Presentation on Investment Banking

288
-1

Published on

Presentation on Investment Banking

0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
288
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
10
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Underwriting:- The process by which investment bankers raise investment capital from investors on behalf of corporations & govts that are issuing securities(equity & debt)
  • Presentation on Investment Banking

    1. 1. PRESENTED BY:- RAVINDRA LATTOO GRAND PROJECT:-INCLUSIVE INVESTMENT SOLUTIONS OF THE INVESTMENT BANKING INDUSTRY
    2. 2. Let us all grow together, enjoy together, perform heroic deeds together; let our strength of intellect come together, let the bright intellects shine, and let us live without any hatred. In a nutshell Sahana is togetherness, and hence conveys the message “Unity is Divinity”
    3. 3. GRAND CONTENTS
    4. 4. INVESTMENT BANK  Fund Syndication  Equity  Debt  Hybrid Or Mezzanine (Mix of Equity/Debt)  Intermediary between Issuing Securities & Investing Public.  Underwriting – Facilitating the process of raising capital for the organization.
    5. 5. INVESTMENT BANK  Strategic Corporate Relationship Management  Mergers – Corporate Marriage  Acquistions – Adoption of Child (Small/Weak)  Joint Ventures – Live- In Relationship  Take-Overs – Kidnap  DeMerger- Corporate Divorce  Tie-Ups/Collaberations – Friendship
    6. 6. INVESTMENT BANKING INDUSRY –REVENUE •Indian Investment banking Industry as of 2012 is US$155 billion(source:- www.livemint.com) •Growth Rate in India is expected to be 15-17% (source: www.hindubusinessline.com) Source:- www.wsj.com Source:- www.wsj.com
    7. 7. INVESTMENT BANKING INDUSRY – GLOBAL PLAYERS GLOBAL PLAYERS
    8. 8. INVESTMENT BANKING INDUSRY – INDIAN PLAYERS 1. Avendus 2. Bajaj Captial 3. Barclays Capital 4. Cholamandalam Investment & Finance Company 5. ICRA Limited 6. IDFC Private Equity 7. IDBI Bank 8. IFCI 9. Kotak Investment Banking 10. Kotak Mahindra Capital Company Source:- www.banksofindia.com TOP 10 INDIAN PLAYERS
    9. 9. INVESTMENT BANKING INDUSRY – GUJARAT PLAYERS TOP GUJARAT PLAYERS WWW.DEALCURRY.COM
    10. 10. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    11. 11. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    12. 12. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    13. 13. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    14. 14. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    15. 15. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    16. 16. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    17. 17. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    18. 18. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    19. 19. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    20. 20. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    21. 21. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    22. 22. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    23. 23. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    24. 24. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    25. 25. INVESTMENT BANKING INDUSRY – TRENDS WWW.DEALCURRY.COM
    26. 26. THE FIRM WWW.OPULENCEBIZ.COM Firm: - Opulence Business Solutions Pvt. Ltd, Ahmedabad Founder Director:- Mr. Bhavesh Patel Private Equity Fund:- Next Orbit Venture Private Equity Fund Fund Size:- Rs. 700 Crore Fund Allocation:- Rs 400 Crore to Real Estate & Rs. 300 Crore to MSME’s
    27. 27. THE FIRM WWW.OPULENCEBIZ.COM FUND PROPERTIES  Tax Pass-through Extended Across Sectors;  No Long Term Capital Gain Tax Including Investments In Real Estate;  Share Premium In Excess Off Mv Exempted Through Pe/Vc Route;  No Dividend Distribution Tax For Investment Done Through Pe/Vc Route;  Fund Will Bring Professional Management On Board And Financial Discipline In The Company;  Tremendous Strategic Value Addition In All Verticals By The Fund;  Accountability For Investment.
    28. 28. THE FIRM -SWOT
