Investment banking analytics, library services and presentation support for an Independent restructuring and advisory firm

  • 15,000+ projects delivered

  • High customer satisfaction score of 4.9/5

  • Extended hours and weekend support

  • USD2m+ of annual savings


CLIENT PROFILE AND CHALLENGES

  • A boutique investment bank and a leading restructuring and special situations advisor. Acuity Knowledge Partners (Acuity) has partnered with the client since 2016, supporting 200+ bankers in the US and UK
  • The client wanted to find a reliable partner to complement its onshore junior banker strength as the firm focused on new revenue generation and gaining market share
  • Key challenges:
    • Limited bandwidth of onshore bankers, restricting focus on deal making
    • Longer turnaround time for deal activities
    • Cost optimisation

OUR APPROACH

  • Deployed an integrated team to provide investment banking analytics, library services and presentation support, with the right mix of experience and skill set
  • Provided comprehensive support on business turnaround and debt restructuring, including industry studies, benchmarking, LBO analysis, capital structure analysis, exchange offer databases and bankruptcy case studies
  • Provided overnight US support, extended-hours coverage and weekend support for comprehensive, global coverage
  • Deployed BEATFlow, Acuity’s proprietary workflow management tool and online repository
  • Operated as a pure extension of the onshore teams, reporting to their respective heads

IMPACT DELIVERED

  • Overnight coverage: Provided a head-start to client bankers on urgent overnight requests, reducing the number of late nights for junior bankers
  • Time savings: Freed up banker time for complex tasks and other revenue-generating activities
  • Cost efficiency: Client saves USD2-2.3m annually (cost of equivalent onshore resources)
  • Time to market: With real-time support on live transactions, the client is able to execute more transactions a year
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