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KAG Group Brochure
- 1. KAG Group Within adecade of inception, KAG has grown to be a prominent corporate advisory group and a full-service investment banking company in the region. The group has emerged as a thought leader, by seeking out-of-the-box solutions in today’s complex world. Conceptualised by a group of self-reliant and complementing professionals, KAG engages more than 250 business houses in the region. Our client portfolio constitutes several leaders in their respective industries. They approach us for bespoke solutions based on our domain expertise and insights in capital raising and advisory.
- 2. Corporate Advisory Services AtKAG, we thrive on complexities and challenges; high- stake decision making with aggressive timelines aren’t new to us. We combine business, functional and technical skillsets to create solutions and strategies for our clients and help them emerge as clear leaders. We create need-based solutions fully customised to the client’s organisational culture and processes. Our corporate advisory practice is led by senior professionals with subject matter expertise in banking, audit & taxation, corporate law etc., thereby delivering top- notch advice and execution services to our clients which complement their growth strategies.
- 3. Corporate Advisory Services CFOASSIST Turnkey F&A Solutions – Fully managed outsourced finance department encompassing required CFO support, all controller and back office activities. CFO & Analytical Support – Provides critical advisory and analytical support executives for companies at any stage. Others - Funds management & planning, Banking relationship, MIS reporting, Compliances, Costing and Analysis TRANSACTION ADVISORY Credit-rating Consulting & Assistance – Companies, Debt & Structured Products Project reports, Business Plans & Financial modelling Financial due-diligence, Pre-IPO preparation & IPO grading Business & Asset Valuation INDIA ENTRY SERVICES Incorporation services, Government approvals, Industrial regulations advisory AUDIT, TAX & CORPORATE LAW Comprehensive audit services Tax Advisory - Business tax advisory & compliance, tax accounting, risk advisory, services Corporate & Commercial Law – India entry & new business advisory, M&A, Real Estate, IPR, JVs & Collaborations, Due Diligence etc. STRESSED ASSET ADVISORY Financial restructuring & Turn-around management Asset Reconstruction planning & advisory Assets servicing & Lenders’ advisory Distress Financing, M&A, Asset Sale Domain Expertise Automobiles Capital Goods Chemicals Education FMCG Food & Beverages Healthcare Hospitality Infrastructure Logistics Pharmaceuticals Power Printing & Publishing Real Estate Renewables Retail Technology Waste Management
- 4. Debt Syndication Liquidity managementis a critical function for any business, whether it is for short term obligations or for business expansions. We understand the needs of different industries and offer matching products and services to our clients. We also create specific products exclusively to address special situations of clients. We work very closely with Financial Institutions, Housing Finance Companies, Public & Private sector banks, Non- Banking Companies, Asset Management Companies etc., in India and abroad and are abreast with the latest products in the market.
- 5. Debt Syndication SHORT TERMFUNDS Term Loans, Working Capital funding through Cash Credit, Over draft, Packing Credit, Export Finance, Purchase & Sales Bill Discounting, PROJECT FINANCING & LONG-TERM FUNDS Indian Rupee & Foreign Currency Term Loans, External Commercial Borrowings, Export Credit Agency backed long-term debt, Other lines of Credit, Subordinated debt & Mezzanine Financing, FCNR (B) Loans, Corporate Loans (against hard collateral) STRUCTURED TRADE FINANCE Prepayment/pre-export finance, back-to-back letters of credit, invoice financing, facilities for intermediaries and Export Credit Agency (ECA) Financing. OTHERS M&A Financing, Asset Backed Financing, Structured Finance (like high-yield mezzanine or equity linked debt, Placement of CPs, NCDs and bonds, Credit-linked notes, Placement to institutional investors under SEBI QIP Guidelines, Lease Rental Discounting, CAPITAL MARKETS Loans against Securities, Margin Funding, Promoter Funding, IPO Financing, ESOP Financing . NON-FUND BASED PRODUCTS Bank Guarantee, Performance Guarantee, Letters of Credit, Buyers Credit etc. SUPPLY CHAIN FINANCING Dealer/ Vendor Financing REAL ESTATE FINANCING Land finance, Construction Finance, Inventory discounting, Non-Convertible Debentures, Structured Finance INFRASTRUCTURE FINANCING Structures in Public-Private Partnerships, ECB, Power Project financing ( against Purchase Agreement with Government), BOT type contracts on road infrastructure, Sector subsidy funds (Hospitality and Entertainment, Technology & Innovation etc.), Social Impact Funds etc. INTERNATIONAL FINANCING Cross-border JV Financing, Turn-key projects, Pre & Post Shipment Credit ASSET FINANCING Hire Purchase, Operating / Financial lease