    29. 29. THE FIRM- (S)wot WWW.OPULENCEBIZ.COM  SEBI Registered Next Orbit Venture Private Equity Fund – Raising MSME & Real Estate PE Fund with the target of INR 500 Cr, with additional green shoe option of INR 200 crores.  Authentic superior knowledge and Experience of our Management team.  Partner network of Opulence Business solutions which helps to manage the needs/expectations from the client.  Ability to create and sustain fruitful symbiotic relationships with concerned in the market.  Potential merger with Tax, Audit & legal is proposed to take Opulence to big 10 of India.  Krishi Tek Services is into contract farming, farm mechanisation & agri retail & has started first Agri knowledge centre in Dholka as an Integrated part of OBS.  Signature presence in almost all the sectors.  Strong Documentation
    30. 30. THE FIRM- s(W)ot Usual weaknesses of a startup firm but future is opulent  Too much responsibility on Individual  Staff-size of Opulence at this level in reference with the loads of work.  Lack of proper visibility and activeness in Social-media such as Linkedin, Facebook, Twitter, Branchout, Blo gger, Youtube and Vimeo.
    31. 31. THE FIRM- sw(O)t WWW.OPULENCEBIZ.COM Futuristic Opportunities for Opulence-PE Fund  SME listing in Bombay Stock Exchange and National Stock Exchange in the year 2013- 2014  Multi Family Office management  Building brand by inviting foreign strategic partner or fund  Real Estate Fund Management  Next Orbit Venture a sector and stage agnostic fund having focus areas with a corpus of INR 700 crores
    32. 32. THE FIRM- sw(O)t Opportunities for Investors  To get the strategic stake in the merged entity of Opulence.  To become sponsor/LP of the fund  To join as a partner in Real Estate  To join in businesses like fresh fruits, vegetable trading, logistic park & terminal market
    33. 33. THE FIRM- swo(T) From Global Competition-other I-bankers who have an eye to grab deals so Opulence has to be very attentive with market scenario and swift with its agenda, methodology and closure w.r.t deals.
    34. 34. THE FIRM- STP
    35. 35. THE FIRM- NEXT ORBIT VENTURE PE FUND STP
    36. 36. THE FIRM –FUND DISTRIBUTION
    37. 37. THE FIRM –MODUS OPERANDI Sourcing of the Project-To find relevant business opportunities Signing of Non- Disclosure Agreement - For Healthy sharing of information Sendling Document checklist to prospective client considering the limitations of human mind Checking the viability of the project Signing of the Engagement Letter/Mandate Letter Sending Information Memorandum to Client Evaluating the deal by analysing the nature of the industry in which it operates Performing SWOT,Operational Analysis ,Competetion analysis on company Calculating Valuation Model & projecting income,cash flows and B/S Preparing Term Sheet and finalising the structure of the deal In Termsheet do Due Dillengence,decide Shareholder Agreement and fix exit strategy for PE
    38. 38. THE FIRM –PEST ANALYSIS  P- POLITICAL  Policy & Govt. Regulations – Sector Specific  AIF Guidelines  E-ECONOMIC  Deal Structure of Promoters  Tax Structure  S-SOCIAL  Mindset of Decision makers & his conditioning & influencers influential ability on decisionmakers  T-TECHNOLOGY  Rise in Applications & Technology of IB Softwares – Kvezar, Venture Intelligence & affliated with ROC.
    39. 39. THE FIRM – MARKET RESEARCH ANALYSIS  Sampling: Random  Preferable Route: -Questionnaire  Sample Size:- 30 PE Firms  Respondents:- CXO Position Officers(Managing Director, Associates Partner or Vice President in Private Equity Firms)  Mode of Approach:- Telephone & Email.
