Building and Unlocking Value in Private mid-size family Businesses - 5 Dec 20

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LEADERS SPEAK SERIES BY POND'S VETERANS

e c n a r g F ra ine ss

i o f Bus

BUILDING AND UNLOCKING VALUE IN PRIVATE MID-SIZE FAMILY BUSINESSES 6:00 PM

Welcome Address Gp Capt R Vijayakumar (Retd), VSM Executive Director Madras Management Association

Opening Remarks Mr V Balaraman Past President, MMA & Former MD, Pond’s India Ltd

Address by the Speaker

Mr Ravi Shankar

Mr Ravi Shankar

CEO, Connect2Expert Ex Pond’s-Unilever and

CEO, Connect2Expert, Ex Pond's-Unilever &

Former Partner - Ernst & Young

Former Partner - Ernst & Young

Discussion and Q&A with Special Invitees

SATURDAY DEC 5, 2020 | 6.00 PM

Mr Amit Nanavati Director, Raj Petro (Brenntag Group entity)

Mr Kalpesh Desai Partner, KPMG Assurance and Consulting Services LLP

Share your questions by SMS/Whatsapp to 98401 23906

7:45 PM

Webinar Ends

MADRAS MANAGEMENT ASSOCIATION


profile

synopsis Historically

it

is

a

large

number

of

“Visionary”

individuals

or

families

who

have

staked

their

personal wealth and founded great enterprises globally with a view to tap into the opportunities provided by the markets. It is these very family businesses who have been the prime movers of the Global economy! Business families have great inherent strengths for running a business enterprise successfully and the reason for this is – Commitment, Knowledge Continuity, Legacy and Long-Term Orientation. Some of the Large business houses in India have become household names and have tapped the Capital market and provided investors with “premium” returns and contributed to the exchequer enormously. They

have

carried

on

for

generations

despite

economic

and

market

uncertainties

due

to

implementation of best practices in management. There are many hidden jewels in India promoted by individuals and trading families and have been successful but chose to remain as private unlisted companies. Yet, a vast majority of mid-size family businesses collapse after the 3rd generation due to family squabbles, inter-generational conflict, sub-optimal decision making etc. It is important to diagnose the reasons behind this phenomenon and provide a solution framework for - preventing value-destruction, preservation and unlocking Shareholder Value.

SPEAKER

RAVI SHANKAR Mr.

Ravi

Shankar

is

a

Professional

with

extensive

experience

in

Finance,

Manufacturing and Business Management, M & A, and Strategy Consulting.

Chartered Accountant and a Diploma holder from IIM Ahmedabad. career in Ponds India Limited and moved to various positions, including

A Top Ranking Started his marketing,

setting

up

and

operating

a

grassroots

manufacturing

facility

for

Cosmetics, in Kandla-FTZ and finally became Chief General Manager-Finance.

Unilever Plc. London,

Mr. Ravi Shankar was moved on secondment to

as its

Global Sourcing Manager- Personal Care Products for Latin America. He was responsible for optimization of supply chain management for Personal Products in Latin America. He returned to India as General Manager – M&A in

Hindustan Lever,

Mumbai,

during which period he has had extensive experience in M&A and Integration of new businesses. In 1997 Mr. Ravi Shankar joined

Ernst & Young,

as a

Senior Partner

heading the

Corporate Finance Practice of Southern Region (handling M&A, Valuation, Private Equity). He was also the Regional Office Managing Partner of Chennai -for 10 years from

1997-2007.

He

also

headed

the

Valuation

Practice

All

India

and

Business

Advisory Services (Consulting division) of Ernst & Young in India during the above period. In 2007 he founded a boutique Investment Banking and Consulting business

in which

he advises entrepreneurs and family businesses in professionalizing management, preparing the Company and family for strategic decisions to preserve the wealth of the

family

and

take

the

business

to

next

level

of

growth!

Mr.

Ravishankar

also

handholds Companies for buy-side and sell side advisory for Mergers & Acquisitions (Investment

Banking),

Valuation,

Restructuring,

and

General

consulting

Performance Improvement.

MADRAS MANAGEMENT ASSOCIATION

for


profile

SPECIAL

INVITEES

AMIT NANAVATI Amit

is

a

Director

on

the

Board

of

KALPESH DESAI

Raj

Petro

(now

a

Background

Brenntag Group entity) & also an active Angel Investor in

Kalpesh

several

early

over

support

the

stage

companies.

younger

His

entrepreneurs

endeavour in

their

is

quest

to for

has

more

significant

than

20

experience

years

and

is

in

a

advising

part

of

clients

the

core

member of the Family Office and Private Client team of

success.

KPMG in India.

Amit is a 3rd generation entrepreneur having joined the

Professional and Industry Experience

family business in 1990. His stint with Raj Petro spanning 3

He has advised several families and HNI clients on

decades

varied matters such as –

has

witnessed

Raj

been

extremely

Petro

grow

eventful.

from

a

small

This

period

scale

family

Various

dynamics

impacting

the

family

owned

owned company with a turnover less than INR 50 Cr to

businesses;

currently

Representing the clients in family settlement and

German

being MNC

a -

JV

partner

Brenntag

with

AG,

a

with

14 it's

Billion stand

Euro alone

negotiations in disputes;

turnover in excess of INR 1500 Cr. The 1st phase of Amit's

End

journey in Raj Petro was all about learning, exploring &

implementation of structures for succession; and

creating

Advised

growth

opportunities.

During

this

time,

the

to

end

support

clients

on

on

developing

initial

framework

of a strong work force across regions. This established

efficient

Raj as a dominant & dependable entity across industry

end to end support in implementing the identified

sectors, both in India & overseas.

structure.

understanding

&

realization

of

the

challenges

that

existed, both internal & external. It was during this time that Amit clearly understood the fine line that existed between ownership & management. He stepped out of the mainstream business & looked for professional help for finding a solution to address this issue. The 5 year sabbatical that Amit took from the core business, helped him find the purpose & fuelled his desire to bring about a change in the culture, even further. The mission clearly was "now or never"

family

establishing

the

and

business experienced robust Pan-India growth & creation

The 2nd Phase from 2000-2010 was about introspection,

for

conceptualization

office

appropriate

structure

and

tax

providing

He has also advised clients on joint ventures, private equity

investment,

re-organisations, optimization including

corporate divestments

strategies,

structuring

for

restructuring, /

hive

transaction stressed

and

internal

offs,

tax

structuring insolvency

matters and other complex tax matters. He

has

experience

in

advising

cross

border

investments and group re-organisations from a tax and regulatory perspective. He has advised various clients across sectors such as financial

services,

real

estate,

infrastructure,

engineering, The 3rd phase post 2010, has been all about holding the bull by the horns & taking the plunge. With the help of a

healthcare,

hospitality,

shipping,

media and entertainment, etc.

talented & committed professional team who believed in the cause of the mission, Amit spearheaded the project to engage 3 different generations of family members to see merit in giving up the management control & restructure the company with the best in class processes & governance. After almost 8 long years of a roller coaster ride, addressing the insecurities & emotions of the family members, Raj Petro managed to unlock value & provide an exit to many family shareholders, by partnering with Brenntag on the 3rd of May, 2018

MADRAS MANAGEMENT ASSOCIATION

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