Case study

US-Based Middle Market M&A and Corporate Finance Firm Focused on Industrial Sector



Our initially engagement was to support the client on pitch decks and valuation. On delivering high quality products, the client engaged us in a complete end-to-end sale process. With successful completion of the deal, now the client is engaging us in more and more live deals.     


  • Created marketing material for the target including CIM and executive brief. Also assisted in creating individual management presentation with a focus on each buyer, as per the agenda of the calls
  • Extensive search for strategic buyers, along with rationale, in multiple markets based on the solutions/products provided by the client 
  • Valuation using DCF, comparable public companies analysis, precedent transaction analysis and football field presentation
  • Created advocacy deck for selected buyers to indicate the financial synergies and future valuation post acquisition of the buyer 
  • Continuous engagement with the target and the banker, including buyer calls and forming a detailed log with call notes and real-time progress with each buyer
  • Assistance in setting a pre-LOI virtual data room by analysing each document of the target 


  • High quality and quick turnaround time 
  • End-to-end deal support to the target as well as client with access to SGA’s BIS and graphics services
  • The firm was able to successfully sale itself to a buyer with expected valuation
  • Support from sector specialists


  • 50% more client facing time
  • 40% Cost effective research support
  • 45% increase in productivity

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