M&A deal execution support across buy/sell-side mandates
About Client:
A US-based investment bank with a strong M&A practice
Business Problem:
Client wanted to expand its market share & thus improve its position in the league tables, by having its bankers focus on core business.
ValueAdd Solution:
ValueAdd staffed a two-analyst investment banking research team supported by a Team Lead, to provide support across buy/sell-side M&A mandates. The analysts had an average 3 years of experience in banking.
Deal origination support:
- Identify growth sectors & companies, balance sheets with surplus cash, inorganic assets, and good equity support, for buy-side mandates.
- Spot potential target companies based their ownerships, tenure, industry, business phases (saturation/expansion), high capex companies, low cash flow companies, highly levered balance sheets, etc.
- Deliver quick tearsheets to filter potential acquirers & targets, for the buy and sell-side mandates, respectively.
Deal execution support:
- Help with updates across pitchbooks, precedent transaction comps, information memorandums, and investor presentations.
- Detailed merger valuation based on accurate valuation multiples (industry average, revenue or EBITDA multiple), accretion-dilution analysis, factoring potential synergies.
Market intelligence and library support:
- Provide market intelligence, including league tables, 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 M&A deals worth $2+ billion in year1
- 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