Enabling the expansion of deal pipeline by providing research support to a life-sciences/healthcare sector-focused M&A advisor

Posted by | Fuld & Company

Background + Challenge

A Canada-based middle-market life sciences and healthcare-focused investment bank wanted to augment its research team to service a larger number of deals. Its research requirement spread across the deal cycle, i.e., sector/ market research; pitchbook presentations; transactions and comps analyses; CIMs and financial modeling and valuation. The bank was also looking for research support in terms of creating sector-specific content for blog and whitepapers for its marketing team.

Fuld & Company’s Solution

Fuld & Company created a research platform to support the client’s deal team across its life-sciences, healthcare, and medical devices business segments. It deployed a dedicated team of four research analysts to work with both senior and junior bankers on deal- and non-deal-related research on an ongoing basis. Besides, one research analyst works with the marketing team to create white-labeled articles and research papers that the client publishes on its website.

Outcome for Client

Expansion of the client’s deal team with the flexible engagement model allowed it to significantly expand its deal pipeline. In addition, the tailored research materials across functions helped the client to ensure consistency in output and improve its research team’s efficiency.