Deal Execution Support Services
We provide deal execution services to large, mid-market investment, and boutique advisory firms to execute live deal mandates efficiently.
We Help Clients in Effectively
Carrying Out Live Deal Mandates
When offering central investment banks complete live deal execution support services, SGA has plenty of expertise. To protect client privacy and give senior bankers more time to focus on deals, our investment banking analysts are an extended team within the client’s office.
We work on activities as simple as keeping process logs and monitoring data rooms and as sophisticated as performing in-depth financial modeling and due diligence as part of a live sale.
Our Deal Execution Services
Deal Collateral
- Confidential information memorandums (CIMs)
- Teasers
- Databooks
- IOIs summary and management presentations
- Financial models
- Valuation
Due Diligence
- Company due diligence
- Financial due diligence
- Industry due diligence
- Fairness opinions
Operational Support
- Participating in management calls.
- Drafting term sheets.
- Maintaining CRM and process logs.
- Managing data rooms.
- Ensuring initial buyer/target outreach.
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
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.
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.
