Case study – Corporate strategy and M&A support on downstream oil and gas transactions

BIS

What we are proud of

Enhancing Compliance Efficiency for US-Based Asset Manager Through BEAT AdInspect

What we are proud of

20%

cost reduction to client

20+

Use of BEAT AdInspect by onshore employees

Letters of Credit document checking support for a top Dutch bank

What we are proud of

40%

reduction in cost

100%

improvement in turnaround time for SLAs

Streamlining trade operations for US based multinational conglomerate

What we are proud of

100%

Improvement in trade documents management

90%

Reduction of discrepant documents on 1st presentation under export LCs

Market Assessment of the Saudi Arabia Genomics Industry

What we are proud of

Assessed healthcare insurance across major economies

Identified factors important to invest in the genomics sector

Competitive analysis & benchmarking – Healthcare Consulting groups

What we are proud of

Researched on US DSO market with a focus on pediatric dentistry

Enhanced the client's presence in existing geographies

Partner Scouting for a Canada-based medical device manufacturer

What we are proud of

Offered direct-to-market software

Helped create cutting-edge digital health solutions

Competitive benchmarking and gap analysis of US-based DSO (Dental Service organization)

What we are proud of

Five prospects identified through assessment of various PPE manufacturers

Provided client with detailed company profiles and product portfolios of prospects

Support to a US based client in evaluating the importance of ESG factors

What we are proud of

Provided actionable insights and evaluated ESG perceptions and their impact on sectors and investment decisions

Assessed demand generation in ESG investing

Assistance to a Europe based client in conducting a healthcare study

What we are proud of

Provided actionable insights to fine-tune client’s technology and specifications

Helped client with strategy and decision-making for new-product launch

Data tagging and analysis focused on fundamental sub-sector equity strategy

What we are proud of

800+ merchant names tagged

Optimised and scalable solution across datasets and sectors

Enterprise-level data management powered by analytics

What we are proud of

Expertise in market data

Handled end-to-end data-pipeline transformation for more than 1,000 datasets

IB Support for US-based TMT-focused Investment Bank

What we are proud of

5+ years

of partnership

5,000+

hours of projects delivered

IB Analytics for European Technology Advisory Firm and its Global Affiliates

What we are proud of

5+ years

of partnership

> 5,000

projects delivered

IB Support for US-based Healthcare focused Boutique Advisory Firm

What we are proud of

4+ years

of partnership

2,000+

projects delivered

Integrated IB Analytics and Presentations Support for US-based Healthcare focused Investment Bank

What we are proud of

4+ years

of partnership

5,000+

projects delivered

Setting up a multi-skilled client onboarding team for a UK-based asset manager

What we are proud of

A UK-based global asset manager (AM) with 200bn AUM.

Conducting materiality assessment for a US-based food retailer

What we are proud of

Identification of stakeholders and survey execution

Data collection, analysis, and materiality matrix

Supporting a niche consulting firm servicing asset managers and PE firms in developing ESG focused businesses

What we are proud of

ESG benchmarking

Portfolio ESG profiling

Preparation of the first sustainability report for a Middle East oil giant

What we are proud of

Understanding existing ESG initiatives taken by the organization

Conducting materiality assessment and KPIs identification

Strategy support to a crypto reputation management firm

What we are proud of

Acted as an integral part of the client’s team

Compiled crisp, executive-ready decks that client shared with customers

Strategy support to a top online payment service provider

What we are proud of

Became an integral part of the client’s Advisory, Market Insights and Product Strategy teams

Compiled crisp, executive-ready decks for the client’s senior staff

Strategy research support to a leading capital markets solutions provider

What we are proud of

Acted as an integral part of the client’s Research team

Created insightful decks for the client’s senior executives

Strategy support to a leading online payments platform

What we are proud of

Helped client team stay ahead of the competition by tracking developments

Compiled crisp, executive-ready decks for the client’s senior staff

Strategy support to a global card and payment company

What we are proud of

Freed up the client’s bandwidth for enterprise-level events

Helped client team stay ahead of the competition by tracking developments

Macroeconomic research support for a global investment bank

What we are proud of

$160k

annualized cost savings

11+

years of association

Commodity research support for European bank

What we are proud of

50%

cost savings

10+

years of association

Strategic support to a leading semiconductor manufacturer

What we are proud of

Impact assessment of geopolitical conflicts to predict quarterly revenue for the semiconductor sector

