What We Do > Investment Banking > Deal Execution Support Services

Deal Execution Support Services

We provide deal execution services to large, mid-market investment, and boutique advisory firms to execute live deal mandates efficiently.

What We Do > Investment Banking > Deal Execution Support Services

Deal Execution Support Services

We provide deal execution services to large, mid-market investment, and boutique advisory firms to execute live deal mandates efficiently.

Deal Execution Support
What We Offer
Research Ecosystem
Who We Work With
Automation-Powered Solutions
Value Proposition
Insights
Meet Our Experts

NAVIGATE

Blogs | Beyond the Foundational: Generative AI Investors Turn to Applications in 2024

We Help Clients in Effectively Carrying Out Live Deal Mandates

When offering central investment banks complete live deal execution support services, SGA has plenty of expertise. To protect client privacy and give senior bankers more time to focus on deals, our investment banking analysts are an extended team within the client's office.

We work on activities as simple as keeping process logs and monitoring data rooms and as sophisticated as performing in-depth financial modeling and due diligence as part of a live sale.

Get in touch

Our Deal Execution Services

Deal Collateral

Confidential information memorandums (CIMs)
Teasers
Databooks
IOIs summary and management presentations
Financial models
Valuation

Due Diligence

Company due diligence
Financial due diligence
Industry due diligence
Fairness opinions

Operational Support

Participating in management calls
Drafting term sheets
Maintaining CRM and process logs
Managing data rooms
Ensuring initial buyer/target outreach

What We Offer

Deal Collateral

Confidential information memorandums (CIMs)
Teasers
Databooks
IOIs summary and management presentations
Financial models
Valuation

Due Diligence

Company due diligence
Financial due diligence
Industry due diligence
Fairness opinions

Operational Support

Participating in management calls
Drafting term sheets
Maintaining CRM and process logs
Managing data rooms
Ensuring initial buyer/target outreach

Our Research Ecosystem

We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.

Automation-powered solutions

Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.

Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Our Research Ecosystem

We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.

Automation-powered solutions

Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Who We Work With

Investment bankers

From deal execution to closing

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Founders & Entrepreneurs

From business plan documents to capital raising

Investment bankers

From deal execution to closing

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Founders & Entrepreneurs

From business plan documents to capital raising

Our Automation-powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeatable tasks to reduce the overall time for deal execution

Workflow Management

Automate and streamline request lifecycle and evaluate capacity availability
Track the time spent on each request through a single dashboard view for managers
MIS reporting feature to track productivity

Knowledge Management System

Centralized knowledge repository leveraged by teams globally
User-friendly search through available content to reduce TAT and increase efficiency
Easy to implement, integrate, and customizable as per the client’s requirements

Investment Banking Productivity Suite

Package of slide layouts and infographics in client’s color scheme
TOC creation with pre-ideas/guidelines
Build custom automated tombstone slides using past deal data
Manage and edit charts, tables, format, etc. with a single click

Custom RPA Tools

Automated data extraction from structured and unstructured sources
AI-/ML-driven NLP tools for processing qualitative information
Automated quality check and assurance tools

Talk To Our Experts

Workflow Management

Automate and streamline request lifecycle and evaluate capacity availability
Track the time spent on each request through a single dashboard view for managers
MIS reporting feature to track productivity

Knowledge Management System

Centralized knowledge repository leveraged by teams globally
User-friendly search through available content to reduce TAT and increase efficiency
Easy to implement, integrate, and customizable as per the client’s requirements

Investment Banking Productivity Suite

Package of slide layouts and infographics in client’s color scheme
TOC creation with pre-ideas/guidelines
Build custom automated tombstone slides using past deal data
Manage and edit charts, tables, format, etc. with a single click

Custom RPA Tools

Automated data extraction from structured and unstructured sources
AI-/ML-driven NLP tools for processing qualitative information
Automated quality check and assurance tools

Talk To Our Experts

Our value proposition

Expertise across sectors, domains, and regions

Increased probability of winning deal mandates

Shortened time-to-market

Optimized resource capacity

Flexibility to quickly ramp up/down the team

Tailored engagement models

Final-form research

On-going cost efficiencies

Functional, cultural, and strategic alignment

Expertise across sectors, domains, and regions

Increased probability of winning deal mandates

Shortened time-to-market

Optimized resource capacity

Flexibility to quickly ramp up/down the team

Tailored engagement models

Final-form research

On-going cost efficiencies

Functional, cultural, and strategic alignment

Insights

White Papers

Retail Reimagined-How Digital Innovation is Shaping the Industry

The retail industry is on the verge of a technological revolution, unlocking new opportunities to transform operations and elevate customer experiences....

White Papers

The Financial Industry Reinvented- Generative AI and Its Potential

Generative AI (GenAI) is a rapidly growing technology significantly transforming the financial industry. It has positively impacted various financial...

White Papers

AI-Powered Cash Management: Unlocking New Potential for Institutional Investors in the Money Market

The transformative potential of AI-powered cash management solutions for institutional investors in the money market aims to address the critical challenges...

View All

CASE STUDIES

Solutions Tailored to Client Specifications: SG Analytics Explore Investible Targets Opportunities in Commercial FLS Systems

Delivering Holistic Investment Support: SG Analytics Identifies Investment Theme Creation and Target Opportunities in Healthcare

An Efficient Approach to Fostering Growth: SG Analytics Optimized Portfolio Monitoring Across Key Investments Sector

End-to-end Workflow Optimization: SG Analytics Empowers the Exploration of Favorable Market Conditions to Approach Potential Investors

View All

Talk To Our Experts

Let us introduce you to a selection of experts who bring best practices from years of success in their fields to help enable faster, smarter decisions.

Mayuresh Wagh

Head - Investment Insights

Steve Salvius

Head - Investment Banking & Private Equity

What We Do > Investment Banking > Deal Execution Support Services

Deal Execution Support Services

What We Do > Investment Banking > Deal Execution Support Services

Deal Execution Support Services

We Help Clients in Effectively Carrying Out Live Deal Mandates

Our Deal Execution Services

What We Offer

Our Research Ecosystem

Our Research Ecosystem

Who We Work With

Investment bankers

Deal sourcing teams

Global CFOs

Founders & Entrepreneurs

Investment bankers

Deal sourcing teams

Global CFOs

Founders & Entrepreneurs

Our Automation-powered Solutions

Our value proposition

Insights

Talk To Our Experts

Drive stronger performance on your most critical priorities.