Integrated IB Analytics and Presentations Support for US-based Healthcare focused Investment Bank

CLIENT CHALLENGES

The client is a mid-market investment bank focused primarily on Healthcare sector
Initiated the relationship in March 2019 with IB support; has now expanded into a cross divisional relationship across IB and Research
The primary objective was to set up a team which could support the onshore junior banking team in preparation of deal materials and research
Key challenges faced by the client:
- Onshore analysts were tied up in repetitive high-volume tasks, with limited bandwidth for more client-facing role and value-add tasks
- Regular attrition and high cost associated with junior in-house analysts, hence no quick access to a talent pool
- Specialized Presentation & Graphics support needed to generate new ideas for building its marketing materials as well as visually appealing presentations
- Lack of expertise to format and standardize the presentations and documents consistent with the bank and its client standards

Set up an offshore team constituting experienced personnel in Healthcare Investment Banking and dedicated presentation/design specialists to match the client's requirements
Managed the team roster accordingly to provide extended hours coverage to the client with timing overlap between Acuity and client teams
Created and discussed with the client standard methodologies and SOPs to ensure adherence to consistency and quality of deliverables
Starting off with standard products, the team gradually started supporting bankers on more bespoke and custom research and analysis tasks
Incorporated multiple quality checks as a part of standard practice to ensure the highest level of quality
Regular reviews and governance calls with the client to identify and undertake any course corrections if needed

Integrated model and enhanced reliance: Acuity team now works as an extended arm of the client team with frequent communications between onshore and offshore teams, and less than one day turnaround on majority of requests
Strategic partnership: The Acuity support has gradually transformed into a strategic partnership as the client has integrated the Acuity team with its onshore team
Senior banker support: Directly worked with the senior bankers on several projects relieving the junior bankers
End-to-end support on regular and high-volume products: Virtual ownership of regular high-volume products for deal activities
Database maintenance: Taking ownership of regular work so that onshore bankers can focus on pitch work

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