Corporate and Investment Banks
Our approach
We are an investment banking outsourcing firm that combines analytical rigor with process expertise, helping corporate and investment banks improve operational efficiency and grow revenue. We have 18+ years of experience collaborating with our clients to implement customised front-office solutions by leveraging industry-best practices, technology automation and our global pool of subject matter experts.
We are a trusted partner for top global investment banks and advisories to outsource critical capital markets and transaction advisory-related tasks. Our commitment to aligning ourselves to our client’s strategic goals and our investment banking domain experience gained over the years working with leading investment banks have helped us create long-term relationships with them. Our flexible and customised business models also allow our clients to scale the level of support depending on the market environment, keeping them ahead of their game.
Support we offer
Technology enabled Solutions for Commercial Banks
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
Industry pioneers in Investment Banking Analytics with over 15 years’ experience working with leading investment banks and advisory firms
Extensive expertise meeting front-office needs of global banks, regional banks and boutique advisory firms, with over 70 investment banking clients
Customized coverage for clients including weekend support, extended hours coverage, and language support
Support services to help Compliance teams at investment banks rigorously monitor their controls and enable them to meet strict regulatory requirements at a reduced cost of compliance
Diverse capabilities in developing and implementing cutting-edge technology solutions to improve efficiency and turnaround time on a wide variety of investment banking tasks
Business Information Services and presentation and graphics support, creating a comprehensive offering for investment bankers
What we have done
ESG support for capital market division of a London based global investment bank
What we are proud of
20%
Saving of time of senior bankers
18-20%
more client-facing time
End-to-end support on M&A and financial restructuring transactions for a boutique advisory firm
What we are proud of
10
years of partnership
80+
bankers served in US and UK offices
Investment banking analytics, library services and presentation support for an Independent restructuring and advisory firm
What we are proud of
15,000+
projects delivered
4.9/5
High customer satisfaction score
Pitchbook standardisation for a US investment bank
What we are proud of
4,000+
slides converted to new/standardised format
Consistent branding across sector and product groups
Support for a Europe-based mid-size investment bank
What we are proud of
6 years
of engagement
6,000+
projects delivered
ECM support for a UK-based bulge-bracket investment bank
What we are proud of
USD7m
in savings
18-20%
more client-facing time
Rating advisory for China-based, Greater-China-focused commercial bank
What we are proud of
Fast turnaround of Rating Advisory (RA) solutions
Developed and executed a highly efficient process meeting client deadline
Sector dedicated and integrated IB + BIS support to a North American Global Investment Bank
What we are proud of
$5m+
of annual savings
Near onshore support
Corporate finance and capital markets support to a UAE-based bank
What we are proud of
USD0.5m
cost savings annually
3,000
hours of work delivered
Investment banking research and analytics support to a UAE-based commercial bank
What we are proud of
8+
years of partnership
>600
projects delivered
Cross-functional support to one of the top banks in Oman
What we are proud of
5-year
partnership
4
business verticals supported
US-based private, independent boutique advisory firm
What we are proud of
24 IB and 3 BIS FTEs
Around 10,000 high-quality projects turned around
Rating advisory for Singapore-based, Asia-focused commercial bank
What we are proud of
Covered debut/existing issuers across 10+ sectors
Timely turnaround on urgent requests
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
Sustainable finance support for a global investment bank
What we are proud of
Bespoke solutions for sustainable investing and green finance
Support to senior client MDs in London and Singapore on knowledge initiative projects and value-added insights
Strategic research for a global commercial bank
What we are proud of
Bespoke solutions for strategy and group corporate development
Competitive intelligence and benchmarking for the banking sector
IB Analytics for a Europe Based Investment Bank
What we are proud of
$500m
in cost savings since 2003
30%
reduction in turnaround time for standard pitch books through automation
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
Business Information Services for Asia-focused Mid-Size Investment Bank
What we are proud of
>57,000
projects delivered
~$2m
per annum savings on MDS cost savings p.a
Structured Finance research and analytics for a global Investment Bank
What we are proud of
$20 bn+
new issuance structuring support
5,000+
projects handled every year
US-based Commercial Bank
What we are proud of
$6m
in savings
18-20%
more client facing time
Financial Spreading Support for a Top 10 Canadian Bank
What we are proud of
40-50%
in annualized cost savings
20%
faster decisions on new loans
Equity Research for a Europe Based Investment Bank
What we are proud of
$15-18 M
annualized cost savings
15%
technology-driven efficiencies
Research Production for a European-based Investment Bank
What we are proud of
>50%
savings in staffing costs
25%
increase in outreach
Our perspective on Corporate and Investment Banks
Blog
Model Interpretability: Demystifying black-box m.....
Most data science models used in the financial disciplines of credit risk, fraud.....Read More
June 30, 2021
Blog
Python toolkit for data science.....
Introduction During the golden age of economic expansion in the 1950s, many fie.....Read More
Blog
Can SOFR be more than just LIBOR 2.0?.....
The SOFR will replace the USD London Interbank Offered Rate (LIBOR) that has ser.....Read More
June 29, 2021
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.
Anish Ailawadi
Senior Director, Investment Banking
Adrian Wright
Senior 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
Senior Director, Investment Banking, Private Equity and Consulting Business Development
Marie Filotti
Head, 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.
Marie Filotti
Head, APAC Business Development
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