DCM deal execution support across developed and emerging market debt

About Client:

A mid-market investment bank based in the UK, with offices across the USA, UK, France, and Singapore. We already had an ongoing ECM support for the same client.

Business Problem:

Client wanted to increase the speed to market and its market share through optimizing the deal origination process and partially outsource the execution to free up bankers’ bandwidth.

ValueAdd Solution:

ValueAdd staffed a two-analyst debt research team supported by a Team Lead, to provide support across developed and emerging debt markets. The analysts had an average 3-4 years of experience in banking.

Deal origination support:

  • Screening of potential target clients based on top-bottom and bottom-up approach.
  • Screening of target companies based on quantitative parameters (e.g. cash starved companies, refinancing, high capex).
  • Help with updates across pitchbooks, debt comps, and precedent transaction comps.
  • Quick company tearsheets to filter potential targeted prospective clients.

Deal execution support:

  • Help with updates across capital structure analysis, credit memos, information memorandums, trading comps, precedent transaction comps, and investor presentations.
  • IM or prospectus drafting support & presentation support for various types of loans/bonds such as straight, convertible, hybrid, bullet-maturity, zero-coupon, step-up/down, and coupon-reset.

Market intelligence and library support:

  • Provide market intelligence, including league tables, pricing trends, monthly report on new deals, sector newsletters, and competitive intelligence.
  • Provide library/data support including supplying required data, sector reports, broker reports, rating reports, and other ad hoc pieces of analysis (sensitivity analysis).
  • Graphical support across charts, slides, decks, and data as per the client’s formatting style guides.

Benefits Delivered:

  • Supported DCM deals worth £12+ billion so far.
  • High-quality research and quick turnaround time, with minimal involvement of client bankers
  • End-to-end support across research, library, and graphics services
  • Cost-effective research support
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