    40. 40. THE FIRM – MARKET RESEARCH ANALYSIS Sr. No. Private Equity Firms Location 1 Aavishkaar India Micro Venture Capital Fund Mumbai 2 Actis Capital Mumbai 3 Canaan Partners Gurgaon (Delhi) 4 2i Capital (India) Private Ltd Bangalore 5 3i India Mumbai 6 Apax Partners India Advisers Pvt Ltd Mumbai 7 APIDC-Venture Capital Ltd Hyderabad 8 Avigo Capital Partners Delhi 9 Baring Private Equity Partners (India) Pvt Ltd Gurgaon (Delhi) 10 BTS Investment Advisors Private Ltd Mumbai 11 ChrysCapital Investment Advisors Delhi 12 Cipher Capital Advisors Pvt. Ltd. Mumbai 13 Citibank Private Equity Ltd Delhi 14 IFCI Venture Capital Funds Ltd. Delhi 15 Redclays Capital Bangalore 16 Norwest Venture Partners India Mumbai 17 Sherpalo India Advisors Pvt. Ltd. Mumbai 18 Ambit Pragma Mumbai 19 IDFC (Private Equity) Mumbai 20 Avendus Mumbai 21 Blackstone Advisors India Private Ltd. Mumbai 22 Blackstone Cleantech Venture Partners (BCVP) USA 23 Frontline Venture Services Private Limited Mumbai 24 Artiman Capital India Pvt. Ltd. Bangalore 25 Helion Venture Partners Gurgaon (Delhi) 26 Helion Advisors Pvt. Ltd Bangalore 27 Red Fort Capital Advisors Pvt. Ltd. Delhi 28 INDIAREIT Fund Advisors (Pvt.) Ltd Mumbai 29 Morpheus Capital Partners Bangalore 30 Henderson Asia Pacific Equity Partners' London
    41. 41. THE FIRM – MARKET RESEARCH ANALYSIS STAGE FOCUS Interpretation:- Most of the Private Equity Firms is focused on Growth Capital & Venture Capital. As, there has been an observed trend, over the last few years in India for the Private Equity Firms to invest in Companies who are on the growth stage, making profits & already established in the market, whereas for venture capital funds in particular to specialize in specific technology. Some examples are biotech, software or LBO funds specialized in a particular industry, such as media.
    42. 42. THE FIRM – MARKET RESEARCH ANALYSIS INDUSTRY FOCUS INDUSTRY FOCUS
    43. 43. THE FIRM – MARKET RESEARCH ANALYSIS GEOGRAPHIC FOCUS
    44. 44. THE FIRM – MARKET RESEARCH ANALYSIS GEOGRAPHIC FOCUS
    45. 45. THE FIRM – MARKET RESEARCH ANALYSIS SIZE OF INVESTMENT
    46. 46. THE FIRM – MARKET RESEARCH ANALYSIS PE FIRM LIKELY FOCUS ON THE TURN-OVER OF THE INVESTMENT COMPANY
    47. 47. EXIT ROUTE THE FIRM – MARKET RESEARCH ANALYSIS
    48. 48. THE FIRM – MARKET RESEARCH ANALYSIS TENURE OF INVESTMENT IN YEARS
    49. 49. THE FIRM – MARKET RESEARCH ANALYSIS GLOBAL DESITNATION OF PE INVESTMENT
    50. 50. THE FIRM – MARKET RESEARCH ANALYSIS PRINCIPLES VALUE OF INVESTING
    51. 51. THE FIRM – MARKET RESEARCH ANALYSIS No of Deals/Year
    52. 52. DirectMail Prepare and Send Research Reports to V.V.I.P of IB/VC/PE Industry. Send Prospectus of NOVF to the same. Training & Development workshops Educating concerned who happpen to be interested in PE and I-baking Industry increasing goodwill for Opulence and awareness about PE Industry Guest Lectures at Management Forums,Business Schools Events On any Grand success achieved by Opulence or any personal events in Management of Opulence Print Livemint, Economic Times specially when they launch another series of Next Orbit Venture Fund Email Prepare Research Reports and send to concerned in Industry. Generate E-mail Campaign for NoVF and I-banking to concerned Channels Get a Genuine pool of people who can create E-mail Database of Concerned or purchase from various online databases THE FIRM – RECOMMENDED MARKETING PLAN
    53. 53. THE FIRM – RECOMMENDED MARKETING PLAN LinkedIn Make proper connections in your industry Comment of dealspace of PE and M&A Join various business communities Follow reputed PE Funds and I-banking Firms Promote Opulence on LinkedIn through their Advertising campaign Twitter Company's management should have their own twitter A/c Company should also have their twitter A/c Tweet about PE & M & A dealspace and generate as many followers Youtube/Vimeo Upload Videos concerning PE and M & A Space Upload Videos of opinions of Management on PE and M& A Space
    54. 54. http://www.unitedworld.edu.in/ Campus Ahmedabad Campus: Karnavati Knowledge Village, A/907,Uvarsad, S.G.Highway, Gandhinagar Kolkata Campus: Infinity Benchmark Tower 10th Floor, Plot - G1, Block - EP& GP, Sec - V, Salt Lake, Kolkata. Reg. Office: 407, Zodiac Square, 4th Floor Opp. Gurudwara, S.G. Road, Bodakdev, Ahmedabad.
    1. A particular slide catching your eye?

      Clipping is a handy way to collect important slides you want to go back to later.

    ×