Investment Banking &
Advisory
2013 Deal Maker
Team of the Year
-Asia Pacific
Copyr ight © 2 0 1 2 M ahindr a & M ahindr a Ltd. All r ights r eserved.
1
Mahindra M&A Overview
Leading Investment Banking Advisory
Aerospace
Aftermarket
Agribusiness
Automotive
Auto Components
Construction Equipment
Consulting Services
Defence
Energy
Farm Equipment
Financial Services
Information Technology
Leisure & Hospitality
Logistics
Real Estate
Retail
Two Wheelers
INDIA
EUROPE
N.AMERICA
ASIA
AUSTRAILIA
M. EAST
S. AMERICA
• Founded in 2005 as an in-house advisory for mergers & acquisitions
• We have catered to one of India’s most active acquirers for over 9 years
• Broad range of service offerings: M&A advisory to strategic alliances
• More than 65 deals closed with over $5 billion in cumulative transaction value
• Highly skilled and experienced 14-member team
• Strong global networks and relationships
2
Investment Banking Solutions
100+
70
18
$5B
M ost Acquisitive Indian Business Groups
(‘0 5 -’1 1 )
YEARS of CUMULATIVE EXPERIENCE
No. of
M &As
Amount
($ M )
Tata Gr oup
72
2 2 ,0 3 0
TRANSACTIONS CLOSED SINCE 2005
M ahindra Group
28
1 ,8 8 6
Team has successfully closed 40 M&A transactions, 11 Joint
Ventures, 6 PE placements and various other transactions
Reliance ADAG
24
1 ,9 4 2
Essar Gr oup
22
7 ,0 7 1
Reliance
Industr ies
22
5 ,8 6 2
W ipr o
21
1 ,3 5 7
AV Bir la Gr oup
16
8 ,1 0 0
Futur e Gr oup
10
26
Dabur Gr oup
9
494
CAs, MBAs, Engineers form a strong team with experience
and industry knowledge
SECTORS COVERED
Diverse experience in 18 different sectors including
Automotive, Components, Farm Equipment, Infrastructure
FIVE BILLION DOLLARS IN TRANSACTION VALUE
Over the past Five years, our team has closed nearly $5 Billion
in transaction value
Group:
* Reflects only announced deal value: sour ce:
VCCEdge
3
Mahindra – Selected Diversified Transactions
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
O
O
Mahindra //
Amforge
Industries Ltd.
Auto Industry
2005
O
Mahindra //
Kinetic
Two-Wheelers
2-W Industry
2008
Mahindra //
Reva
Electric Vehicles
Auto Industry
2010
Mahindra //
Ssangyong
Auto Industry
2011
Mahindra //
Punjab Tractors
Tractor Industry
2007
Mahindra//JECO
Auto Industry
2006
Mahindra //
Bon Alpina,
Austria
2007
Acquisition
Joint Venture
Joint Venture
Acquisition
Joint Venture
Private Equity
Joint Venture
Mahindra //
Metalcastello
Auto Industry
2008
BAE Systems &
Mahindra
Defense
Defense Industry
2009
Univeg &
Mahindra
ShubhLabh
2014
Mahindra // EPC
Industrie
Irrigation
Industry
2011
MACE & SAFEGE
Real Estate Ind.
