Intelligence is to Innovate

Intellivatecapital

OUTLINE

1. INTRODUCTION

2. BOTTLENECKS FACED

3. DIFFERENTIATORS

4. SERVICE SPECTRUM

5. DELIVERY PLATFORM

6. CLIENTIELE

7. CORE TEAM MEMBERS

8. COMPLETED TRANSACTIONS

Intellivatecapital

INTRODUCTION

Intellivatecapital

A Boutique Corporate Advisory firm specialized in providing customized solutions for long term sustainable value creation.

Fulfills grooming role during the incubation & growth phases and thereafter as ongoing strategic partner.

The key personnel have a combined experience of more than 30 years in areas of Private Equity / Business Restructuring / Capital Market Advisory / Transaction Advisory

Presence across all the major entrepreneurial hubs in India.

Area of expertise includes Business Development, Strategic Alliances, Structuring, Fund Raising, Legal & Regulatory Advisory, Taxation & Accounting either directly or through any of its associate entities

BOTTLENECKS FACED

Majority of growing businesses in India are primarily traditional / family owned

Great technical expertise but inefficient financial management

Lack of quality advice and process management support at all stages

Structural issues with respect to entity creations, group business holdings, funding mix making businesses either non-bankable, tax inefficient & unattractive

Funding requirements to fuel growth No single point of contact to resolve financial

difficulties

Intellivatecapital

DIFFERENTIATORS

Intellivatecapital

Engaging with promoters & management to strategize on all their business interests

Identifying core and high value businesses from non core assets

Creation of a tax efficient group structure which acts as a growth engine

Sourcing funds in the form of debt / equity / structured instruments at fair valuations as per the stage of business life cycle

Assistance in providing accounting, regulatory & compliance advisory, taxation advisory & legal advisory at all stages Idea is to create a comprehensive ecosystem of

financial services to help kick-start & continue on a growth trajectory over a long term

SERVICE SPECTRUM

Intellivatecapital

DELIVERY PLATFORM

Intellivatecapital

Associations

Helps us give exponential reach!

CLlENTELE– AN ILLUSTRATIVE LISTOrganization Nature of Service

West Pioneer Properties (Listed AIM)

Business & Financial Structuring

Sugal & Damani Group (Unlisted)

Fund Raising & Transaction Advisory

Mandhana Industries (Unlisted)

Corporate Structuring & Capital Market Advisory

Pennar Industries Ltd (Listed) Financial Restructuring & Fund Raising

Golden Group (Unlisted) Business Restructuring & Transaction Advisory

Intellivatecapital

Organization Nature of Service

Panamax Group (Unlisted) Business Restructuring, Financial Restructuring & Fund Raising

Organic Recycling Systems (Unlisted)

Venture Funding & Mentoring

Hardcastle & Waud (Listed) Financial Restructuring

Global Trendz (Unlisted) Business Structuring, Legal & Regulatory Advisory

GKB Group Business Restructuring and Strategic Advisory

Hardcastle Group (Mc Donalds India)

Advisors to Promoters

Firestar Group Advisors to Promoters

CLlENTELE– AN ILLUSTRATIVE LIST

Intellivatecapital

CORE TEAM MEMBERS MR. MANISH MODI - CEO

All India ranker in CA, CS & DISA exams & a Practicing CA with 14 years experience in various aspects of Financial Engineering, Corporate Restructuring and Strategic Decision Making.

Advisor to Corporates for raising funds, private equity, IPO, FPO, GDR, ADR, QIP, FCCB etc

Also an expert in Internal Audit and regulatory compliances, has been involved in special investigation audits.

MR. SUHAS GAWALI – PRINCIPAL CONSULTANT A Chartered Accountant with over 8 years experience in diverse

business environments such as Manufacturing, Consulting and Financial services.

Role is focused on Financial Analysis, Corporate Advisory, Restructuring, Fund Mobilization, Infrastructure Advisory, Financial Modeling and Valuations.

Intellivatecapital

CORE TEAM MEMBERS MR. INDERPREET SINGH CHADHA –VICE PRESIDENT

A Chartered Accountant with over 7 years of experience and expertise in various aspects of Corporate Restructuring, Private Equity Syndication and related Capital Market Advisory Services.

Has sound experience in Due Diligence Analysis and is involved with preparing Investor Presentations and Business Plans, Financial Modeling and Valuations.

Ms. SWATI GUPTA – ANALYST A Chartered Accountant with over 5 years of experience in the

Transaction Support services and Valuation Services. She handles Due Diligence transactions and is also involved with Legal and Regulatory functions relating to Corporate Law matters, Investor Relations and others.

Intellivatecapital

Intelligence is to Innovate

IntellivatecapitalCOMPLETED TRANSACTIONS

QSR space

Intellivatecapital

Ophthalmic Lenses space

Intellivatecapital

Waste Management (Infrastructure)

Intellivatecapital

Financial Services SpaceUnstructured GroupUnstructured Group Re-structured Group

Reverse

Merger

Reverse

Merger

Listed VehicleListed Vehicle

Private Equity

Intellivatecapital

Real Estate

Intellivatecapital

Intelligence is to Innovate

IntellivatecapitalCURRENT MANDATES

Active Deals

Sector Transaction Type

Deal Size (INR)

Media & Entertainment – Exhibition Fund Raising 25 cr

Integrated Cold Chain Logistics Fund Raising 75 cr

Printing Solutions (E-Com Assisted Model)

Fund Raising 15 cr

Payment Solutions Fund Raising 60 cr

Ice Cream Retail (FMCG) Fund Raising 25 cr

Jewelry Retail Sell Side 20 cr

Solar Plant Sell Side 70 cr

Education Focused MFI Fund Raising 5 – 15 cr

Media & Entertainment – Online Channels

Fund Raising 4 cr

Media & Entertainment – Music Education

Fund Raising 2 cr

Manufacturing – Speciality Construction

Fund Raising 50 cr

Sugar Plant Sell Side 50 cr

Auto Industry – Automation Sell Side 15 cr

Thank You

IntellivatecapitalIntelligence is to Innovate