M&A Services for Investment Banks

Mergers & Acquisitions (M&A) Support Services

We provide a full spectrum of Mergers & Acquisitions (M&A) Support Services, including deal origination, marketing support, due-diligence services, and business development. Services span target screening, valuations, market mapping, creation of confidential information memorandums (CIMs), financial analysis, data room management, and development of insightful thought leadership content.

mergers and acquisitions services

Mergers & Acquisitions (M&A) Services for Investment Banks

We offer comprehensive mergers and acquisitions (M&A) services designed to support investment banks throughout the entire deal lifecycle, from origination and marketing to due diligence and closure. Our capabilities include target and buyer screening, valuation analysis, market and sector mapping, creation of CIMs and pitch materials, and financial/operational due diligence. By delivering accurate data, actionable insights, and high-quality deliverables, our M&A support solutions help clients accelerate decision-making, improve deal execution efficiency, and maintain a competitive edge. Whether supporting strategic acquisitions, divestitures, or capital-raising transactions, we ensure seamless coordination, rigorous analysis, and market intelligence that empower investment banks to focus on client relationships and deal strategy, while we manage the execution-heavy components of the deal.

Mergers & Acquisitions (M&A) Services

Financial Models/Merger Models

We develop robust, transaction-specific financial and merger models to evaluate potential deal scenarios, synergies, and accretion/dilution impacts. Our models incorporate dynamic assumptions, sensitivity analyses, and multiple valuation approaches, enabling investment banks to assess feasibility, negotiate effectively, and make data-driven M&A decisions.

Valuation Analysis Services

Our team delivers precise valuation analysis using methodologies such as Discounted Cash Flow (DCF), Comparable Company Analysis, and Precedent Transaction Analysis. We ensure a comprehensive understanding of fair market value, strategic pricing, and negotiation ranges to support informed deal structuring and execution.

Precedent Transactions Analysis

We conduct thorough precedent transaction analysis to benchmark deal multiples, transaction structures, and premium trends within relevant sectors. This provides valuable context for pricing, strategic positioning, and identification of market norms – supporting stronger negotiation strategies and better-aligned deal expectations.

Target and Buyer Screening

Our screening process identifies the most suitable acquisition targets or potential buyers based on strategic fit, financial health, and market positioning. We leverage sector expertise, proprietary databases, and advanced research tools to deliver actionable shortlists that drive efficient deal origination and engagement.

Due Diligence Support Services

We provide end-to-end due diligence assistance covering financial, operational, and market aspects. From reviewing key documents to analyzing performance drivers, we help investment banks uncover risks, validate assumptions, and present findings in clear, actionable formats for both client-facing and internal use.

Post-Merger Integration Support

Our post-merger integration services help align operations, systems, and cultures to capture deal value. We assist with synergy tracking, process harmonization, and performance monitoring, ensuring a seamless transition that maximizes long-term financial and operational outcomes.

Our Research Ecosystem

We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.

Design and Publishing Services

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 Services

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 Services

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 Services

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.

Our Automation-Powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution.
  • 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.
Workflow Management
  • 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.
Knowledge Management System
  • Package of slide layouts and infographics in client’s color scheme.
  • Investment banking productivity suite.
  • 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.
Investment Banking Productivity Suite
  • Automated data extraction from structured and unstructured sources.
  • AI-/ML-driven NLP tools for processing qualitative information.
  • Automated quality check and assurance tools.
Custom RPA Tools
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Our Value Proposition

Our value proposition lies in delivering high-quality, timely, and cost-effective mergers and acquisitions services that empower clients to focus on strategic decision-making while we handle execution-intensive tasks. With deep sector expertise, advanced analytical capabilities, and access to global market intelligence, we provide accurate valuations, insightful research, and actionable recommendations across the M&A lifecycle. Our flexible engagement models ensure scalability, confidentiality, and seamless integration with client teams. By combining precision, speed, and industry best practices, we help investment banks enhance deal success rates, reduce operational burdens, and capture maximum value from every transaction opportunity.

Who We Serve – Mergers and Acquisitions Services

Investment Banking Firms
Private Equity (PE) Firms
Venture Capital (VC) Firms
Family Offices
Advisory and Consulting Firms
Corporate M&A and Strategy Teams

Mergers & Acquisitions (M&A) Ins(AI)ghts

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Enterprise SaaS M&A in 1Q25: Resetting Expectations, Not a Retreat

Enterprise SaaS M&A entered 2025 with a sense of stability, as the deal count held steady compared to the prior quarter and exceeded levels from early 2024. But the environment has clearly shifted. Buyers are still active yet increasingly price-sensitive, as total enterprise SaaS deal value fell by 24.8%, from $38.7 billion in 4Q24 to $29.1 billion in 1Q25, as per PitchBook. Rather than indicating weakness, the drop underscores evolving buyer expectations in response to tighter capital and shifting benchmarks.

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US VC-Backed M&A in 2025: Smaller Deals and Liquidity-Driven Exits

US venture-backed M&A in 2025 is undergoing a structural reset driven by liquidity pressure rather than growth optimism. With funding scarce and timelines stretched, founders are increasingly open to smaller, necessity-driven deals. Mega-deals have declined amid market volatility and regulatory hurdles, while private buyers, particularly private equity firms and mid-sized strategic buyers, are gaining prominence. Software dominates in deal volume, while biotech leads in value.

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Role of Mergers and Acquisitions (M&A) Advisory Consulting Services

The importance of M&A advisory services cannot be neglected in today’s world. These advisors are invaluable partners in a deal, whether it is structuring a merger to take advantage of new market opportunities or managing the intricacies of an acquisition deal where stakes are high. They add value to businesses at all levels. For businesses exploring how to add more value to their transactions, working with reputable firms like SG Analytics, where these professionals are located, makes all the difference.

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Current Mergers and Acquisitions (M&A) Industry Trends – 2025

The importance of mergers and acquisitions (M&A) trends in global markets has grown significantly over recent times. Although mergers and acquisitions have always been part of the corporate world, the sudden increase in these activities and their reasons necessitate attention. The fact is that companies are moving on, while trends in mergers and acquisitions vary. In this regard, this article will go through some current trends in mergers and acquisitions, how they are shaped by economic circumstances.

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