Bespoke Syndicated Loan Solutions for Investment Banks
Commercial banks’ cautious approach amid the current market conditions has resulted in a rapid increase in demand for syndicated loans. This has also been driven by rating downgrades by international rating agencies and small and medium-size corporates looking for alternative solutions such as syndicate financing.
At Acuity Knowledge Partners, we help investment banks and advisory firms provide bespoke solutions to their clients. Our team of experts has extensive experience in areas such as loan restructuring, deal origination support, loan syndication and trading, credit monitoring, loan modifications, infrastructure finance and subordinated debt. Our syndicated loan solutions enable our customers to win more client mandates and improve their margins.
Syndicated Loans – Support We Offer
- Deal origination
- Transaction support
- Macro-economic analysis
- Company analysis
- Sector analysis
- Information memorandums (IMs)
- Financial modeling
- Debt and capital structure analysis
- RFP support
- Memos for internal approval
- Working group list
- Pitch book support
- Capital structure analysis, including debt maturity profiles
- Market updates
- Deal database update
- Case studies
Syndicated Loans – Support We Offer
- Deal origination
- Transaction support
- Macro-economic analysis
- Company analysis
- Sector analysis
- Information memorandums (IMs)
- Financial modeling
- Debt and capital structure analysis
- RFP support
- Memos for internal approval
- Working group list
- Pitch book support
- Capital structure analysis, including debt maturity profiles
- Market updates
- Deal database update
- Case studies
Automation and workflow management platforms
Automate the creation of fully formatted credential slides in any template instantly
Centralized downloads of real-time company filings on a single platform (US, UK, Canada, Japan and more)
Powerful financial data extraction and standardisation tool backed by strong artificial intelligence (AI)-/machine learning (ML)-based training algori
How we are different
DEEP FUNCTIONAL KNOWLEDGE
Deep functional knowledge of all aspects of syndicated loans support gained from working with global leaders in the space
WIDE SECTOR COVERAGE
Expertise and experience in supporting loan syndication functions across a broad range of sectors and markets
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 for our customers
EXPERIENCED TEAM TO UNDERTAKE COMPLEX TASKS
Highly experienced and effective analysts who do the heavy lifting for you across the syndication process, including capitalisation, covenant and headroom analysis, and other tasks
What we have done
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
Loan syndication support for a global investment bank
What we are proud of
Saved over USD 1m and over 42,000 hours of work
Provided support for over USD 15bn worth of syndicated loans
Our Perspective on Syndicated Loans
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Meet our experts
Anish Ailawadi
Senior Director, 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.
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.
Marie Filotti
Director, APAC 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.
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