Business Situation
An investment banking (IB) firm needed to prepare a pitchbook for a potential M&A advisory mandate in the technology sector. The client had less than 24 hours to deliver key sector data, peer comparables, and recent deal activity to the management. The in-house team lacked the bandwidth for time-intensive data extraction.
The bank engaged Business Information Services (BIS) for:
- Rapid retrieval of sector data from premium databases, including Capital IQ, PitchBook, and FactSet
- Accurate company comparables and precedent transaction analysis
- Quick turnaround of polished charts and tables for pitchbook inclusion
SGA Approach
- AI-powered Data Retrieval
– Used AI-enabled screening tools to rapidly extract and filter relevant peer comparables and deal data
– Applied AI-based data validation checks to ensure accuracy across multiple databases
- Automation-driven Support
– Leveraged automated charting tools to generate league tables, valuation multiples, and benchmarking visuals within hours
- Communication and Coordination
– Maintained real-time communication with the IB team, providing updates every few hours and sharing interim outputs for early feedback
Key Takeaways
- Ultra-fast Turnaround: Delivered a complete dataset and ready-to-use visuals within 18 hours
- AI-enhanced Accuracy: Multi-database validation supported by AI reduced data discrepancies and ensured consistency
- Enhanced Efficiency: Enabled bankers to focus on storytelling, while BIS managed the heavy data lifting
