-
5+ years
of partnership
-
> 5,000
projects delivered
-
$5m+
in cost savings
-
>100
bankers supported
CLIENT CHALLENGES
- The client is a Technology focused advisory firm that has partnered with Acuity since 2018
- The primary objective was to set up a team who could support the onshore junior banking team in the preparation of deal materials
- The client faced the key challenges:
- Capacity of onshore analysts was tied up in repetitive tasks, with limited bandwidth for more client-facing tasks
- Regular attrition and high cost associated with junior in-house analysts, hence there was no quick access to a talent pool
- Need for DTP support to generate ideas for building marketing materials as well as visually appealing presentations
- Lacked expertise to format and standardize the presentations and documents consistent with the bank and client standards
OUR APPROACH
- Set up an offshore team with experience in the technology sector and a skill set matching the requirements of the client
- Real-time presentations and graphics assistance on pitch decks and marketing materials
- Extended the support to its global affiliates
- Created standard methodologies to ensure consistent and quality output
- Gradually broadened the scope of work to support on complex projects as well as mid office and admin tasks
- Provided extended hours coverage from India with sufficient overlap between onshore – offshore team.
IMPACT DELIVERED
- Strategic projects: Supported the Partners and business development team on strategic projects
- Integrated model: Integrated IB + P&G support provides quicker turnaround on requests
- Senior banker support: Directly worked with the senior bankers on several projects relieving the junior bankers
- End-to-end support: Supporting deal origination, execution and marketing activities
- Database maintenance: Taking ownership of regular work so that onshore bankers can focus on pitch work
- Mid office support: Supporting the business development, legal, HR and Admin teams along with the IB team
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