Overview
Accelerate Deal Flow
Investment banking is a fast-paced industry that often requires junior bankers to spend valuable time on manual tasks, leading to high attrition and a growing talent gap. Banks need to modernize their operations and leverage technology to boost productivity and speed up deal flow.
At Evalueserve, we combine deep domain knowledge with advanced automation and AI technologies to provide quick intelligence solutions that enhance productivity, optimize core processes, and give you a competitive edge in the investment banking industry.
Our solutions empower junior bankers to upskill, create value, and improve their work-life balance while driving business growth.
- Optimize deal flow: Benefit from our decades of experience working with banks, including 8 of the top 10 global investment banks, by implementing best practices to streamline your deal flow.
- Leverage the power of data: Improve database management to support recurring projects and boost productivity.
- Scale with automation: Our solutions are powered by AIRA (AI for Research and Analytics), a hub for configurable, microservices-based modules enabling us to design end-to-end, ROI-generating solutions tailored to your unique needs.
Our Advantage
Delivering Results
Dedicated Investment Banking Professionals
Faster Turnaround Time
Customer Rating
Our Services
Technology-Driven Services to Boost Efficiency
Deal Origination
Identify targets and generate screenings, company profiles, trading & transaction comparable, pitchbooks, benchmarking, charts, and additional ad hoc research.
Deal Execution
Augment your team with support for deal preparation and marketing on CIMs and teasers, financial modeling, buyer/investor trackers, NDA reviews, marketing summary slides, letters of interest (LOI), and more.
Valuation
Receive expert fairness and solvency opinions (comps, financial modeling, transactions) and financial reports (on purchase price allocation, liquidity, capital structure, debt maturity, and WACC, among others).
Transaction Advisory
Seasoned professionals support the pre-deal phase (lead generation and proposal support), financial analyses (preparation and reconciliation of financial statement schedules), and report writing.
Restructuring
Expand your outreach with us and win more mandates by scaling business development, deal execution, and business transformation.
Product Support
Leverage end-to-end support for your ECM, DCM, and Leveraged Finance divisions on SPAC analyses, IPO/FPO case studies, LBO models, credit memos, stress testing, covenant & headroom analyses, and roadshows.
Business Information Systems (BIS) and Library Services
Gain 24/5 access to high-quality company, industry, and economics research provided by our BIS and library teams.
Desktop Publishing and Design
Transform your in-house desktop publishing teams by leveraging our tools and teams to format and rebrand pitches and marketing materials for a bigger impact.
CRM, Marketing, and COOs
Procure industry newsletters, client relationship mapping, free wallet share analyses, tracking board & C-level movements, and marketing information systems.
Related Resources
Optimize Your Outcomes
The Global Energy M&A and Capital Market Landscape H1 2023
While geopolitical instability is holding back the oil and gas (O&G) industry, automation and digital innovation are being increasingly considered strategic to process optimization, asset tracking, and data management. In this scenario, M&A activity across the industry is expected to remain muted in FY 2023.
Investment Banking Update Q2’23
Explore the latest insights on global investment banking in our detailed H1’23 review. Learn about M&A, ECM, and DCM markets amidst economic uncertainty and pent-up demand for deals.
Global Financial Services M&A and Capital Markets H1 2023 Review
In H1’23, the financial system was put to the test by the ripple effects of the regional banking crisis and tightening of financial conditions, with some pockets of growth resulting from the resurgence of investor interest spurred by competitive valuations.
Generative AI – The Next Big Leap in Financial Services – Research & Analytics
This paper explores the applications and challenges of GenAI, highlighting its potential for creative content generation and the need for ethical considerations. It provides insights into leveraging GenAI for business growth while ensuring responsible implementation.
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