The website is set up as a channel and a vehicle to share the learnings, corporate & life experiences of the founder, Mr. Rohit Chanana, who has been a veteran corporate leader, having worked in Family run businesses and advised these Families and their businesses and start ups. Mr. Chanana brings with him an experience of having led and managed large financial transactions, M&A, JVs, buyouts, due diligence, investment evaluation, business execution & restructuring and strategic advisory experience. Mr. Chanana shall be offering advice to entrepreneurs, family businesses, startups, institutions, corporates etc. in both non-profit as well as a commercial basis through blogs, white papers, thought leadership, articles and direct engagement on specific transactions. Through his combination of industry experience and a wide network of relationships across the board, Mr. Chanana’s endeavor is to provide extremely high-quality general & customized strategic advice and services resulting in great outcomes to stakeholders. His unique experience of working with multiple startups and family businesses, positions him to serve these two segments in accelerating their growth and advising on strategic options, in today’s dynamic business environment.
Family Business and Family Office Setup
These are Illustrative list of key projects and engagements:
A. Family Business
Investment across different asset classes
B. Family Office set up
The family should take complete ownership of their decisions even while they engage Advisors and think of Family Office as a Business.
A. Family Business
Investment across different asset classes
- Investment across different asset classes, tenors.
- Long term Strategic and Financial Investments across Public and Private markets.
- Disciplined investing in Alternative Investments ( PE Funds ) around themes.
- Managed large Portfolio of Family Office.
- Created Investment Policy statement with Security/liquidity/Returns in that order.
- Best Treasury way back in ‘94.
- Built Cash Management Systems in mid-80’s.
- JV – Life Insurance engagement and disengagement with Ergo.
- JV – Commercial Vehicles engagement and disengagement with Daimler.
- Ran the entire process of purchasing Honda’s shares at 50% discount to the market price. Sold some of these shares to Bain and GIC the process involved interaction with top 10 of 15 PE firms, The entire process of buying and selling was done without any support of I Banker.
- 2 step Framework by addressing tough issues at the term sheet stage to ensure certainty of Closure.
- Increased ownership of the Family from 26% to 40% in two-wheeler venture with no debt overhang.
- Significant Value Creation for Hero Group as a result of certain transactions.
- Generated 5X returns in 5 Years in one of the overseas investment.
- Evaluated New Biz in Renewable Energy for Hero Group – one of the few major diversification.
- Ability to evaluate Business around frameworks from Gut and Analysis (e.g OYO, Nykaa) Strategy and Growth – New/Existing Biz while balancing Risk Vs Returns.
- Having worked with some large consulting firms, being able to think in frameworks
- Large Size Biz evaluation keeping in mind Upside, Risks and Capability Building to set realistic goals.
- Built a Strong Network (Dosti) and Ecosystem to achieve outcomes.
B. Family Office set up
The Objectives of the Family may need to evolve around the following:
- Ensure Family Harmony, love and affection even if businesses realigned
- Protect and enhance the Family Brand and Reputation
- Protect and grow Family Wealth and the seamless transfer of wealth
The family should take complete ownership of their decisions even while they engage Advisors and think of Family Office as a Business.
The Construct can be Formal or Informal or somewhere in between depending on the complexity of interactions, size of the family, needs and decision-making process.
The objectives can be amended based on each family’s goals and objectives.
Broadly the construct can be broken up into four buckets:
- Bucket 1 – Alignment on various Important issues including Code of Conduct
- Bucket 2 – Risk and Financial Planning
- Bucket 3 – Governance
- Bucket 4 – MIS, Accounting and Compliances
Startups
These are Illustrative list of key projects and engagements:
StartUp Support
StartUp Support
- Creating Optimism and ensuring different thinking amongst Start Ups.
- Raise Aspirations and focus on values.
- Values-Driven execution culture.
- Helping make choices and trade-offs.
- JV – Life Insurance engagement and disengagement with Ergo.
- JV – Commercial Vehicles engagement and disengagement with Daimler.
- Ran the entire process of purchasing Honda’s shares at 50% discount to the market price. Sold some of these shares to Bain and GIC the process involved interaction with top 10 of 15 PE firms, The entire process of buying and selling was done without any support of I Banker.
- 2 step Framework by addressing tough issues at the term sheet stage to ensure certainty of Closure.
- Increased ownership of the Family from 26% to 40% in two-wheeler venture with no debt overhang.
- Significant Value Creation for Hero Group as a result of certain transactions Strategy and Growth – New/Existing Biz with a balance around Risk Vs Returns.
- Generated 5X returns in 5 Years in one of the overseas investment.
- Evaluated New Biz in Renewable Energy for Hero Group – one of the few major diversification.
- Execution focus in complex transactions end to end closure.
- Outcome driven reviews.
- Created different Performance Management Frameworks for business reviews.
- In order to increase profitability evaluated Growth opportunities and cost optimization(not cost cutting).
- Engaged in 2 Family Realignments.
- Realignment in JVs.
- Prioritization of opportunities and capital allocation.
- Discipline and Focus.
- Help in Making Choices.
- Built a Strong Network (Dosti) and Ecosystem to achieve outcomes.
Strategic Investments
These are Illustrative list of key projects and engagements:
M&A and JV
M&A and JV
- JV – Life Insurance engagement and disengagement.
- JV – Commercial Vehicles engagement and disengagement.
- Ran the entire process of sale / purchase / financing of Partner shares in two-wheeler venture without any Banker, the process involved interaction with top 10 of 15 PE firms, Biz Partner and Mutual Funds.
- Bought shares at 50% discount from 2 wheeler JV Partner and sold shares to P/E in Unlisted Entity.
- 2 step Framework by addressing tough issues at the term sheet stage to ensure certainty of Closure.
