avendus_campus presentation 2014

8/11/2019 Avendus_Campus Presentation 2014

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September 2014


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Part 1


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FINANCIAL ADVISORY

Mergers & Acquisitions

PE Syndication

Structured Finance

WEALTH

MANAGEMENT

ALTERNATIVE ASSET

MANAGEMENT

Public Markets

Full-service financial services firm

Expertise in Financial Advisory, Structured Finance, Publi c Equities,Alternat ive Asset Managementand Wealth Management

Wide range of financial solutions for clients including corporate, institutionalinvestors,and high networth families

Front End Presence in India, US & UK

Registered with FINRA in US & Financial Conduct Author ity (FCA) in UK

Total of 120+ employees globally

Extensive domain knowledge

Deep insight into multiple sectors: IT & Outsourcing , Consumer,

Industrials, Lifesciences, Infrastructu re, Digital Media & Technology,

Real Estate

Strong track record

Closed over 69 M&A transactionsand 58 PE transactions since 2007

Raised over INR 30 bnin capital market funds (IPO/QIP) since 2008

Managing wealth of 150+ famil ieswith cumulative AUM of overINR 24 bn

AUM of INR 2 bnthrough Avendus Fund II and III consistently outperformingthe benchmark indices

COMPANY OVERVIEW 3Part 1


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Descript ion Track record Strengths

M&A

Comprehensive research and

outreach across sectors

Understanding of Cross-border

norms of engagement & Legalrequirements

Ability to run global sell processes

69 M&A transactions

since 2007

45 cross-border deals

Front-end presence in the US and

Europe apart from strongpresence in India

Sector focused teams with in-depth industry knowledge and

insights

PE Syndication Largest syndicator of private equityin India across industry verticals

Expertise in closing primary +

secondary combination transactions

Ability to work with multiple

agencies and drive transaction

closure

Closed 58 PE

transactions since 2007

More than INR 90 bn

raised through PE

Syndication since 2007

Ability to position deals

appropriately with the investors

adding significant value to the

client

Corporate and promoterrelationships in India, including

Tier II and III cities

StructuredFinance

Dedicated team workingcloselywith promoters offering customized

solutions

Sponsor level finance

Capital structure optimization

Recapitalization

Acquisition Finance

Project Expansions

Closed 10+ deals since2011

Advisory services across entirebusiness cycle

Relationships with ~150 funds

globally

FINANCIALADVIS

ORY



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Descript ion Track record Strengths Trusted Advisor & Wealth Manager

catering to the needs of Individuals, family

offices and corporates in India and US

Registered investment advisor in four US

states: New York, New Jersey, Texas and

California

AUM of over INR 24 bn for150+ families

Ability to createinnovative products

even in the private

space

Two funds under management: Public

Fund I and Fund II

Long-term value investing in select listed

midcap companies

Total AUM of INR 2 bn

Fund I fully liquidated andreturned to investors with IRR

of 13%

Active Engagement

Model with portfoliocompanies through

constructive action/feedback

WealthManagement

Alternat iveAsset

Management



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Part 2

Despite a challenging and rapidly evolving

business environment, we continue to create

sustainable value for clients through

customised solutions.

Our leadership is reinforced by our wide

gamut of services and an orientation towards

excellence.


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Mergers & Acquisitions: The advisor of choice

Overview

Closed 69 M&A transactions since 2007

45 cross border deals include:

20 Indo-US deals

14 Indo-Europe deals

Ranked 2 in terms of deal count in CY2011(Bloomberg, Thomson Reuters and Merger Market)

Our dif ferentiators

Only India-based investment bank with global

presence

Front end presence in US and Europe, apart from a strong

presence in India

Understanding of cross-border norms of engagement andlegal requirements

Ability to run global sell processes

Sector-focused teams with in-depth industry

knowledge, insight and global reach

IT & Outsourcing Industrials

Digital Media & Technology Life Sciences & Healthcare

Consumer Infrastructure & Real estate

Team of ~50 investment bankers with approach based on

Putting clients interest first in all situations

Being a long-term advisor instead of purely transaction oriented

BUSINESSES 7Part 2


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Overview

Strong track record in pr ivate equity

syndication

Successfully closed ~58 PE transactions

since 2007

Total money raised through PE syndicationsince 2007: ~INR 90 bn

Transactions closed with 40+ PE funds


In depth understanding of client business

Ability to position deals appropriately with the investors

adding significant value to the client

Closed 6 large PE transactions aggregating to ~INR 25 bn

during 2007- 08

Strong corporate and promoter relationships

across India, including Tier II and Tier III cities

Ability to work with multiple agencies and drive transaction

closure

Expertise in closing primary + secondary combination

transactions

Private Equity: Industry leadership in PE syndication

BUSINESSES 8Part 2


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Overview

Wide range of products depending on

the requirement:

Growth, projects expansions and

modernizations

Acquisitions (International and Domestic) Sponsor level finance

Special situations including turnarounds,

recapitalization

Optimization of capital structure


Dedicated team for Structured Finance

Delivery model based on working closely with promoters to

offer customized solutions

Strong network with Global Financial Investors Relationship with nearly 150 funds worldwide including

mezzanine financing funds, PE funds, NBFCs and Banks

Deep insight into investment priorities

Ability to position asset to the investor community and

generating multiple options

Abil ity to offer advisory services across the enti rebusiness cycle keeping in perspective the

regulatory landscape

Structured finance: Solutions to meet varying business needs

BUSINESSES 9Part 2


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Part 3


11/17OUR PEOPLE 11Part 3

Young and diverse team of talented individuals

Average age: 34 years

Nearly 1/2 of our employees are women

The Avendus Cul ture , our DNA

Meritocratic organization

Young, energetic and entrepreneurial environment

Opportunities for learning and growth

Flat structure with an open door policy

Our Values

Teamwork

Integrity

Diversity

Meritocracy

Orientation towards excellence

Professionalism

Fun

Our employees are alumni of the best institutions

Graduates from IITs, BITs, SRCC

Post Graduates from IIM A, B, C, L, XLRI, FMS

Educational Background Of Professional Staff


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Part 4


13/17SUMMER PROGRAMME 13Part 4

Objective

^To provide candidates with a live exposure to Investment Banking with the objective to

Help them see if IB can be their preferred career choice

Evaluate a fit for a career in Avendus

Key features

^ Summer Trainees will be assigned to live deals/ research projects along with the deal team

^ 8-week programme designed to provide meaningful exposure with clear articulation of deliverables

^ 2-day induction programme to get you up to speed

At the end of the Project

^ Evaluation of all projects by senior-management team

^ Discussion on suitability of candidate on along term career in Investment Banking

^ Feedback on whether Avendus would be keen on making a PPO/PPI.

SBUs where we are looking for Summer Trainees

^ Investment Banking


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What Avendus Offers you

^ Responsibility for delivery right from Day One

^ Exposure to what it is really like in real life

^ Meritocratic organization; pace of learning and growth driven entirely by individual aspirations

^ Cross-border exposure on live deals

^ Exposure to a wide range of financial services offerings

^ Young, energetic and entrepreneurial environment

Interesting aspects at Avendus

Culture

^ Open, Flat organization

^Apolitical, non-bureaucratic

^ People are helpful

^ Entrepreneurial

What employees like

^ Early responsibility

^ Meritocracy

^ High quality of people

SUMMER PROGRAMMEPart 4


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Part 5


16/17OUR OFFER 16Part 5

^Stipend: Rs 75,000 per month

^Duration: 8 weeks


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For further information, please visit us at www.avendus.com

avendus_campus presentation 2014

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