Investment Banking Support
Investment Banking relies on bright and sharp minds. Recently outsourcing investment banking solutions has gained prominence as it helps organizations to grow fast while saving costs.
What We Do and Whom We Serve
We work with Boutique, Mid-Market and Bulge Investment Banking firms worldwide. We provide deal origination and transaction support across the investment life cycle.
We assist in preparing target lists, identifying and marketing to relevant intermediaries, creating pitch decks, CIMs, company and industry reports, financial models, valuation, precedent transactions, due diligence, business plans for fundraising, and more.
Services, Value Proposition and Sector Coverage
Our Services
- Mergers and Acquisitions
- Equity Capital Markets
- Debt Markets
- Ratings Advisory
- Valuation & Transaction Advisory
- Business Information Services
- Presentation and Graphics
Why RCK Analytics?
- Strong Research & Analytical Skills
- Sector Oriented Expertise
- Team of CFA's and MBA's
- Actionable Insights
- International Exposure
- Renowned Databases
- Quality Assurance
Sector Coverage
- BFSI
- Technology
- Automobile, Oil and Gas
- Space and Clean Tech
- Media and Entertainment
- Consumer and Retail
- Healthcare and Hospitality, etc.
Mergers and Acquisitions
The current trend towards globalization as well as high competition has led companies to engage in higher M&A activities. The majority of the companies are expanding or streamlining their business with the assistance of investment banks for advice on potential targets and/or buyers. We provide the following services which help investment banks to smoothly handle the execution of M&A -
- Identification and preparation of target profiles
- Identifying and marketing to relevant intermediaries
- Preparation of Confidential Information Memorandums, Teasers, and Pitchbooks
- Preparation of Fairness opinions and Draft term sheet
- Financial/Merger modeling, DCF modeling, Cash Flow Models
- Precedent transaction analysis, Capital structure analysis, Sensitivity analysis
- Case studies, White papers, and Competitive landscapes
- Due diligence support
- Articles, Newsletters, and M&A Industry Reports
Equity Capital Markets
Post COVID-19, companies have turned towards equity markets to fulfil their pending short-term as well as long-term liquidity needs via raising money through initial as well as secondary offerings and private placements. This has increased the role played by investment banks and advisory firms. We provide them with high-quality professional support services like -
- Fundamental analysis - Company profiling, market size, business model, management, key players, risks, financial performance, competitive advantage, growth prospects, etc.
- Information memorandums and business presentations
- Financial analysis, capital structure analysis and valuation
- Industry overview reports
- Blogs and newsletters
- Public company analysis
Debt Markets
With higher debt issuance activities witnessed in global debt markets, investment banking companies and advisory firms would benefit from high-quality support services for debt raising which includes detailed analysis along with execution. Our team tracks the regular activities in debt markets to provide services like -
- Debt advisory
- Market and peer group analysis
- Detailed business plan presentation - company profile, market size, business model, management summary, financial, competitive advantage, growth prospects, etc.
- Sources, uses and debt repayment schedule
- Financial analysis and projections
- Blogs and newsletters
Ratings Advisory
An organization’s credit rating is directly related to its financial health and best practices. Also, the increasing importance of ESG ratings has loaded more responsibility on the shoulders of rating agencies as well as rating advisors. We provide highly professional rating advisory support services that covers-
- Identification and assessment of rating models
- Business summary and benchmarking
- Credit rating analysis and credit positioning
- Peer group analysis
- ESG risk assessment and rating analysis
- Articles and newsletters
Valuation, Transaction Advisory
Determining true value of a business and analyzing the effectiveness and fairness of business transaction are few of the highly important and skilled services provided by investment banks. To assist in deriving true business valuation as well as thorough and correct analysis of business transactions, our team of qualified professionals provides the following valuation and transaction advisory support services -
- Financial modeling with projections
- DCF valuation and cash flow models
- Capital structure analysis and sensitivity analysis
- Litigation-related valuations
- 409A and ESOP valuation
- Corporate restructuring and VC fundraising
- Due diligence
Business Information Services
High-quality business information services reflect a detailed and true view of the business growth potential helping investment bankers and advisory firms to make informed decisions and relying on genuine and well-organized data for further analysis. A qualified team for BIS services helps investment banks and advisory firms save time in deep research and will help them focus on core activities.
