Case study

How We Helped a Boutique Investment Bank with Shortlisiting and Approaching Potential Investors for a Medtech Company

SG Analytics Investment Insights Case Study How We Helped a Boutique Investment Bank


SGA was engaged by a U.S.-based boutique investment bank to assist them in identifying and approaching potential investors for a leading disruptor in the medical sterilization space, looking to raise a minority equity capital of $25mn


  • Conducted internal due diligence, business and industry review along with peer analysis
  • Performed a detailed valuation exercise followed by Football Field analysis
  • Prepared deal collaterals, discussion material and a confidential financial package
  • Shortlisted a list of ~500 potential investors and collated their contact details
  • Prepared an outbound email, a data room, and initiated outreach with investors 
  • Maintained logs, updated investor CRM and delivered deal materials to interested parties


Engaged a three-analyst team and divided them to provide research and diligence support; develop a complete database of potential investors along with contact details; and develop and execute an outreach campaign


Not only was SGA able to help its client in evaluating and selecting the most optimal investor for the target business, with this exercise, the client was able to realize a successful deal outcome within 3 months from the launch date


SGA helped its client to perform a detailed diligence and valuation exercise and enabled it to create an investor universe and execute a successful outreach campaign

We bring comprehensive data driven insights to everyone, everywhere

In depth-analysis with simple solutions