Overview
Transform Your Investment Banking Operations
Junior bankers spend a lot of time on repetitive, low value tasks, preventing them from focusing on higher revenue-generating activities. Attrition is high, and there’s a rising talent gap. Upskill junior bankers,drive value creation, and improve work-life balance by using Evalueserve’s solutions.
- Adopt best practices: Manage deal flow by implementing our key learnings from more than 20 IB engagements
- Create more value with data: Improve database management to support recurring projects and boost productivity
- Automate to scale: Leverage our proprietary platforms and tools for bankers to achieve the perfect blend of technology and expertise
Our Advantage
Delivering Results
Dedicated Investment Banking Professionals
Faster Turnaround Time
Customer Rating
Our Capabilities
Re-Engineer and Automate to Optimize Core Processes
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
Optimizes processes for clients around fairness and valuation opinions (comps, financial modeling, transactions) and financial reports (liquidity analysis, capital structure, debt maturity, WACC analysis)
Transaction Advisory
Seasoned professionals providing end-to-end support ranging from pre-deal phase (lead generation and proposal support), full-fledged databook preparation (financials, QofE, NWC & supporting analysis), and final 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
Smart CRM Solution Enables Global Merchant Bank to Reduce Turnaround Time by 50%
Financial services firms are increasing their investments in equipping their client-facing teams with information that can help personalize their client interactions and stay up-to-date with changing business requirements. These processes can be enabled through the implementation of a robust consumer relationship management (CRM) system.
Related Resources
Optimize your outcomes.
M&A Activity in APAC Update
M&A market sentiment in APAC seems cautiously optimistic and positive. Momentum in deal making activity has continued and led to a Y-o-Y growth of 78% and high growth in technology, energy and consumer space, seemed to be the common theme across capital markets.
Global Healthcare Industry M&A and Capital Market Landscape H1 2021 Update
As the fight against COVID-19 continues, economic recovery across economies has been diverging due to differences in the pace of vaccine rollout and policy support. Mass vaccination drives by advanced economies are driving positive market sentiments.
How Natural Gas Suppliers Are Racing to Pivot to Hydrogen Gas Blending
One of the largest near-term opportunities for hydrogen is blending hydrogen gas into the existing natural gas network to cut down greenhouse gas (GHG) emissions. This insight discusses it’s potential and how.
Q2 Oil and Gas Industry M&A Update
The global economy is still reeling under the pressure of the COVID-19 pandemic. Starting June 2020, many economies began lifting lockdown measures that were implemented to curb the spread of the virus.
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%.