2010
Samena Capital &
Mahindra Two
Wheelers
2-W Industry
2014
Mitsui, China
Steel &
Mahindra
InterTrade
2013
Private Equity
Private Equity
Private Equity
Private Equity
Divestment
Private Equity
Divestment
Mahindra //
Schoeneweiss
Samsons Group
// CVG Group
ICICI Venture &
Metalcastello
Mitsui & Sanyo
Special Steel
Stokes Forging &
Mahindra
Auto Industry
2005
Kotak Private
Equity, Mahindra &
Kotak Private
Gippsland
Equity, Mahindra &
Aeronautics
Aerostaff Australia
Aviation Industry
Aviation Industry
Auto Industry
AutoIndustry
Auto Industry
Auto Industry
2009
2009
2007
2012
2008
2012
4
International Experience & Global Network
Joint Venture
Acquisition
Joint Ventures
Acquisitions
•
Mitsui & Sanyo, Japan
•
Safege, France
•
SsangYong, Korea
•
Schoeneweiss, Germany
•
BAE Systems, UK
•
British Telecom, UK
•
Gipps Aeronautics, Australia
•
Stokes Group, UK
•
Navistar, USA
•
Telephonics, USA
•
Bristlecone, USA
•
Metalcastello, Italy
•
Renault, France
•
Univeg, Belgium
•
Aerostaff, Australia
•
CIE Automotive, Spain
•
Mitsui & China Steel,
Japan/China
•
Peugeot Scooters, France
•
Bon Alpina, Austria
5
Award-winning Excellence
W inning Edge in M &A
Deal of the YearIndia
CFO 1 0 0
Roll of Honour
Best Corporate M &A
Team of the Year
M itsui Sanyo JV
India
The M & A Atlas Awar ds
The M & A Atlas Awar ds
2013
2013
Enhancing Competitiveness
Through M &A
Best CFO Awar ds
2012
2013
Deal of the YearSouth Korea
Corporate Deal M aker
Team of the Year
Acquisition of
SsangYong
Asia Pacific Region
Best CFO
Best Corporate Deal
of the Year
M ahindr a Satyam
Asia Pacific Region
CFO 1 0 0
Roll of Honour
2011
2011
Best Cross-Border
Deal of the Year
2011
Enhancing Competitiveness
Through M &A
2011
Best M &A of the Year
Acquisition of Punjab Tr actor s
Acquisition of SsangYong
2011
Best CFO Awar ds
CNBC Awar d – CFO Awar ds
2011
2009
6
Service Offerings
M&A Advisory and Investment Banking
• Inorganic strategy formulation
• Managing end to end M&A process of executing the
transaction
• Joint Ventures/ Strategic alliances including technical
assistance
• PE Induction in various growth stage companies
• Corporate Restructuring
• Post-merger Integration
Management Consulting and F&A Process
Outsourcing
• Payroll processing
• Reimbursement services
• Data management services
• Organic/Risk management
• Post-merger integration
• HR/IT/Quality Consulting
Integrated Business Solutions
7
Global Partner Connect
2250 partners in 62 countries
Members
Countries
Direct
Network
450
34
Indirect
Network
1800+
50
Total
2250+
62
Msquare Alliance website has
attracted >1000 hits in the last
one month alone
•
We connect M&A Partners across the globe by
providing an international online network for
deal sharing
•
Our Alliance Partners include M&A Advisory
firms, Law Firms, DD Partners, Valuers, Tax
Experts and more
•
Extensive non-exclusive network
•
A streamlined platform for exchanging ideas and
deal information, and ultimately participating in
diverse international deal flows
8
Business Connect
2500 SMEs in 20 Industries
Value Proposition to members :








Deal flow participation
Sourcing international JV partners
Preparing for exit or divestment
Fundraising
Advertising
Complete confidentiality
1:1 relationship management
Expansive global network
Business Connect has extensively
increased its footprint in Europe,
South East Asia and the United
States
•
We connect business users across the globe by
providing an international online network for
deal sharing, information sharing , business
opportunities
•
Extensive non-exclusive network across sectors,
geographies and sizes
•
E- Platform to source new business, M&A and
fund raising opportunities
•
Exchange of ideas, expert advice, M&A news and
unparalleled corporate deal flow participation
9
Expert Connect
100 Experts in 20 areas
Value Proposition to users :
 Tailored consulting
solutions
 Pay per use
 Unmatched industry
experience and expertise
Diverse
Consulting
Solutions:
Working
Capital
Management
Cost
Management
Internal Audit
Accounting &
Financial
Control
Budgeting
Process
•
•
•
We connect industry experts from various fields
and provide a platform to offer their consultancy
services to various businesses.
Affordable pay-per-use consulting for
accelerated business growth
Initiated 3 months back, currently working with
three companies :
•
•
•
Virtual CFO (once a week), providing end to end
financial management and taking care of entire
finance department
LC limit managed by one expert
Business development consulting to
manufacturing company
10
11