Merchant Banks and Financial Intermediaries

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Our approach

We understand what it takes to support Merchant banks across the globe. As a leading knowledge process outsourcing service provider, we offer comprehensive support with customised and scalable solutions.
Our experienced subject-matter experts provide informed insights and analysis through a full suite of services, offering end-to-end support – from deal origination to pitching and execution to closing. Our 20+ years of experience in working with global and regional Merchant banks help us support them as an extension of their teams, offering timely and accurate insights, valuations and due diligence to keep them in the lead. Our proprietary tech solutions help Merchant banks achieve overall efficiency and productivity.

Support We Offer

  1. < 1Coverage teams Plus Minus>
  2. < 2Product teams Plus Minus>
  3. < 3Paralegal Services Plus Minus>
  4. < 4Control Functions Services Plus Minus>
  5. < 5Investment research Plus Minus>
  6. < 6Lending services Plus Minus>
  7. < 7Valuations and transaction advisory Plus Minus>
  8. < 8Accounting advisory Plus Minus>
  9. < 9Global markets Plus Minus>
  10. < 10Data science Plus Minus>
  11. < 11Compliance solutions Plus Minus>
  12. < 12Library (BIS) and presentations support Plus Minus>
  13. < 13Business Excellence and Automation Tools (BEAT)-enabled Solutions Plus Minus>

Support we offer

  1. < 1Coverage teams Plus Minus >
  2. < 2Product teams Plus Minus >
  3. < 3Paralegal Services Plus Minus >
  4. < 4Control Functions Services Plus Minus >
  5. < 5Investment research Plus Minus >
  6. < 6Lending services Plus Minus >
  7. < 7Valuations and transaction advisory Plus Minus >
  8. < 8Accounting advisory Plus Minus >
  9. < 9Global markets Plus Minus >
  10. < 10Data science Plus Minus >
  11. < 11Compliance solutions Plus Minus >
  12. < 12Library (BIS) and presentations support Plus Minus >
  13. < 13Business Excellence and Automation Tools (BEAT)-enabled Solutions Plus Minus >

How we are different

STRONG UNDERSTANDING OF THE DOMAIN
STRONG UNDERSTANDING OF THE DOMAIN
We are pioneers in Investment Banking support services, with over 20 years of experience in working with leading merchant banks, investment banks and advisory firms
TRUSTED BY LEADING BANKS AND ADVISORY FIRMS
TRUSTED BY LEADING BANKS AND ADVISORY FIRMS
Our consultative approach and extensive expertise help meet the front-office needs of over 150 investment banking clients, including global banks, regional banks and boutique advisory firms
STRONG PARTNERSHIP, UNINTERRUPTED AND FLEXIBLE SUPPORT MODELS
STRONG PARTNERSHIP, UNINTERRUPTED AND FLEXIBLE SUPPORT MODELS
We provide customised coverage, including weekend support, extended-hours coverage and language support. We have the flexibility to scale based on demand dynamics and seasonal factors
COLLABORATE IN AUTOMATION TO PROVIDE STREAMLINED SERVICES
COLLABORATE IN AUTOMATION TO PROVIDE STREAMLINED SERVICES
Our technology-driven services for front- and middle-office functions are led by our proprietary Business Excellence and Automation Tools (BEAT)

What we have done

Support for Consulting and Corporate Firms
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

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Meet our experts

Anish Ailawadi
Anish Ailawadi

Managing Director, Head of Investment Banking
Chetan Majithia
Chetan Majithia

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

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

Head of Asia-Pacific Business Development

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