Management Consulting Services- Capfinco Corporate Advisors

Dileep K Nair
Dileep K NairManaging Director- Investment Banking | Project Finance | Private Equity | Venture Capital | Corporate Finance
Capfinco
Corporate Advisors
SERVICE PROFILE
BUSINESS CONSULTING
info@unifinn.com
https://unifinn.com
+91 996 140 1010
A Unifinn Group entity
Capfinco Corporate Advisors
Business Consulting | Corporate Finance
Strategy
Innovation
Problem Solving
Growth Inputs
Business Transformation
Comprehensive Business Solutions…. 2
We live in a time of continuous disruption, in a world that
is information rich, technologicallyadvanced, increasingly
more complex and with so little time.
Companies, even those that are profitable, face pressure
from today’s economic environment. Whether its growth
initiatives, regulatoryhurdles, increased competition,
geopolitical risk, or new technology, the world today is
constantly changing.
What is apparent is that the best and more progressive
enterprises recognise they require assistance from time to
time, through the use of trusted professionals in various
capacities to assist them to deliver on their corporate
objectives.
3
About
Capfinco Corporate Advisors
Capfinco is a business consulting firm providing comprehensive business solutions to our clients worldwide.
We demonstrates superior expertise in every facet of your business offering optimal and high quality
business solutions.
We help organizations to globalize their business, optimise performance, develop institutional capacity,
raise alternative finance and tackle the organizationalchallenges. We focus on our clients' most critical
issues and opportunities: strategy, marketing, organization, operations, technology, transformation, digital,
advancedanalytics, corporate finance, mergers & acquisitions and sustainability across all industries and
geographies.
4
OPERATIONAL AND ORGANIZATIONAL
TRANSFORMATION
“Streamline your operations for maximum ROI”
Our managementconsultants bring a tailored approach to help you develop and operationalize strategiesto
scale, creating specific tactics that will trigger the transformation you want.
Business Process Reengineering (Process
Improvements and Optimization)
Complete transformation to a
professional corporate outlook
 In-depth study and analysis of systems and process.
 Conduct change impact analysis
 Run focus groups and facilitate workshops
 Identify issues and form hypotheses and solutions
 Redesign existing systems and process
 Organizational restructuring and redefining responsibilities
 Effective management reporting and MIS systems
 Periodical monitoring, review and control systems
 System and process benchmarking
 Operational and process excellence
SERVICES
5
SERVICES
BUSINESS TRANSFORMATION
In a world of unprecedented disruption and market turbulence, transformation today revolves around the need to generate
new value—to unlock new opportunities, to drive new growth, to deliver new efficiencies. The aim is to make changes to
processes, people or systems (technology) to better align the company with its business strategy and vision. We support
our clients at every stage of the transformation programme.
Strategies
Business Plans
Business
Strategies
Growth Strategies
Stability Strategies
Performance
Measures
Review &
Monitoring
Manpower
Management
Organization
Structure
Leadership
Development
JDs, KRAs and KPIs
Delegation of
Authority
Reporting Chain
Compensation
Visions and Goals
Setting visions and
goals
Alignment of all
stakeholders
Strategic Goals
Key Resources
Capital
Vendor
Management
Supply Chain
Management
Process/
Operations
System Design
Process
Improvements
Operational
Excellence
Technology
Interventions
Performance
Management
Key Performance
Indexes
Performance
Management
Performance Based
Remuneration
6
FINANCE TRANSFORMATION
SERVICES
A set of offerings that helps design and implement change to the finance organization, process and
systems to improve the overall value of finance. Our financial management consultants can help you
move toward a tomorrow that adds value and saves time and money.
 Streamlining of Accounting, Internal Control, Auditing and Budgeting systems to effective
compliance, control and minimize cost.
 Standardise tech/ERPsystems and ensure efficiency in transaction processing
 Streamline annual budgeting process
 Implement rolling forecasts to periodically update budget assumptions
 Automated and preventive businesscontrol and process governance
 Empower managers with self-service management reporting
 Automate and accelerate financial close and effective management reporting
 Optimised finance functions- working capital management, cash flows, capitalstructure
optimization, restructure/ refinance decisions
 Shift time from data collection to more analysis and supporting LOB executives
7
SERVICES
GROWTH/ VALUE
OPTIMIZATION CONSULTING
These advisory services aim to add significant value to your company’s growth strategies andcreate higher
business valuation/ market cap.
