Business Development Services for Investment Banks

We provide business development support and marketing services to investment banks. These services help investment banks with tasks like lead generation, brand building, market research, and strategic outreach to attract clients and expand their business.

Business Development Marketing Services
We Help

Investment Banks

in Their Marketing & Networking Efforts

SGA has extensive expertise in supplying investment banks with full-service business growth and advertising services. To boost their clients’ name recognition and visibility in certain regions, our investment banking analysts create white-labeled, tailor-made thought leadership articles.

We assist investment banks in increasing their brand awareness, zeroing in on the most promising leads and final markets for expanding their businesses, developing and implementing strategic outreach initiatives, and establishing themselves as authoritative figures in their fields.

Business Development Support Services

Branding, brand artifacts, design standards, end-market mapping and analysis, critical possibility identification and targeting, contact verification, email outreach, customer relationship management (CRM) setup and maintenance, procedure logs, mergers and acquisitions (M&A) report, thematic studies, sector reports, initial public offering (IPO) reports, market intelligence accounts, blogs, and publications are all part of the business development services.

Brand Strategy

  • Brand design
  • Brand artifacts
  • Standard templates

Prospect Identification

  • End-market mapping, identification, and analysis
  • Key prospect identification and profiling
  • Contact identifaction

Campaign Execution

  • Email reach-outs
  • CRM creation and maintenance
  • Process logs

Thought Leadership

  • M&A reports
  • Thematic research
  • Sector reports
  • IPO reports
  • Market intelligence reports
  • Blogs
  • Newsletters

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.

Who We Work With

Global CFOs

Includes valuation, FP&A, and reporting services.

Founders & Entrepreneurs

From business plan documents to capital raising​.

Investment Bankers

From deal execution to closing​.

Deal Sourcing Teams

Identify targets and implement outreach activities.

Our Automation-Powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeatable tasks to reduce the overall time for deal execution.

Workflow Management

  • 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.
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Workflow Management

Knowledge Management System

  • 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.
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Knowledge Management System

Investment Banking Productivity Suite

  • 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.
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Investment Banking Productivity Suite

Custom RPA Tools

  • Automated data extraction from structured and unstructured sources.
  • AI-/ML-driven NLP tools for processing qualitative information.
  • Automated quality check and assurance tools.
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Custom RPA Tools
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Our Value Proposition

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.

Our Ins(AI)ghts

BLOG

What is Investment Banking – Definition, Types, Role & Importance

Investment banking facilitates high-value corporate transactions, including mergers, acquisitions, and fundraising. It acts as an intermediary between investors and corporations, offering services like underwriting, M&A advisory, and capital market management. Investment banks ensure transparent, secure, and efficient deal executions, protecting clients’ interests. There are different types of investment banks: middle-market, bulge bracket, regional boutique, and elite boutique. These banks serve both private and public sectors, helping organizations navigate complex financial landscapes.

Read More

BLOG

Financial Trends: Role of Investment Banker in Banking Innovation

Investment banking is evolving rapidly amid digital disruption, changing investor expectations, and emerging financial technologies. SG Analytics empowers global investment banks to stay ahead by blending domain expertise with next-gen research solutions. From capital raising, M&As, and IPOs to trading, asset management, and financial advisory, our customized insights support every step of the deal lifecycle. We enable banks to harness data-driven innovation, streamline operations, and build future-ready strategies. As relationship-driven models meet tech-driven efficiency, we help investment leaders unlock competitive advantage in a fast-changing financial landscape.

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Drive stronger performance on your most critical priorities.
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