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TRANSCRIPT
Perception Transformation
SGA provides consultancy solutions for credible Indian growth
companies seeking to correct a mismatch between their
fundamentals and their perception
Perception Transformation
Perception Transformation
About Us
We are a value-driven and values-led investor relations consultancy
The firm provides an effective complement of investor relations, strategic-cum-corporate financial advisory as well as potential listing services
The firm is driven by a team of experienced professionals with proven credentials
With a keen emphasis on relations, SGA aspires to become the most preferred partner for organisations looking to create sustainable value
Perception Transformation
Successful IR Approach
3600 Value Creation Plan
Analyse sector and company
Assess Market Views on Sector &
Company
Identify & Define key levers for
Value creation
Implemented by-function
Internal Plan
Devise multi-tiered global
strategy
Perception Transformation
Our Core Capabilities
360° Value Creation Plan
In-dept Analysis
Unique Insights
Global Perspective
GLOCAL Relationship
Network
Track Record
SGA's idea of forging relationships revolves around the idea of aligning of corporate goals to create long-term sustainable value
Perception Transformation
Procedural Commitment Interfaces on behalf of clients helping liberate management time
Available 24x7, making it possible for its client, analysts as well as investors to solve issues in minutes, even with just a phone call
Creates structured communication methodologies for its clients, resulting in coherence and consistency
Helps in positioning a company distinctively in the minds of the investor community
Keeps investors and analysts updated on quarterly corporate performances and provides explanations for deviations, if any
Makes SGA a Trusted consultancy and advisory Partner
Perception Transformation
Our Practices
Strategic Advisory
Investor Relations
Potential Listing
Corporate Finance Advisory4
3
2
1
Perception Transformation
Investor Relations Building the “Investment Idea”
Marketing idea through Research Coverage
Investor Base Expansion
Perception Management
Communication & Messaging including PR strategy
Value Unlocking
Perception Transformation
Strategic Advisory As-is of Company versus sector leaders
Review of Business Plans
Identification of key gaps and opportunities
Conversion of goals in measurable objectives
Formulation of strategic roadmaps
Value Creation
Perception Transformation
Corporate Finance Advisory Capital structure philosophy
Raising Funds – Across the Globe
– Debt Markets
– Equity Markets
Evaluating M&A / Investment Opportunities
– Identify opportunities in Global and domestic market
– In-depth analysis of synergies with target Company
– Financing and closure
Value Enhancements
Perception Transformation
Potential Listing Corporate strategy review
360 degree engagement on process
Building the ‘fact-book’
Communication and positioning strategy
Enterprise Valuation Analysis
Making the company ‘capital market ready’
Successful Listing - Value Unlocking
Perception Transformation
Leadership TeamChartered accountant by profession, Mr. Shah has more than 30 years of cumulative experience across suchdiverse functions like corporate finance, capital markets, investor relations, business strategy and planning.
He Founded Strategic Growth Advisors in year 2010, prior to that he was :
Head – Corporate Finance and Investor Relationships, Suzlon Energy Limited
Professional relationship spanning longer than a decade
Equity capital markets: private equity, IPO, GDR
Managing global investor relations
Part of the Global M&A Transactions and Group Finance Strategy
Debt syndication from domestic and international banks
Executive Vice President at a Private Equity Firm
A firm closely associated with Hirco /Hiranandani Group on Investments
Advisory and Strategic fundraising
Vice President at a Leading Stock Broking Company
Involved in business development and planning and bank financing
Vice President at a NBFC
Fundraising, leasing, hire purchase financing, working capital financing, merchant banking,diversification in the realm of wind power generation and stock broking
Managed legal and regulatory matters, credit ratings, among others
Samir Shah
Founder & CEO
Perception Transformation
Leadership TeamPayal has more than 10 years of experience in the realms of corporate finance, capital markets, businessresearch and investor relations. She has a Baccalaureate in Management; she has passed the CFA – Level IIexamination. Payal has been associated with SGA since inception. She is a member of the Leadership Teamand has played a pivotal role in developing business and managing key client relationships.
