Investment Banking Support Services

Comprehensive high-quality research and analytical support on all the aspects of deal making for a seamless deal execution experience

Investment Banking Outsourcing & Corporate Finance Support

As a part of our investment banking services, we provide deal origination and transaction support that integrates with the client’s strategy across the value chain of activities. Additionally, we provide BIS/library services, graphics support, analytics support, and sector experts, which allow us to offer a comprehensive suite of skill sets to our clients. We work with 70+ boutique and mid-market IB firms globally, many of whom rank at the top of the deal league tables. We have rich experience of servicing sole entrepreneurs to bulge-bracket banks across the deal cycle by leveraging industry best practices and technology tools. Our well-defined yet flexible processes and high-quality service allow us to exceed client expectations every time.

Why SGA

Rich exposure to a broad range of use cases across sectors globally

Highly
qualified
talent pool
(with MBA Finance, CFA
& CA background)

Highly qualified talent pool (with MBA Finance, CFA & CA background)

Research findings augmented with analytical capabilities to generate sharper insights

Access to a complete research ecosystem including data sources, graphics team, technology specialists and sector experts

Access to a complete research ecosystem including data sources, graphics team, technology specialists and sector experts

Unique perspective on working with tech companies and bringing ‘Product’ thinking

Flexibility in
choice of engagement
models to
quickly ramp
up and ramp down

Flexibility in choice of engagement models to quickly ramp up and ramp down

Experienced consultants with deep sector expertise and rich experience

Prior experienced
SGA analysts at
reputed global
IB and PE firms add
perspective

Prior experienced SGA analysts at reputed global IB and PE firms add perspective

Rich exposure to a broad range of use cases across sectors globally

Sector expertise
that encourages
brainstorming
and idea
generation

Sector expertise that encourages brainstorming and idea generation

Research findings augmented with analytical capabilities to generate sharper insights

Expertise
on market data sources
leveraged by leading
IB and PE
firms

Expertise on market data sources leveraged by leading IB and PE firms

Rich exposure to a broad range of use cases across sectors globally

Highly
qualified
talent pool
(with MBA Finance, CFA
& CA background)

Highly qualified talent pool (with MBA Finance, CFA & CA background)

Research findings augmented with analytical capabilities to generate sharper insights

Access to a complete research ecosystem including data sources, graphics team, technology specialists and sector experts

Access to a complete research ecosystem including data sources, graphics team, technology specialists and sector experts

Unique perspective on working with tech companies and bringing ‘Product’ thinking

Flexibility in
choice of engagement
models to
quickly ramp
up and ramp down

Flexibility in choice of engagement models to quickly ramp up and ramp down

Experienced consultants with deep sector expertise and rich experience

Prior experienced
SGA analysts at
reputed global
IB and PE firms add
perspective

Prior experienced SGA analysts at reputed global IB and PE firms add perspective

Rich exposure to a broad range of use cases across sectors globally

Sector expertise
that encourages
brainstorming
and idea
generation

Sector expertise that encourages brainstorming and idea generation

Research findings augmented with analytical capabilities to generate sharper insights

Expertise
on market data sources
leveraged by leading
IB and PE
firms

Expertise on market data sources leveraged by leading IB and PE firms

What We Do

Mergers & Acquisitions (M&A)

SG Analytics

Assistance across the M&A deal life cycle including origination, marketing, due diligence, and business development support

  • Investment banking and corporate finance support across the M&A deal life cycle including origination, marketing, due diligence, and business development support
  • Origination support covering target/buyer screening, trading comps, precedent transactions, company profiles, market mapping, sector research, financial modeling, and valuation
  • Marketing support including pitchbooks, confidential information memorandums (CIMs), teasers, competitive landscapes, and case studies
  • Due diligence support covering financial and industry due diligence, fairness opinions, draft term sheet preparation, and CRM and data room management
  • Business development initiatives including preparing thought leadership material, thematic research, market intelligence notes, blogs, newsletters, and M&A reports

Equity Capital Markets (ECM)

