IB Analytics for European Technology Advisory Firm and its Global Affiliates

  • 5+ years

    of partnership

  • > 5,000

    projects delivered

  • $5m+

    in cost savings

  • >100

    bankers supported

  • The client is a Technology focused advisory firm that has partnered with Acuity since 2018
  • The primary objective was to set up a team who could support the onshore junior banking team in the preparation of deal materials
  • The client faced the key challenges:
    • Capacity of onshore analysts was tied up in repetitive tasks, with limited bandwidth for more client-facing tasks
    • Regular attrition and high cost associated with junior in-house analysts, hence there was no quick access to a talent pool
    • Need for DTP support to generate ideas for building marketing materials as well as visually appealing presentations
    • Lacked expertise to format and standardize the presentations and documents consistent with the bank and client standards
  • Set up an offshore team with experience in the technology sector and a skill set matching the requirements of the client
  • Real-time presentations and graphics assistance on pitch decks and marketing materials
  • Extended the support to its global affiliates
  • Created standard methodologies to ensure consistent and quality output
  • Gradually broadened the scope of work to support on complex projects as well as mid office and admin tasks
  • Provided extended hours coverage from India with sufficient overlap between onshore – offshore team.


  • Strategic projects: Supported the Partners and business development team on strategic projects
  • Integrated model: Integrated IB + P&G support provides quicker turnaround on requests
  • Senior banker support: Directly worked with the senior bankers on several projects relieving the junior bankers
  • End-to-end support: Supporting deal origination, execution and marketing activities
  • Database maintenance: Taking ownership of regular work so that onshore bankers can focus on pitch work
  • Mid office support: Supporting the business development, legal, HR and Admin teams along with the IB team
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on

What we have done

IB Support for US-based TMT-focused Investment Bank
What we are proud of

5+ years

of partnership


hours of projects delivered