INVESTMENT BANKING SUPPORT SERVICES

Investment Banking Outsourcing & Corporate Finance Support 

With an expertise in providing deal origination and transaction support as a part of SG Analytics’ investment banking & corporate finance support, we ensure a seamless integration with the client’s strategy across the value chain of activities. Furthermore, we specialize in providing BIS/ library services, graphics support, analytics support and sector experts that enable us to offer a holistic suite of skill sets to our clients.  

We have an experience of working with 70+ boutique and mid-market IB firms in the US & other countries, from which, most firms are top rankers in the deal league tables. By leveraging advanced technology tools and best practices of the industry, we have strong experience of servicing sole entrepreneurs to bulge-bracket banks across the deal cycle. With an aim to consistently exceed client expectations, we utilize our well defined yet flexible processes and high-quality investment banking services to achieve it.

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Why SGA ?

SECTOR SPECIALIZATION

Mergers & Acquisitions (M&A)

  • Investment banking support across the M&A deal life cycle which includes origination, marketing, due diligence and business development support
  • Target/ buyer screening, trading comps, precedent transactions, company profiles, market mapping, sector research, financial modelling, and valuation are covered in origination support
  • Pitchbooks, confidential information memorandums (CIMs), teasers, competitive landscapes, and case studies are covered in marketing support
  • Financial and industry due diligence, fairness opinions, draft term sheets preparation, and CRM and data room management as a part of due diligence support
  • Preparing thought leadership material, thematic research, market intelligence notes, blogs, newsletters and M&A reports as a part of business development initiatives

Equity Capital Markets (ECM)

  • Range of services including private placements, Initial Public Offerings (IPO), and Follow-on Public Offerings (FPO) offered in end-to-end ECM services
  • ECM overview / newsletters, economic calendars, investor analysis & profiles, investor feedback presentations, and end of quarter / year IPO market overview reports as a part of qualitative tasks
  • Block trade activity, IPO comps, and primary & secondary market analysis are also covered in quantitative tasks
  • Dividend vs buyback analysis, cross holding analysis, capital structure analysis and IPO valuation analysis as a part of higher value-added tasks
  • Tracking new deals, market and sector deal trends, daily / weekly trading reports, and maintaining database for historical/pipeline IPOs with market intelligence support

Debt Capital Markets (DCM)

  • Range of services including execution support and market intelligence to pitch decks across various funding opportunities offered in end-to-end DCM services
  • Credit positioning, new bonds issuances analysis, covenant analysis / monitoring, and credit, leverage and liquidity ratio analysis as a part of quantitative support
  • Stress testing, cash flows modelling (ABS, RMBS, CMBS), debt structuring, and headroom analysis as a part of complex valuation and modelling support
  • Credit memos, ratings analysis, peer analysis, prospectus / OC writing support, financial disclosures, indenture screening & overviews, annual credit reports/ quarterly watch lists, and deal overviews as a part of qualitative support
  • Maintaining deal and comp databases, analysis of new regulations and its impact and periodic newsletters as a part of market intelligence support

Valuation Support

  • Support independent valuators, investment banks and private equity firms across financial reporting, tax compliance, transaction related and litigation related valuations with our diverse experience
  • Fair value analysis, purchase price allocation (PPAs), impairment testing, and accounting for stock option expenses through financial reports
  • Corporate restructuring, VC financing, bankruptcy proceedings, and purchase or sale of a company/asset – included in transaction-related valuation support
  • IRC 409A/ ESOP valuation and valuation of interests in closely held businesses or other securities for estate planning and gift tax as a part of tax compliance support
  • Valuation advice, damage claims, and profit claims included in litigation-relation valuation support

Business Information Services (BIS)

  • Investment banking services delivering high-quality insights by utilizing our rich expertise of various databases to manage BIS and library teams for several of our investment banking clients
  • Covering multiple complexity levels in Company, sector, and macro-specific data requests
  • Revenue and profit metrics, filings, profiles, transcripts, presentations, PIBs, ownership Information, consensus estimates, and management profiles included in the company data
  • Providing specific information in research reports which includes market size, market potential, key players, regulatory impact, revenue and cost drivers, demand and supply dynamics, and technological innovations
  • Provide performance data across markets, asset classes, and geographies
  • Facilitate the access of news run, deal intelligence, capital market-specific data, league tables, in-depth research on indices, foreign exchange and capital markets

Presentations and Graphics Support (DTP)

  • Providing investment banking clients in the US with end-to-end presentation services
  • formatting and upgrading pitchbooks, converting ideas into slides, and creating bespoke slides / charts / graphs / layouts as a part of presentation support
  • Designing of factsheets, CIMs, teasers, management presentations, marketing flyers, client reports, brochures, white papers, push e-mails, and news digests as a part of design and layout support
  • Automatically update presentations as underlying data is updated, converting data in MS-Excel files into charts and slides, replicating non-editable PDF’s / PPT’s into slides, and converting hand drawings into slides as a part of automation and conversion support
  • Expert in keeping a track of latest presentation software and related tools, enabling us to exceed client expectations. We aim to deliver newer and efficient ways of rendering presentation support

Knowledge Center - Your Information Hub

Step ahead with actionable insights that empower growth.

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*By sharing the information you have entered, you give your express consent to SG Analytics to use the provided information to contact you with relevant information related to its offerings and services as and when required. SG Analytics secures all your personal information from unauthorized access, use or disclosure. For more information, please visit our privacy policy.

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