energy company

o Performed a vendor due diligence on a major regional newspaper in India

o Assisted a leading integrated logistics company in evaluating the acquisition of awarehouse service provider in west India

o Assisted a large Indian IT company on their acquisition of a stake in a UK basedtelecom software companyp y

o Performed a vendor due diligence on a sports apparel manufacturing company

o Assisted a large integrated logistics company in due diligence on a warehouse serviceprovider in West India

A i t d IT i d dili UK b d t l ft

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o Assisted an IT company in due diligence on a UK based telecom software company


Name Akshay Hoshing, Associate Vice President

Qualifications B.E Electronics and Telecommunication (University of Pune) and currently pursuing CFA (AIMR)( )

Experience Akshay has experience in valuations and formulating investment models.

Prior to CFA, Akshay has worked with a Venture Capital Fund where he was responsiblefor conducting financial analysis and due diligence of companies that the VentureCapital Fund was planning to invest He also has had a stint with The World Bank withCapital Fund was planning to invest. He also has had a stint with The World Bank withregards to research projects.

His recent Analytics and Financial modelling assignments includes the following:

o Formulated investment model for transaction on behalf of a Singapore based PE Fundon a USD 25 million infrastructure companyon a USD 25 million infrastructure company

o Assisted Privately held travel services company in computing enterprise valuation andtransaction structuring

o Assisted a Privately held auto component manufacturing company in carving out of oneits division

o Assisted a Privately held corrugated box manufacturing company in computingenterprise valuation and transaction structuring

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Name Sayantan Bhattacharya, Associate Vice President

Qualifications B.E Chemical (University of Pune)

Experience Sayantan has experience in market analysis and business plan positioning SayantanExperience Sayantan has experience in market analysis and business plan positioning . Sayantanhas good understanding of key processes and issues involved in fund raisingassignments and comes with experience in conducting due-diligence (business andmarket).

Prior to CFA Sayantan has worked with a Venture Capital Fund where he assisted inPrior to CFA, Sayantan has worked with a Venture Capital Fund where he assisted indeal origination and analysis across emerging technology areas. Sayantan also comeswith experience in working in a technology start-up.

His recent Fund Raising and Business Due Diligence experience includes the following:

Assisting a Private Equity Fund in evaluating opportunities in the value addedo Assisting a Private Equity Fund in evaluating opportunities in the value addedmanufacturing sector

o Assisting few large corporate houses in identifying strategic cross-border acquisitionopportunities

o Performed a business due diligence on a commodity manufacturer in India

o Assisted a Electric Vehicle Company in raising equity funding

o Assisted a IT Product Company in raising equity funding

o Assisted a CFD Services Company in raising equity funding

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o Assisted a CFD Services Company in raising equity funding

SUMMARY


SUMMARYFive reasons why CFA is the most worthwhile partner:

For fifty years, we’ve perfected our processes, grownour organization and expanded our reach in order toHeritage our organization and expanded our reach in order tofocus on executing deals that maximize value for ourcustomers.

MultinationalWe have broadened our client’s market opportunitythrough several decades of establishing our name

d t ti th l band reputation across the globe.

IndependentOur commitment to remaining independent from anydirect lending resources or investment capitalaffiliates ensures that we deliver unbiased guidance.

Broad industry experience and a knowledge base ofRelationships

Broad industry experience and a knowledge base ofpotential investors are the basis for our commitmentto deliver through the competitive bid process.

Hands-onFor every client, Corporate Finance Associatesassigns a local senior principal to provide guidanceand long term advice from project inception toand long-term advice from project inception tocompletion.

Most importantly, the CFA team embodies a competitive spirit. It is manifested in our drive tofind new opportunities to get the job done. We believe that persistence and tenacity are positive

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pp g j p y pvalues. They will guide us in our work for you.


CONTACTShrihari AllangalaShrihari Allangala

Director, IndiaCorporate Finance Associates

Suite 102, Global Port, BanerPune 411045, Maharashtra, India

T (India) / +91.99.1683.0685C (Dubai) / + 971.50.6539-054F/ +91.20.6643.7506E/ [email protected]/ www.cfaw.com

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corporate finance associates india profile

Economy & Finance