End-to-end Support on M&A and Financial Restructuring Transactions for a Boutique Advisory Firm

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

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

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