Weekly MIS: 01 Dec 2014 - 06 Dec 2014

Resource
No of working hours in the week
Business development
Meetings/ Pursuits/Pre meeting research:
Date

Name of Company/Associate

Opportunity

Meeting outcome/Remarks

Nawa Engineers and ThyssenKrupp

Sale

Deal negotiations

4/12/2014
-

Business development - Pennyful.in

Business development - Smilax labs
Bangalore hospital
Research: Payment banks

M&A
PE/M&A
PE/M&A

Initial Screening
Liaising with USV and Smilax
Vikram hospital not keen
Preperation of note

Sunil

Anuj

Harsha R

Harman

Karan

Subhash

40

24

48

48

48

44

Outlook
Positive;
aTo schedule a meeting with TK to discuss
proposal and way forward
To check interest from potential investors
and formalize the mandate
To check for other suitors

5%

2%

20%
5%
0%
10%

25%
5%

50%

30%

To schedule a meeting after Dec 10th to

dicuss next steps

RS Bros
WindForce (Wind Power Project)

Equity

Care meetings (IIFL and Axis capital)

Capital markets

Hot Leads:
Proposal submission date

Name of Company

Conversion strategy

Mandates:
Mandate signing date
-

Name of Company
-

Scope of Work
-

Collaterals preparation

Deal marketing
a

Initial Opportunity screening

Meeting to evaluate providing potential exit

to investors

20%

Outlook

Remarks, if any
-

Execution - Revenue generating

Project
Sun Aerospace
Penna
JNI
Jamgodrani
Energon Taggu II
Gayatri QIP
Gayatri Mezz Funding
Gayatri Promoter Loan
People Combine
Sports Initiative
Project Green

a
a

Deal execution

Deal closure
8%
3%

a
20%
5%
20%
15%

25%
30%
10%
30%
20%

10%
10%
5%

30%

Amrit Jal
Execution -Non Revenue generating/Credit based
Stage 1
Project

10%

30%

Stage 2

Organizational development
Initiative

Stage 3

Stage 4

Remarks, if any

OD - Meetings with Mr.Anup

25%

6 Month Review
Database Follow Up
Linkedin profile of CFPL
Self development
Boundary scanning

10%

10%
15%
3%

2.0%

5%

Total
Definitions:
Meeting or pursuit: A potential opportunity which would need pursuing for conversion into hot lead and/or mandate
Hot lead: Opportunity for which a proposal is submitted by CFPL
Mandate: CFPL proposal is accepted and mandate signed
Collaterals preparation: Industry and company specific research, Pitch docs preparation, Client data organization, Preliminary valuation
Deal marketing: Identifying & contacting potential investors, pre transaction marketing
Deal execution (Scope depends on buy/sell side): Valuation, Data room preparation, Due diligence/Due diligence coordination, transaction structuring, term sheet & negotiations
Deal closure: Drafting of definitive agreements and closure

15%
100%

15%
100%

15.0%
100%

10%
100%

12%
100%

10%
100%