2. Banker Bay is the fastest growing and soon to be largest investment banking network on the globe. Its
geographic, sector and institutional coverage is unsurpassed
3. The Opportunity
• Deal and capital location have historically been
offline processes
• Important institutions are quickly becoming users
of technology and professional networks to locate
opportunities
• No single platform/aggregator exists that connects
deals and capital and draws a fee from
transactions closed
Industry Altering Innovation
• Apart from the bulge bracket banks, no singular
advisory/boutique or mid sized financial institution
has a comparable global network. Also bulge
bracket players not positioned to operate on a
pure success basis on transactions
Near exclusive access to Global
Mid Market Transactions
• First investment banking platform to be used by
top financial institutions, globally
• Rapidly expanding global reach & deal flow
• Established global relationships to close
transactions
First Mover’s Advantage +
Considerable Traction
Strongly
positioned to be
the Global Leader
in a Huge
Untapped Market
4. Pain Points
Geographical Reach
Technology Commoditization
Buyer/seller Mismatch
Transaction Management Systems
Limited Networks of Firms
Banker Bay is the only product/service/firm of its kind to address long existing pain points in the
PE/M&A and Investment Banking industries, globally
PE Outlook ‘13– Bain Capital Report
As PE enters 2013, the industry is poised to benefit
from strengthening fundamentals
The early harbingers of a PE revival are more in
evidence this year than they have been since the global
financial crisis
M&A Outlook ’13 – KPMG Survey Report
Several factors indicate that M&A will increase in the
year ahead
The Dow Jones Industrial Average has risen 12% this
year and the S&P was within a few points of an all-time
high
Dealmakers are cautiously optimistic and the vast
majority of them said they will be seeking growth
opportunities through acquisitions this year
5. The Product
Our members
• A majority of them are in the private equity / venture
capital and investment banking industry
• Majority of our members are based out of North America
and Europe, which account for about 70% of the global
financial market turnover
1. Unique match making algorithm to locate
most transaction likely matches
2. Proprietary back end technology and
processes to automate 90% of the deal
sourcing, matching and introductions process
3. Technology and processes coupled with a
global execution team, to track and close deals
Banker Bay revolutionizes
investment banking deal
origination, screening, matching and
introduction. It operates globally
and is used by top financial
institutions and corporations
8. The largest, most influential financial institutions on the globe, including the United Nations and
Sovereign Wealth Arms, presently use Banker Bay to locate opportunities of choice. This is
unprecedented in the history of finance – for any firm, irrespective of size, geography or repute. Banker
Bay has the potential of changing the way global deal flow and capital meet
We’re Different
9. $100M term sheet issued on
a transaction
Very strong global
execution team in place
Used by leading banks, I-
Banks and Fund Managers
Proprietary and patentable
technology and processes
Banker Bay Traction
4,000 Existing Members
Very strong transaction
pipeline
$500M Mandate for a film
slate financing deal with a
Major Hollywood Movie Studio
Term sheets expected on 2
pre IPO deals introduced by
us
10. Banker Bay – An Emerging Global Leader
• Global reach and network
• PropreitaryTechnology
• Advisory board and partners
– Global Investment Banking Partners Consists of professionals who
have transaction histories of ~$90B
– Technology advisory board: Professionals and who’s-who of the
Indian and Silicon Valley technology evangelists and entrepreneurs
are advising us
Network
Superior Execution
Team
Unique Technology
Scalability
Barriers to entry created by the combination of these factors and our
traction
11. Basic technology
operational
Sizeable network
created
Global execution team
active
Time to Scale
Banker Bay offers a unique technology proposition coupled with
global on the ground representation. This makes Banker Bay a first
mover and positioned to leverage on the massive opportunity
13. The Banker Bay execution and advisory teams bring together leading technology and finance brains.
Our people set us apart
14. Founding Team
Name Biography
Ash Narain –
Founder & Chairman
Qualified lawyer from Symbiosis Law School, Pune – a leading Indian law school. Strong global
network of financial institutions. Worked on a variety of transactions through JCM, an
investment banking introductions making firm. Conceptualized Banker Bay in 2012.
