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INVESTMENT BANKING SERVICES & SOLUTIONS

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

Why Leverage SG Analytics’ Investment Banking Services & Solutions?

With experience and analytical insight, 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 visualization 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 recognized 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. 

Why SGA ?

SECTOR SPECIALIZATION

TECHNOLOGY MEDIA AND TELECOM

TECHNOLOGY MEDIA AND TELECOM
HEALTHCARE

HEALTHCARE
INDUSTRIALS

INDUSTRIALS
FINANCIAL INSTITUTION GROUP

FINANCIAL INSTITUTION GROUP
ENERGY/ OIL & GAS

ENERGY/ OIL & GAS
CONSUMER & RETAILS

CONSUMER & RETAILS
REAL & ESTATE

REAL & ESTATE
AUTOMOTIVE

AUTOMOTIVE
AEROSPACE & DEFENCE

AEROSPACE & DEFENCE
INFRASTRUCTURE

INFRASTRUCTURE

Mergers & Acquisitions (M&A)

  • Extensive support across 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
    • CLIENT EXAMPLE CLIENT EXAMPLE

Equity Capital Markets (ECM)

  • A wide array of ECM services comprising of private placements, Initial Public Offerings (IPO), 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, 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
    • CLIENT EXAMPLE CLIENT EXAMPLE

Debt Capital Markets (DCM)

  • Complete range of DCM services – execution support, market intelligence, 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 flows 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, deal overviews
  • Market intelligence support – deal and comp databases maintenance, periodic newsletters, valuation of new regulations and its impact
    • CLIENT EXAMPLE CLIENT EXAMPLE

Valuation Support

  • 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
    • CLIENT EXAMPLE CLIENT EXAMPLE

Business Information Services (BIS)

  • 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

Presentations and Graphics support (DTP)

  • 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 PDF’s / PPT’s 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

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