ECM deal support for a mid-sized US-based investment bank

About Client:

A mid-sized US-based investment bank active in equity capital market (ECM) solutions, was looking for a 3rd party research support.
The client sponsors were senior bankers with ~25-30 years of experience with bull-bracket banks.
Active in traditional equity and SPAC deals.

Business Problem:

There were ~5 bankers (including two co-founders) who were looking for deal execution and marketing support.
Wanted to keep low fixed costs by not hiring a huge team of Associates and Analysts to manage business peaks and troughs.
Wanted to focus banking bandwidth for deal origination and relationships, than consuming it on marketing collaterals and data/ research.

ValueAdd Solution:

Equity capital markets support:

Delivered IMs, Pitchbooks, teasers, valuations (DCF, SoTP, and relative valuations), for various deals.
Delivered IPO notes, highlighting valuation arguments, SWOT, business segmental analysis, financial analysis, and competitive landscape.

Presentation and strategy research support:

Helped making smart client presentations and maintain a repository for future use.
Converted each executed ECM deal into a case study in a Trophy Structure for future client pitches.
Monitored markets and news, and updated league tables for equity issuances in the region.

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:

Our research-backed deal support solution helped bag many complex deals that required deep industry experience.
Worked like an extension of the Client’s team.
Offered annual savings of minimum ~USD50,000.