Investment Banking Support

Comprehensive mind+machine™ solutions to keep your deal teams, product groups and sector groups at the top of their game

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Get better, faster and more efficient in a highly dynamic, deal-based environment

Investment banking is a demanding sector that is changing all the time. We understand what it takes to keep your teams ahead of the game, closing deals and winning business. With our help, you can streamline the way you work and keep the focus on what truly matters.

We offer technology tools that automate time-consuming tasks and free up your team to add more value.

We’ve delivered over 10,000 automations and support eight of the top 10 global investment banks across multiple product and sector teams. Our clients include bulge-bracket banks, commercial banks, boutiques and mid-market firms.

Making your core processes more efficient and effective

Automate essential business processes

Liberate your teams from repetitive, time-consuming work so they can add more value

Take control of your knowledge

Standardize and coordinate the way you manage information across multiple teams and offices

Reach deeper insights

Improve research and analytics with domain-relevant optimization tools

Enhance your capabilities

Augment the performance of your global team in advisory and capital-raising

What gives us the edge?

The power to perform

Our mind+machine^TM portfolio offers a comprehensive suite of technologies and skills combining analytics, library/research and design

Largest team, solid skills

Over 600 skilled professionals combining both functional and domain knowledge

Proven investment banking experience

We work with over 15 investment banking clients, including five of the top 10 global leaders across all sector and product groups

Trained to deliver

Our dedicated investment banking training program is approved by the CFA Institute

Here when you need us

With a truly global footprint, we can offer you round-the-clock support in multiple languages

Client success stories

Boost Efficiency with Fully Automated Financial Spreading

Banks depend on fast, accurate financial spreading to process credit applications promptly and minimize risk, but existing manual processes can be cumbersome, inaccurate and slow.

Read the case study

Comprehensive mind+machine™ solutions

Business Information Systems (BIS) and library services

IBD Analytics

Product support for ECM, DCM and leveraged finance groups

CRM, marketing and COO support

Digital Platforms

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.

Pitchready

An easy-to-use PowerPoint add-in that helps you pull together pitchbooks quickly and easily. With easy access to 'ready-to-go' pitch slides for logos, tombstones and templates, free your team's bandwidth from spending time on formatting to focus on winning the deal.

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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