Financial Services Solutions
Investment Banking Advisory
Technology-driven solutions backed by decades of industry experience
Overview
Accelerate Deal Flow
Investment banking is a fast-paced industry that often requires junior bankers to spend valuable time on manual tasks, leading to high attrition and a growing talent gap. Banks need to modernize their operations and leverage technology to boost productivity and speed up deal flow.
At Evalueserve, we combine deep domain knowledge with advanced automation and AI technologies to provide quick intelligence solutions that enhance productivity, optimize core processes, and give you a competitive edge in the investment banking industry.
Our solutions empower junior bankers to upskill, create value, and improve their work-life balance, while also driving business growth.
- Optimize deal flow: Benefit from our decades of experience working with banks, including 8 of the top 10 global investment banks, by implementing best practices to streamline your deal flow.
- Leverage the power of data: Improve database management to support recurring projects and boost productivity.
- Scale with automation: Our solutions are powered by AIRA (AI for Research and Analytics), a hub of configurable, microservices-based modules enabling us to design end-to-end, ROI-generating solutions tailored to your unique needs.
Our Advantage
Delivering Results
Dedicated Investment Banking Professionals
Faster Turnaround Time
Customer Rating
Our Services
Technology-Driven Services to Boost Efficiency
Deal Origination
Identify targets and generate screenings, company profiles, trading & transaction comparable, pitchbooks, benchmarking, charts, and additional ad-hoc research.
Deal Execution
Augment your team with support for deal preparation and marketing on CIMs and teasers, financial modelling, buyer/investor trackers, reviewing NDAs, marketing summary slides, letters of interest (LOI), and more.
Valuation
Receive expert fairness and solvency opinions (comps, financial modelling, transactions) and financial reports (purchase price allocation study, liquidity analysis, capital structure, debt maturity, WACC analysis).
Transaction Advisory
Seasoned professionals support the pre-deal phase (lead generation and proposal support), financial analyses (financial statement schedules preparation and reconciliation), and report writing.
Restructuring
Expand outreach and win more mandates by scaling business development, deal execution, and business transformation.
Product Support
Leverage end-to-end support for ECM, DCM and Leveraged Finance divisions on SPAC analyses, IPO/FPO case studies, LBO models, credit memos, stress testing, covenant & headroom analysis, and roadshows.
Business Information Systems (BIS) and Library Services
Gain 24/5 access to high-quality company, industry, and economics research provided by our BIS and library teams.
Desktop Publishing and Design
Transform in-house desktop publishing teams by leveraging tools and teams to format and rebrand pitches and marketing materials.
CRM, Marketing, and COOs
Procure industry newsletters, client relationship mapping, free wallet share analysis, tracking board & C-level movements, and marketing information systems.
Reference Case
Deal Automation Suite Significantly Improves Banker Porductivity
A leading global investment bank headquartered in Switzerland partnered with Evalueserve for over a decade to improve the junior banking experience. Today, junior bankers at the investment bank are assisted by Evalueserve's full Deal Automation Suite.
Related Resources
Optimize your outcomes.
Global Energy M&A and Capital Market Landscape H1 2023
While geopolitical instability is holding down the oil and gas (O&G) industry, automation and digital innovation are being increasingly considered strategic to process optimization, asset tracking, and data management. In this scenario, M&A activity across the industry is expected to remain muted in FY 2023.
Investment Banking Update Q2’23
Continuing the weak trend of 2022, 1H’23 witnessed marginal increase in deal activities in the backdrop of heightened fears of a recession, persistent high inflation, restrictive policies of major central banks and US debt ceiling standoff. Going forward, market outlook is expected to be relatively better due to pent-up M&A demand and a strong pipeline, however the macro environment remains uncertain which is not conducive for deal making.
In our detailed H1’23 review of the global investment banking industry, we have discussed the M&A, ECM, and DCM markets, along with the performance of bulge bracket investment banks.
Global Financial Services M&A and Capital Markets H1 2023 Review
In H1’23, the financial system was put to the test by the ripple effects of the regional banking crisis and the tightening of financial conditions, with some pockets of growth resulting from the resurgence of investor interest spurred by competitive valuations
Generative AI – The Next Big Leap within Financial Services – Research & Analytics
The paper explores the applications and challenges of generative AI, highlighting its potential for creative content generation and the need for ethical considerations. It provides insights into leveraging generative AI for business growth while ensuring responsible implementation.
Related Products
AI-optimized products that scale.
We offer a distinct suite of products with careful attention to client-specific agility and seamless integration into existing platforms.
Researchstream
Streamline research requests and improve knowledge management with Researchstream, a modern workflow platform that’s highly configurable and built for investment banking needs.
Pitchready
Modernize pitchbook creation with Pitchready, a PowerPoint add-in for faster, easier access to client-ready logos, tombstones, and templates.
Compsbuilder
Accelerate the valuation process with a one-stop platform for trading comps and benchmarking data. Automatically remove duplications and standardize data for re-use.
Spreadsmart
Automate financial data extraction for valuation. Compatible with various file types. Improve accuracy and increase the speed of financial spreading by 70%.
- Solutions for Financial Services
Related Industries
Additional Industries.
Investment Banks
Corporate & Commercial Banks
Asset & Wealth Management
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.