Providing End-to-End Financial Valuation & Advisory Support for a leading M&A Advisory Firm

The Goal

A leading M&A advisory firm was looking for solutions to manage staffing issues amid peak workloads without onboarding full-time employees and compromising data confidentiality. It also wanted to hire the right talent with a knowledge of various valuation practices to handle recurring work, drive process standardization, and improve process efficiency. The firm wanted to create an extended team that could offer additional capacity during live deals and provide round-the-clock support.


Evalueserve helped the firm in standardizing templates across various sectors and geographies. For this engagement, Evalueserve staffed dedicated analysts to support the client on its core projects such as trading / transaction comps, industry overview, economic overview, WACC analysis, and industry metrics.  All analysts underwent rigorous valuation training before joining the client’s team. The analysts were equipped and trained to also provide support on ad hoc projects (PPA, due diligence, sector-specific comparable, goodwill impairment, benchmarking studies, etc.). Our resource optimization solutions coupled with technology deployments, enabled the client to manage seasonality of valuation workflow.


Tech deployment

The client benefited from Evalueserve's robust template standardization practice and automation technology products such as Spreadsmart, Compsbuilder and Researchstream

Streamlining of processes

and implemented end-to-end CRM in 6 months through automation and mining

Efficient workflow management

Assisted in peakload workflow management through flexible staffing option

Skilled personnel


Access to highly skilled and trained analysts with strong domain and valuation knowledge


Talk to One of Our Experts

Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.