Leveraged Finance Support
We are the market leader in outsourcing support to banks’ leveraged finance and high-yield capital markets teams, offering a full suite of services covering the entire loan lifecycle including origination, underwriting, execution, loan operations and portfolio monitoring. Our leveraged finance teams support global and regional commercial and investment banks, including 3 of the top 6 leveraged loan issuers in the US market and 3 of the top 10 high-yield bond bookrunners in EMEA.
Our domain experts have extensive experience in supporting banks on leveraged finance transactions including capital raising for acquisitions, leveraged buyouts, refinancing and recapitalisation, and project financing. We are experienced in monitoring our clients’ large leveraged lending portfolios across geographies and sectors and helping them set up robust monitoring and control functions to proactively assess credit risk while generating insights for making informed credit decisions.
We also understand from our experience that banking operations services require standardisation, optimisation and robust risk management. We support banks in completing manual tasks that require both knowledge of processes and an understanding of core systems, such as Loan IQ, ACBS, NCino, AFS and FIS.
Who we serve
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Specialist Advisory Firms
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Corporate and investment banks -
Commercial and regional banks
Support we offer in leveraged finance
High-yield bonds
New bond/issuance support
Market updates
Bond pricing, secondary levels
Investor profiles
Capital structure analysis
Pitchbook support
Investor presentations
Benchmarking
Company profiles
Deal run/league tables
Orderbook analysis
Peer analysis
Debt maturity profiles
Acquisition finance
Company profiles
Peer analysis
Precedent transactions comps
LBO transactions comps
Organisation structure
Share price performance
Pitchbook support
LBO models
Industry overviews/research
Credit memos
Benchmarking
Capital structure analysis
Target/deal/peer screening
Leveraged loan origination
Information memorandums
Transaction/bank notes
Underwriting memos
Company profiles/teasers
Financial models/analysis
Capital structure analysis
Debt maturity profiles
Benchmarking
Macroeconomic overviews
Industry overviews
Loan/debt comparables
Term-sheet drafting
Deal run/league tables
Liquidity analysis
Underwriting
Financial models with projections
Detailed free cashflow analysis with de-leveraging trajectory
Bank case, downside case, debt-repayment analysis
Sensitivity analysis
Liquidity and working capital analysis
Enterprise valuation (EV) analysis
Risk and mitigants analysis
Preparing credit memos
Credit monitoring
Tracking financial news
Tracking credit events and impact analysis
Detailed financial analysis
Financial model updates
Reviewing bank case, downside case, debt-repayment analysis
Collateral analysis
Borrowing base analysis
Liquidity and debt maturity trends
Covenant analysis and headroom trends
Annual and quarterly credit reviews
Indicative rating analysis
Early-warning mechanism/dashboard reporting
Building triggers to track performance at the portfolio level
Borrower-level heat maps
Portfolio dashboards with earnings- and liquidity-tightening triggers
Variance analysis of actual performance vs original projections and budget
Actual exposure vs hold limits
Lending operations
Closing and post-closing data-quality assurance
Document preparation and deal booking
Loan servicing and modifications
Collateral management
Loan trading – operations
Reconciliation services
Covenant monitoring
Compliance and KYC services
Regulatory support
Regulatory audit support, i.e. SNC/ECB
Internal audit support
Independent EV Support
What we have delivered anually
100+
live deals supported in secured environments
8,000+
reports compiled with financial analysis
2600+
credit/LBO models designed
7,500+
items of news tracked
Customer Testimonials
The quality and depth of analysis provided are extremely good and add significant value to the CPM and wider FIC businesses. It’s much appreciated, and we will certainly look to get your insights on a number of other exposures that are part of the CPM portfolio.
Top German bank
Head, XVA and Regulatory Capital Trading
Team – Thanks a lot for your hard work on the stress test. The results were presented to the CEO and the senior management of the bank today, and everyone complimented the efforts and content.
French CIB
Head of Asset Management
I would say that the service has been very good in general. Your work is extremely time-saving in regard to putting together the monthly sector updates, especially in their more expanded form and with the email updates as well. Appreciate that we have made them more complicated in regard to the content but you have been able to accommodate that and it is greatly appreciated.