- 6. Investment Banking Services Equityinfusion is like adrenalin rush, which energises the business and scales it to new levels of growth. Whether it is a significant growth opportunity through acquisition/ merger or to de-risk personal capital or net- worth diversification, we bring business sense and deep sectoral experience to address them all. We network very closely with Industry Experts, Syndicates, Private Equity & Venture Capital firms, Family Offices and Fund Managers of several Collective Investment Schemes to match our client’s requirement
- 7. Investment Banking Services InformationCollection & Collateral Preparation Review the business model, financial results Develop & refine financial model & projections Prepare Information Memorandum Analyse structure & timelines Valuation & Structure Analysis Establish valuation based on standard models Devise funding options based on valuation/ structural goals Analyse transaction structure alternatives Road Shows Identify potential investors Coordinate preliminary meetings Shortlist prospective investors & solicit term-sheets Bid Evaluation Compare & Analyse bids and considerations Select investor and sign exclusive term-sheet Due Diligence Coordinate due-diligence process Transaction Closure Prepare & negotiate a definitive agreement Coordinate requisite regulatory approvals Close transaction and issue shares to investors INVESTMENT BANKING SERVICES MERGERS& ACQUISITIONS MANAGEMENT BUY-OUTS VENTURE CAPITAL & HNI INVESTMENTS CROSS BORDER TRANSACTIONS VALUATION & FAIRNESS OPINIONS PRIVATE EQUITY Scope of our services
- 8. Private Wealth Warren Buffetonce said, “It is not necessary to do extraordinary things to get extraordinary results.” At KAG, we love to interact with our clients through their own channels and at their own pace. But we try to have the right conversations, which are centered around them and their dreams, in a transparent and personalized way. Our endeavour is to understand our clients’ needs and intentions, then ‘work within the system’ to create solutions to help them. This is our recipe to unique client experiences. In addition, we use this knowledge to offer holistic wealth solutions, encompassing areas such as tax, trusts, estate and retirement planning, risk management etc.
- 9. Private Wealth We arecommitted to help our clients reach their life goals. We offer professional services with integrity and transparency. We believe in being objective and impartial and not to be subordinated to personal gain or advantage.. We maintain highest level of confidentiality and undertake thorough diligence on our service process and delivery. PLANNING In today's uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Whether you are an affluent individual or in the process of building your wealth, the plan helps you see the big picture and set life goals. STRATEGY A financial strategy has to start early, continues for a life time and largely depends on the key phases of one's life, the risk appetite and the liquidity requirement. Spending, saving and budgeting also play crucial roles in developing the strategy. One should also be prepared for contingencies and plan ahead for the dependents in case of an eventuality. RESULTS Result of a financial plan is a joint effort between the client and the planner. One should set realistic and measurable goals, understand the effects of each financial decision and periodically evaluate the progress. Differentiated Products Equity Portfolio Management Strategies Dividend Yield Equities Fixed Income Funding Global Investment Products* Mutual Funds Lending Portfolio Management Services Private Equity Real Estate Structured Products* Other Alternatives Services Depository Estate Planning Financial Planning International & Domestic Investment Strategy* Private Trust formation* Risk Management Tax Planning Wealth Management Will Creation* *Through our select partners
- 10. India Access Strategy Differentcultures, Different languages, Different approaches. But as the quote goes, India is the land of Infinite Power, Endless Possibility and Boundless Opportunity. With one of the best GDP growth rates, demographic and foreign exchange advantage, Indian market is attracting global collaboration. Investment flow into almost every sector (Education, Food, Energy, Infrastructure, Health Care and Retail) of the Indian economy is creating a historic opportunity for entrepreneurs and SMEs worldwide to enter India.
