ECM deal execution support across primary and secondary equity markets

About Client:

A mid-market investment bank based in the UK, with offices across the USA, UK, France, and Singapore.

Business Problem:

Client wanted to increase its market share by optimizing equity capital market’s (ECM) origination processes, and by adopting speedy execution methods including outsourcing.

ValueAdd Solution:

ValueAdd staffed a two-analyst ECM research team supported by a Team Lead, to provide support across developed and emerging equity capital markets. The analysts had an average 2-3 years of experience in banking.

Deal origination support:

  • Screening of potential target clients based on top-bottom and bottom-up approach.
  • Help with updates across pitchbooks, trading comps, and precedent transaction comps
  • Quick company tearsheets to filter potential targeted prospective clients

Deal execution support:

  • Help with updates across information memorandums, trading comps, precedent transaction comps, and investor presentations.
  • Detailed equity valuation based on DCF/SOTP, and relative valuation multiples (industry average, revenue or EBITDA multiple).
  • Support an IPO, secondary issuance across equities, SPACs, PERPS, among others.

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 ECM deals worth £5+ 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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