Building robust trading and portfolio positioning opportunities

Strategic support to a data infrastructure platform provider

What we are proud of

Competitor Tracking

Build Corporate Strategy and Market Intelligence

ESG Advisory Support To The Client On Developing Sustainable Finance Frameworks For The Corporates

What we are proud of

20%

Increased Efficiency

Significant cash savings for the client due to strategic and real-time support

Transition Finance Support To A Global Investment Bank

What we are proud of

Client Growth: Significant increase in the number of clients due to the use of scalable solutions

Time-Saving: Able to devote time to strategic work and core tasks

US based mid-sized investment bank

What we are proud of

$2.0m

annual cost savings for overall enterprise client

38,000

hours of work delivered

US based public finance focused investment bank

What we are proud of

Increased bandwidth

for deal execution and client meetings

~ 1,500

hours of work delivered

US based Investment Manager

What we are proud of

ESG Support For A Japanese Investment Bank

What we are proud of

20%

Time saving

18-20%

more client-facing time

European Investment Bank

What we are proud of

Over 1,000+

hours of work delivered

30% to 35%

productivity gains to the onshore legal team

Support to a US-based global firm in creating an offshore centre of services (COS)

What we are proud of

~20%

increase in efficiency, leading to significantly reduced time to market

~25%

y/y increase in number

Support to a leading US-based market research agency in conducting an automotive brand awareness survey

What we are proud of

USD10K

saved on research work

Able to devote time to strategic work and core tasks

Support to a leading PE firm in analysing opportunity to provide business intelligence and performance management solutions to medium-size and large businesses

What we are proud of

Increased revenue

Increased revenue from research work by USD50K vs previous year

Provided actionable insights

To gauge demand, volume and opportunity

Support to a leader in employer branding research on automated report production

What we are proud of

Increased efficiency

34% increase in efficiency, enabling expansion of client teams in new markets

Enabled real-time reporting

Enabled real-time reporting of key survey insights

CRM

What we are proud of

40%

cost saving

c.40%

increase in onshore bandwidth

Executive assistant/personal assistant support under operational and research admin support

What we are proud of

40%

cost saving

Hassle-free execution

Corporate access

What we are proud of

Near real-time calendar refresh

40%

cost saving

T&E and invoice processing

What we are proud of

40%

increase in efficiency

Increase in data accuracy

CRM and business intelligence

What we are proud of

40%

cost saving

c.40%

increase in onshore bandwidth

Content Management Support for the Wealth Management Arm of a Financial Major

What we are proud of

We work as an extension of the client’s wealth management team to meet all content-related requirements

The client does not have an onshore research publishing team

Content management support to a wealth and asset manager

What we are proud of

10,000+

Manages knowledge base of content records

Point person for training and knowledge documentation

Corporate actions: Timely processing of events for fixed income investments

What we are proud of

Top 20

US-based asset manager

40%

operational cost savings

Break reconciliation and resolution across CLOs and SMAs

What we are proud of

50,000

priority accounting breaks resolved

40%

client bandwidth saving

Client services support to a CLO corporate trust

What we are proud of

USD2tn+

in AuM; the world’s largest custodian bank, based in the US

2,000

backlog cleared for cash reconciliation breaks

Trade confirmation and reconciliation support to a US-based hedge fund

What we are proud of

USD800m+

in AuM

3x

faster turnaround time

Shadow accounting (open-ended funds, CLOs, SMAs, hedge funds) support to Europe-based alternative investment manager

What we are proud of

30%

operational cost savings

40%

client bandwidth saving

US asset manager: Non-linear factor modelling for systematic investment strategies

What we are proud of

10,000+

assets analysed

5+

external data pipelines built

Global asset manager (AuM: USD700bn+): Natural language processing for ESG investing