- 11. India Access Strategy MarketIntelligence Primary* & Secondary research Market & Industry analysis Target company profiling Business viability analysis Competition Landscape Strategy formulation & Business Plan Incorporation & Business Set-up Company formation & structuring Incubation, Product registration Regulatory advice Corporate Law & Taxation Vendor & other business contracts Executive Search* Due Diligence Financial due diligence Regulatory approvals Intellectual Property clearances* Sales processes & performance Market Mapping Business vendors Distributors/ Sales Partners Acquisition targets *Through our select partners Entering India comes with multifaceted steps and procedures. For new-comers without deep insight into the regulatory policies and structures of Indian markets, it might be a challenging task. We propose a long-term support framework for our clients through our sector and technical experts. We have the capability and consulting strength in multiple industries and functions across the country at any stage or in any transaction structure. JOINT- VENTURES CAPITAL MARKETS M&A PUBLIC RELATIONS OUT- SOURCING SUPPLY CHAIN MANU- FACTURING GREEN- FIELD FDI R & D SOCIAL IMPACT TRADE FRANCHISING TECHNOLOGY
- 12. Business Development While manybusinesses have top-notch sales teams with skillsets and capabilities to pursue new business opportunities, many of them seem to pursue only immediate opportunities and often don’t have the bandwidth and are too expensive a resource to concentrate on building new pipeline. We work with clients that realise the need for a dedicated Business Development function which can articulate complex messages to senior executives, utilise the same advanced sales skills and methodologies the sales teams are deploying, build and execute target account plans in conjunction with top management, and work collaboratively to develop the opportunities they find beyond the first engagement to maximise the pipeline generated, reduce funnel leakage and ensure that sale expenditure is invested wisely.
- 13. Business Development Over thelast 20 years, KAG Partners collectively and individually developed relevant networks which has proved effective in new business leads for our clients which ultimately contributed to the bottom line. Market Researchers Management Consultants Family Offices Regulatory Bodies Academic Institutions Professional Marketers Subject Matter Experts Business Leaders Investment Bankers Industry Associations Trade Organisations Cross-border investment forums High Net-worth Influencers Media Tax Specialists Commercial Banks
- 14. Real Estate Real estateconstitutes a significant allocation in most of our client portfolios. With access to more than 100 micro consultants and realty professionals in India and abroad, we tap our resources and apply our insights to advise our clients to make the best decisions in real estate. Our regional experience and domain expertise backed by our extensive network, duly supported by our lending partners, allows us quick access and closures of the most relevant real estate opportunities, thereby enhancing value to the clients who owns, occupies or invests in real estate through us.
- 15. Real Estate CAPITAL MARKETS •Real Estate Private Equity, REITs • Sale of Leased Property (Investment Sales) • Investment Acquisitions • Investment Disposals CORPORATE FINANCE • Sales lease back structuring & execution • Transaction Structuring • Fund raising (Equity or Debt) • Mergers & Acquisitions • Joint Ventures REAL ESTATE FINANCING • Land finance • Construction Finance • Inventory discounting • Non-Convertible Debentures • Structured Finance INTERNATIONAL FINANCING • Foreign Direct Investments • Collective Investment Schemes • Business Trusts ASSET FINANCING • Home Loans • Mortgage backed credit • Rental Discounting LEASING CREDIT EQUITY INVESTMENT SALE JOINT VENTURE PRIMARY & SECONDARY MARKET ADVISORY SERVICES OFF SHORE RENTAL DISCOUNTING END-USE & OWNERSHIP CLIENT
- 16. Advisory Board C KKERALA VARMA: Mr. Varma, retired as a Deputy General Manager handling corporate credit in State Bank of India, has 36 years of premier banking experience with acquired expertise in credit products (appraisal and follow-up, project finance, rehabilitation, restructuring, financial re-engineering), having handled corporate, mid-corporate and SME credit in Chennai, Bangalore, Hyderabad, Kochi, Visakhapatnam Thiruvananthapuram,, Mumbai, Delhi, Kolkata, Ahmedabad, Baroda, Bhopal, Chandigarh, Ludhiana and Lucknow. N SUBRAMANIAN: Mr. Subramanian is a Fellow Member of the Institute of Chartered Accountants of India having qualified in the year 1984. He has over 20 years experience in the profession of Accountancy and allied areas. He is the senior Partner of the firm Subramanian & Swaminathan which he established in the year 1987. S DEVARAJ: Mr. Devaraj has 25 years of independent practice as Chartered Accountant with in-depth exposure in taxation (Direct and indirect) corporate law, MIS design and implementation, project reports, project implementation, management of time and cost overrun in addition to costing, accounting and audit. O MATHEW JOLLY: Mr. Jolly has 25 years of rich experience in the area of banking operations, corporate credit, international trade and financial transactions through a long stint in a large corporate entity focusing on the finance and treasury functions. He is also adept in the implementation and enforcing of strict internal audit system in all financial operations. P J GEORGE : Mr. George is a senior and distinguished practitioner in the High court of Chennai, having been in practice for over 45 years and specializes in drafting and conveyancing and advises over 30 builders and developers in the region, apart from several large multinational and local corporates as clientele. He is also in the advisory panel of many banks and financial institutions. For routine work, he has a team of juniors, and also has access to senior consultants in specialized fields SWAMINATHAN GANESH: Mr. Ganesh has over 35 years of rich experience in financial consulting. As a senior finance professional he has handled a variety of assignments in private equity, restructuring of companies and mergers & acquisitions. His widespread networks in business and industry circles are a valuable and add significant value to the clients. P N SWAMINATHAN: Mr. Swaminathan has over 35 years of rich experience in financial services consulting. As GM/VP at IFCI & IFIN, he has acquired hands-on experience in Credit Appraisal & Underwriting, Monitoring, resolution of Non- Performing Assets, recovery processes like DRT, SRFAESI, provisioning & CDR etc. He is also well experienced in Capital Markets & Commodity broking. N JAYANTHI: Mrs. Jayanthi has specialized in taxation, corporate law, compliance with Company Law Board rules and regulations, IFRS implementation, business valuation, banking and audit of trusts/NGOs in her 23 years of practice as a Chartered Accountant.
