We run or part-run BIS and library teams for several global banks. They rely on us for timely, accurate insights that support better investment decisions.

• Company, sector and economics research
• Market/country research and stats
• Comprehensive coverage, from deal runs to market updates
• Company filings, broker reports, biographies
• 24/5 + limited weekend coverage
• Proprietary workflow platform in multiple languages

Read more about how Researchstream helps our clients streamline their research management process and at the same time make knowledge management more intuitive and effective.

Sector coverage support for M&A Advisory Group

We provide both deal origination and transaction support, drawing on our deep sector expertise to deliver high-quality insights to support better decisions.

• Target/buyer identification
• Industry/company profiles
• Equity/debt/transaction comparables and benchmarking
• Financial modeling
• Support with creating pitchbooks
• Ad-hoc research support

Digital support for pitch teams

We know how critical pitches are to investment bankers, and how important it is to stay focused on what’s most important. That’s why we developed Pitchflow and Pitchready – two powerful platforms to help you pitch faster and better.

Desktop publishing and design support

If you prefer, just leave pitchbook formatting to us and focus on closing revenue-generating deals.

Out trained analysts can support your in-house desktop publishing teams around the clock. Or, if you don’t have an in-house team, we can help you set one up, so your bankers don’t have to spend time on formatting.

Different groups within the Investment Banking division have specialized business needs. We work extensively across both Equity and Debt Capital Markets teams and also leveraged finance groups to offer end-to-end support.

We support ECM teams with:

• IPO/FPO case studies
• Capital structure analysis
• Roadshows
• Access to equity strategy
• Trade statistics
• SPAC/IPO databases

For DCM teams, we provide:

• Rating/spread analysis
• Deal case studies
• Credit models
• Ratio, covenant and headroom analysis
• Stress testing

From CRM analytics to data migration and stewardship, we’re here to support your CRM and coverage management from end to end.

• Industry/client newsletters
• Client relationship mapping
• Fee wallet share analysis
• Tracking board and C-level movements
• Marketing/conference support
• Management information systems
• CFM support, customized dashboards and data stewardship

Pitchflow

Our collaborative workflow platform for managing the pitching process, designed around the needs of investment bankers. It leverages the power of digital, analytics and automation to make your pitching process far more efficient and scalable, so deal teams can pitch their best ideas every time.

Read more

Pitchready

Brochure

Researchstream

Researchstream is a modern, easy-to-use workflow solution that helps investment banking teams streamline the research request process and improve knowledge management.

Video · Case Study