Pre-issuance deal structuring support to an institutional investment bank

  • Pre-issuance

    modeling & structuring support

  • 20%

    more client-facing time for senior bankers

  • 15-20%

    reduction in time to close deals

  • $300K+

    savings through our support


CLIENT CHALLENGES
  • The client wanted to expand its securitisation services and booster it’s deal structuring mechanism to several new asset classes and geographies and benefit from bespoke transactions
  • The in-house Structured Products teams did not have the necessary bandwidth to manage data and model bespoke transactions
  • Acuity Knowledge Partners (Acuity) collaborated with the client to develop and maintain customised databases, bespoke transaction models and a cash flow forecasting tool
OUR APPROACH
  • Acuity put together a team of structured finance domain experts with Excel and VBA modelling experience to work closely with the client team
  • The Acuity team built customised models to analyse historical loan performance data for various asset classes using input from the client’s credit teams
  • The Acuity team also designed highly flexible transaction and waterfall models that could be run for multiple asset classes, credit scenarios, capital structures and payment waterfalls to help optimise transaction structures and terms
IMPACT DELIVERED
  • Acuity’s data models helped senior management quickly review and monitor asset portfolios and plan future pipelines
  • The dynamic transaction models helped the client identify asset pools and key transaction terms in an efficient manner
  • With the Acuity team performing tasks relating to data management, modelling and analytics, the client team could focus more on expanding its securitisation services business, deal flow and other value-add activities
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What we have done

Structured finance issuance database and research for a large Japanese investment bank
What we are proud of

$9.0m

annualized cost savings

>180,000

hours of projects delivered

Structured finance research and analytics support to a global investment bank
What we are proud of

$9.0m

annualized cost savings

>180,000

hours of projects delivered