Blu Oak Global Capital Partners, a niche boutique financial services organization, is the handiwork of a team of 'Seasoned bankers', who have demonstrated their competence in partnering with builders of today's billion dollar enterprises, right from incipient days through their life cycle.
Blu Oak was started with the vision of utilizing their transnational experience across business cycles and fundamental understanding of business drivers to cater to needs of stakeholders of emerging midcaps and SMEs, which are purported to be the growth drivers of Indian economy.
The organization has strong Transcontinental partnerships(driven by strategic alliances with Cape Horn Investment Advisory, Latin America, and Marshal Funds, London/Singapore/Mauritius)empowering it to access investors, businesses and specialty bankers in nearly 20countries across the globe.
Blu Oak's business model is founded on 3 primary value drivers namely Relationship Capital with legacy clients (relationships backed by a strong transactional track record) leading to repeat mandates; Expertise and demonstrated track record in delivering idea-centric solutions to meet critical growth aspirations of promoters; and Strong partnerships and access to niche International (Hedge Funds, Developmental Institutions,PE and Sovereign funds) and Domestic Investors.
Mr. Nanda Kumar Ranganathan, Managing Partner & CEO at Blu Oak, says, "The team of seasoned & dynamic bankers at the firm possesses a deep-seated knowledge of assessing the difference between actual and perceived risk and developing appropriate structures to capitalize on the same.
Our Structured Products vertical target mezzanines financing and related products with the sole purpose of providing solutions that are not typically delivered by the traditional banking system, targeting niche industry sectors like Real Estate &Hospitality, and allied areas such as Food &Beverages, Technology, Clean Tech and Education
The market today presents an interesting paradox – huge liquidity but constrained by structure and valuation gaps.The team believes that mezz and structured funding would be the key metrics to facilitate funding for high growth companies.
Consequently, the firm has dedicated its sincere efforts towards raising two focused funds targeted at the niche yet burgeoning opportunities in the MSME and Emerging midcap space"
The rich portfolio of Blu Oak's financial services envelops a broad spectrum of solutions to fulfill critical requirements of enterprises.
The team at Blu Oak Capital enters into a partnership with the mission of pillaring its clients from 'cradle to cusp 'in the process of value creation and subsequent monetization; the team members mentor &assist their clients through the life cycle of their enterprise.
The company provides its focused services across three verticals as follows:
Investment Banking –Solutions in domestic and international markets for Mergers &Acquisitions, Growth &Working Capital Advisory, Equity, Debt & MezzanineFunding, Business Restructuring & Mentoring, and Fund Management Advisory
Investment Management – attractive opportunities for domestic and offshore investors in Mezzanine Debt, Real-Estate, MSME focused, Special Situations
Structured Products – Structuring desk for overseas investors, Solutions with specific structures like Real Estate Indexed Notes.
The bankers at Blu Oak have partnered with clients as "trusted advisors" in driving their growth through inflection points – Consumer Durable sector in the 90 's, Mobile Telephony in the early 2000's and the Software and Auto Ancillary sector in the same decade.
Utilizing capabilities and experience garnered from these success stories, Blu Oak exhibits the right mix of perspective, expertise &critical connectivity in partnering with clients in the SME space to guide them on their growth trajectory.
The company's rich client base encompasses nearly 30 clients at present, including a mix of 4 large caps,10 mid-caps, 12 small caps and 4 early stage companies. The key differentiators that positioning the company presence in its peer group in the market may be elaborated as:
Critical client access – Capability to provide critical access to key decision makers ensuring smooth and effective delivery of enterprise-specific solutions.
Aligned Interests –Strong commitment towards keeping a client centric approach while providing idea-centric solutions by offering them constant support in developing solutions to meet their growth aspirations
Global connections–Profound experience in collaborating with global partners across India, Asia, Europe and the Americas accompanied with ability to ideate and deliver solutions relevant to markets around the world
"Gaining acknowledgment from clients that emanates from their satisfaction arising out of value delivered to them is a key benchmark for us.
Our partnerships overseas have been critical milestones in our journey thus far. Furthermore, we are endorsed by our Investors' commitments towards the unique proposition of our MSME Fund."
Enterprises are akin to aircraft. They need an expert hand only when their businesses are poised for takeoff or when their business models are a crash landing. At Blu Oak, we lend expertise for steering enterprises through critical phases, and their success in this domain is well documented.
Our approach is Capital access is always customized to prevailing market dynamics. The Capital access conduit is like a "funnel", and we draw on our experience and always operate from the narrow end which delivers optimal value propositions to our clients.
The firm has been actively moving ahead on its journey directing determined efforts towards raising niche funds for MSME and allied sectors to focus on providing them with growth capital along with mentoring and advisory services, thus empowering them to scale up business models and build inter-linkages.
The MSME fund has evolved out of innovative targeting and structuring in four well-defined niches in the market. The Risk mitigating structures ensure that the fund carries a higher quality risk.
Mezzanine and special situations fund would aim attention at Family owned midcaps in high growth businesses targeted at providing growth and specialty capital for meeting value enhancement and encashment The firm is on course to build a Platform of Interrelated Niche targeted at "promoters and their businesses" delivering solutions to them through their life cycle from value creation to monetization (cradle to cusp).
Mr.NandakumarRanganathan, Founding Partner, Blu Oak Global Capital
With more than twenty five years of experience in Investment Banking, Capital Markets, Investment Management, Structured Finance and Treasury verticals across Europe and Asia, Founder and Managing Partner, Nanda Kumar has a stellar track record as a dealmaker and business builder.
He leads an experienced team of professionals at Blu Oak and is responsible for the overall management of the organization. An alumnus of IIT Madras & IIM Ahmedabad, Nanda Kumar set up the India Operations as Managing Director of Cushman Wakefield Capital Asia (CWCA), (recognized as Asia's first integrated Investment Bank / Investment Management platform focusing on Real Estate, headquarter out of HK).
Prior to that he headed the Investment Banking platforms of ING Barings and DBS Bank, where he led a number of marquee M&A transactions in Telecom(Essar Teleholdings, BPL, Escotel, Aircel etc), Technology & Food & Beverages (UB Group, Ruchi Soya).
He also led Capital access transactions aggregating over USD 1.5 billion including India's first REITs for Ascendas.He has a number of "firsts" to his credit in his career (including the Euro money Deal of the year award).
He is committed to ensuring that Blu Oak delivers differential and critical value to its clients and partners with them throughout their business journey.
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