What we are proud of

30

data fields analysed

10

alternative datasets sourced

US private credit fund: Automated and self-service analytics for enhanced portfolio insights

What we are proud of

100+

funds

6

strategies

Leading South African bank: Alternative data analysis to differentiate equity research

What we are proud of

500m+

real-estate property data points

4

websites

ESG Advisory support to a Japanese Investment Bank

What we are proud of

Provide domain expertise to enable the Corporate Solutions and ESG teams

Reduce Carbon Footprint and

Evaluate SBTs for each peer group

ESG Solutions support to a Spain (HQ) Investment Bank

What we are proud of

Domain expertise in the ESG solutions adding value to the existing ESG team

Provide industry research, deep dive sectoral analysis, identify areas of sustainable financing in emerging markets and Europe

Sustainable Finance support to an APAC focused Investment Bank

What we are proud of

Domain expertise in the ESG and Sustainable Finance space

deep dive analysis and specialization for clients, streamlining ESG taxonomy

Identify areas of sustainable financing in emerging markets and Europe

Dedicated support on 70% of total ESG-focused RFP/DDQ volume for a top 20 global asset manager

What we are proud of

70%

Support on the total ESG RFP/DDQ volume

2015

Client since

Corporate action adjustment support

What we are proud of

USD1.5m

annual cost savings

50+

new indices

Daily index management support to an ETF provider

What we are proud of

50%

cost saving

70%

operational bandwidth saving

Global benchmarks and investment management firm

What we are proud of

100%

automated solution for data sourcing, processing and addressing manual errors and anomalies

c.40%

cost reduction in TOM by establishing an offshore dedicated team of experts

Equity research support to a bulge-bracket US-headquartered investment bank

What we are proud of

15

sectors supported

35+

client analysts served

Equity research support to a global asset manager

What we are proud of

200+

companies screened per year

Credit research support to an APAC trading desk

What we are proud of

3,500

hours of annual support provided

50%

around cost saving achieved

Portfolio monitoring and valuation support to a Europe-based VC firm

What we are proud of

>4,000

hours of effort delivered

30%

of investment team’s time saved

Partnership with the corporate venture arm of a media conglomerate

What we are proud of

>100

target screens created

>6,000

hours of effort delivered

Support across the investment lifecycle to a US-based fintech-focused VC firm

What we are proud of

~USD10bn

AuM supported

>1,400

portfolio KPIs tracked

Acuity’s insightful assessment of HNWIs’ purchasing behaviour for a leading luxury consulting organization

What we are proud of

$10,000

Cost saving

Enabling a significant improvement in client’s sales

Acuity’s insightful assessment of global consumer behaviour

What we are proud of

40,000+

global respondents reached

2,000+

respondents participated through online survey

Public finance and credit research support to the investment management arm of a large US-based PE firm

What we are proud of

USD1m

of annual cost savings

c.40%

increase in onshore bandwidth

Public finance and taxable credit research support to a large private wealth manager in the US

What we are proud of

USD1.2m

Cost savings since inception

c.35%

Release of onshore bandwidth

Private Equity Investment for a US-based Global Private Equity Firm

What we are proud of

>8

years of partnership

>$48b

AUM supported

Support to US based client on ESG KPI Tracking

What we are proud of

1,000+

issuers

DDQ

Analyze

Leveraged loan modelling and analysis for a top three UK-based global bank

What we are proud of

1000+

leveraged loans

20-25%

more client-facing time

Loan Servicing support to a French HQ Bank (US book)

What we are proud of

40-50%

reduction in the request

30%

improvement

Loan booking and deal trading support to a US Commercial Bank

What we are proud of

25-30%

reduction in the request

40%

reduction in client escalations

Creative Services for a U.S. Asset Manager

What we are proud of

annualized cost savings

reports generated per annum

E-mail Marketing Expertise Offered to a New York-based Global Fund Manager

What we are proud of

100%

Email Builds Delivered Monthly

80%

Global Team’s workload secured

Enhanced Structure of Global Email Distribution for a US-based Asset Manager

What we are proud of

100%

Accuracy Levels

150+

Regions Focused for Distribution

Streamlining content and procedures to optimize web content and SEO for a global asset manager