We aim to provide high-quality business information support services through our experienced team, which analyses deeply the basic company information as well as broader macroeconomic and sector information. Our current services include -
- Fundamental analysis - Company profiling, market size, business model, management, key players, innovations, risks, financial, competitive advantage, growth prospects
- Sector and market analysis
- Information memorandums and business presentations
- Fund performances and league tables
- Financial modeling and DCF Valuation
- Capital structure analysis and sensitivity analysis
Presentation and Graphics
In this current environment of cutthroat competition, along with high-quality data and analysis, graphical presentation also has equal importance. Financial documents are the decision-making tools for investors and clients. These documents must have information displayed that is clear, accurate, and in a user-friendly format. We provide investment banking firms and companies with support services like -
- High-quality presentation services
- Document processing support
- Layout and Design Services
- Modern design support
- Power BI to display effective information
- Pitchbooks, CIMs, teasers, and business presentations
- Design company reports, newsletters, white papers, etc.
- Equipped with the latest design software and related tools
Case Studies
Sector Coverage: Space Sector
Context
A Massachusetts-based client wanted comprehensive reports to understand the space sector and create awareness about the sector to approach potential investors and subscribers. The client’s requirements included:
- A detailed company report on a trending company
- Monthly newsletters, industry whitepapers, case studies, key events, etc.
- Detailed research report on the Space sector
Approach
The approach we opted to cater client’s needs included -
- Exhaustive research of the Space sector from various data sources
- Following regular updates and developments in the SpaceTech Sector
- Tracking the trending companies in the Space sector and their stock’s performance
Outcome of Engagement
Monthly Newsletter - The regular updates in the Space sector was provided through a monthly newsletter which covered the following areas -
- Macro-economic updates
- Global market cues
- Domestic market updates
- Key company announcements
Whitepaper on Space Sector - A comprehensive market research on the Space sector supported by quality data sets which were explained through interactive charts. The research was summarized in the form of a whitepaper on the Space sector which included -
- Introduction and outline
- Market size of the sector
- Competitive landscape
- Key trends and developments
- Financial performance
- Growth drivers and opportunities
Detailed Company Report - We conducted a fundamental analysis of a Space company stock and made a company report using various documents from its SEC filings and annual as well as quarterly reports which covered -
- Company overview
- Industry overview and company strategy
- Growth drivers
- Key segments and multiple revenue sources
- Growth strategy and opportunities
- Overview of the management team
- Fundamentals and valuation analysis
- Investment risks
Case Study: Debt Fundraising
Context
An Arizona-based client wanted to raise funds for a potential buyout of a company in the Quick Services Restaurant (QSR) industry. The client’s requirements included -
- A comprehensive understanding of the industry, competition, business model, management profile, and growth opportunities.
- Financial analysis and 3-year financial projections based on certain assumptions.
Approach
We used a detailed approach while making the business presentation for fundraising. The approach included:
- Conducting detailed market research of QSR Market to know its current industry performance, downstream demand, challenges, industry outlook, and growth drivers.
- A study of the company’s business model to know its strengths and weaknesses.
- Identifying the prevailing growth opportunities, business strategies, and the company’s key success factors.
- Making financial projections for more predictable financial performance and repayment schedule.
Outcomes
Following are the outcomes included in the detailed business presentation we provided to our client -
- We provided a brief Executive Summary which included a summary of its operations and key financial parameters, holding company, geographical presence, and brand information.
- Conducted detailed Market Research of the Quick Service Restaurant (QSR) Industry which highlighted the market size, growth evolution, competitive analysis, key challenges, industry positioning, and outlook.
- Conducted a study of the Business Model of the company which covered the company’s revenue, product, cost, and market share. It also included identifying the company’s unique strengths, strategies, key developments, and a brief management summary.
- Researched and highlighted the key Opportunity Drivers for the company owing to its strengths and reported the Growth Prospects for the company’s business performance with its segment & geographical presence.
- Highlighted some key Success Factors for the company after analyzing its competitive landscape and advantages.
- Provided a summary of the Sources and Uses of funds and prepared three-year Financial Projections using financial modeling in the current scenario based on certain assumptions which helped the client in getting a better financial picture and repayment schedule.