Accelerate Dealmaking Fueled by AI-Powered Research in Investment Banking

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Ensuring Smarter Dealmaking for Investment Bankers

For investment banks that focus on M&A deal advisory, capital raising via ECM/DCM/IPO/FPO transactions, and strategic purchases, there are four critical areas that define business success:

How can you beat competition with efficient, seamless, and comprehensive investment banking services to drive deal closure?
How can you generate sharper insights through tailored, superior research that strengthens your pitches and wins you more mandates?
How can you maximize front-office efficiency during live deal execution to enhance focus on high-value, client-facing activities?
How can you maximize front-office efficiency during live deal execution to enhance focus on high-value, client-facing activities?

To achieve all of these, you need a futuristic, technology-enabled partner who can seamlessly connect with your team, providing deep research, insight-rich analytics, and Gen AI-driven deal intelligence so that you can focus on delivering high-impact investment advisory and closing deals successfully. This is what SGA’s investment banking specialists are exceptionally skilled at.

Problems We Solve

Our tailored solutions help investment banks overcome critical challenges by combining industry expertise, artificial intelligence (AI)-driven intelligence, and advanced research methodologies to enhance efficiency and accelerate deal outcomes:

Winning More Mandates

Strengthen your pitch with our high-impact insights and compelling deal rationale, making you stand out in competitive deal situations.

Identifying the Best Opportunities

Streamline target screening and buyer identification with our robust, customized, and tech-powered research that aligns with clients’ objectives and market trends.

Enhancing Deal Execution Efficiency

Optimize bandwidth by leveraging our AI-powered research and seamless execution support, which allows the front office to provide more time for client-facing and revenue-driving tasks.

Expanding Market Presence

Drive top-line growth by involving our team in designing and executing focused business development campaigns, enhancing brand visibility, and developing insightful, thought-leadership content on topics of your choice.

With AI-powered research and analytics-driven support, we help investment banks accelerate dealmaking, improve efficiency, and maximize client impact.

Outcomes We Deliver

Our AI-powered, data-driven approach creates tangible business impact for investment banks, aligning with key industry transformation drivers:

Empowering Smarter Deal Decisions

Enhance M&A and capital-raising strategies with AI-driven insights, enabling precise, data-backed decision-making.

Accelerating Deal Execution

Reduce time-to-market for deal pitches, investor materials, and transaction analysis driven by tech-powered efficient tools, ensuring a competitive edge.

Strengthening Market Positioning

Improve brand visibility and deal flow through strategic business development support, thought leadership, and targeted marketing efforts.

Enhancing Research Scalability

Leverage automation, real-time analytics, and GenAI-powered research frameworks to generate financial and operational insights in the due diligence process.

Capabilities We Have

We empower investment banks with cutting-edge research services, seamlessly augmented by data analytics, technology tools, and GenAI to enhance deal intelligence and execution.

Modernized Research

Finding, extracting, structuring, and analyzing diverse sets of structured and unstructured information to generate differentiated insights for superior deal sourcing, valuation, and market intelligence.

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Artificial Intelligence

Leveraging machine learning, predictive analytics, and NLP to automate quantitative activities like financial analysis or benchmarking and qualitative tasks consisting of content production or drafting management bios for pitch accuracy and relevance.

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Technology

Deploying proprietary digital tools and automation solutions to streamline pitchbook creation, financial modeling, and investor presentations, reducing turnaround times and improving precision.

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Our Ins(AI)ghts

Case Study

Tech-Enabled Decision Intelligence: Automating Investment Banking Processes for Enhanced Decision-Making

SG Analytics enabled a sell-side M&A-focused investment bank to streamline the spread of trading and transaction comparables across sectors by deploying an AI-powered data workflow. By automating data extraction, validation, and integration with tools like FactSet and Capital IQ, SGA reduced manual effort by 70% and unlocked 50% of onshore team bandwidth for high-value activities. The standardized, API-enabled system not only enhanced data accuracy and insight generation, but also created a scalable digital asset for consistent use across global deal teams.

Case Study

AI-Powered Decision Intelligence: Faster Target Identification and Efficient Target Profiling

SG Analytics partnered with a mid-market investment bank to transform its deal origination and target shortlisting process using AI-driven data aggregation, NLP-based profiling, and reinforcement learning models. By automating insight generation across financial filings and market data, the bank reduced target identification time by 60%, cut profile creation time by 50%, and improved deal conversion rates to 65%. The scalable solution enabled more consistent, insight-rich evaluations, driving faster revenue growth and better early-stage M&A decision-making.

Case Study

Tech-Powered Due Diligence: Accelerating the M&A Deal Lifecycle Through Augmented Analytics and Agentic AI 

SG Analytics partnered with a global M&A-focused investment bank to streamline its due diligence process, replacing manual document reviews with AI-powered NLP models, real-time analytics, and augmented decision intelligence. By automating financial and regulatory data extraction and delivering insights via Power BI and Tableau dashboards, SGA reduced due diligence time by 60%, improved risk detection accuracy by 60%, and enabled a 50% increase in transaction volume through faster, insight-led deal execution.

Case Study

AI-Powered Data Activation: Automating Investor Outreach and CRM Integration for M&A Success

SG Analytics partnered with a U.S.-based mid-market investment bank to modernize its deal data management and outreach processes. By centralizing unstructured data from emails, Excel files, PDFs, and third-party sources into a CRM-ready data warehouse, and deploying Agentic AI workflows for automated buyer and investor engagement, SGA enabled an 80% reduction in data processing time and a 70% boost in outreach efficiency. The result: a 60% increase in investor/buyer engagement, seamless CRM integration (e.g., DealCloud, MadeMarket), and scalable deal execution powered by automation.

Contact us to explore how we can partner with you to truncate the deal lifecycle, select the unique targets, improve deal closure, and maximize your market visibility.

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