What we are proud of

100%

Accuracy rate

70%

Faster publishing turnaround time

Redesign and content migration across 18 websites for a $300bn US manager

What we are proud of

3x

faster publishing times

#1

Ranked for excellence in digital communications

Comprehensive Lead Scoring Solution to a Mid-sized Global Asset Manager

What we are proud of

30+

New retail leads per week

150+

decrease in turnaround time

CRM Data Migration and Ongoing Maintenance Support to a European Investment Bank

What we are proud of

40%

Cost savings

150+

more client-facing time

Leveraging social media to expand coverage of a Asset Manager’s campaign

What we are proud of

20%

increased traffic

12/Hrs

of campaign execution lead-time reduction

Auditing Website SEO, Speed and Accessibility Metrics for a global asset manager

What we are proud of

20%

reduced page load time

Increase

Increases

Analytics Tracking Clean-up and Restructuring for a US-based financial services firm

What we are proud of

95%

accuracy in tracked data

27%

increase in customer retention

US-based boutique asset manager with a presence in Europe, Asia and South America

What we are proud of

3x

faster time to deployment

50+

page templates revamped

Technology scouting for intra-tumoural drug delivery

What we are proud of

Identified novel technological innovations

Compiled market landscape and competitive intelligence

Strategic procurement and cost optimisation of pharmaceutical raw materials

What we are proud of

Created pricing matrix

Created pricing matrix Market assessment and supply-chain analysis

Sales intelligence and origination support

What we are proud of

Provided bespoke value proposition messages

Enable rapidly penetrate target customers

Support in formulating a product launch and marketing strategy

What we are proud of

Formulated a staggered launch strategy

Designed optimal distribution channel configuration

Procurement support to enter Nigeria

What we are proud of

Evaluated ease of market entry

Assessed opportunity relating to raw material sourcing

Patient segmentation and prioritisation

What we are proud of

Identified the most attractive patient pool

Made key strategic recommendations on patient segmentation

Multi-year Technology and Operations Partnership between Acuity and Global Benchmarks and Investment Management firm

What we are proud of

Market feasibility and competitive landscaping in consumer healthcare

What we are proud of

market attractiveness for Peppermint oil-based products to treat irritable bowel syndrome (IBS

Key opportunities and key activation levers to unlock value

Drug repurposing and repositioning as LCM strategy for CNS disorders

What we are proud of

Created market scenario and identified low-hanging opportunities

Narrow focus on the selected high-potential indications from the opportunity canvas

Competitive landscaping and strategic research

What we are proud of

Investment attractiveness of therapeutic area

Market landscape and provided competitive intelligence

Competitive benchmarking and performance gap analysis

What we are proud of

Identified opportunities for expansion and plausible revenue streams

Identified potential geographies and activation levers from competitors

Assessment of GCC pharmaceutical market

What we are proud of

Analysed potential for entry into the GCC pharmaceutical market

Helped client understand socio-economic and health policies in GCC countries

Supporting business functions of a leading veterinary company

What we are proud of

Identified and analysed new opportunities and growth avenues across the animal health value chain

Provided robust monitoring of detailed and granular data relating to deals and daily activities

Risk identification and assessment

What we are proud of

Analysed healthcare sector to generate key insights related to client’s positioning to face current and future challenges

Pipeline analysis and benchmarking

What we are proud of

Evaluated unmet needs to identify potential entry points

Conducted a deep-dive study of key assets and key players

Market assessment of nutritional products to treat cancers in women

What we are proud of

Identified low-hanging opportunities in terms of products and unmet needs

Created market scenarios based on regulatory approvals, reimbursement and market access

