SME VALUE ADVISORS

EMPOWERING EMERGING CORPORATES/SMES BECOME BETTER

AND MORE VALUABLE
Value Ideas Investment Services Pvt. Ltd.
502, A-Wing, Delphi,
Hiranandani Business Park, Powai,
Mumbai - 400 076, INDIA
Contact person - Ms. Sheetal Shah, Business Manager
Phone +91 9821464604
sheetal@smevalueadvisors.com
Agenda
1.
Vision and Mission
2.
Minds at Work
3.
Our Advisory Board
4.
Core team a glimpse
5.
Business solutions
6.
Business solutions typical roadmap
7.
Why should you choose us
8.
Value proposition with us
We add value to you at every stage
Established
Stage
Growth Stage
Nascent Stage
Vision
Contribute
constructively
towards
development and
growth of emerging
corporates/SMEs and
take at least 5
partner SMEs to $1
Bio valuation club in
next 10 years.
Mission
Partner with
emerging
corporates/SMEs to
make them better
and more valuable
through helping
them improve
internal and external
value drivers
Minds at work
We are a team of similar minded, energetic, enthusiastic and value centered
individuals. We all come from diverse academic and professional backgrounds with
one thing common - value creation attitude.
Our guides - Advisory Board
Arvind P. Mathur, Chairman, Private Equity Pro Partners; around 35 years
experience, which includes Head, capital markets at the Asian
Development Bank (ADB) and senior capital market and advisory roles at
Citibank and Standard Chartered Bank.
V. Nagesh, Director, Ameya Retaility Pvt. Ltd.; around 20 years experience
as an investor, business man and part of organizations like CRB Daewoo
Securities Ltd., Goda and Company, Stock Holding Corporation of India.
Chetan Parikh, director and co-founder, Jeetay Investments Private Limited;
around 30 years experience as an investor both in public and private
markets.
Dr. Shirish Gupte, CEO and Managing Director, ICT-Kitara Capital Joint
Venture, Oman; around 25 years experience in private equity capital raising,
mergers and acquisitions, business development, technology sourcing and
joint venture, financial and general business advisory and strategic planning.
Core team a glimpse
Manish Bansal, CEO, brings to team over 17 years of experience in diverse
fields including listed and unlisted space investing, sales and business
development, regulatory and business analysis.
Sunil Gupta, Managing Director, brings to the team 35 years of SME
business, legal, taxation and real estate experience. He is also an investor
both in listed and unlisted space businesses.
Dr. Anil Menon, Senior consultant, brings to the team more than fifteen
years of experience in the field of Financial Services & Investment Banking.
He is known for his skills on Financial Modeling, Business Valuation,
Mergers and Acquisitions and issues in Family Managed Businesses (FMBs).
To see detailed profile of core team and profile of other team
members, kindly visit www.smevalueadvisors.com
Pankaj Budhiraja, Director, brings to the team over 19 years of experience
across Investment Banking, Retail/NRI Banking and Wealth Management.
His focus, at present, is on Private Equity (PE) fund Raising and Mergers and
Acquisitions (M&A).
Business Solutions
Business
Solutions
Fund
Raising
Credit
Rating
Growth and
Scalability
Mergers
and
Acquisitions
Business
Transformation
Talent
Improvement
Legal and
Compliance
Organization
Restructuring
Risk
Management
Wealth
Management
Business Solutions
Fund Raising
Solutions
Pitch book
preparation
Information
Memorandum
Preparation
Business Valuation
Debt Capital Raising
from Banks
Equity Capital
Raising from
Institutional
Investors and HNIs
Listing of companies
on Stock Exchanges
Research report
preparation
Credit Rating
Solutions
Facilitation of
interface with rating
agencies on
sourcing credit
rating
Internal
transformation of
businesses for credit
rating enhancement
Growth and
Scalability
Solutions
Design of Strategic
Action Plan (SAP) on
growth and
scalability
Execution of SAP
with businesses
Branding and
Positioning
strategies to reach
out customers
Monitoring and
control of the
delivery of SAP
Mergers and
Acquisitions
Solutions
Buying and Selling
of businesses
Joint Ventures
facilitation
Business Valuation
Pitch book
preparation
Negotiation and
closure on
documentation
End to end closure
of M&A
transactions
Integration of
acquired businesses
Business
Transformation
Solutions
Analysis of both
qualitative and
quantitative
dimensions of
businesses
Design of Strategic
Action Plan (SAP)
for business
transformation
Execution of SAP
with businesses
Monitoring and
control of the
delivery of SAP
Business Solutions
Talent Improvement
Solutions
CEO/Top
management
coaching
Development of
leadership pipeline
in businesses
Custom designed
training solutions
for specific needs of
businesses
Legal and
Compliance
Solutions
Preparation of
checklist on legal
and compliance
issues
Design system for
execution and
monitoring of legal
and compliance
checklist
Legal and
compliance
outsourcing
Organization
Restructuring
Solutions
Establish credible
advisory board
Design organization
structure
Segregation of
ownership and
management
Setting up Standard
Operating
Procedures for
various functions.
Design of
Management
Information System
for efficient
monitoring and
control
Separation strategy
at ownership and
management level
Risk Management
Solutions
Identification of
risks in businesses
Design of Risk
Management Policy
Training of officials
on Risk
Management
Risk Management
Policy Execution
Design MIS system
for monitoring and
control of risk
management
strategy
Family Office
Advisory
Consolidation of
family assets
Management of
family assets
Wealth transfer to
next generation
Business Solutions Typical Roadmap
Phase I
Diagnosis of
challenges
Phase II
Analysis,
research and
solution
design
(Strategic
Action Plan)
Phase III
Execution of
Strategic
Action Plan
Results
Monitoring
and control
SME
SME VALUE
ADVISORS
Collaborative efforts
Why should you choose us?
Relationship oriented approach (not transactional)
Execution oriented approach (not advisory)
Extensive product range value add at every stage of business
Track record of value creation
Majority of our payouts are success based Aligned interests
Transparency and Honesty High integrity
Balance Sheet availability
Value Proposition with us..
Competence of team
Regulatory
Consulting
Investing
Banking
Investment banking
Organization
development and
design
Information
technology and
systems
Operations
Branding and
positioning
Marketing and
customer outreach
Risk management
Real estate
Demonstrated track
record
Successfully
delivered solutions
across multiple
domains of clients
Educational
infrastructure
Real estate
Logistics
management
Telecom
infrastructure
Banking and
financial
institutions
Manufacturing
Relationship base
Established strong
relationships with
PE firms, VC firms,
HNIs, Banks and
Financial
Institutions
Stock Exchanges
Rating Agencies
Regulators
Culture
Entrepreneurial
Forward looking
Positive
Constructive
Intellectual
Result oriented
Thank you