Pre-issuance deal structuring support to an institutional investment bank

  • Pre-issuance

    modeling & structuring support

  • 20%

    more client-facing time for senior bankers

  • 15-20%

    reduction in time to close deals

  • $300K+

    savings through our support


CLIENT CHALLENGES

  • The client wanted to expand its securitisation services and booster it’s deal structuring mechanism to several new asset classes and geographies and benefit from bespoke transactions
  • The in-house Structured Products teams did not have the necessary bandwidth to manage data and model bespoke transactions
  • Acuity Knowledge Partners (Acuity) collaborated with the client to develop and maintain customised databases, bespoke transaction models and a cash flow forecasting tool

OUR APPROACH

  • Assembled a team of domain experts,database architects, application programmers, process managers, and data analysts
  • Used common data model and data adapters to integrate data from different sources, and created customized master data mapping
  • Worked with clients to define business rules for validation
  • Worked on a workflow management system that segregated automated and manual components of the data management processAssembled a team of domain experts,database architects, application programmers, process managers, and data analysts
  • Used common data model and data adapters to integrate data from different sources, and created customized master data mapping
  • Worked with clients to define business rules for data validation and optimal deal structuring
  • Worked on a workflow management system that segregated automated and manual components of the data management process

IMPACT DELIVERED

  • Handled more than 18,000 hours of data management time
  • Released bandwidth for the client team to focus on investment decisions through the use of complex quantitative methods
  • Helped the client standardize the raw data management process
  • Helped save ~1.2m in costs
  • Improved process efficiency (20% YOY)
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