 Identifying new avenues of inorganic growth
 Business Planning/ Growth Planning
 Strategic Advisory- Business Strategies, Corporate Strategies, Growth Strategiesand Shareholder’s Value
Management
 Growth Capital raising (alternative/ structured financing)
 M&A opportunities (targetidentification, fund raising, deal structuring andpost deal integration)
8
CFO SERVICES
SERVICES
We provides comprehensive financial advisory and consultancy services. Through strengthening of the
finance system with proper monitoring, including a customized control system, we will ensure the most
effective utilization of available financial resources. Our CFO services will help you navigate accounting
complexities with ease, freeing up time to focus on your business.
“Our solutions are building blocks, to be integratedinto a tailored offering to meet your requirements
and priorities”
 Finance transformation Strategy
 Financial Close and Reporting Optimization
 Treasury and Working Capital Optimization
 Debt advisory and credit assessment
 Capital Structure Optimization
 Growth Capital/ Refinancing/ Recapitalizations
 Integrated Performance Management
 Financial transaction process optimization
9
SERVICES
INTERIM MANAGEMENT
We are independent, trusted advisors who take private interim Board appointments and executive roles to
promote and effect change and to manage a special situation.
Our interim executivesprovide effective business solutions by an independent, board or near-board level
manager or executive, over a finite time span. Such complex solutions may include change, transformation
and turnaround management, business improvement, crisis management and strategy development. Our
executives deliver the array of offerings in the roles of:
 Non-executive/ Executive director roles
 C-suite level roles
 Transformation roles
10
CAPITAL RAISING AND M&A ADVISORY
SERVICES
Optimal capital structure is key for a company to achieve higher business valuation/ market capitalization with
minimal risk and cost. Growth capital advisory is fundamental to achieve inorganicgrowth through growth of
business, sales expansion etc. by increasing output and business reach by acquiring new businesses by way of
mergers, acquisitions and take-overs. We have advisory solutions from early stage ventures to growth stage
companies to meet their capitalrequirementsthrough alternative financing sources.
 Growth capital raising advisory (Private Equity, Debt Capital, Late stage VC, Mezzanine, Structured
Financing)
 Early stage VC funding (revenue stage tech start-ups)
 M&A advisory- (sell/ buy side advisory, corporate divestitures& financial advisory)
 Leveraged Recapitalization
 Business Plans/ Growth Plans
 Business Valuation advisory
11
Diagnosis
 Purpose Analysis
 Problemanalysis
 Opportunity
analysis
 Fact finding
 Fact analysis and
synthesis
 Feedback to the
client
Action Plan
 Developing
solutions
 Preparinggrowth
plans
 Evaluating
alternatives
 Proposal to the
client
 Implementation
plan
Implementation
 Assisting with
implementation
 Adjusting
proposals
 Trainingand
development
 System change
 Ensure smooth
working
Monitoring and
Supervision
 Setting
benchmarks
 Proper
monitoring
 Management
Information
System
 Periodical
performance
review
 Drivingtowards
goals
Entry
 ClientProposal
 Preliminary
problem
diagnosis
 Assignment
Planning
 Assignment
proposal to client
 Consulting
Contract
STEP 1
STEP 2
STEP 3 STEP 5
STEP 4
OUR CONSULTING METHODOLOGY
12
WHAT MAKES US SPECIAL
 Unique Consulting Approach- We are result oriented with focus on creating value to our
clients. Our solutions are not just solving problems, we help our clients to achieve their
hyper growth objectives with our unique combination of management consulting and
corporate finance expertise.
 Thinking Out of the Box- We always try to be creative, innovative, different and
unconventional in our services with updated technology, modern management techniques
and exceptional solutions.
 Tailored Solutions- We don’t stick with one method or way but understand the client’s
requirement and design complete solution accordingly.
 Skilled and Experienced Team of professionals to provide customer centric solutions
throughout the consulting engagement.
13
LEADERSHIP
Dileep K Nair
Investment Banking
Corporate Finance
Management Consulting
 17 plus years of experience (11 years as employee and 6 years in self-
employment) in cross functional areas, such as Corporate Finance, Investment
Banking, M&A, Management Advisory, Business Management, Retail Banking,
Business Banking and Finance.
 Experience in handling transactions and driving to targets at top level
management.
 Continuously rated as top performer during the career as an employee.
 Multi geographical experience in transactions and network of alternative
investors.
dileep@unifinn.com
14
Vision
To be recognised as a key partner to our clients in adding value to their
business. We bring the right people together to provide world class
consulting experience to achieve sustainable growth and greater
valuation.
Mission
Our mission is to help our clients in making substantial improvements in
their business performance and valuation. We work with our clients to
build the capabilities that enable organizations to achieve lasting
advantage.