Prior to joining SGA in 2010:
Assistant Vice President – B&K Securities
• A part of the Institutional Equities Team
• Worked closely with leading Institutional Investors in India and abroad
Senior Associate – Research, Morgan Stanley
• Worked with the top-ranking European banking research team over the five years
• Added value by analysing underlying strengths of financial institutions
• Contributed to flagship publications of Morgan Stanley - Structured Credit Insights, Bank Capital A-Z
Executive – Corporate Finance, Yash Birla Group
• Part of the Group Strategy Team - Analyzed proposals for new lines of business
• Review plans of all Group Companies
• Solely managed the fixed income deposit scheme of Birla Power Solutions Limited
Payal Dave
Chief Operating
Officer
Perception Transformation
Leadership TeamJigar is an MBA with over eight years of experience in the areas of investor relations and corporate finance.He joined SGA in December 2011 and currently manages client relationships.
Prior to SGA :
Reliance Infrastructure – Manager Investor Relations
Formulation and Implementation of Investor Relations Plan
Responsible for Research Coverage by Leading Research Houses and Investor Interactions
Tracking and Analyzing Peer Groups of Various Industries Helped in Corporate Strategic Planning
Suzlon Energy – Assistant Manager Investor Relations
Part of the Global Investor Relations Management Team
One Point Contact for Sell Side Analysts
Preparation of Consolidated Financial Model, Investor Presentation and Communications
Seagal Financial Services – Financial Analyst
Analyzing Capital Market Data for Global Companies
Tracking and Analyzing Peer Group Performance of Global Companies
Jigar Kavaiya
Group Account Head
Perception Transformation
Our Team
Sanjita Ghosh, Account Manager
Sanjita is a qualified CFA (USA) with more than six years of experience. She has been with SGA since 2013,servicing clients independently. Earlier, she has worked in Investor Relations, M&A & Corporate Financedepartment at Allcargo Logistics Limited. Over the years, she has built strong relationships with analysts
and investors as well as credit rating agencies.
Shogun Jain, Account Manager
Shogun has over seven years of experience in investor relations. During his involvement with an IRconsultancy firm, he has handled investor relations for client companies across various sectors. Prior tothat, he was handling investor relations for a real estate company. He brings with him an expertise ininvestor relations and strong relationships with sell-side analysts and domestic funds. He has a master’s
degree in commerce.
Perception Transformation
Our Team
Neha Shroff, Business Analyst
Neha is a qualified MBA and CFA (USA) with three years experience. Prior to joining SGA in 2014 she waswith as a Research Associate at K R Choksey as Research Associate covering auto, auto ancillary and theFMCG sector.
Ruchi Rudra, Business Analyst
Ruchi is a qualified MMS (Finance) with over four years of experience. In her role with IR Consulting firm,she was handling Investor Relations Activities for the Client Companies in various sectors. Prior to that, shewas Equity Research in B&K Securities tracking FMCG Sector.
Shefali Dabral, Associate
Shefali is an MBA (Finance) with six years of experience. She has worked in Financial Service Company ofEssar Group in Corporate and Retail Credit research and analysis. Prior to that, she worked in CreditScoring team of Vodafone Ltd.
Perception Transformation
Our Team
Kevin Shah, Associate
Kevin is CA Final Candidate. Prior to joining us, he has done his CA internship with S. R. Batliboi, an Indian memberfirm for Ernst & Young Global.
Sudeep Chatterjee, Associate
Sudeep is CA Final Candidate. Prior to joining SGA, he has had about four years of experience at an accountancyand audit firm.
Arpit Gandhi, AssociateArpit is an MBS from Cardiff, London and has over five years of experience. Prior to joining SGA, he ahs workedwith Valorem Advisors, Mumbai and TTT Money Corp London among others.
Dikshita Jain, Management TraineeDikshita is a PGDBM from Mumbai. She has been recruited from Campus this year.
Komal Mehta, Assistant Manager – Accounts & AdministrationKomal has a master’s degree in commerce with over four years of experience in accounting, and back officesupport. She has been with SGA for over three years handling back office operations and database management.
Perception Transformation
Clients Across Sectors
Auto Ancillary E-Commerce
Logistics
Renewable Energy
Retail & Luxury
Media & Entertainment
Industrial
Chemicals
Infrastructure
Buildings Material
Pharmaceuticals
Textiles
Perception Transformation
Advisory Services
Advisory ServicesGP and its Investment Strategy in
relation to Indian FCCBs
Executed
Perception Transformation
Contact Us
Name Ms. Payal Dave – Chief Operating Officer
Email [email protected]
Phone +91 22 6114 6679 / +91 98199 16314
Company Strategic Growth Advisors Private LimitedCIN No. U74140MH2010PTC204285
402, Pressman House, Near Orchid Hotel,70A, Nehru Road, Vile Parle (East)Mumbai – 400 099
Website www.sgapl.net