Pitch Design Services for Investment Banks
We help client teams win deals through our in-depth and professional support services in pitch deck designing and creation.
Expert-Backed Pitch Support
to Help Your Team Close More Deals
SGA is well-versed in assisting small and medium-sized investment banks with their pitches. Through in-depth and expert assistance in pitching efforts, our investment banking analysts help top-heavy investment banks secure transaction mandates.
Our pitch design services for investment banking include:
- Screening potential buyers and investors
- Identifying potential targets
- Gauging the sector’s attractiveness
- Doing a comparative analysis
- Developing financial models
- Storyboarding the presentation
Pitch Design Services
Buyer/Investor Screening
- Investor identification
- Buyer screening–strategic and financial sponsors
Screening for Targets
- Target identification
- Company profile
- Strip
- 1 page
- Detailed
Industry Research
- Sector research
- Macroeconomic research
- Market mapping
- Competitive landscapes
Financial Analysis & Modeling
- Trading comps
- Precedent transactions
- Financial modeling
- Valuation analysis
- Case studies
Pitch Collateral
- Pitch storyboarding
- Pitch design and progression
- Creation of pitch collateral
- CIMs, models, and management presentations
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
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.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
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.
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 in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
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.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
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.
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 Automation-Powered Solutions
Workflow Management
- Automate and streamline request life cycle 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.
- Investment banking productivity suite.
- 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.
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.
Who We Work With
Global CFOs
Includes valuation, FP&A, and reporting services.
Deal Sourcing Teams
Identify targets and implement outreach activities.
Investment Bankers
Analyze market attractiveness and identify actionable targets for inorganic growth.
Founders and Entrepreneurs
From business plan documents to capital raising.
Our Ins(AI)ghts
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