The Client
The client is a middle market private equity firm located in New York City with $4 billion in assets under management.
What the Company Needed
Support in the deal origination, preparation of the sales memorandum, pitch book, road show presentations, sectoral studies, M&A synergies, Comparable Company Analysis with focus on Technology, Telecom, and CPG & Retail.
How We Helped
Mapping of a team of five qualified international finance analysts – two juniors, two seniors and one engagement manager in a 24-hour zone with the engagement manager work through U.S. business hours to understand and respond to client requirements on a day-to-day basis. Our knowledgeable team has expended increased efforts to client onsite analysts on its existing portfolio, new investment opportunities and conducting competitive analysis.
Providing continuous 24 X 5 support using Global offshore resources in different geographical locations in India and Eastern Europe for deal execution through financial modelling, pitch books, relative valuation, post- close planning.
Benefits Company Got
Cost savings of up to 50%. More timely completion as work continued across different time zones. No hiring of additional work force into clients’ internal payroll. Expanded coverage to explore new investment opportunities in new areas.