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Transcript of Leveraging over three decades of Financial · PDF fileo Project Finance o Working Capital o...
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Overview
Pioneer Investcorp (PINC) is an India-focused integrated financial services company serving mid-market companies
Three decades of experience in serving the needs of corporates, institutional & government clients and family offices
Excellent deal track record
o Successfully closed over 100 transactions
o Advised and handled deals aggregating to over INR 15,000 crore
A professional team of over 75 members with a strong entrepreneurial mindset
Presence across 5 cities – Mumbai | Delhi | Chennai | Bengaluru | Kolkata
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Differentiators & Service Areas
Relationship-driven approach
In-depth experience in dealing with Indian businesses and local promoter groups
Sound understanding of the Indian regulatory framework resulting in fast deal closures
Solutions-driven and client-first approach
Conduct driven by intellect & integrity
Key Differentiators
Investment Banking
Private Equity Advisory
Debt Syndication
M&A Advisory and Institutional Securities Trading
Key Service Areas
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Group History
Our Journey so far…
Establishment of
Lease Syndication
Business
Started
Investment
Banking and
Institutional
Trading business
Follow on issue
offering
Commenced
Equity
Derivatives
segment
Initiated Private
Equity Advisory
line of business
Launched new
businesses:-
• Portfolio
Management
Services
• Wholesale Debt
Management
• CDSL
membership
Strengthening of
Debt Syndication
and Investment
Banking
1985
1990
1995
2000-03
2005
2007-10
2011-12
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Disciplined Approach
Strong Capabilities
Diversified Presence
Robust Compliance & Governance
The PINC Edge
Strengths
In-depth research
Due Diligence & Deal Structuring
Continuous engagement with client companies
Depth of Leadership
Execution Experience
Global Best Practices with Local Expertise
Pan-India reach through 5 offices
Integrated B2B Solutions across Equity & Debt
Prestigious Clientele with long-term relationships
Strict adherence to regulations
Risk Management & Corporate Governance
Transparency in all dealings
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Full Service Spectrum
Debt
Syndication &
Advisory
Investment
Banking
Institutional
Securities
Trading
Insurance and
Reinsurance
Advisory
Service Offerings
PE Advisory
Value-added financial advisory services for optimal access to capital
Smart mid-market research ideas that provide clients with growth and value creation opportunities
Ability to execute large and complex deals
Successful track record in QIPs, preferential placement transactions and offers for sale
Strategic global partnerships for executing cross border M&A transactions, both inward and outward
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Investment Banking
Financial advisory and capital raising services for mid-market focused
companies
Expert team of I-Banking professionals with both global and domestic
deal exposure
Services include:
o Private equity advisory
o Corporate finance advisory & strategic alliances
o Debt syndication
o Mergers & Acquisitions
o Structured transactions
Research-driven mid-market focus
Track record of managing costs effectively
Innovative placement strategies
Distribution network and ability to attract investors
Key Strengths
Marquee Deals
Acquisition of Thomas Cook India
2012
INR 1,000 Crores
Takeout financing
December 2013
INR 400 Crores
MEP Infrastructure Ltd.
INR 575 Crores
Structured Debt
August 2013
Omkar Realtors & Developers Pvt. Ltd.
INR 340 Crores
Sansera Engineering Pvt. Ltd.
Private Equity July 2013
INR 850 Crores
IDBI Bank
Perpetual Bonds Dec 2012
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Strategic and tactical advice across the spectrum of debt products
Offer assistance in following areas:
o Project Finance
o Working Capital
o Offshore Finance
o Acquisition Finance
o External commercial borrowings (ECBs)
o Cross-border project funding
Expertise spans across domestic and international markets, with
cross-border experience
I-Banking: Debt Syndication & Advisory
Broad access to investors, lenders and banks
Arranging debt at competitive costs
Understanding of the debt syndication process
Comprehensive understanding of lending norms
A close knit team of professionals
Key Strengths
Marquee Deals
Takeout financing
December 2013
INR 400 Crores
MEP Infrastructure Ltd.
INR 575 Crores
Structured Debt
August 2013
Omkar Realtors & Developers Pvt. Ltd.
Lead Managers to Institutional Placement
May 2013
INR 184 Crores INR 375 Crores
Au Financiers (India) Pvt. Ltd.
Debt Syndication
Apr 2012 & Nov 2011
INR 550 Crores
Jyothy Laboratories Limited
Project Loan
January 2012
Lease Rental Discounting
July 2013
INR 350 Crores
Vital Constructions Pvt. Ltd.
