Principal Finance and Direct Investment

Overview

Acuity Knowledge Partners is a globally trusted partner to merchant banks, investment banks and advisory firms in public and private markets. As a leading knowledge process outsourcing service provider, we have the expertise and experience to support transactions involving principal finance and direct investment. Our teams provide end-to-end support, including in research and analysis, sourcing potential investment opportunities, financial valuation, due diligence, portfolio analysis, risk management, and other investment-related processes through a full suite of services.

We work closely with global and regional merchant banks, investment banks and advisory firms as their extended team and help them enhance their efficiency and outcomes through our proprietary technology solutions.

Amid a rapidly expanding and transforming business landscape, merchant banks, investment banks and advisory firms must innovate flexible primary financing and secondary-market investment solutions across capital structures. A strategic partnership with a competent service provider offering bespoke, scalable solutions could be a pivotal catalyst.

Who we serve

Support We Offer

< 1 Principal Finance and Direct Investment support: >

Deal origination and execution
Structuring transactions/term sheet
Investment memorandums
Financial/cash flow models
Valuation analysis
Due diligence support
Target screening
Trading and Transaction comps
Market intelligence
Market mapping/competitive landscaping
Macro-economic/industry overview
Debt maturity profile/refinancing requirements
Working capital analysis
Capital structure analysis
Covenant/headroom analysis
Financial and operational benchmarking
Portfolio KPI tracking
Newsletters and market updates

Support We Offer

< 1 Principal Finance and Direct Investment support: >

Deal origination and execution
Structuring transactions/term sheet
Investment memorandums
Financial/cash flow models
Valuation analysis
Due diligence support
Target screening
Trading and Transaction comps
Market intelligence
Market mapping/competitive landscaping
Macro-economic/industry overview
Debt maturity profile/refinancing requirements
Working capital analysis
Capital structure analysis
Covenant/headroom analysis
Financial and operational benchmarking
Portfolio KPI tracking
Newsletters and market updates

How we are different

ONE-STOP SHOP OFFERING A WIDE RANGE OF SERVICES

We provide a full suite of services, combined with extensive domain knowledge and experience, including research and analytics support across the Principal financing and Direct investment domain from sourcing opportunities to tracking portfolios

DEEP FUNCTIONAL KNOWLEDGE

We have deep functional knowledge of all aspects of principal finance, direct investment and proprietary investment gained from supporting several firms in the space on debt/equity financing deals

EXTENSIVE COVERAGE WITH SECTOR-FOCUSED SMEs

We have expertise across a broad range of sectors. Our specialised analysts have in-depth sector understanding and experience in delivering curated critical insights, value-added research and analysis

STRONG INTEGRATION AND HIGH BUSINESS VALUE

We ensure seamless integration with our client's existing business processes and teams, providing a smooth and efficient service, resulting in improved operational efficiency and enhanced decision-making

VALUE-ADDED SERVICES FOR AUGMENTED OUTCOMES

We provide due diligence and compliance support, creating a comprehensive offering for merchant banks, investment banks and advisory firms

Tailored data and technology solutions for Investment Banks

Explore the art of possible in optimizing processes across the deal lifecycle. Automate repetitive and redundant task freeing up more client-facing time for your bankers.

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