Responsible for the majority of Banker Bay member base and traction and overseeing the
various teams that cater to Banker Bay
Hesham Salah –
Group CEO, Global
20 years of cross cultural, global experience in leading teams. 16 years of business
development experience with the Government of New Zealand, representing them across the
GCC. Excellent relationships with institutions and families across the Gulf. Strong relationship
building and team management skills. Hesham looks after Banker Bay operations and day to
day affairs and client relationships
Nishith Mansata, CFA –
Chief Investment Banking
Strategist
CFA Charter holder with 6 years of research and analysis experience with UBS Investment
Bank. Rich transaction experience. Manages deal tracking and closing at Banker Bay and
provides strategic advise on direction and policy
Ted Pratt –
Online Marketing & Visibility
Ted has a strong financial background with firms such as the American Stock Exchange, DLI and
Morgan Stanley on Wall Street. Thereafter, Ted entered the financial online marketing space
and has worked with finance blogs and networks, such as the Fusion IQ Analytics tool.
Pete Maher, CPA, MBA –
Relationship Management,
West Coast, USA
Pete is a seasoned CFO with rich experience with publicly traded and privately held
companies. His roles include financial and operational management, internal audit and “Big
Four” public accounting. He has worked as a CFO for International Consolidated Minerals in
Peru, Hilo Hattie’s in Hawaii and Levi Strauss. He is a CPA in California and holds the Series 7
and 63 licenses and has an MBA from Harvard Business School
15. Founding Team
Name Biography
Pruthvi Patil –
Delivery Head, Technology
Delivery manager with 17 years experience leading large teams of software engineers to
deliver products, through his experience with firms such as Synova, IBM, SBI and others.
Pruthvi has deep technical experience and skills, honed over hundreds of projects managed
for large scale clients. Pruthvi has been instrumental in the building and mentoring of the
Banker Bay technology team
Niraj Singh –
Software Engineer
Niraj is a fast growing software engineer with ASP.NET, C Sharp, SQL Server, Javascript, J Query,
ADO.NET and Ajax knowledge and experience. Niraj is a qualified Bachelor of Technology from
India. He handles front and backend development of Banker Bay
Kranti Singh –
Software Engineer
Kranti is an experienced software engineer with his core expertise in WPF, WCF and
SilverLight. He also has experience in advanced software architecture, database design and
implementation. He is a Master of Computer Applications from India and is a Microsoft
Certified developer. He handles front and backend development and implementation and
testing of the Banker Bay software
Himanshu Gupta –
UI/UX Desginer
Himanshu is an experienced graphic designer and has worked on a number of prominent
online portals in India, including Simplymarry.com and Datedosti.com. He was with the Times
Group in India as a Senior Designer. He has served as the Product Head in fast growing online
portals and brings to Banker Bay his design and online platform building experience
16. Our Technology Advisory Board
Name Biography
Srivibhavan
Balaram – Senior
Technology Advisor to
Banker Bay | Founder &
President, Cloudbyte Inc.
Srivibhavan is the Founder of Cloudbyte Inc, a venture backed cloud computing company based in India
and the Bay Area. He has about 30 years of technology and development experience with leading
companies such as AT&T Bell Labs, Hewlett Packard, Novell and Business Objects. He has managed
products like NetWare NFS Services, HP-UX Networking Stack, NetWare Networking Stack and Business
Objects EDGE series end-to-end. Built several India development centers for multi-national companies
including Novell, Hewlett-Packard and Business Objects. He also mentors several young entrepreneurs
in honing their ideas and sharpening their pitches. His education includes top institutes such as IIT –
Delhi, IIM – Bangalore and the Indian School of Business. He advises Banker Bay on its product roadmap,
technology and fund raising introductions & negotiations
Bhawna Agarwal
– Senior Product &
Marketing Advisor to
Banker Bay | CEO
Seventy MM | Founding
Team Member,
Yatra.com
Bhawna is an award-winning Internet professional with over 15 years in leading media houses, Internet
companies & start-ups in India. In 2006 she joined the founding team of Yatra.com, where she was
heading P&L responsibility & provided operational leadership for Sales, Alliances, Product management,
Marketing, Business management, Technology & Built high performing teams. She scaled the business
from incubation to becoming a leader in the online Travel industry, building capacities of scale ensuring
