Deal Execution Support Services
We provide deal execution services to large, mid-market investment banks and boutique advisory firms to execute live deal mandates efficiently.
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.
