Case study

US-Based Boutique Investment Bank Focused on the Technology Sector

SG Analytics IB Case Study Renowned US based Healthcare Boutique Investment Bank


Our client was mandated to explore strategic options to raise money through private placements. The company had an ambitious target to raise >$20 million through a round of funding.


  • Initially created an executive summary and then developed an extensive Confidential Information Memorandum (CIM), leveraging the information from the company, company website, databases, company reports, and third-party resources.
  • Prepared a business plan highlighting the company’s product, management, expansion plan, and in-depth financial model as well as analyzed the dynamics of the gym management software market through industry-specific valuation parameters and benchmarking of competitors.
  • Screened for a list of financial and strategic buyers and maintained a detailed tracker with the latest updates
  • Assisted in evaluating the number of securities to dilute with a mix of convertible offerings
  • Calculated pre- and post-money valuation to help the company understand its valuation


We had a one-FTE engagement with the client to support them on this equity-raising assignment that was executed successfully. Post the successful execution, the client signed an additional one FTE support on a continuous basis


  • High quality and quick turnaround time 
  • End-to-end deal support with access to SGA’s BIS and graphics services
  • The firm could secure $25 million funding
  • Support from sector specialists


  • 30% more client-facing time
  • 40% cost-effective research support
  • 25% increase in productivity

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