Investment Banking Support Services

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

Why Leverage SG Analytics’Investment BankingServices & 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.

Why SGA

Rich exposure to a broad range of use cases across sectors globally

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

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

Research findings augmented with analytical capabilities to generate sharper insights

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

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

Unique perspective on working with tech companies and bringing ‘Product’ thinking

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

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 | Investment banking services

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

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

Our investment banking services has Sector expertise that encourages brainstorming and idea generation

Sector expertise
that encourages
brainstorming
and idea
generation

Sector expertise that encourages brainstorming and idea generation

Research findings augmented with analytical capabilities to generate sharper insights

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

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

Rich exposure to a broad range of use cases across sectors globally

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

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

Research findings augmented with analytical capabilities to generate sharper insights

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

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

Unique perspective on working with tech companies and bringing ‘Product’ thinking

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

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

Experienced consultants with deep sector expertise and rich experience

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

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

Rich exposure to a broad range of use cases across sectors globally

Sector expertise
that encourages
brainstorming
and idea
generation

Sector expertise that encourages brainstorming and idea generation

Research findings augmented with analytical capabilities to generate sharper insights

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

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

What We Do

Mergers & Acquisitions (M&A)

SG Analytics

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

Equity Capital Markets (ECM)

SG Analytics

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

Debt Capital Markets (DCM)

SG Analytics

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

Valuation Support

SG Analytics

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

Business Information Services (BIS)

SG Analytics

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

Presentations and Graphics Support (DTP)

SG Analytics

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