Business Development Support for Investment Banking
We support investment banks in their business development.
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 Support 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.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
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.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
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.
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 in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
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.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
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.
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
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.
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.
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.
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.
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
10 Sustainable Business Practices & Examples in 2025
Leading companies are adopting sustainable business practices to reduce their environmental footprint and build long-term value. Initiatives include switching to renewable energy, reducing waste, adopting ethical sourcing, and enhancing transparency. Brands like Google, Unilever, and Patagonia are setting examples by aligning sustainability with their core business strategies. These efforts not only support the planet but also improve brand image, attract conscious consumers, and meet evolving regulatory and investor expectations.
BLOG
“Saved More Than $2 Billion” – How Materiality Assessment Transforms Businesses
Materiality assessments are helping businesses prioritize the ESG issues that matter most, leading to smarter decisions and significant cost savings—over $2 billion in some cases. By identifying and focusing on the most relevant environmental, social, and governance factors, companies can better manage risks, align with stakeholder expectations, and uncover new growth opportunities. The blog emphasizes how a data-driven materiality approach not only strengthens sustainability strategies but also drives long-term value creation and competitive advantage in today’s ESG-focused business landscape.