Trade Surveillance Services – For a Global Hedge Fund

What we are proud of

20K

alerts reviewed

USD 150K

saved in operating cost

Compliance support for a PE arm of a large global asset manager

What we are proud of

Reduced the cost by ~50-60%

Early delivery of activities

Centre of excellence in financial spreading for a top US regional bank

What we are proud of

15-20%

efficiency

13,000+

spreads from Moody’s Risk

Seismic support to a Greenwich-based asset management firm

What we are proud of

130

Pitchbooks created

6,000+

slides migrated

LCs examined Trade finance support to a US-based Bank

What we are proud of

40%

reduction in cost

100%

adherence to ICC rules

Financial spreading and covenant monitoring solutions for a mid-size US bank

What we are proud of

USD1.5m

in cost savings

20-30%

increase in loan volumes managed onshore

Spreading CoE for a top US regional bank

What we are proud of

12-15%

efficiency, resulting in more volume turned over

>10,000

financial spreads delivered

Modelling and screening support to a Swiss asset manager

What we are proud of

800+

Creating models of varying complexity in six months

4,000+

Creating a screening dashboard for issuers in 18 sectors

Financial modelling support to a global hedge fund

What we are proud of

3,000+

Creating models in two years

USD2m

Over in annualised cost savings

Investment feasibility support to a US-based investment management client

What we are proud of

100%

Achieved over increase in the number of deal assessments

Ensured better assessment in live deals

Loan underwriting and financial modelling support for a global investment management firm

What we are proud of

USD250k

Ensured annual cost savings of

50%

Freed up more than of clients’ bandwidth

Investment pricing, reconciliation and risk support to a US-based private equity firm

What we are proud of

20%

reduced turnaround time

100%

process compliance

Corporate actions, CLOs and trade operations support to a US-based public fixed income asset manager

What we are proud of

99.8%

data accuracy

4x

increase in client-facing time

Shadow accounting (direct lending, CLOs, hedge funds, liquidity) support to a Europe-based credit and private debt manager

What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Pricing and loan valuation support to a leading US-based investment management firm

What we are proud of

40%+

annualised operational cost savings

SPOC for pricing to different pricing vendors

Trade confirmation and reconciliation support to a leading US-based hedge fund

What we are proud of

40%+

annualised operational cost savings

Time-difference advantage resulted in faster trade settlement

Fund accounting support to a US-based exchange-traded product (ETP) provider

What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Research support on non-core cross-asset research coverage list for a European PWM

What we are proud of

Enhanced research coverage with attribution to Acuity

Better leverage for onshore analysts/investment managers

Cross-asset research solution for a European PWM

What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Centralised marketing and digital marketing team for a boutique wealth manager

What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

Support to a global asset manager with USD1tn in AUM across fund strategies

What we are proud of

20%

increased coverage to include a larger universe of funds

1,000+

enhanced participation in multi-fund deals

Strategic data production partner to a top 3 hedge fund

What we are proud of

USD1.1m in annualised cost savings

Capital markets domain + front-office technology DNA helped create a strong validation framework

Credit research support to a discretionary investment manager with USD28bn in AuM

What we are proud of

2.5x

more credit coverage

USD1m in

estimated annualised cost savings

Natural language processing (NLP) support for ESG investing to a global asset manager (with USD700bn+ in AuM)

What we are proud of

Algorithms to power NLP engines with overall accuracy of 85% and full ownership of intellectual property

70%+ operational cost savings

Equity research support to a top 5 global equity hedge fund

What we are proud of

USD1.6m (c. 30%) in estimated annualised cost savings

Providing after-hours support to client analysts based in the US and UK

API-based access to analyst credit research model data for advanced analytics and visualisation for top-tier European asset manager

What we are proud of

100%

Automation in the publishing of model data

Improved data quality

Risk data, application management and reporting for a consortium of 20 development banks

What we are proud of

100%

automated report generation process

40%

Reduced cost of ca.

