Principal Finance and Direct Investment

Specialised knowledge, and research and analysis support in identifying, executing and managing primary financing activities

Overview

Acuity Knowledge Partners is a globally trusted partner to merchant banks, investment banks and advisory firms in public and private markets. As a leading knowledge process outsourcing service provider, we have the expertise and experience to support transactions involving principal finance and direct investment. Our teams provide end-to-end support, including in research and analysis, sourcing potential investment opportunities, financial valuation, due diligence, portfolio analysis, risk management, and other investment-related processes through a full suite of services.

We work closely with global and regional merchant banks, investment banks and advisory firms as their extended team and help them enhance their efficiency and outcomes through our proprietary technology solutions.

Amid a rapidly expanding and transforming business landscape, merchant banks, investment banks and advisory firms must innovate flexible primary financing and secondary-market investment solutions across capital structures. A strategic partnership with a competent service provider offering bespoke, scalable solutions could be a pivotal catalyst.

How we are different

ONE-STOP SHOP OFFERING A WIDE RANGE OF SERVICES
ONE-STOP SHOP OFFERING A WIDE RANGE OF SERVICES
We provide a full suite of services, combined with extensive domain knowledge and experience, including research and analytics support across the Principal financing and Direct investment domain from sourcing opportunities to tracking portfolios
DEEP FUNCTIONAL KNOWLEDGE
DEEP FUNCTIONAL KNOWLEDGE
We have deep functional knowledge of all aspects of principal finance, direct investment and proprietary investment gained from supporting several firms in the space on debt/equity financing deals
EXTENSIVE COVERAGE WITH SECTOR-FOCUSED SMEs
EXTENSIVE COVERAGE WITH SECTOR-FOCUSED SMEs
We have expertise across a broad range of sectors. Our specialised analysts have in-depth sector understanding and experience in delivering curated critical insights, value-added research and analysis
STRONG INTEGRATION AND HIGH BUSINESS VALUE
STRONG INTEGRATION AND HIGH BUSINESS VALUE
We ensure seamless integration with our client's existing business processes and teams, providing a smooth and efficient service, resulting in improved operational efficiency and enhanced decision-making
VALUE-ADDED SERVICES FOR AUGMENTED OUTCOMES
VALUE-ADDED SERVICES FOR AUGMENTED OUTCOMES
We provide due diligence and compliance support, creating a comprehensive offering for merchant banks, investment banks and advisory firms

What we have done

Our Perspective on Principal Finance and Direct Investment

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
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

Marie Filotti, Head of Business Development APAC

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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