- Ability to evaluate Business around frameworks from Gut and Analysis (e.g OYO, Nykaa) Strategy and Growth – New/Existing Biz while balancing Risk Vs Returns.
- Having worked with some large consulting firms, Being able to think in frameworks
- Large Size Biz evaluation keeping in mind Upside, Risks and Capability Building to set realistic goals.
- Execution focus in complex transactions end to end closure.
- Outcome driven reviews.
- Created different Performance Management Frameworks for business reviews.
- In order to increase profitability evaluated Growth opportunities and cost optimization(not cost cutting).
- Turned around a losing business into profitable biz (including acquisition ). The growth of BPO Biz from USD 4 Mn to USD 100 Mn in 2.5 years.
- In order to increase profitability evaluated Growth opportunities and cost optimization (not cost cutting).
- Led Treasury as a Profit Center from 92-94 and led Family Office of Hero Group from 2010 onwards.
- Engaged in 2 Family Realignments.
- Realignment in JVs.
- Built a Strong Network (Dosti) and Ecosystem to achieve outcomes.
Financial Advisory
These are Illustrative list of key projects and engagements:
Investment across different asset classes
Investment across different asset classes
- Investment across different asset classes, tenors.
- Ability to evaluate Business around frameworks from Gut and Analysis (e.g OYO, Nykaa).
- Long term Strategic and Financial Investments across Public and Private markets.
- Disciplined investing in Alternative Investments ( PE Funds ) around themes.
- Managed large Portfolio of Family Office.
- Created Investment Policy statement with Security/liquidity/Returns in that order.
- Best Treasury way back in ‘94.
- Built Cash Management Systems in mid-80’s.
- GDR of USD 100 Mn.
- GIC and Bain capital raise of over USD 800 Mn.
- Debt of close to USD 700 Mn to buy out shares from Honda.
- Innovative instruments for raising debt in both Foreign and Local currency.
- Generated 5X returns in 5 Years in one of the overseas investment.
- Increased ownership of the Family from 26% to 40 % in two-wheeler venture with no debt overhang.
- Significant Value Creation for Hero Group as a result of certain transactions Strategy and Growth – New/Existing Biz with a balance around Risk Vs Returns.
- Having worked with some large consulting firms, being able to think in frameworks.
- Evaluated New Biz in Renewable Energy for Hero Group – one of the few major diversification.
- Large Size Biz evaluation keeping in mind Upside, Risks and capability Building to set realistic goals.
- Ability to evaluate Business around frameworks from Gut and Analysis (e.g OYO, Nykaa) Strategy and Growth – New/Existing Biz while balancing Risk Vs Returns.
- Having worked with some large consulting firms, being able to think in frameworks.
- Large Size Biz evaluation keeping in mind Upside, Risks and Capability Building to set realistic goals.
- Engaged in 2 Family Realignments.
- Realignment in JVs.
- Prioritization of opportunities and capital allocation.
- Discipline and Focus.
- Help in Making Choices.
- Built a Strong Network (Dosti) and Ecosystem to achieve outcomes.
Business Advisory
These are Illustrative list of key projects and engagements:
Investment across different asset classes
Investment across different asset classes
- Investment across different asset classes, tenors.
- Long term Strategic and Financial Investments across Public and Private markets.
- Disciplined investing in Alternative Investments ( PE Funds ) around themes.
- Managed large Portfolio of Family Office.
- Created Investment Policy statement with Security/liquidity/Returns in that order.
- Best Treasury way back in ‘94.
- Built Cash Management Systems in mid-80’s.
- GDR of USD 100 Mn
- GIC and Bain capital raise of over USD 800 Mn.
- Debt of close to USD 700 Mn to buy out shares from Honda.
- Innovative instruments for raising debt in both Foreign and Local currency.
- JV – Life Insurance engagement and disengagement.
- JV – Commercial Vehicles engagement and disengagement.
- Ran the entire process of sale/purchase/financing of Partner shares in two-wheeler venture without any Banker, the process involved interaction with top 10 of 15 PE firms, Biz Partner and Mutual Funds.
- Bought shares at 50% discount from 2 wheeler JV Partner and sold shares to P/E in Unlisted Entity.
- 2 step Framework by addressing tough issues at the term sheet stage to ensure certainty of Closure.
- Increased ownership of the Family from 26% to 40% in two-wheeler venture with no debt overhang.
- Significant Value Creation for Hero Group as a result of certain transactions Strategy and Growth – New/Existing Biz with a balance around Risk Vs Returns.
- Generated 5X returns in 5 Years in one of the overseas investment.
- Evaluated New Biz in Renewable Energy for Hero Group – one of the few major diversification.
- Ability to evaluate Business around frameworks from Gut and Analysis (e.g OYO, Nykaa) Strategy and Growth – New/Existing Biz while balancing Risk Vs Returns.
- Having worked with some large consulting firms, being able to think in frameworks.
- Large Size Biz evaluation keeping in mind Upside, Risks and Capability Building to set realistic goals.
- Execution focus in complex transactions end to end closure.
- Conviction around end outcomes.
- Created different Performance Management Frameworks for business reviews.
- Coaching, nurturing and optimism.
- Turned around a losing business into profitable biz (including acquisition). The growth of BPO Biz from USD 4 Mn to USD 100 Mn in 2.5 years.
- In order to increase profitability evaluated Growth opportunities and cost optimization (not cost cutting).
- Led Treasury as a Profit Center from 92-94 and led Family Office of Hero Group from 2010 onwards.
- Engaged in 2 Family Realignments.
- Realignment in JVs.
- Prioritization of opportunities and capital allocation.
- Discipline and Focus.
- Help in Making Choices.
- Built a Strong Network (Dosti) and Ecosystem to achieve outcomes.