Core Values
Capfinco group is a value based organization. Our core values are the
guiding principles in making decisions.
 Social and economic success
 Client value creation
 Diversity and inclusion
 Commitment and accountability
 Learning and development
 Excellence in all we do 15
Do you have any questions?
info@unifinn.com
+91 996 140 1010
https://unifinn.com
THANKS!
1 de 16

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Management Consulting Services- Capfinco Corporate Advisors

  • 1. Capfinco Corporate Advisors SERVICE PROFILE BUSINESS CONSULTING info@unifinn.com https://unifinn.com +91 996 140 1010 A Unifinn Group entity
  • 2. Capfinco Corporate Advisors Business Consulting | Corporate Finance Strategy Innovation Problem Solving Growth Inputs Business Transformation Comprehensive Business Solutions…. 2
  • 3. We live in a time of continuous disruption, in a world that is information rich, technologicallyadvanced, increasingly more complex and with so little time. Companies, even those that are profitable, face pressure from today’s economic environment. Whether its growth initiatives, regulatoryhurdles, increased competition, geopolitical risk, or new technology, the world today is constantly changing. What is apparent is that the best and more progressive enterprises recognise they require assistance from time to time, through the use of trusted professionals in various capacities to assist them to deliver on their corporate objectives. 3
  • 4. About Capfinco Corporate Advisors Capfinco is a business consulting firm providing comprehensive business solutions to our clients worldwide. We demonstrates superior expertise in every facet of your business offering optimal and high quality business solutions. We help organizations to globalize their business, optimise performance, develop institutional capacity, raise alternative finance and tackle the organizationalchallenges. We focus on our clients' most critical issues and opportunities: strategy, marketing, organization, operations, technology, transformation, digital, advancedanalytics, corporate finance, mergers & acquisitions and sustainability across all industries and geographies. 4
  • 5. OPERATIONAL AND ORGANIZATIONAL TRANSFORMATION “Streamline your operations for maximum ROI” Our managementconsultants bring a tailored approach to help you develop and operationalize strategiesto scale, creating specific tactics that will trigger the transformation you want. Business Process Reengineering (Process Improvements and Optimization) Complete transformation to a professional corporate outlook  In-depth study and analysis of systems and process.  Conduct change impact analysis  Run focus groups and facilitate workshops  Identify issues and form hypotheses and solutions  Redesign existing systems and process  Organizational restructuring and redefining responsibilities  Effective management reporting and MIS systems  Periodical monitoring, review and control systems  System and process benchmarking  Operational and process excellence SERVICES 5
  • 6. SERVICES BUSINESS TRANSFORMATION In a world of unprecedented disruption and market turbulence, transformation today revolves around the need to generate new value—to unlock new opportunities, to drive new growth, to deliver new efficiencies. The aim is to make changes to processes, people or systems (technology) to better align the company with its business strategy and vision. We support our clients at every stage of the transformation programme. Strategies Business Plans Business Strategies Growth Strategies Stability Strategies Performance Measures Review & Monitoring Manpower Management Organization Structure Leadership Development JDs, KRAs and KPIs Delegation of Authority Reporting Chain Compensation Visions and Goals Setting visions and goals Alignment of all stakeholders Strategic Goals Key Resources Capital Vendor Management Supply Chain Management Process/ Operations System Design Process Improvements Operational Excellence Technology Interventions Performance Management Key Performance Indexes Performance Management Performance Based Remuneration 6
  • 7. FINANCE TRANSFORMATION SERVICES A set of offerings that helps design and implement change to the finance organization, process and systems to improve the overall value of finance. Our financial management consultants can help you move toward a tomorrow that adds value and saves time and money.  Streamlining of Accounting, Internal Control, Auditing and Budgeting systems to effective compliance, control and minimize cost.  Standardise tech/ERPsystems and ensure efficiency in transaction processing  Streamline annual budgeting process  Implement rolling forecasts to periodically update budget assumptions  Automated and preventive businesscontrol and process governance  Empower managers with self-service management reporting  Automate and accelerate financial close and effective management reporting  Optimised finance functions- working capital management, cash flows, capitalstructure optimization, restructure/ refinance decisions  Shift time from data collection to more analysis and supporting LOB executives 7
  • 8. SERVICES GROWTH/ VALUE OPTIMIZATION CONSULTING These advisory services aim to add significant value to your company’s growth strategies andcreate higher business valuation/ market cap.  Identifying new avenues of inorganic growth  Business Planning/ Growth Planning  Strategic Advisory- Business Strategies, Corporate Strategies, Growth Strategiesand Shareholder’s Value Management  Growth Capital raising (alternative/ structured financing)  M&A opportunities (targetidentification, fund raising, deal structuring andpost deal integration) 8
