Case Studies

Helping a diversified financial services firm to improve deal flow and strengthen its pipeline by providing research support

Posted by | Fuld & Company

Background & Challenge

A California-headquartered financial services firm was looking to expand its research setup across its ECM, M&A advisory, and asset management platforms. It required research support for the ECM and the M&A advisory platform, including deal-related research, and RFP and investor presentation support. For its asset management platform, it required support such as building/ updating financial models, preparing investment tear sheets, and conducting sector/ market research.

Solution

Fuld & Company created two separate research teams to serve the asset management and investment banking verticals on an ongoing basis. The investment banking team was split between M&A and capital raising and worked with senior bankers to provide actionable insights and research on live mandates. Fuld & Company also deployed a dedicated team of five research analysts to support the CIO’s office and portfolio managers, providing research support on listed global equities

Outcome for Client

The flexible engagement model allowed the client to scale up its asset management team within a short span of time. In addition, regular research support helped it to improve deal flow and strengthen its pipeline.

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