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Customized solutions for project finance through
the entire deal process
Cover fund-based and non-fund-based finance
Specialize in financial appraisal of large projects Preparation of DPR (Detailed Project
Report)
Selection of appropriate
lenders
Making applications for
financial assistance
Obtaining sanctions
Completing the documentation and disbursal
process
I-Banking: Project Finance Advisory
Marquee Deals Marquee Deals
INR 235 Crores
Saraf Agencies Pvt. Ltd
Project Loan
December 2013
Service Spectrum
INR 50 Crores
Columbia Petro Chem Pvt. Ltd.
Corporate Loan
June 2014
INR 50 Crores
MEP Infrastructure Developers Ltd
Corporate Loan
July 2015
INR 75 Crores
SriVallabh Pittie Industries Ltd
Corporate Loan
September 2015
INR 50 Crores
Flexituff International
Corporate Loan
January 2016
INR 50 Crores
MEP Infrastructure Developers Ltd
Project Loan
December 2015
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Marquee Deals
Provides working capital solutions to
help clients manage their cash flow
Affordable financing options that helps
grow business while minimising risk
Offer assistance in following areas:
o Supplier’s Credit
o Buyer’s Credit
o SBLC
I-Banking: Working Capital
Trade Financing
February 2014
USD 12 million
Psons Limited
Working Capital
October 2013
INR 60 Crores
Lava International Ltd.
Key Strengths
De-centralised operation management for
fast processing and quick availability of loans
Competitive interest rates
Strong network with banks & financial
institutions
Easy documentation process
Experienced professional team
Working Capital
July2015
INR 60 Crores
Associated Stone Industries (Kotah) Ltd
Takeout Financing
January2015
INR 105 Crores
Orange Group SPVs
Corporate Loan
October 2014
INR 50 Crores
Platinum Textiles Ltd
Term Loan
July2016
INR 55 Crores
NDTV Convergance Limited
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Extensive experience in real estate across products,
funding structures & sizes
Consistent, speedy and reliable delivery of transactions
Services include:
o Construction / Project Finance
o Balance Sheet Funding
o Lease Rental Discounting
o Loan against Property
o Refinancing / Consolidation of Existing debt
Real Estate
Marquee Deals
INR 375 Crores
Construction Finance
November 2013
Forum Group
Network of relationships
Sector Knowledge
Multiple product portfolio
Quick turnaround
Large dedicated pool of experienced specialists
Key Strengths
INR 325 Crores
Debt Syndication August 2013
Omkar Realtors & Developers
Pvt. Ltd.
INR 75 Crores
Forum Group
Construction Finance
October 2015
INR 60 Crores
Neelkanth Group
Construction Finance
January 2014
INR 60 Crores
Bestech India Private Limited
Structured Debt
June 2015
INR 70 Crores
Indiabulls Alternate
Investment Fund
Raised Capital
October 2015
INR 30 Crores
ICICI Prudential Alternate
Investment Fund
Raised Capital
October 2015
INR 280 Crores
Ecstasy Realty Private Limited
Structured Finance
November 2015
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I-Banking: PE Advisory
End-to-end advisory services in the private equity space
Advise both listed and unlisted companies in raising
growth capital in the mid-market segment
Team of professionals having experience in advising and
executing PE transactions across sectors
Services include:
o Venture Capital
o Structured Finance
o Special Situation Finance
o Growth Capital
o Buyout / Control transactions
Strong deal sourcing capabilities
Superior industry knowledge & promoter access
Strong relationships with key private equity
players
Deep knowledge of PE investment process
Valuation & Deal structuring expertise
Understanding of regulatory and compliance
requirements
Key Strengths
INR 340 Crores
Sansera Engineering Pvt. Ltd.
Private Equity July 2013
Marquee Deals
INR 100 Crores
Jyothy Fabricare Services Ltd.
Private Equity April 2011
INR 225 Crores
Dewa Projects
Private Equity January 2011
INR 225 Crores
Rohan Lifespaces
Private Equity December 2010
INR 80 Crores
Enzen Global Solutions Pvt. Ltd.
Structured Equity July 2014
INR 300 Crores
Bill Forge Pvt. Ltd.
Private Equity January 2015
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Leading arranger and underwriter in the institutional securities market
offering innovative products and services
Offers trades in products like:
o Treasury bills
o Government Securities
o State Development Loans
o Non SLR Bonds
o Corporate Bonds
o Money market instruments like Certificates of Deposit, Commercial
Paper, Inter- Corporate Deposits, Call & Notice Money Deposits.
