Modeling, Valuation & DD Support to a European Investment Bank
We worked with a Western European investment bank that was looking to expand across more markets. The planned growth came with resource challenges including quickly adding trained financial resources and immediate support on additional deal flow.
Client Challenges
- Planned expansion across additional markets with 12-18 months horizon before fully functional teams can be created
- Limited bandwidth of existing professionals and bankers
- Varied support required from high level complex modeling tasks to pre-market research and pitch development
- Support across time zones
- Has to be operationally and economically lite
Our Solution
- Our client engagement team worked with senior management to come up with a flexible plan to address the core challenges
- Core domain experts in complex modeling, valuation and due-diligence were deployed
- Flexible SLAs were defined with a robust concept document for a 12 month period
- Ready databases were deployed
- Time zone flexibility was provided
Impact
- Quick understanding of requirements helped us to roll out a trained team of 6 analysts in 3 weeks – ready to start supporting on transactions
- Within 2 months of engagement the team was working on multiple live transactions and BD opportunities
- The support was seamless and the expert opinion on complex topics was highly appreciated and even used by the existing team
- All defined KPIs were achieved including TAT, Accuracy requirements and Quality requirements
