Investment Banking Advisory Services

Comprehensive, high-quality, and offshore research and analysis support that enables seamless deal execution for global investment banking teams. Preferred business partner for small and mid size investment banks.

Investment Banking Advisory Services

Industries We Serve

BFSI (Banking, Financial Services, and Insurance)

Capital Markets

capital markets industry

TMT (Telecom, Media & Entertainment, & Technology)

Other Industries

Investment Banking Outsourcing Support

The field of investment banking is becoming more and more cutthroat. M&A teams at investment banking companies require trustworthy and experienced ‘partners’ who can deliver detailed, credible, and useable research to earn and execute deal mandates regularly. In today’s global economy, it’s impossible for ‘ vendors’ in the traditional outsourcing model who focus solely on ‘cost arbitrage’ to survive. Investment banks worldwide need M&A advisory services from companies that are an excellent cultural and strategic fit, can function as an extension of the onshore deal teams, offer a full range of solutions, and can respond quickly to changes in deal volume and market conditions.

SGA delivers outsourcing support, advisory, consulting, automation, and analytics services to global investment banks across the entire deal lifecycle.

That’s the whole point of SG Analytics (SGA).

We Help

Global Investment Banks

With the Following
  • SGA’s expertise in locating qualified leads, familiarity with various markets, and prowess in developing thought-leadership material can help you close more business.
  • Reduce the time it takes to close a sale with the help of SGA’s internal automation and efficiency tools, including site scraping and data extraction bots, workflow management, pitchbook generators, and robot-driven financial modelers.
  • SGA’s entire back-office research environment (databases, the development and publication team, technological and RPA tools, and subject area specialists) allows you to concentrate on closing deals instead of wasting time on administrative tasks.

Investment Banking Services

SGA’s team of seasoned investment analysts provides individualized support during every transaction stage. Making pitches, closing deals, and promoting a firm are all part of this. Through our work with investment banks in local and cross-border deals – in both established and emerging economies, we have gained experience across disciplines, functions, and a broad range of sectors.

In addition, we provide our clients with a full range of skills through our BIS/library services, publishing & graphics, investment banking reporting & analytics, and automation & technological assistance.

Our Research Ecosystem

We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.

Design and Publishing Service

Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.

Automation-Powered Solutions

Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.

Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Design and Publishing Service

Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.

Automation-Powered Solutions

Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.

Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Our Automation-Powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution.
  • Automate and streamline request life cycle and evaluate capacity availability.
  • Track the time spent on each request through a single dashboard view for managers.
  • MIS reporting feature to track productivity.
Workflow Management
  • Centralized knowledge repository leveraged by teams globally.
  • User-friendly search through available content to reduce TAT and increase efficiency.
  • Easy to implement, integrate, and customizable as per the client’s requirements.
Knowledge Management System
  • Package of slide layouts and infographics in client’s color scheme.
  • TOC creation with pre-ideas/guidelines.
  • Build custom automated tombstone slides using past deal data.
  • Manage and edit charts, tables, format, etc. with a single click.
Investment Banking Productivity Suite
  • Automated data extraction from structured and unstructured sources.
  • AI-/ML-driven NLP tools for processing qualitative information.
  • Automated quality check and assurance tools.
Custom RPA Tools
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Our Value Proposition

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution.
Our Value Proposition
  • Expertise across sectors, domains, and regions.
  • Increased probability of winning deal mandates.
  • Shortened time-to-market.
  • Optimized resource capacity.
  • Flexibility to quickly ramp up/down the team.
  • Tailored engagement models.
  • Final-form research.
  • On-going cost efficiencies.
  • Functional, cultural and strategic alignment.

Who We Work With

Global CFOs

Includes valuation, FP&A, and reporting services.

Deal Sourcing Teams

Identify targets and implement outreach activities.

Corporate Development Teams

Analyze market attractiveness and identify actionable targets for inorganic growth.

Managing Partners (LPs and GPs)

From deal origination to exit.

Our Ins(AI)ghts

BLOG

Behind the Headlines of US Venture Capital 1Q25

In Q1 2025, U.S. venture capital activity was heavily skewed toward AI, with 71% of deal value flowing into the sector. However, beneath the surface, market caution persisted. While mega-deals boosted headline valuations, flat and down rounds hit a decade high. Liquidity remained tight, and IPO timelines stretched longer. Investors are now shifting focus from hype to fundamentals, prioritizing capital efficiency, revenue growth, and clear exit strategies, creating a more selective, performance-driven VC landscape.

Read More

BLOG

Trump’s 2025 Tariffs – US AI Leadership

The Trump administration’s new reciprocal tariffs on imported tech components are sending shockwaves through the US AI ecosystem, raising costs, disrupting supply chains, and prompting cautious capital deployment. While aimed at protecting national security and boosting domestic manufacturing, the policy is likely to slow data center expansion. It will inflate AI infrastructure costs and strain venture-backed startups dependent on imported GPUs and servers. With further tariffs on semiconductors expected, analysts warn the move may hinder rather than help US AI competitiveness by fueling uncertainty, increasing offshoring, and complicating long-term planning across the AI value chain.

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Preferred partner for global investment banks to outsource research, analytics, advising, and consulting services.