Institutional Securities Trading
Local / Domestic market knowledge
Strong distribution network
Sound structuring expertise
Trading backed by innovative mid-market research
ideas
Professional team and innovative transactions
Key Strengths
Marquee Deals Marquee Deals
INR 850 Crores
IDBI Bank
Perpetual Bonds December 2012
INR 500 Crores
Union Bank of India
Tier II Bonds December 2012
INR 175 Crores
Central Bank of India
Perpetual Bonds December 2012
INR 150 Crores
Shriram Transport
3 year NCD December 2012
INR 100 Crores
Tier II Bonds December 2012
Oriental Bank of Commerce
Arrangers for Redeemable NCDs
April 2013
INR 100 Crores
Sole Arranger for Placement of 9.35% NCD
June 2016
INR 252 Crores
Adani Ports & SEZ
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Group Leadership Team
Gaurang Gandhi, Managing Director
Over 30 years of professional experience across
financial services mainly investment banking, leasing,
structured products and project finance
Qualified Chartered Accountant
Sushant Kumar, Director & CEO
Nearly 30 years of experience in corporate banking, SME
financing, institutional sales, loan syndication and capital
markets advisory
Masters of Economics, Guwahati University; Global
Executive Leadership Program, University of Michigan
and Certified Associate of the Indian Institute of Bankers
Rakesh Bhatia, CFO & Head – Compliance
Responsible for risk management and corporate
governance best practices across the group and various
business functions; specializes in resource mobilization,
dealing with banks and financial institutions
Qualified Chartered Accountant and Company Secretary
Hemang Gandhi, Director
More than 20 years of experience in the financial
services industry, with a focus on investment banking
Bachelors of Commerce, Mumbai University
Jeevan Adya, Director
Over 34 years of experience in Marketing & Business
Development
Management Graduate from IMDR (Pune)
Ketan Gandhi, Director
Over 20 years of comprehensive equity market experience
with key strengths in stock picking and developing corporate
relationships
Bachelor’s of Commerce, HR College of Commerce, Mumbai
Sandeep Shenoy, ED-Equities
Over 25 years experience in Research, Equities and
Investment Banking specialised in mid-market companies
and growth capital raising
Holds an engineering degree from Goa Engineering College
and a Masters degree from Mumbai University
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Strong Corporate Relationships
Real Estate
Manufacturing & Mining
Insurance Infrastructure Auto
Financial Services
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DELHI
812, 8th Floor, Kailash Building, 26, Kasturba Gandhi Marg, Connaught Place, New Delhi- 110 001. Tel: +91 11 4516 6705 Fax: +91 11 4516 6704 Mumbai
New Delhi
Bengaluru Chennai
Kolkata
KOLKATA
Flat No.GF-1, Ground Floor, Block B, Tivoli Court, 1C, Ballygunge, Circular Rd, Kolkata – 700 019. Tel: +91 33 4064 7970 Fax: +91 33 4064 7971
Registered Office:
MUMBAI
1218, 12th Floor, Maker Chamber V, Nariman Point, Mumbai 400 021. Tel: +91 22 6618 6400 / 022-6618 6633 Fax: +91 22 6618 6623
CHENNAI
Vasanth Business Centre 86 TTK Road, Alwarpet, Chennai 600 018. Tel: +91 44 4214 2914 Fax: +91 44 4214 2914
BENGALURU
409, 4th Floor, House of Lords No. – 15&16, St. Marks Road, Bengaluru – 560 001.
Sushant Kumar – Director & CEO
Email: [email protected]
Hemang Gandhi - Director
Email: [email protected]
Sandeep Shenoy - ED-Equities
Email: [email protected]
Contact Us
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Disclaimer
The information and material provided in this presentation do not constitute an offer or solicitation for the purchase or sale of any security and
financial instrument. The information may be obtained from various sources and PINC and/or its affiliates do not represent that the
information is accurate or complete, and it should not be relied upon as such. PINC accepts no liability whatsoever for any direct or
consequential loss arising from the use of this material or its contents. All estimates and opinions provided herein constitute the original
researcher’s judgment as of the date of the report and may be subject to change without notice. PINC will not be responsible for the
consequences of reliance upon any opinion or statement contained herein. The returns on the products discussed in this material are not
guaranteed by any bank unless specifically stated and are subject to investment risks, including possible loss of the principal amount invested.
An investment in any product should be made only after careful study of the most recent sales prospectus, term sheets, relevant fund
regulations and basic legal information contained therein. Furthermore, investments in foreign currencies are subject to exchange rate
fluctuations. Before entering into any transaction, you should consider the suitability of the transaction to your particular circumstances and
independently review (with your professional advisors as necessary) the specific financial risks as well as legal, regulatory, credit, tax and
accounting consequences.