Auto Components M&A Deal Support to an Investment Bank
Ruby worked with a boutique investment bank to support its core team in a sells-side M&A transaction where it was mandated to raise $60m strategic private equity funding. Ruby provided an expert team of analysts to provide modelling, valuation and research support empowering the core team to focus on critical deal nuances
Client Challenges
- Boutique Investment bank which was thinly staffed
- Senior deal team was spending a lot of time in analytical work – giving less time for working on deal positioning, investor scouting and discussions
- Time sensitivity of the deal made quick analytical support critical
- Expert advice needed on structured modelling and innovative financing structures
Our Solution
- A robust engagement plan was laid out with 2 focused analysts and 1 VP on rotation working continuously from off-site with one dedicated SPOC was assigned
- Ruby’s robust repository of financial models, transaction structures and other tools was immediately made available for use of the core deal team
- Ruby’s SPOC was asked to create a robust project plan and worked with the deal team to take over the core financial models, valuation and analysis and a daily reporting structure was created to provide accurate updates and reporting
Impact
- Quick rollout and deployment of team
- Notable improvement in productivity of the core senior deal team
- Robust models and financial analysis structures
- Successful closure of the transaction
