What We Do > Investment Research > Investment Banking Support Services

Investment Banking Support Services

Extensive expertise across private and public capital markets, mergers, acquisitions and divestitures

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Why leverage SG Analytics' investment banking services & solutions?

With experience and analytical insights, we provide practical and strategic support in capital markets, mergers and acquisitions, financial restructuring and valuations. Our investment research services include corporate finance support, origination and transaction support that integrate with client’s strategy, BIS/library services, data visualisation and graphics support, analytics support and sector support.

SG Analytics collaborates with 70+ boutique and mid-market IB firms across the globe and is widely recognised for its industry best practices across the deal cycle. Our comprehensive suite of skill sets and well-defined flexible processes allow us to exceed our client expectations always.

investment banking services & solutions

What We Offer

SG Analytics is adept in providing support across the M&A deal life cycle comprising origination, marketing, due diligence and business development support.

  • Extensive support across the M&A deal life cycle – origination, marketing, due diligence and business development support
  • Origination support – target/buyer screening, sector research, market mapping, trading multiple comps, company profiles, precedent transactions, financial modelling and valuation
  • Marketing support – CIMs (Confidential Information Memorandums), pitchbooks, competitive landscapes, teasers and case studies
  • Due diligence support – financial/industry due diligence, draft term sheets preparation, CRM and data room management, fairness opinions
  • Business development initiatives – creation of thought leadership material, market intelligence notes, thematic research, blogs, newsletters and M&A reports

We are experts in providing end-to-end ECM services that range from private placements, initial public offerings (IPO) and follow-on public offerings (FPO).

  • A wide array of ECM services comprising private placements, initial public offerings (IPO) and follow-on public offerings (FPO)
  • Qualitative tasks covering ECM overview, newsletters, investor analysis & profiles, economic calendars, investor feedback presentations and end of quarter/year IPO market overview reports
  • Quantitative tasks including primary & secondary market analysis, IPO comps and block trade activity
  • Value-adding activities – dividend vs buyback analysis, cross-holding analysis, capital structure analysis and IPO valuation analysis
  • Market intelligence support – track new deals, keep tabs on market and sector deal trends, daily & weekly trading reports, historical/pipeline IPOs database maintenance

We have in-depth experience in providing services across the end-to-end DCM spectrum comprising execution support and market intelligence to pitch decks across various funding opportunities.

  • Complete range of DCM services – execution support, market intelligence and pitch decks for various funding opportunities
  • Quantitative support covering credit positioning, credit, liquidity and leverage ratio analysis, new bonds issuance analysis, covenant analysis and monitoring
  • Complex valuation and modelling support – cash flow modelling (ABS, RMBS, CMBS), debt structuring, headroom analysis and stress testing
  • Qualitative support comprising rating analysis, credit memos, peer analysis, financial disclosures, indenture screening & overviews, prospectus/OC writing support, annual credit reports or quarterly watch lists, and deal overviews
  • Market intelligence support – deal and comp database maintenance, periodic newsletters, valuation of new regulations and its impact

We are proficient in providing support to investment banks, private equity firms and independent valuators across financial reporting, tax compliance, transaction and litigation-related valuations.

  • Scalable valuation support for independent valuators, investment banks and private equity firms, tax compliance, transaction-related valuation and litigation-related valuation
  • Financial reports comprising impairment testing, purchase price allocation (PPAs), value analysis and stock option expensing
  • Transaction-related valuation support – corporate restructuring, purchase/sale of a company or asset, VC financing, bankruptcy proceedings
  • Tax compliance support – valuation of interests in businesses/gift and estate tax, IRC 409A/ESOP valuation
  • Litigation-relation valuation support – best possible advice and credible insights into damage and profit claims

We are adept in managing BIS and library teams for many of our investment banking clients and leverage our in-depth expertise of different types of databases to deliver high-quality insights.

  • Profound expertise of various databases to provide high-quality meaningful insights, support services for investment banking clients to manage BIS and library teams
  • Company, sector and macro-specific data requests across various levels of complexity
  • Company data covering ownership information, revenue and profit metrics, profiles, transcripts, filings, presentations, PIBs, consensus estimates and management profiles
  • Research reports highlighting factors such as market size, market potential, key players, revenue and cost drivers, regulatory impact, demand and supply dynamics, and technological innovations
  • Performance data related to geographies, markets and asset classes
  • In-depth research and analysis on capital markets, indices and foreign exchange
  • Assess league tables, deal intelligence, custom news run and capital market-specific data

We are experts in providing integrated, end-to-end presentation services to our investment banking clients in the UK.

  • Range of presentation services with expertise in visual storytelling
  • Presentation support, right from formatting and upgrading pitchbooks to downloading ideas on creative bespoke slides, charts, graphs and layouts
  • Design and layout support – business & management presentations, CIMs, factsheets, teasers, marketing flyers, client reports, whitepapers, brochures, news digests and push e-mails
  • Automation and conversion support – convert data in MS-Excel files into persuasive charts and slides, replicate non-editable PDFs/PPTs on slides, update presentations automatically as data gets updated, convert hand drawings into impressive slides
  • Intuitive design tools with powerful presentation features to provide high-quality, engaging and cost-effective presentation support that exceed client expectations

Why SGA

Expertise on market data sources leveraged by leading IB and PE firms

Highly qualified talent pool (with MBA Finance, CFA & CA background)

Access to a complete research ecosystem including data sources, graphics team, technology specialists and sector experts

Flexibility in choice of engagement models to quickly ramp up and ramp down

Prior experienced SGA analysts at reputed global IB and PE firms add perspective

Sector expertise that encourages brainstorming and idea generation

Who we work with

Insights

Whitepapers

Hot Investment Trends in Pharma and Healthcare Segments

The Pharma and Healthcare segments are undergoing constant changes. Post pandemic, there has been an increase in traction for investment in the...

Fintech

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SG Analytics Industry Insights – Global Fintech Sector Update Q3 2021

Our latest report examines how fintech companies are innovating methods to improve profitability with markets and economies opening up again after the...

Debt Market

Whitepapers

Distressed Debt Market in India

Opportunities in an emerging distressed debt market typically arise due to benign credit standards and global macro headwinds, which cause a market...

Our comprehensive suite of solutions across the deal lifecycle enables global boutique and mid-market IB firms to win deal mandates.