CRO risk data, CECL, analytics and reporting for a US-based bank

What we are proud of

Offered scalable automated solutions

Centralised one data warehouse

Structured finance issuance database and research for a large Japanese investment bank

What we are proud of

18+

crucial morning hours saved every week

40%

reduction in turnaround time

FX fair value model using BEER approach

What we are proud of

A stable and robust model to estimate the fair value of FX pairs

Easy access to experts at a fraction of the global cost

Advertising material review support to a British global asset management group

What we are proud of

4x

more advertising material reviewed

50% reduction

Provided around a in compliance costs

Consultant database solutions for a Top 30 US-based asset manager

What we are proud of

Top 30

US-based asset manager

1,100+

profiles across 20 databases

Consultant database solutions for a trillion dollar asset manager

What we are proud of

€1.5tn

leading European asset manager

60%

faster turnaround time

Reporting solutions for an USD800bn asset manager

What we are proud of

$800bn

lobal asset manager

ca.$1.5m

cost saving in five years

RFP solutions for a European asset manager

What we are proud of

ca.€700bn

Europe-based asset manager

96%

“completely accurate” first-draft RFPs

Consultant database solutions for a US specialist asset manager

What we are proud of

99.5%

data quality for mid-sized US specialist asset manager

97%

fill rates by adding 100 new profiles

DDQ support for a USD700bn asset manager

What we are proud of

$700bn

US-based global asset manager supporting retail clients

2500+

DDQs completed annually

Presentation and pitchbook support for a Greenwich-based asset manager

What we are proud of

ca.90+%

avg. utilisation

100+

projects successfully delivered

CRE servicing and underwriting support for a US-based broker/mortgage advisor

What we are proud of

30-40%

cost savings

20-30%

more client-facing time

Forensic Compliance Support

What we are proud of

To evaluate its forensic process and bring it up to industry standards

Prepare and execute a test inventory

Best Execution Forensic review for an EMEA Asset Manager

What we are proud of

Review the current reporting processes and suggest improvements

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

Debt capital markets (DCM) and rating advisory support to a Singapore-based commercial bank

What we are proud of

15%

more client-facing time, with 3-FTE support

USD30k

annual cost savings per headcount

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

Industry and competition research for a Fortune 20 technology firm

What we are proud of

40-50%

cost savings through offshore support

10-12%

more time for core strategy and planning work

Corporate development support for the autonomous mobility unit of a Fortune 10 tech conglomerate

What we are proud of

30-35%

Better economics and coverage – saved through offshore support

2,200+

hours of research support for the Corporate Development and Product teams

Industry and competition research for a digital gaming startup

What we are proud of

USD75m+

Impactful research on investors and funding opportunities – funding secured since engagement initiation

15-20%

Provided additional bandwidth to client teams, leading to faster delivery of critical strategy projects

Competitor benchmarking and performance gap analysis for a leading European medical device player

What we are proud of

Identified opportunities for expansion and plausible revenue streams

Identified potential geographies and activation levers from competitors

Opportunity assessment and market attractiveness for one of the top 10 pharmaceutical major

What we are proud of

Benchmarked therapeutic areas with high clinical and market potential

Developed potential market scenarios based on client needs

Assessing viability of entering the NSCLC market

What we are proud of

Evaluated unmet needs to identify potential entry points

Conducted a deep-dive study of key assets and key players

Supplier assessment and industry benchmarking for a global top 10 pharmaceutical company

What we are proud of

Optimised vendor-associated costs across geographies

Identified billing arrangements across law firms

Assessment of GCC pharmaceutical market for a global European pharma major

What we are proud of

Analysed potential for entry into the GCC pharmaceutical market

Assessed possible market drivers and barriers to entry

Product launch strategy for European biopharmaceutical company

What we are proud of

Identified geographical concentration of demand

Designed optimal distribution channel configuration

Research on a multiple sclerosis drug with help from global neurologists

What we are proud of

Assessed the target market size, key competitors and current pricing range

Enabled the client to take informed decisions thereby increasing market penetration

Patient treatment pathway analysis for venom allergies

What we are proud of

Increased customer/patient satisfaction and conversion rate

Gained a better understanding of stakeholders’ and patients’ behaviour along the pathway

Transition support – from on-premise to the cloud – for an ERP solutions provider

What we are proud of

20-25%

operational efficiencies achieved

30-35%

lower cost than onshore consulting support

Data operations and portfolio management support to global fund of funds client

What we are proud of

Faster turnaround, with improved efficiency

Cost optimisation and revenue maximisation

Corporate strategy and M&A support on downstream oil & gas transactions

What we are proud of

Multi-layered support across finance and strategy initiatives

5-6 transactions executed across various segments and geographies

Market entry strategy for a leading global NBFC entering the Indian market

What we are proud of

Developed a roadmap to grow the two ‘Grow’ sectors in phases – identifying key agencies for partners and major hubs