  • 9. CFO SERVICES SERVICES We provides comprehensive financial advisory and consultancy services. Through strengthening of the finance system with proper monitoring, including a customized control system, we will ensure the most effective utilization of available financial resources. Our CFO services will help you navigate accounting complexities with ease, freeing up time to focus on your business. “Our solutions are building blocks, to be integratedinto a tailored offering to meet your requirements and priorities”  Finance transformation Strategy  Financial Close and Reporting Optimization  Treasury and Working Capital Optimization  Debt advisory and credit assessment  Capital Structure Optimization  Growth Capital/ Refinancing/ Recapitalizations  Integrated Performance Management  Financial transaction process optimization 9
  • 10. SERVICES INTERIM MANAGEMENT We are independent, trusted advisors who take private interim Board appointments and executive roles to promote and effect change and to manage a special situation. Our interim executivesprovide effective business solutions by an independent, board or near-board level manager or executive, over a finite time span. Such complex solutions may include change, transformation and turnaround management, business improvement, crisis management and strategy development. Our executives deliver the array of offerings in the roles of:  Non-executive/ Executive director roles  C-suite level roles  Transformation roles 10
  • 11. CAPITAL RAISING AND M&A ADVISORY SERVICES Optimal capital structure is key for a company to achieve higher business valuation/ market capitalization with minimal risk and cost. Growth capital advisory is fundamental to achieve inorganicgrowth through growth of business, sales expansion etc. by increasing output and business reach by acquiring new businesses by way of mergers, acquisitions and take-overs. We have advisory solutions from early stage ventures to growth stage companies to meet their capitalrequirementsthrough alternative financing sources.  Growth capital raising advisory (Private Equity, Debt Capital, Late stage VC, Mezzanine, Structured Financing)  Early stage VC funding (revenue stage tech start-ups)  M&A advisory- (sell/ buy side advisory, corporate divestitures& financial advisory)  Leveraged Recapitalization  Business Plans/ Growth Plans  Business Valuation advisory 11
  • 12. Diagnosis  Purpose Analysis  Problemanalysis  Opportunity analysis  Fact finding  Fact analysis and synthesis  Feedback to the client Action Plan  Developing solutions  Preparinggrowth plans  Evaluating alternatives  Proposal to the client  Implementation plan Implementation  Assisting with implementation  Adjusting proposals  Trainingand development  System change  Ensure smooth working Monitoring and Supervision  Setting benchmarks  Proper monitoring  Management Information System  Periodical performance review  Drivingtowards goals Entry  ClientProposal  Preliminary problem diagnosis  Assignment Planning  Assignment proposal to client  Consulting Contract STEP 1 STEP 2 STEP 3 STEP 5 STEP 4 OUR CONSULTING METHODOLOGY 12
  • 13. WHAT MAKES US SPECIAL  Unique Consulting Approach- We are result oriented with focus on creating value to our clients. Our solutions are not just solving problems, we help our clients to achieve their hyper growth objectives with our unique combination of management consulting and corporate finance expertise.  Thinking Out of the Box- We always try to be creative, innovative, different and unconventional in our services with updated technology, modern management techniques and exceptional solutions.  Tailored Solutions- We don’t stick with one method or way but understand the client’s requirement and design complete solution accordingly.  Skilled and Experienced Team of professionals to provide customer centric solutions throughout the consulting engagement. 13
  • 14. LEADERSHIP Dileep K Nair Investment Banking Corporate Finance Management Consulting  17 plus years of experience (11 years as employee and 6 years in self- employment) in cross functional areas, such as Corporate Finance, Investment Banking, M&A, Management Advisory, Business Management, Retail Banking, Business Banking and Finance.  Experience in handling transactions and driving to targets at top level management.  Continuously rated as top performer during the career as an employee.  Multi geographical experience in transactions and network of alternative investors. dileep@unifinn.com 14
  • 15. Vision To be recognised as a key partner to our clients in adding value to their business. We bring the right people together to provide world class consulting experience to achieve sustainable growth and greater valuation. Mission Our mission is to help our clients in making substantial improvements in their business performance and valuation. We work with our clients to build the capabilities that enable organizations to achieve lasting advantage. Core Values Capfinco group is a value based organization. Our core values are the guiding principles in making decisions.  Social and economic success  Client value creation  Diversity and inclusion  Commitment and accountability  Learning and development  Excellence in all we do 15
  • 16. Do you have any questions? info@unifinn.com +91 996 140 1010 https://unifinn.com THANKS!