Institutional-grade deal execution for boutique investment banks โ teasers, models, buyer lists, and closing โ at a fraction of the cost.
Boutique investment banking groups face a tough choice: hire expensive analysts, associates, and VPs internally (leading to high fixed costs and slow scaling) or turn down mandates due to lack of manpower. Most boutiques operate lean, yet deal execution demands significant effort for tasks like creating teasers, financial models, buyer lists, management presentations, and managing the overall process. That's where we come in โ as an outsourced execution partner, we provide you with a full deal team without the prohibitive overhead.
We provide the full spectrum of execution deliverables that boutique investment banks need โ from the first teaser to deal close. Every workstream is enhanced by AI-powered tools for speed and precision, while maintaining the institutional quality your clients expect.
Professionally crafted company teasers that position your client's business compellingly, paired with rigorously researched and targeted buyer lists to maximize deal interest and outreach efficiency.
Investor-ready management presentations and robust financial models built to institutional standards โ from DCF and LBO to comparable company analysis โ ready for scrutiny by sophisticated buyers and advisors.
Deep-dive cohort analysis and comprehensive transaction benchmarking that provide the analytical backbone for valuation discussions, pricing negotiations, and informed decision-making throughout the deal process.
Full deal process coordination from kick-off to closing โ managing timelines, data rooms, stakeholder communications, and deliverable tracking so your team can focus on client relationships and origination.
Fixed Cost Structure
Variable Cost Structure
Consulting fee + success-based fee structure means you pay for output, not headcount.
International incorporation adds credibility; cross-timezone coverage for Western markets.
AI-enhanced workflows let us deliver faster than traditional teams bogged down by bureaucracy and compliance overhead.
While large MNCs and traditional investment banks are slowed down by layers of compliance, bureaucracy, and legacy systems, our Singapore-based consultancy can move fast. AI is improving every day, and we leverage it as our X-factor to supplement workflows and deliver faster than traditional teams.
This speed advantage is not just temporary; it's sustainable because traditional firms simply cannot pivot as quickly due to their inherent size and compliance overhead. Our agile team structure adapts to each mandate's needs, and our continuous improvement as AI capabilities advance ensures we stay ahead.
AI-powered company and industry analysis in hours, not days, providing rapid insights for critical decision-making.
AI-assisted model building with real-time data integration, ensuring accuracy and adaptability to changing market conditions.
AI-enhanced creation of teasers, presentations, and marketing materials, accelerating your deal flow from initiation to close.
Our AI capabilities improve with every mandate, making us faster and more efficient over time, a self-optimizing advantage.
Our execution model is designed to expand. While we start with M&A advisory execution for boutique investment banks, the same infrastructure, AI capabilities, and lean operating model can be applied across adjacent financial services verticals โ creating multiple revenue streams from a single platform.
Core offering: teasers, buyer lists, financial models, management presentations, cohort analysis, transaction analysis, and process management for boutique IBs.
Expand into standalone valuation engagements for M&A, tax, financial reporting, and dispute resolution purposes.
Leverage our analytical infrastructure to offer cross-border tax structuring and strategic consulting services.
Become the go-to outsourced execution layer for boutique financial advisory firms globally, across multiple service lines.
Whether you're a solo MD running your own boutique or part of a growing investment banking group, we give you institutional-grade execution without the institutional cost structure. Let us handle the teasers, models, buyer lists, and process management โ so you can focus on what you do best: winning and closing mandates.
Keep more of every fee by replacing fixed headcount with our variable-cost execution model
AI-enhanced workflows deliver deal-ready deliverables in days, not weeks
Ramp up for busy periods, scale down when deal flow slows โ no HR headaches
Get in touch for a confidential conversation about how we can support your next mandate. We're ready to start immediately.