Transaction Advisory Services for Corporate and Investment Banks

Corporate and Investment Banks

Our approach

We are an investment banking outsourcing firm that combines analytical rigor with process expertise, helping corporate and investment banks improve operational efficiency and grow revenue. We have 18+ years of experience collaborating with our clients to implement customised front-office solutions by leveraging industry-best practices, technology automation and our global pool of subject matter experts.

We are a trusted partner for top global investment banks and advisories to outsource critical capital markets and transaction advisory-related tasks. Our commitment to aligning ourselves to our client’s strategic goals and our investment banking domain experience gained over the years working with leading investment banks have helped us create long-term relationships with them. Our flexible and customised business models also allow our clients to scale the level of support depending on the market environment, keeping them ahead of their game.

Support We Offer

Support we offer

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. Extensive expertise meeting front-office needs of global banks, regional banks and boutique advisory firms, with over 70 investment banking clients
Flexible Engagement Models
Flexible Engagement Models
Customized coverage for clients including weekend support, extended hours coverage, and language support
Strong Tool Capabilities
Strong Tool Capabilities
Diverse capabilities in developing and implementing cutting-edge technology solutions to improve efficiency and turnaround time on a wide variety of investment banking tasks
Support to Investment Bankers
Support to Investment Bankers
Business Information Services and presentation and graphics support, creating a comprehensive offering for investment bankers. Our Investment Banking Support services help Compliance teams to rigorously monitor their controls and enable them to meet strict regulatory requirements at a reduced cost of compliance.

What we have done

Support for Consulting and Corporate Firms
ESG Support For A Japanese Investment Bank
What we are proud of

20%

Time saving

18-20%

more client-facing time

Support for Consulting and Corporate Firms
DCM, loan syndication and leveraged finance support to a UK-based bulge-bracket investment bank
What we are proud of

18-20%

more client-facing time

35-40%

productivity gains

Support for Consulting and Corporate Firms
Debt capital markets (DCM) support to a Europe-based mid-size investment bank
What we are proud of

Established a strong relationship

Freed up onshore team’s capacity to handle more-value-adding tasks

Support for Consulting and Corporate Firms
Debt capital markets (DCM) support to a US-based commercial bank
What we are proud of

USD30k annual cost savings per resource

Timely turnaround on regular tasks and flexibility to handle urgent work

Support for Consulting and Corporate Firms
Debt capital markets (DCM) and rating advisory support to a Singapore-based commercial bank
What we are proud of

15%

more client-facing time, with 3-FTE support

USD30k

annual cost savings per headcount

Support for Consulting and Corporate Firms
Capital markets support to a Middle East-based bank
What we are proud of

Enabled more focus on clients and investors

Provided real-time support through virtual desktop infrastructure (VDI)

Support for Consulting and Corporate Firms
Credit markets support to a UK-headquartered global bank
What we are proud of

18-20%

more client-facing time

35-40%

productivity gains

Support for Consulting and Corporate Firms
Debt Capital Markets (DCM) support to a UK-based European bank
What we are proud of

Faster turnaround time, with increased accuracy

More capacity for core functions

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
Pitchbook standardisation for a US investment bank
What we are proud of

4,000+

slides converted to new/standardised format

Consistent branding across sector and product groups

Support for Consulting and Corporate Firms
Support for a Europe-based mid-size investment bank
What we are proud of

6 years

of engagement

6,000+

projects delivered

Support for Consulting and Corporate Firms
ECM support for a UK-based bulge-bracket investment bank
What we are proud of

USD7m

in savings

18-20%

more client-facing time

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

Fast turnaround of Rating Advisory (RA) solutions

Developed and executed a highly efficient process meeting client deadline

Support for Consulting and Corporate Firms
Sector dedicated and integrated IB + BIS support to a North American Global Investment Bank
What we are proud of

$5m+

of annual savings

Near onshore support

Support for Consulting and Corporate Firms
Corporate finance and capital markets support to a UAE-based bank
What we are proud of

USD0.5m

cost savings annually

3,000

hours of work delivered

Support for Consulting and Corporate Firms
Investment banking research and analytics support to a UAE-based commercial bank
What we are proud of

8+

years of partnership

>600

projects delivered

Support for Consulting and Corporate Firms
Cross-functional support to one of the top banks in Oman
What we are proud of

5-year

partnership

4

business verticals supported

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
Sustainable finance support for a global investment bank
What we are proud of

Bespoke solutions for sustainable investing and green finance

Support to senior client MDs in London and Singapore on knowledge initiative projects and value-added insights

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

Support for Consulting and Corporate Firms
Research Production for a European-based Investment Bank
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach

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