APAC-focused leading global bank
Director, Leveraged & Acquisition Finance and Private Credit
We are very impressed with the quality and depth of this report, and it was straight sanction without any queries. For a new to bank deal at this loan size that is incredibly rare, and I want to thank you for your efforts here. The interest-only element could have been a challenge, but the Credit Risk team felt the reason had been explained fully and so was happy to support.
Bulge-bracket bank
Managing Director, US Leveraged Lending
Automation and workflow management platforms
AI-based credit report writing tool
Advanced AI-based tool designed to revolutionise the credit report writing process
How we are different
ONE-STOP SHOP FOR LEVERAGED FINANCE SOLUTIONS
FINANCIAL SERVICES DOMAIN EXPERIENCE
DEEP FUNCTIONAL KNOWLEDGE COMBINED WITH CREDIT PEDIGREE
SCALABLE PARTNER
EXPERIENCED TEAM TO UNDERTAKE COMPLEX TASKS
TECH-DRIVEN INNOVATIVE SOLUTIONS
Tailored Data and Technology Services for Banking and Financial Institutions
Explore the art of possible in optimizing processes across the deal lifecycle. Automate repetitive and redundant task freeing up more client-facing time for your bankers.
What we have done
Leveraged and acquisition finance support to a UAE-based bank
What we are proud of
10-12%
efficiency gains
30-40%
Volume Growth
DCM, loan syndication and leveraged finance support to a UK-based bulge-bracket investment bank
What we are proud of
18-20%
more client-facing time
35-40%
productivity gains
Debt capital markets (DCM) support to a Europe-based mid-size investment bank
What we are proud of
Established a strong relationship
Freed up onshore team’s capacity to handle more-value-adding tasks
Debt capital markets (DCM) support to a US-based commercial bank
What we are proud of
USD30k annual cost savings per resource
Timely turnaround on regular tasks and flexibility to handle urgent work
Capital markets support to a Middle East-based bank
What we are proud of
Enabled more focus on clients and investors
Provided real-time support through virtual desktop infrastructure (VDI)
Credit markets support to a UK-headquartered global bank
What we are proud of
18-20%
more client-facing time
35-40%
productivity gains
Debt Capital Markets (DCM) support to a UK-based European bank
What we are proud of
Faster turnaround time, with increased accuracy
More capacity for core functions
Integrated IB Analytics and BIS for Asia-Focused Mid-Size Investment Bank
What we are proud of
>95,000
projects delivered
>$6m
annual savings on headcount
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Frequently Asked Questions
How Acuity can support onshore Leveraged Finance Investment Banking teams?
The team of Acuity Leveraged Investment Banking Finance experts provides extensive research and analytics support to investment banks and advisory firms to assist their clients in raising capital for acquisitions, spin-offs, leveraged buyouts, management buyouts, refinancings & recapitalizations, project financing, and other purposes. We have expertise working with our clients in the structuring, syndication, and distribution of leveraged loans and high-yield bonds.
What is the difference between Leveraged Finance and Acquisition Finance?
Leveraged Finance and Acquisition Finance in investment banking can be primarily differentiated based on the type of acquirer. In Leverage Finance, the acquirer is a financial sponsor or private equity fund, while in Acquisition Finance, the acquirer is a corporate.
What services one would expect in Leveraged Finance Investment banking?
The leveraged and acquisition finance teams in investment banks help leveraged borrowers and issuers to raise capital through a mix of high-yield bonds and term loans. Such teams help in originating, structuring and executing complex event driven financing solutions including acquisition financing, leveraged buyouts, merger financings, bridge financings, recapitalisations and refinancings. Areas of expertise of leveraged finance investment banking include high-yield bonds, leveraged loans, acquisition finance, bridge financing and underwriting. The leveraged finance Investment Banking teams also provides corporates and financial sponsors advice on capital structuring and credit ratings, and works closely with the investment bank’s DCM, M&A, Coverage, Loan Syndications, Sustainable Finance and Syndicate functions.