Partner of Choice for Lower Middle Market-Focused IBs

Win more deal mandates with SGA’s ability to identify the right prospects, deep understanding of industries, and capabilities in creating thought-leadership content

Shorten your deal life cycle by utilizing SGA’s in-house automation and efficiency tools such as automatic data extraction and web scraping, workflow management, pitchbook creation, and automation-driven financial models

Improve your focus on deal closure by relying on SGA’s full back-office research ecosystem (Databases, design team, and subject matter experts) for seamless execution

To know more about our

Investment Banking Services

What Our Team of Analysts Can Do

Our experienced and qualified analysts work as an extended team with your bankers to deliver impact across the deal lifecycle.

Live deal mandates

Buyer screening
CIMs/ Teasers
Financial modeling
Valuation
Due diligence
Manage data rooms

Pitch support

Company profiles
Industry research
Market mapping
Trading comps
Precedent transactions
Pitch collateral

Business development support

Prospect identification
Campaign execution
CRM creation/maintenance
Blogs, M&A reports, newsletters
Market intel reports
Brand strategy

We have supported 180+ global boutique & mid-market IBs on 2,000+ deals and counting

Over 75% of deals are sized at

$5mn-$250mn

Majority of the deals are in these

5 sectors

start-ups, family offices, PE/VC

Mix of new age

we work on are private company deals

90% of deals

SGA Execution Team

Our clients get complimentary access to a full back-office ecosystem to execute deals

Sector/domain experts

Subject matter experts across various sectors and domains

Project supervisor

Quality assurance
Value-add initiatives
Process efficiency
Project governance

Specialist quant team

Financial modelling experts
High-volume data handling

Database access

Access to the industry’s premium databases

Access to efficiency tools

Efficiency tool to streamline the preparation of financial models and presentation
Workflow management tool for transparency and efficiency
Access to SEAS – SGA’s Data Extraction Automation Solution

Language experts

In-house experts on 16 global languages
Senior editors to align output with client’s “tone of voice”

Graphics and design specialists

Desktop publishing experts
Document design and software specialists