- 17. Executive Leadership ANOOP GEORGE:Anoop is the founder of KAG Group. Before he started KAG, Anoop was heading Corporate Finance portfolio of a national NBFC. He brings over 20 years experience in capital raising, restructuring, recapitalisations and operational excellence. He works closely with several corporate boards, investors, creditors and senior management on developing business strategies and maximising shareholder value. ABRAHAM MATHEW MARRATE: Abraham brings over fifteen years of institutional sales background from industries like telecom, finance and insurance. Throughout his career he has driven client acquisitions through building multiple business accretion channels. ARUN ARAVIND: Arun has more than 15 years experience in financial markets, primarily in institutional treasuries and capital market products. In his last assignment, he was heading the regional business for a top-rated mutual fund. Prior to that he has set up new business territories for Global Asset Management companies in India, Middle East & North Africa BIJU KURUVILLA: As a career banker, Biju has over 15 years of progressive experience in retail consumer and corporate banking with special focus on Investment Banking and Private Wealth Management. He has worked with a few of the largest foreign and Indian multi-national commercial banks and investment banking companies. DANNY THOMAS: Danny held several key positions in India and abroad, covering manufacturing and operations in his eighteen year career with a global footwear major. During his tenure, he advised clients on technology, supply chain management, international trade and regulatory framework DINU KURIAN ALEXANDER: With more than eighteen years experience in Food & Beverages, Banking & Financial Services and Healthcare, Dinu specialised in large team management, with an eye for quality. He has also owned marquee client relationships and overseen several large transactions. SAJI PHILIP: A marketing specialist with more than seventeen years of experience, Saji comes from a multidisciplinary background . He has had stints in areas of Human Resources Consulting, International Industrial Sourcing, Food & Beverages, Hospitality etc. Saji is also a motivational speaker and trainer. SANKARA BALAJI: Balaji specialized in accounting and finance during his stint in various industries like media & publishing, public relations etc. He was one of the early members of the KAG team and has a deep understanding of financial structuring and lending products. SUBRAMANIAM VISHWANATHAN: With over fifteen years in telecom industry covering key account relationships, product and customer life cycle management, marketing communication and distribution, Subramaniam has demonstrable skills in strategizing, conceptualizing, launching and improving several businesses.
- 18. Contact us Disclaimer CHENNAI ‘Jasmina’Second Floor, 30/5 Cooperative Colony (Behind Park Sheraton Hotel) Shriram Nagar, Alwarpet, Chennai – 600018 Phone: +91 44 42154022 BENGALURU No. 916, B Wing, Mittal Tower, M G Road, Bangalore – 560001 Phone: +91 80 41250173 or 65700700 KOCHI 34-2554, T P Road (Behind Modern Food Industries) Edappally P O, Kochi – 682024 Phone: +91 96000 05565 Please send in your enquiries to manager@kagfactors.com . . The material in this presentation has been prepared by KAG Group and is only general background information about KAG’s activities as on the date of this presentation and is not an offer document. This information is given in summary form and does not purport to be complete. Information in this presentation should not be considered as advice or a recommendation to clients or potential clients in relation to securing our services and does not take into account your particular objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information having regard to these matters, any relevant offer document and in particular, seek independent advice. KAG does not undertake any obligation to publicly release the result of any revisions to this presentation to reflect events or circumstances after the date hereof. While due care has been used in the preparation of this note, actual deliverables may vary based on the specific scope of work.