Investment Banking Outsourcing Services

Comprehensive, high-quality, and offshore research and analysis support that enables seamless deal execution for global investment banks. Preferred business partner for lower, middle market, boutique and bulge bracket investment banks.

Investment Banking Outsourcing Services
Elevate Your Deal Mandates with

Expert Banking Outsourcing Services

Delivering Credible Research and Advisory for Investment Banks

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

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

Generative AI Development

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 Outsourcing Support Services

SGA’s investment banking analysts provides individual support during each 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 Services

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 Services

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 Services

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 Services

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.

Investment Banking Ins(AI)ghts

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SGA’s Banking Outsourcing Services: Driving Value Across Global Investment Banking