Investment Banking Support
Dedicated deal support for M&A, capital markets, and advisory mandates.
What We Deliver
Our investment banking analysts provide end-to-end deal execution support. From pitch preparation through closing, our team delivers the analytical rigor and attention to detail that demanding transactions require.
Dedicated deal support for M&A, capital markets, and advisory mandates.
Comprehensive Range of Services
Deal execution support across every stage of the M&A lifecycle
Business Development
- Prospect identification
- Thematic reports
- Market intelligence reports
- Brand strategy; template creation
- Market outreach
- CRM and database management
- Newsletter, opinion pieces
Pitching
- Investor/buyer screening
- Target screening
- Screening memos
- Company profiling
- Trading comps analysis
- Precedent transaction analysis
- Industry/market research
Deal Collateral
- Preparing CIM and teasers
- Financial modelling & valuation
- Management presentation
- Roadshow support
- M&A strategic framework
- Corporate acquisition strategy
- Investor/buyer reach out
Due Diligence
- Company due diligence
- Industry due diligence
- Market analysis & benchmarking
- Competitive landscaping
- Fairness opinion
- Quality of earnings (QofE)
- Management company accounting
Other Support
- Research support
- Report extraction
- BI visualization and insights
- Design and graphics support
- RPA automation
- Language experts
- Sector and product specialists
Strategic Growth & Opportunity Identification
We support business development teams to focus on strategic growth and seize investment opportunities.
Prospect Identification
Industry research, identifying potential target companies for acquisition, prospect screening, evaluating synergies, and shortlisting prospects.
Market Intelligence Reports
Comprehensive insights into market trends, competitive analysis, and economic conditions. Includes market overview, economic indicators, forecasts, and investment opportunities.
Brand Strategy & Templates
Developing concise marketing materials that showcase the firm’s unique value and investment strategy to attract potential investors. Creation of standard templates.
CRM & Database Management
Client data management, deal tracking, communication management, regulatory compliance, data integration, and data quality management.
Thematic Research
Market analysis of target industry or focus sub-segment. Analyzing key drivers, challenges, market size, potential growth, and regulatory frameworks.
Newsletter & Opinion Pieces
Preparing newsletters and opinion pieces for target companies or industries, blogs, and marketing materials.
Investment Analysis
Rigorous Analysis of Investment Attractiveness
We assist investment teams with in-depth analysis of target companies to evaluate deal potential.
Investor & Buyer Screening
Screening potential investors and buyers, evaluating financial strength, strategic value, synergies, and alignment with deal objectives.
CIM & Teaser Preparation
Preparing comprehensive confidential information memorandums and anonymous teasers containing detailed information on potential target companies.
Financial Modelling & Valuation
Building assumption-based financial models on target companies. Forecasting and estimating future performance to arrive at fair value.
Target Screening & Profiling
Evaluating financial performance, synergy potential, cultural fit, market position, competitive landscape, and management details of targets.
Management Presentations
Includes target company overview, market and industry analysis, business model, financial performance, growth strategy, and roadshow support.
Trading Comps & Precedent Analysis
Assessing the intrinsic value of potential targets using financial metrics from comparable companies and historical transaction data.
Due Diligence
Thorough Due Diligence Support
We support transaction advisory teams in due diligence of investment opportunities for efficient decision-making.
Company Due Diligence
Evaluating the target company’s financial stability, operational efficiency, and strategic positioning across financials, operations, commercial, taxes, and IP.
Industry Due Diligence
Evaluating market size and growth, industry structure, competitive landscaping, market trends, segmentation, cyclicality, M&A activity, and outlook.
Quality of Earnings Analysis
Analyzing target company financial statements to assess sustainability and accuracy of earnings, identifying non-recurring and discretionary adjustments.
Fairness Opinion
Detailed valuation, analysis of transaction terms, comparison with similar market transactions, and issuing formal opinion letter on transaction fairness.
Market Analysis & Benchmarking
Identifying KPIs, selecting benchmarking peers, evaluating market share, service offering, operational efficiency, and sales effectiveness.
Management Company Accounting
Financial reporting, regulatory compliance, cost allocation, purchase price allocation, performance measurement, tax compliance, and investment valuation.
Ready to Scale Your Investment Banking Support Team?
Let us show you how SP2 Analytics can deliver institutional-grade support for your firm.