-
4+ years
of partnership
-
5,000+
projects delivered
-
37,000+
hours of projects
-
$2m+
in annual cost savings
CLIENT CHALLENGES
- The client is a mid-market investment bank focused primarily on Healthcare sector
- Initiated the relationship in March 2019 with IB support; has now expanded into a cross divisional relationship across IB and Research
- The primary objective was to set up a team which could support the onshore junior banking team in preparation of deal materials and research
- Key challenges faced by the client:
- Onshore analysts were tied up in repetitive high-volume tasks, with limited bandwidth for more client-facing role and value-add tasks
- Regular attrition and high cost associated with junior in-house analysts, hence no quick access to a talent pool
- Specialized Presentation & Graphics support needed to generate new ideas for building its marketing materials as well as visually appealing presentations
- Lack of expertise to format and standardize the presentations and documents consistent with the bank and its client standards
OUR APPROACH
- Set up an offshore team constituting experienced personnel in Healthcare Investment Banking and dedicated presentation/design specialists to match the client's requirements
- Managed the team roster accordingly to provide extended hours coverage to the client with timing overlap between Acuity and client teams
- Created and discussed with the client standard methodologies and SOPs to ensure adherence to consistency and quality of deliverables
- Starting off with standard products, the team gradually started supporting bankers on more bespoke and custom research and analysis tasks
- Incorporated multiple quality checks as a part of standard practice to ensure the highest level of quality
- Regular reviews and governance calls with the client to identify and undertake any course corrections if needed
IMPACT DELIVERED
- Integrated model and enhanced reliance: Acuity team now works as an extended arm of the client team with frequent communications between onshore and offshore teams, and less than one day turnaround on majority of requests
- Strategic partnership: The Acuity support has gradually transformed into a strategic partnership as the client has integrated the Acuity team with its onshore team
- Senior banker support: Directly worked with the senior bankers on several projects relieving the junior bankers
- End-to-end support on regular and high-volume products: Virtual ownership of regular high-volume products for deal activities
- Database maintenance: Taking ownership of regular work so that onshore bankers can focus on pitch work
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