complete fiscal responsibility & accelerated high business growth. LinkedIn featured her in 'Power
Profiles in India' - indicating the most visited industry profiles in 2012. She advises Banker Bay on its
growth strategy and public relations aspects, in addition to fund raising introductions and negotiations
Anuj Sahai – Senior
Growth Strategy Advisor
to Banker Bay | Head,
Online Media &
Redemption, Payback
India | Previously, Head -
Multimedia Search,
Yahoo.com | IBM
Anuj is presently the Head of Online Media and Redemption at Payback, India’s leading customer loyalty
and rewards company. Previously, he was the Head of Multimedia Search at Yahoo. Worked in domains
like Video, Image, Local search and commerce, Classifieds and in various aspects of product
management –product marketing, business modeling and revenue optimization, product strategy,
market research and user interface design methodologies. He has also worked with IBM and has an
MBA in Marketing and Finance from the Indian School of Business, one of the world’s leading business
schools. He advises Banker Bay on its growth strategy and introductions and negotiations with potential
investors
17. Our Global Investment Banking Partners
Name Biography
To be Disclosed
#1
Ex Morgan Stanley, Lehman Brothers, Citibank – Senior Investment Banker – Now Partner at XXXX, a NYC
based PE Firm. Multiple billions in transaction history. Leonard Stern School of Business | Based in New York
City
To be Disclosed
#2
Ex Fortis, AEGON Asset Management, PwC, ABN Amro - Helped build ABN Amro after the bail out – Sizeable
M&A, strategy, investment and finance IT projects exposure – Raised about $50B in debt and structured
about $100B of transactions on both debt and equity side – Built a data warehouse for a EUR 160B loan
book |Based in Singapore
To be Disclosed
#3
Ex Deloitte – Corporate Finance Executive at Commonwealth Bank of Australia | Based in Sydney, Australia
To be Disclosed
#4
Board/CEO level executive with 12 years experience in private equity, venture capital and investment
banking. Previously CEO of Global Private Equity PLC and Global Private Equity (Asia) Limited. Participated in
over US$6 billion of completed transactions since 2006. MA & BA with First Class Honours in Oriental
Studies (Chinese) from Cambridge University (1994-1998). Postgraduate Diploma in Economics from
Cambridge University (1999-2000). Attended school at Eton College | British based in Beijing, China
To be Disclosed
#5
NYC based investment banker with Nomura – Ex Bain & Co, Vector Capital, Evalueserve – IIT Kanpur,
Harvard Business School | New York City
To be Disclosed
#6
Ex Director at AIB Capital Markets , Deutsche Asset Management, Erste Bank, ABN Amro – Based in Paris,
France
To be Disclosed
#7
Extensive North, Central and Latin American deal making experience - Billions of transaction history on the
Private Equity side | Based in USA and Brazil
18. Our Global Investment Banking Partners
Name Biography
To be Disclosed
#8
Previously with HSBC, Standard Chartered Bank and Azure Capital Advisors, India. Excellent relationships
with Indian financial services firms. Significant transaction track record. Went to IIM, Calcutta and also runs
an NGO for children | Mumbai, India
To be Disclosed
#9
17 years specializing in emerging markets. Worked in London then Singapore (latter for last 14 years) for
several of the leading emerging markets houses. Set up XXXX Consulting, specializing in CF/M&A/IB
Solutions for Asia X-Japan. Have worked for ING, CLSA, Nomura International. Clients since setting up XXXX
Consulting in 2006 have included JP Morgan, Goldman Sachs, ICICI and a number of others (within the
banking sector). History of large placements and IPOs whilst working for the banks. Since starting XXXX
numerous PE transactions. Currently in final stages of a $1.25bn structured debt transaction, underwritten
by one of the bulge bracket banks. Transaction originated by XXXX Consulting and working now exclusively
with said bank | Singapore
To be Disclosed
#10
Previously Senior Consultant, MIB Credit Risk, RBS London | Associate Director, DCM Origination, Mizuho
Corporate Bank, London | Portfolio Manager, Leveraged Debt Financing, NIBC Bank, London. Transaction
history in excess of $20 Billion. Also a qualified chartered accountant | Mumbai, India
To be Disclosed
#11
Previously part of the Asset Securitization Group, CIBC World Markets, New York | Director, Capital Markets,
Natixis Capital Markets, New York | Executive Director Investment Banking, UBS Investment Bank, Stamford,
CT | Director, Financial Advisory, Unitus Capital, Bangalore | Director, Motilal Oswal Investment Banking.
Rich investment banking experience and transaction history. IIT Mumbai, FMS Delhi University, Columbia
University | Mumbai
