IB Support for US-based Healthcare focused Boutique Advisory Firm

  • 4+ years

    of partnership

  • 2,000+

    projects delivered

  • 18,000+

    hours delivered

  • 4.8 out of 5.0

    feedback score

  • The client was a Healthcare focused boutique advisory firm that was looking for offshore support for its Investment Banking team
  • Retain key strengths in-house while offshoring standard analyses to free up onshore bandwidth for more productive and client-centric activities
  • Realize cost savings by limiting the strength of the front-office team, with the flexibility of scaling up the offshore team
  • Since it was a sector-specific team, training junior members on these standard products was a time taking task
  • Lack of training time for new hires
  • Also lacked the expertise to format and standardize the presentations and documents consistent with the bank and client standards
  • Set up a 2 member team with a mix of experience working on healthcare-related products and standard IB projects
  • Also set up a dedicated presentation/design specialist to support on pitch decks and marketing materials
  • Quick turnaround, delivering client-ready deliverables across different products
  • Training resources on niche healthcare sector and databases like Evaluate Pharma and Biomed
  • Created standard methodologies and included robust quality checks to ensure output met the client’s requirements
  • Extended arm: Operate as an extension of onshore teams supporting senior and junior bankers
  • Integrated model: Integrated IB + P&G support provides quicker turnaround on requests
  • Quick turnaround time: Acuity team delivers short requests within a few hours and larger requests in 2-3 days
  • End-to-end support: Supporting deal origination, execution and marketing activities
  • Heavy lifting for onshore bankers: Taking ownership of regular work so that onshore bankers can focus on pitch / client-related work
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What we have done

Integrated IB Analytics and Presentations Support for US-based Healthcare focused Investment Bank
What we are proud of

4+ years

of partnership


projects delivered