SG Analytics

End-to-end ECM services ranging from private placements to Initial Public Offerings (IPOs) and Follow-on Public Offerings (FPOs)

  • End-to-end ECM services ranging from private placements, initial public offerings (IPO), and follow-on public offerings (FPO)
  • Qualitative tasks including ECM overview/newsletters, economic calendars, investor analysis & profiles, investor feedback presentations, and end of quarter/year IPO market overview reports
  • Quantitative tasks covering block trade activity, IPO comps, and primary & secondary market analysis
  • Higher value-added tasks such as dividend vs buyback analysis, cross-holding analysis, capital structure analysis, and IPO valuation analysis
  • Market intelligence support such as tracking new deals, market and sector deal trends, daily/weekly trading reports, and maintaining database for historical/pipeline IPOs, in addition to investment banking outsourcing support

Debt Capital Markets (DCM)

SG Analytics

End-to-end DCM services ranging from execution support and market intelligence to pitch decks across various funding opportunities

  • End-to-end DCM services ranging from execution support and market intelligence to pitch decks across various funding opportunities
  • Quantitative support including credit positioning, new bonds issuances analysis, covenant analysis/monitoring, and credit, leverage, and liquidity ratio analysis
  • Complex valuation and modeling support including stress testing, cash flows modeling (ABS, RMBS, CMBS), debt structuring, and headroom analysis
  • Qualitative support including credit memos, ratings analysis, peer analysis, prospectus/OC writing support, financial disclosures, indenture screening & overviews, annual credit reports/quarterly watch lists, and deal overviews
  • Market intelligence support such as maintaining deal and comp databases, analysis of new regulations and its impact, and periodic newsletters, in addition to investment banking outsourcing support

Valuation Support

SG Analytics

Significant experience in supporting independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, transaction related, and litigation related valuations

  • Significant experience in supporting independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, transaction-related and litigation-related valuations
  • Financial reports including fair value analysis, purchase price allocation (PPAs), impairment testing, and accounting for stock option expenses
  • Transaction-related valuation support covering corporate restructuring, VC financing, bankruptcy proceedings, and purchase or sale of a company/asset
  • Tax compliance support covering IRC 409A/ ESOP valuation and valuation of interests in closely held businesses or other securities for estate planning and gift tax
  • Litigation-related valuation support including valuation advice, damage claims, and profit claims

Business Information Services (BIS)

SG Analytics

Managing BIS and library teams for several of our investment banking clients, drawing on our deep expertise of various databases to deliver high-quality insights

  • Manage BIS and library teams for several of our investment banking clients, drawing on our deep expertise of various databases to deliver high-quality insights
  • Company, sector, and macro-specific data requests across complexity levels
  • Company data including revenue and profit metrics, filings, profiles, transcripts, presentations, PIBs, ownership information, consensus estimates, and management profiles
  • Research reports with specific information such as market size, market potential, key players, regulatory impact, revenue and cost drivers, demand and supply dynamics, and technological innovations
  • Performance data across markets, asset classes, and geographies
  • Access custom news run, deal intelligence, capital market-specific data, league tables, in-depth research on indices, foreign exchange, and capital markets with bespoke investment banking and corporate finance support

Presentations and Graphics Support (DTP)

SG Analytics

End-to-end integration of our presentation services with our Investment Banking clients

  • End-to-end integration of our presentation services with our investment banking clients
  • Presentation support including formatting and upgrading pitchbooks, converting ideas into slides, and creating bespoke slides/charts/graphs/layouts
  • Design and layout support including designing of factsheets, CIMs, teasers, management presentations, marketing flyers, client reports, brochures, white papers, push e-mails, and news digests
  • Automation and conversion support including automatically update presentations as underlying data is updated, converting data in MS-Excel files into charts and slides, replicating non-editable PDFs/PPTs into slides, and converting hand drawings into slides
  • Our team continuously keeps pace with new presentation software and related tools, allowing us to exceed client expectations by offering newer and efficient ways of rendering presentation support