Investment Banking Advisory
Provide TAS Support to Investment Banks
Evalueserve can support across the financial due diligence life cycle through ‘onshore / offshore’ as well as ‘offshore only’ model for Transaction Advisory support. Our team of industry experts provide end-to-end support ranging from pre-deal phase (lead generation and proposal support), preparing full-fledged databook (financials, QofE, NWC & supporting analysis), and final report writing. The team has also developed customized Excel based add-in to bring in efficiency and standardization.
Our Capabilities
End-to-End Support for TAS
Evalueserve can support across the financial due diligence life cycle through ‘onshore / offshore’ as well as ‘offshore only’ model for Transaction Advisory support.
Initial Setup
Lead Generation and Proposal Support
Scoping
Drafting support for engagement letter and procedures
Fieldwork
Financial Analysis:
- Trial Balance to Financials and Recons
- QofE, NWC & Net Debt
- Agings and Proof of Cash
- Industry-specific Analysis and KPIs
Reporting
- Quality Checks
- Updating tables/graphs, writing key observations
Reference Case
Setting up a TAS (FDD) team for a top investment bank based out of US
One of the leading investment bank based out of US wanted to set-up a TAS team from scratch. The idea was to improve turn around time with US overnight support and get staffing flexibility for peak loads, providing their client-facing teams to spend more time on adding valuable TAS insights. Evalueserve was able to deliver all of this with around 40% reduction in cost required for in-house setup.
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