End-to-end support on M&A and financial restructuring transactions for a boutique advisory firm

  • ~150 bankers served in 9 U.S. and U.K. offices

  • ~10,000 high-quality projects turned around

  • 91,000+ hours of work assistance delivered

  • c.$2.5m in annual savings


CLIENT CHALLENGES
  • A leading independent global financial advisory firm with an established global practice for restructuring advisory and special situations. Acuity Knowledge Partners has been a partner to them since 2017 supporting 150+ bankers in the US and UK across sectors for their Financial Restructuring, M&A and Capital Structure teams.
  • Difficulty in retaining onshore talent
    • Onshore bankers consistently worked beyond the “regular” hours
  • Increasing operational efficiency with overnight support from a trusted partner
    • To quickly add experienced team members without onshore hiring cost/risk
    • To have an integrated team with split shift and overnight coverage

  • The objective was to utilize the onshore team more efficiently and effectively on deal execution activities, with a consistent, high quality output / product from an offshore team
OUR APPROACH
  • A 12-hour coverage window with two shifts was structured to ensure a sufficient overlap with prime onshore offices
  • End to end support on M&A and financial restructuring transactions, covering analyses such as capital structure, liquidity / credit analysis, covenant analysis, pitchbook, debt analysis, restructuring focused developments, among others
  • A thorough quality assurance process with a pyramid team structure ensured that all products were up to the required standard. Average client satisfaction score of 4.9 on 5
  • Operate as a pure extension of onshore teams, regular interaction with sector staffers ensuring that the Acuity offshore team works as an integral part of the global team
IMPACT DELIVERED
  • Comprehensive Coverage: What started with an 8 member pilot team assisting a handful of bankers, quickly grew to 20+ team members serving ~150 bankers across all the sectors and practices, with continuing growth in coverage
  • Improved productivity and more Time to market: Provided real-time support on live transactions, enabling the client to execute more transactions in a year
  • Supporting on higher complexity tasks: After successfully taking over the standard tasks and freeing up the onshore team bandwidth for client servicing, the Acuity team now provides on a wide variety of tasks for Restructuring and M&A advisory
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