SME VALUE ADVISORS EMPOWERING 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 Manager Phone +91 9821464604 [email protected]

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

We add value to you at every stage Mission

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.

Established Stage

Growth Stage

Nascent Stage

Partner with emerging corporates/SMEs to make them better and more valuable through helping them improve internal and external value drivers

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.

Our guides - Advisory Board Arvind P. Mathur, Chairman, Private Equity Pro Partners; around 35 years experience, which includes – Head, capital markets at the Asian Development Bank (ADB) and senior capital market and advisory roles at Citibank and Standard Chartered Bank. 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. 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.

Core team – a glimpse 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).

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. 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). Manish Bansal, CEO, brings to team over 17 years of experience in diverse fields including listed and unlisted space investing, sales and business development, regulatory and business analysis.

To see detailed profile of core team and profile of other team members, kindly visit www.smevalueadvisors.com

Business Solutions Fund Raising Wealth Management

Credit Rating

Risk Management

Growth and Scalability

Business Solutions Mergers and Acquisitions

Organization Restructuring

Legal and Compliance

Business Transformation Talent Improvement

Business Solutions Fund Raising Solutions

Credit Rating Solutions

• Pitch book preparation • Information Memorandum Preparation • Business Valuation • Debt Capital Raising from Banks • Equity Capital Raising from Institutional Investors and HNIs • Listing of companies on Stock Exchanges • Research report preparation

• Facilitation of interface with rating agencies on sourcing credit rating • Internal transformation of businesses for credit rating enhancement

Growth and Scalability Solutions

Mergers and Acquisitions Solutions

• Design of Strategic Action Plan (SAP) on growth and scalability • Execution of SAP with businesses • Branding and Positioning strategies to reach out customers • Monitoring and control of the delivery of SAP

• Buying and Selling of businesses • Joint Ventures facilitation • Business Valuation • Pitch book preparation • Negotiation and closure on documentation • End to end closure of M&A transactions • Integration of acquired businesses

Business Transformation Solutions • Analysis of both qualitative and quantitative dimensions of businesses • Design of Strategic Action Plan (SAP) for business transformation • Execution of SAP with businesses • Monitoring and control of the delivery of SAP

Business Solutions Talent Improvement Solutions

• CEO/Top management coaching • Development of leadership pipeline in businesses • Custom designed training solutions for specific needs of businesses

Legal and Compliance Solutions

• Preparation of checklist on legal and compliance issues • Design system for execution and monitoring of legal and compliance checklist • Legal and compliance outsourcing

Organization Restructuring Solutions

• Establish credible advisory board • Design organization structure • Segregation of ownership and management • Setting up Standard Operating Procedures for various functions. • Design of Management Information System for efficient monitoring and control • Separation strategy at ownership and management level

Risk Management Solutions

• Identification of risks in businesses • Design of Risk Management Policy • Training of officials on Risk Management • Risk Management Policy Execution • Design MIS system for monitoring and control of risk management strategy

Family Office Advisory

• Consolidation of family assets • Management of family assets • Wealth transfer to next generation

Business Solutions – Typical Roadmap

Results Monitoring and control

Phase III Execution of Strategic Action Plan

Phase II Analysis, research and solution Phase I design Diagnosis of (Strategic Action Plan) challenges SME

SME VALUE ADVISORS

Collaborative efforts

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

Value Proposition with us.. Competence of team • Regulatory • Consulting • Investing • Banking • Investment banking • Organization development and design • Information technology and systems • Operations • Branding and positioning • Marketing and customer outreach • Risk management • Real estate

Demonstrated track record • Successfully delivered solutions across multiple domains of clients • Educational infrastructure • Real estate • Logistics management • Telecom infrastructure • Banking and financial institutions • Manufacturing

Relationship base • Established strong relationships with PE firms, VC firms, HNIs, Banks and Financial Institutions • Stock Exchanges • Rating Agencies • Regulators

Culture • Entrepreneurial • Forward looking • Positive • Constructive • Intellectual • Result oriented

Thank you…