What We Do > Investment Banking > Pitch Services for Investment Banks

Pitch Services for Investment Banks

We help client teams win deals through our in-depth and professional support in pitching activities

What We Do > Investment Banking > Pitch Services for Investment Banks

Pitch Services for Investment Banks

We help client teams win deals through our in-depth and professional support in pitching activities

Pitch Services
What We Offer
Research Ecosystem
Who We Work With
Automation-Powered Solutions
Value Proposition
Insights
Meet Our Experts

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Through our thorough and expert assistance in pitching efforts, we help client teams close sales.

SGA is well-versed in assisting small and medium-sized investment banks with their pitches. Through in-depth and expert assistance in pitching efforts, our Investment Banking analysts help top-heavy investment banks secure transaction mandates.

Our services in investment banking include:

Screening potential buyers and investors.
Identifying potential targets.
Gauging the sector's attractiveness.
Doing a comparative analysis.
Developing financial models.
Storyboarding the presentation.

Get in touch

What We Offer

Buyer/Investor Screening

Investor identification
Buyer screening–Strategic and Financial sponsors

Screening for Targets

Target identification
Company profile
- Strip
- 1 page
- Detailed

Industry Research

Sector research
Macroeconomic research
Market mapping
Competitive landscapes

Financial Analysis & Modeling

Trading comps
Precedent transactions
Financial modeling
Valuation analysis
Case studies

Pitch Collateral

Pitch storyboarding
Pitch design and progression
Creation of pitch collateral, e.g.,
CIMs, models, and management
presentations

What We Offer

Buyer/Investor Screening

Investor identification
Buyer screening–Strategic and Financial sponsors

Screening for Targets

Target identification
Company profile
- Strip
- 1 page
- Detailed

Industry Research

Sector research
Macroeconomic research
Market mapping
Competitive landscapes

Financial Analysis & Modeling

Trading comps
Precedent transactions
Financial modeling
Valuation analysis
Case studies

Pitch Collateral

Pitch storyboarding
Pitch design and progression
Creation of pitch collateral, e.g.,
CIMs, models, and management
presentations

Our Research Ecosystem

We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.

Automation-powered solutions

Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.

Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Our Research Ecosystem

We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.

Automation-powered solutions

Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Who We Work With

Investment bankers

From deal execution to closing

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Founders & Entrepreneurs

From business plan documents to capital raising

Investment bankers

From deal execution to closing

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Founders & Entrepreneurs

From business plan documents to capital raising

Our Automation-powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeatable tasks to reduce the overall time for deal execution

Workflow Management

Automate and streamline request lifecycle and evaluate capacity availability
Track the time spent on each request through a single dashboard view for managers
MIS reporting feature to track productivity

Knowledge Management System

Centralized knowledge repository leveraged by teams globally
User-friendly search through available content to reduce TAT and increase efficiency
Easy to implement, integrate, and customizable as per the client’s requirements

Investment Banking Productivity Suite

Package of slide layouts and infographics in client’s color scheme
TOC creation with pre-ideas/guidelines
Build custom automated tombstone slides using past deal data
Manage and edit charts, tables, format, etc. with a single click

Custom RPA Tools

Automated data extraction from structured and unstructured sources
AI-/ML-driven NLP tools for processing qualitative information
Automated quality check and assurance tools

Workflow Management

Automate and streamline request lifecycle and evaluate capacity availability
Track the time spent on each request through a single dashboard view for managers
MIS reporting feature to track productivity

Knowledge Management System

Centralized knowledge repository leveraged by teams globally
User-friendly search through available content to reduce TAT and increase efficiency
Easy to implement, integrate, and customizable as per the client’s requirements

Investment Banking Productivity Suite

Package of slide layouts and infographics in client’s color scheme
TOC creation with pre-ideas/guidelines
Build custom automated tombstone slides using past deal data
Manage and edit charts, tables, format, etc. with a single click

Custom RPA Tools

Automated data extraction from structured and unstructured sources
AI-/ML-driven NLP tools for processing qualitative information
Automated quality check and assurance tools

Our value proposition

Expertise across sectors, domains, and regions

Increased probability of winning deal mandates

Shortened time-to-market

Optimized resource capacity

Flexibility to quickly ramp up/down the team

Tailored engagement models

Final-form research

On-going cost efficiencies

Functional, cultural, and strategic alignment

Expertise across sectors, domains, and regions

Increased probability of winning deal mandates

Shortened time-to-market

Optimized resource capacity

Flexibility to quickly ramp up/down the team

Tailored engagement models

Final-form research

On-going cost efficiencies

Functional, cultural, and strategic alignment

Insights

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CASE STUDIES

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Talk To Our Experts

Let us introduce you to a selection of experts who bring best practices from years of success in their fields to help enable faster, smarter decisions.

Mayuresh Wagh

Head - Investment Insights

Steve Salvius

Head - Investment Banking & Private Equity

What We Do > Investment Banking > Pitch Services for Investment Banks

Pitch Services for Investment Banks

What We Do > Investment Banking > Pitch Services for Investment Banks

Pitch Services for Investment Banks

Through our thorough and expert assistance in pitching efforts, we help client teams close sales.

Our services in investment banking include:

What We Offer

What We Offer

Our Research Ecosystem

Our Research Ecosystem

Who We Work With

Investment bankers

Deal sourcing teams

Global CFOs

Founders & Entrepreneurs

Investment bankers

Deal sourcing teams

Global CFOs

Founders & Entrepreneurs

Our Automation-powered Solutions

Our value proposition

Insights

Talk To Our Experts

Drive stronger performance on your most critical priorities.