Recommended a way forward by identifying a potential partner after an in-depth buy/build/partner’ analysis

Market entry assessment for a leading remittance and payments services provider

What we are proud of

Helped the client expand service offerings and geographical reach

Helped identify KPIs and success factors to act as inputs for strategy formulation

Engagement with a global telecom giant to shortlist potential targets for partnership

What we are proud of

Support in shortlisting potential targets

Suggested a partner identification framework

Supported a leading telematics player with its corporate development initiatives in the US and Europe

What we are proud of

~10%

savings on corporate development budget

360º

support provided to client with tight integration with their operating model

Assisted an European ERP solutions provider transition from on-premise to the cloud model

What we are proud of

25-30%

Improved operational efficiency by implementing best practices

Key gap identification and possible solutions

Retail lending support to a large US-based commercial bank

What we are proud of

35%

Able to underwrite c.35% more deals

30%

Reduction in turnaround time for new deals

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

Data transformation support for a leading fund of funds client

What we are proud of

35%

faster turnaround time

60%

Freed of bandwidth

Marketing literature review support for a hedge fund with offices in the US and the UK

What we are proud of

100%

Met deadlines

35%

reduction in compliance costs

Overview

Overview

Banking

Asset Management

Private Markets

Corporate strategy and M&A support on downstream oil & gas transactions

CLIENT CHALLENGES

OUR APPROACH

IMPACT DELIVERED

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What we have done

BIS

What we are proud of

Enhancing Compliance Efficiency for US-Based Asset Manager Through BEAT AdInspect

What we are proud of

Letters of Credit document checking support for a top Dutch bank

What we are proud of

Streamlining trade operations for US based multinational conglomerate

What we are proud of

Market Assessment of the Saudi Arabia Genomics Industry

What we are proud of

Competitive analysis & benchmarking – Healthcare Consulting groups

What we are proud of

Partner Scouting for a Canada-based medical device manufacturer

What we are proud of

Competitive benchmarking and gap analysis of US-based DSO (Dental Service organization)

What we are proud of

Support to a US based client in evaluating the importance of ESG factors

What we are proud of

Assistance to a Europe based client in conducting a healthcare study

What we are proud of

Data tagging and analysis focused on fundamental sub-sector equity strategy

What we are proud of

Enterprise-level data management powered by analytics

What we are proud of

IB Support for US-based TMT-focused Investment Bank

What we are proud of

IB Analytics for European Technology Advisory Firm and its Global Affiliates

What we are proud of

IB Support for US-based Healthcare focused Boutique Advisory Firm

What we are proud of

Integrated IB Analytics and Presentations Support for US-based Healthcare focused Investment Bank

What we are proud of

Setting up a multi-skilled client onboarding team for a UK-based asset manager

What we are proud of

Conducting materiality assessment for a US-based food retailer

What we are proud of

Supporting a niche consulting firm servicing asset managers and PE firms in developing ESG focused businesses

What we are proud of

Preparation of the first sustainability report for a Middle East oil giant

What we are proud of

Strategy support to a crypto reputation management firm

What we are proud of

Strategy support to a top online payment service provider

What we are proud of

Strategy research support to a leading capital markets solutions provider

What we are proud of

Strategy support to a leading online payments platform

What we are proud of

Strategy support to a global card and payment company

What we are proud of

Macroeconomic research support for a global investment bank

What we are proud of

Commodity research support for European bank

What we are proud of

Strategic support to a leading semiconductor manufacturer

What we are proud of

Strategic support to a data infrastructure platform provider

What we are proud of

ESG Advisory Support To The Client On Developing Sustainable Finance Frameworks For The Corporates

What we are proud of

Transition Finance Support To A Global Investment Bank

What we are proud of

US based mid-sized investment bank

What we are proud of

US based public finance focused investment bank

What we are proud of

US based Investment Manager

What we are proud of

ESG Support For A Japanese Investment Bank