An acquisition deal execution support for a UK-based investment bank

About Client:

A UK-based mid-sized investment bank wanted a deal execution support for a buy-side mandate. Wanted to shortlist the target companies, do a financial due diligence, and perform valuation

Business Problem:

The bankers were facing an acute bandwidth constraint due to multiple deals from one sector. The respective sector analyst didn’t have sufficient capacity to execute entire deal independently.

ValueAdd Solution:

ValueAdd staffed an associate led by a Team Lead, to provide the required support. The associate had an average 4 years of experience in banking.

Deal execution support:

  • Screened target companies based on end-client’s quantitative and qualitative parameters.
  • Prepared target company profiles, and profile packs, for the final shortlisted list of companies
  • Delivered valuations (DCF, SoTP, and relative valuations) of select target companies

Market intelligence and library support:

  • 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:

  • The deal was consummated within six months.
  • ValueAdd associate worked like an extension to the Client’s team.
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