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Investment Banking Services

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

Investment Banking
What We Offer
Why SGA
Insights
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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, investment banking analytics support, and sector experts, which allow us to offer a comprehensive suite of skill sets to our clients.

SGA’s Investment Banking Advisory Services

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 in 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.

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What We Offer

Mergers & Acquisitions (M&A)

As leading investment banking consulting services firm, SGA offers 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)

SGA's investment banking solutions encompass 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 the database for historical/pipeline IPOs, in addition to investment banking outsourcing support

Debt Capital Markets (DCM)

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 bond issuances analysis, covenant analysis/monitoring, and credit, leverage, and liquidity ratio analysis
Complex valuation and modeling support, including stress testing, cash flow modeling (ABS, RMBS, CMBS), debt structuring, and headroom analysis

Qualitative support, including credit memos, rating 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

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
Litigation-related valuation support, including valuation advice, damage claims, and profit claims

Transaction-related valuation support covering corporate restructuring, VC financing, bankruptcy proceedings, and the 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

Business Information Services (BIS)

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 in 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

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 includes 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 updating 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 more efficient ways of rendering presentation support

Why SGA

Vast Expertise

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

Expert Talent

Highly qualified talent pool, with MBA Finance, CFA, and CA backgrounds

360° Access

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

Flexible

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

Perspective

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

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Who We Work With

Investment Banks

Optimize cost of research fund and monetize research

Investment Banks

Optimize cost of research fund and monetize research

Insights

SG Analytics Whitepaper China Real Estate

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CASE STUDIES

How We Created Impact for a US-Based Debt-Focused Asset Manager With AUM of Over $15BN

How We Created Impact for a Leading US-Based Long-Only Hedge Fund Focusing on Global Equities

Automation-Powered Solution for a Leading Swiss Private Bank Enabling Quick Turnaround and Distribution of the Coverage Universe

How We Created Impact for a U.K. Based Hedge Fund by Leveraging Technology To Glean Investment Insight From Unstructured, Alternative Data

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Talk to our Experts

Our investment banking team brings wide deal experience, deep domain expertise and extreme customer orientation to deliver comprehensive research and analytical support.