Transaction Advisory Services for Corporate and Investment Banks

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

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

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
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 Consulting and Corporate Firms
Support for a Europe-based mid-size investment bank
What we are proud of

6 years

of engagement

6,000+

projects delivered

Support for Consulting and Corporate Firms
ECM support for a UK-based bulge-bracket investment bank
What we are proud of

USD7m

in savings

18-20%

more client-facing time

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
Investment banking research and analytics support to a UAE-based commercial bank
What we are proud of

8+

years of partnership

>600

projects delivered

Support for Consulting and Corporate Firms
Cross-functional support to one of the top banks in Oman
What we are proud of

5-year

partnership

4

business verticals supported

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
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

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

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
US-based Commercial Bank
What we are proud of

$6m

in savings

18-20%

more client facing time

Support for Consulting and Corporate Firms
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

Support for Consulting and Corporate Firms
Equity Research for a Europe Based Investment Bank
What we are proud of

$15-18 M

annualized cost savings

15%

technology-driven efficiencies

Support for Consulting and Corporate Firms
Research Production for a European-based Investment Bank
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach

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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.

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

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

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.

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.

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