Leveraged Finance Support

Leveraged Finance Support for Investment Banking

Bespoke leveraged finance services, tailored for the specific needs of investment banks and specialist advisory firms

Leveraged Finance Support

Leverage Finance Investment banking or sub-investment grade market is witnessing a turbulent time as market conditions are worsening due to depleting economic environment, high inflation levels, withdrawing and lack government support and expectations of rise in default rates across the US and Europe in 2024. The depleting cash levels, higher borrowing costs and tighter lending conditions amid deteriorating macroeconomic prospects are reducing leveraged issuers’ ability to address refinancing and liquidity needs.

Our bespoke leveraged finance investment banking services are tailored for the current needs of investment banks and specialist advisory firms. Our team of leveraged finance investment banking experts provide extensive support to investment banks and advisory firms across acquisition financing, leverage loans, high-yield bonds, project finance and debt refinancing / restructuring. Our sector experts continuously track sector dynamics and factor these into the customised solutions we provide for each sector.

Automation and workflow management platforms

How we are different

STRONG INTEGRATION AND HIGH BUSINESS VALUE
STRONG INTEGRATION AND HIGH BUSINESS VALUE
Strong analytical capabilities and industry expertise coupled with high integration with client teams enable us to bring high business value to our customers throughout the lifecycle of business for Leveraged Finance Investment Banking
DEEP FUNCTIONAL KNOWLEDGE
DEEP FUNCTIONAL KNOWLEDGE
Deep functional knowledge of all advisory and funding aspects of leveraged finance support to various LBO transactions
WIDE SECTOR COVERAGE
WIDE SECTOR COVERAGE
Expertise and experience in supporting leverage finance investment banking and loan syndication functions across a broad range of sectors and markets
EXPERIENCED TEAM TO UNDERTAKE COMPLEX TASKS
EXPERIENCED TEAM TO UNDERTAKE COMPLEX TASKS
Highly experienced and effective analysts who do the heavy lifting for you across the leverage finance process, including LBO models, covenant and headroom analysis, and other tasks

What we have done

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
Integrated IB Analytics and BIS for Asia-Focused Mid-Size Investment Bank
What we are proud of

>95,000

projects delivered

>$6m

annualized savings per annum

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Meet our experts

Anish Ailawadi

Managing Director, Head of Investment Banking

Anish has been with Acuity Knowledge Partners for over 13 years and presently heads the Investment Banking vertical. He is based out of our Gurgaon office and oversees delivery teams and client engagements for various bulge-bracket banks, mid-size banks, regional banks, advisory and boutique firms across M&A, Industry Coverage, Debt Capital Markets, Equity Capital Markets, Loan Syndications and Leveraged Finance. During his tenure, he also set up a shared services center for one of his clients in India. Anish is a Chartered Accountant from the Institute of Chartered Accountants of India and has done his Bachelors in Commerce from Delhi University.

Anish Ailawadi
Chetan Majithia

Head, North America, Business Development for Private Markets, Investment Banking and Consulting; Co-Head - Commercial Banking and Corporates

Chetan has over 20 years of experience across the financial services sector’s markets, geographies and asset classes. At Acuity Knowledge Partners (Acuity), he spearheads Business Development for multiple strategic business units (IB, Private Markets, Consulting, Corporates, and Banking). During his almost seven years journey at Acuity, Chetan has been responsible for partnering with clients in these segments to transform and build business efficiencies through tailor-made and proprietary solutions, enabling them to save millions of dollars.

Prior to Acuity, Chetan was on the Board of Directors at CRISIL US, an S&P company, and Director and Head of Financial Research, Business Development, Americas. In his 13+ years 'journey at CRISIL, Chetan managed multiple roles, including setting up and leading the Equities practice in Indian markets, wherein he successfully launched India’s first independent equity research service provider, and setting up and heading CRISIL’s first international offshore operations in Argentina. Prior to CRISIL, Chetan worked with ING Bank and Citibank in multiple roles. He has featured consistently in media including on CNBC-TV18 and Bloomberg, and his views on Indian stock markets are covered widely by all leading financial publications.

Chetan is a Fellow Chartered Accountant (the equivalent of a CPA) with the Institute of Chartered Accountants of India and holds an MBA in Finance from NMIMS, India. He is also a Company Secretary (with a degree in Corporate Law) with the Institute of Company Secretaries of India. He passed CFA Level 2 examinations.

Chetan Majithia
Adrian Wright

Managing Director, Investment Banking, Private Equity and Consulting Business Development

Adrian leads Business Development across Investment Banking, Private Equity and Consulting clients in EMEA and APAC. He has 20 years’ experience working in the financial services industry, having spent 13 years working in Equity Capital Markets for Rothschild and RBS, before moving to Acuity Knowledge Partners in 2013. He has a deep knowledge of financial markets, having originated and executed over USD50bn of ECM transactions across a wide range of sectors, products and geographies. He has extensive experience working with and advising the majority of Investment Banking coverage and product groups, and leading global Private Equity firms. Adrian holds a MA (Hons Oxon) in Philosophy, Politics and Economics from the University of Oxford.

Adrian Wright
Marie Filotti

Head of Asia-Pacific Business Development

Marie Filotti heads APAC Business Development at Acuity Knowledge Partners and is based in Hong Kong. She joined the firm in 2018 after 13 years in Investment Banking and Capital Markets, mainly at Nomura (previously Lehman Brothers), and also worked on the corporate side, having run Investor Relations at a China-based ASX-listed gas company. She uses her experience in the industry to advise our clients on best practices in implementation of engagements across all sectors. Marie holds a BA from Yale University and a Masters in Finance from Sciences-Po Paris.

Marie Filotti
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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.