P5

Specialist Advisory Firms

Our approach

We combine analytical rigor with process expertise, helping specialist advisory firms improve operational efficiency and grow revenue. We have over a dozen years of experience partnering with our clients to implement customized solutions by leveraging industry best practices, technology automation and our global pool of subject matter experts.

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Technology enabled Solutions for Commercial Banks

How we are different

EXPERIENCED TEAM TO UNDERTAKE COMPLEX TASKS
EXPERIENCED TEAM TO UNDERTAKE COMPLEX TASKS
Industry pioneers in Investment Banking Analytics with over 15 years’ experience working with leading investment banks and advisory firms
Scalibility
Scalibility
Extensive expertise meeting front-office needs of over 70 clients, including global bulge-bracket banks, mid-market banks, regional banks, and boutique advisory firms
Support to Investment Bankers
Support to Investment Bankers
Support services to help Compliance teams at investment banks rigorously monitor their controls and enable them to meet strict regulatory requirements at a reduced cost of compliance
 STRONGER LEVELS OF SERVICE QUALITY
STRONGER LEVELS OF SERVICE QUALITY
Customized coverage for clients including weekend support, extended hours coverage, and language support
TECH-DRIVEN INNOVATIVE SOLUTIONS
TECH-DRIVEN INNOVATIVE SOLUTIONS
Diverse capabilities in developing and implementing cutting-edge technology solutions to improve efficiency and turnaround time on a wide variety of investment banking tasks
STRONG INTEGRATION AND HIGH BUSINESS VALUE
STRONG INTEGRATION AND HIGH BUSINESS VALUE
Business Information Services and presentation and graphics support, creating a comprehensive offering for investment bankers

What we have done

Support for Consulting and Corporate Firms
ESG support for capital market division of a London based global investment bank
What we are proud of

20%

Saving of time of senior bankers

18-20%

more client-facing time

Support for Consulting and Corporate Firms
Financial spreading support to a top Canadian bank
What we are proud of

USD 6mn

in cost savings and growing

27%

efficiency, resulting in more volume delivered

Support for Consulting and Corporate Firms
End-to-end support on M&A and financial restructuring transactions for a boutique advisory firm
What we are proud of

10

years of partnership

80+

bankers served in US and UK offices

Support for Consulting and Corporate Firms
Investment banking analytics, library services and presentation support for an Independent restructuring and advisory firm
What we are proud of

15,000+

projects delivered

4.9/5

High customer satisfaction score

Support for Consulting and Corporate Firms
US-based private, independent boutique advisory firm
What we are proud of

24 IB and 3 BIS FTEs

Around 10,000 high-quality projects turned around

Support for Consulting and Corporate Firms
Rating advisory for Singapore-based, Asia-focused commercial bank
What we are proud of

Covered debut/existing issuers across 10+ sectors

Timely turnaround on urgent requests

Support for Consulting and Corporate Firms
Loan syndication support for a global investment bank
What we are proud of

Saved over USD 1m and over 42,000 hours of work

Provided support for over USD 15bn worth of syndicated loans

Support for Consulting and Corporate Firms
Strategic research for a global commercial bank
What we are proud of

Bespoke solutions for strategy and group corporate development

Competitive intelligence and benchmarking for the banking sector

Support for Consulting and Corporate Firms
IB Analytics for a Europe Based Investment Bank
What we are proud of

$500m

in cost savings since 2003

30%

reduction in turnaround time for standard pitch books through automation

Support for Consulting and Corporate Firms
Integrated IB Analytics and BIS for Asia-Focused Mid-Size Investment Bank
What we are proud of

>95,000

projects delivered

>$6m

annual savings on headcount

Support for Consulting and Corporate Firms
Business Information Services for Asia-focused Mid-Size Investment Bank
What we are proud of

>57,000

projects delivered

~$2m

annual cost savings on MDS

Support for Consulting and Corporate Firms
Structured finance research and analytics support to a global investment bank
What we are proud of

$20 bn+

new issuance structuring support

5,000+

projects handled every year

Support for Consulting and Corporate Firms
US-based Commercial Bank
What we are proud of

$6m

in savings

18-20%

more client facing time

Support for Consulting and Corporate Firms
Equity Research for a Europe Based Investment Bank
What we are proud of

$15-18 M

annualized cost savings

15%

technology-driven efficiencies

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