Management Consultancy focused on Midcap Segment

2. Introduction
At Leverage Management Services we help
organizations to transform their business
performance. We work with our clients to
Business
Transformation
improve the bottom line and fuel top line growth
by identifying and unlocking the inherent
Investors
Support
Services
opportunities in the organization. We understand
the complex requirements of organization and
help to achieve long term performance goals as
they work to build the future.
LMS
Services
Business
y
Consultancy
Our services helps organization to overcome
complex problems, breakthrough the barriers,
boost the growth, generate sustainable
competitive gain and create value for stake
Management
Support
Services
holders.
This document is for your company’s Management only and may not be distributed to any other third party.
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3. Services
Business Transformation
Several organizations are geared up to break the ceiling of operating at lower scale,
restricted market. Growth is the number one priority for many CEOs who would like to
leverage local and global opportunities to take their companies to a new level of scale and
performance. We assist our clients to take on the challenges, transform business models
and build structure to raise the business at high level.
Investors support services
Continuous growth in Indian economy provides ample investment opportunity across the
major industry sectors. We conduct Due Diligence service to assist Investors / Private Equity
/ HNIs and clients considering acquisition, strategic partnership, mergers or investments. We
help clients to formulate investment strategy to create value and maximize return on
investment. Our services help clients to negotiate and struck the deal at right price, it also
reduce deals risk by identifying issues prior to transaction.
We also provide post investment services which enable Investors to monitor, control and
maintain quality of their portfolio. Our services help Investors in deciding timing and stage for
further investment, part or complete exit from the transaction.
This document is for your company’s Management only and may not be distributed to any other third party.
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4. Services
Business Consultancy
Rapidly changing business environment and factors (internal and external) impacting directly
/ indirectly to the performance and bottom line of the business, requires more than solution to
these challenges. We provide business consultancy for generic and specific problems faced
by the Management. Our services help conversion of strategies and plan to result oriented
positive exercise. Illustrative specific services for which we provide solution includes tax
efficient group structuring, Structuring and evaluation of various ways of raising funds from
overseas and domestic investors, Exit strategies with minimum tax impact.
Management support services
Constant changes in market dynamics and volatile business environment requires alignment
/ restructuring of business model, growth strategy, short / long term goals and organization
structure. At LMS we assess the business at existing level and suggest suitable structure, as
per need, to take on market complexity and support the sustainable growth vis-à-vis market
changes. Our services help Management to formulate various business strategies and plans
to achieve breakthrough performance.
This document is for your company’s Management only and may not be distributed to any other third party.
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5. Business Transformation
Our Business Transformation practice help clients to unlock the inherent opportunities by migrating
from traditional way of business functioning to System oriented, process based, professionally
managed corporate entity. We understand the business complexity, challenges and inherent
opportunities in the organization. Our process of Business Transformation assist organization to
break the ceiling and raise the business at competitive level.
Understanding
existing system,
processes and
methods
Carry out due diligence
exercise to assess:
- financial strength
- legal and compliance
Status
- technical capabilities
p
- commercial position
- intellect level
To understand
managements interest
and willingness to
transform
Assessing needs and
formation of plan
To formulate growth
plans, strategy and
policies in line with
stake holders vision
and time horizon
To evaluate required
infrastructure to
support growth
Create sustainable
growth model
Designing business
plan to support growth
model
Building capability to
sustain growth for
long term
Implementation
To ensure smooth
implementation of
growth model and
business plan in phase
manner
Screening
implementation
process and removing
barrier
To build frame work of
system and process
This document is for your company’s Management only and may not be distributed to any other third party.
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6. Investors Support Services
Pre investment services
Deal Origination - We assist our client to formulate investment strategy, search and scan
potential target and evaluate its strategic, and operational capability.
Evaluation - We conduct Due Diligence services (finance, tax and legal) which help clients to
understand the maximum value they can extract, assess the level of risk attached and its
mitigation opportunities, with the proposed deal.
Execution - Our services helps transaction structuring and negotiation leverage to struck the
deal at right price.
Post investment services
Portfolio maintain and improvement - Our post investment services helps Investors to
monitor, control, maintain and improve quality of their portfolio. It helps clients to take
decision
d i i regarding ti i and stages f f th i
di timing d t
for further investment, part or complete exit f
t
t
t
l t
it from th
the
transaction. Further, we work with target as representative of clients to ensure achievement
of projected returns during investment period.
p
p
gy, y
Exit routes - To reap the investment benefit we help clients to formulate exit strategy, buyer
identification, diligence and execution of transaction.
This document is for your company’s Management only and may not be distributed to any other third party.
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7. Business Consultancy
Fund Raising
We assist Management in complete fund raising process including Private Placement, Debt
Syndication, Lease Rent Discounting, Project Finance, Finance against Land/property etc. We
help Management in preparation of:
•
Group profile / Information Memorandum
•
Financial projection, capital structuring, source and form of finance
•
Business valuation
•
Term sheet / MOU, Share holders Agreement, Escrow Agreement, etc.
•
All other completion formalities
formalities.
We assist Management in raising fund from different sources . These are:
•
Private Equity, Venture Capital, Hedge Funds, HNIs etc.
•
Bank, Financial institutions, NBFCs etc.
•
Private placement,
This document is for your company’s Management only and may not be distributed to any other third party.
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8. Business Consultancy
Business structuring
Designing and evaluation of various tax efficient group structuring options
Structuring and evaluation of various ways of raising funds from overseas and domestic
investors and use of various financial instruments in tax efficient manner
Designing and evaluation of different ways of routing funds through group companies
Tax impact at various stages of business (asset acquisition development sale)
acquisition, development,
Restricting share of profit / benefits / upside to the investors at pre-decided level
Type of legal entity to be float for joint venture / co-development projects
Exit strategies with minimum tax impact
Business Strategy
Framing business strategy in respect of innovation, technology, growth center, verticals,
segments, advertisement, marketing and other business units.
We also help develop strategies for joint venture, merger acquisition and strategic partnership
This document is for your company’s Management only and may not be distributed to any other third party.
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9. Management Support Services
Finance planning and management
Source of raising long term and short term fund (own contribution, HNIs, financial
institutions, commercial tie-ups etc.)
Blend and mode of different type of fund (equity, debt, loan, etc.)
Allocation of fund to different business segments
Fixation of investment period, growth center and areas to operate
period
Scheduling inflow and outflow of funds
Secretarial services & Setting up business in India
Statutory compliance and consultancy in respect of Corporate Laws, Income tax and FEMA.
Conduct secretarial Due Diligence to ensure compliance with various laws.
Formation of different forms of business entities. (Limited Co., Private Limited Co., LLP,
Partnership Firm, Trust)
Designing routes and forms of fund transfer
Obtaining necessary approvals and clearances from different government departments
This document is for your company’s Management only and may not be distributed to any other third party.
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10. Way Forward
Hiten Sheth
F-18, 7th Floor,
Everest Building,
Tardeo Road,
Mumbai 400 034
India
e:
w:
t:
m:
hiten@leverageapex.com
g p
www.leverageapex.com
+91 22 2352 6887
+ 91 98192 34981
This document is for your company’s Management only and may not be distributed to any other third party.
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