- Investment Banking Support
Investment Banking Support Services
Diverse deal talent needs a team fluent in design, numbers, and models — not just one of the three.
Where we plug in
6
Capability areas covered
3
Deal sides supported — buy, sell, raise
A–Z
Teaser to close, one team
0
Idle bench cost between mandates
01
Pitch decks, models, and comps each demand a different skill set. We bring all three under one roof, so you’re not managing multiple vendors mid-deal.
02
Deals have a lot of moving pieces. We build support teams that actually understand the mechanics — not just execute tasks handed down the chain.
03
IB engagements run long. We give you the resourcing depth and intellectual stamina to stay sharp from pitch to close, without burning out your core team.
04
We flex up and down with deal flow, so you’re not carrying idle bench cost between mandate
- What this service is
One team across design, numbers, and models
Investment Banking Support Services provide high-quality analytical, valuation, and documentation support to investment banks, valuation firms, and corporate advisory teams.
Syntelligence enables clients to scale efficiently, manage peak workloads, and deliver transaction outcomes with precision, discretion, and speed — enhanced by AI-driven insights.
- Built for
- Investment banks — running lean deal teams under live mandates
- Valuation firms — needing defensible, well-documented analysis
- Corporate advisory teams — managing variable deal flow
- Detailed capabilities
The full capability list, A to F
Click through each area — this is a single Tabs widget in Elementor’s free version.
Transaction Materials Preparation
Teasers
- Business overview and investment narrative
- Key investment highlights and differentiators
- High-level financial snapshots
- Transaction structure and next steps
Pitch Decks
- Company overview and positioning
- Industry and market analysis
- Business model and growth strategy
- Historical and projected financial performance
- Deal structure and investment opportunity
Confidential Information Memorandums (CIMs)
- Executive summary and transaction rationale
- Detailed business, industry, and operational analysis
- Financial projections, KPIs, and assumptions
- Management profiles and investment highlights
Financial Modelling
- Integrated three-statement financial models
- Scenario and sensitivity analysis
- Sector-specific forecasting (e.g., real estate acquisition, infrastructure, project finance)
- Debt and capital structure modelling
- KPI dashboards for management and investors
Credit & Financial Analysis
- Creditworthiness assessment
- Financial statement and ratio analysis
- Cash flow adequacy and repayment analysis
- Identification of financial and sector-specific risks
- Independent credit opinions for lenders and investors
Capital Raising Support
- Equity and debt capital raising support
- Debt syndication assistance
- IRR-based return analysis
- Optimal capital structure evaluation
M&A Advisory Support
Buy-Side Advisory
- Target screening and evaluation
- Valuation and financial diligence support
- Decision-making analytics for acquisitions
Sell-Side Advisory
- Preparation of transaction materials
- Positioning businesses for maximum value
- Supporting negotiations and transaction structuring
Business Valuation Support
- Valuations using DCF, comparable companies, and precedent transactions
- Fairness opinions
- Transaction-driven valuations
- Strategic and regulatory valuation support
- What you receive
Deal-ready documents, not just data
Materials
Teasers, decks & CIMs
Investment narratives and confidential information memorandums built to move a deal from first look to serious interest.
Models
Integrated financial models
Three-statement models, scenario and sensitivity runs, and KPI dashboards management and investors can actually use.
Opinions
Valuations & credit opinions
DCF, comparable companies, and precedent transaction valuations, plus independent credit opinions for lenders and investors.
- Common questions
Frequently asked questions
What are Investment Banking Support Services?
Outsourced analytical, valuation, and documentation support for investment banks, valuation firms, and corporate advisory teams — covering pitch decks, CIMs, financial modelling, credit analysis, capital raising, M&A advisory, and business valuation.
What documents can Syntelligence prepare for a live deal?
Teasers, pitch decks, and Confidential Information Memorandums (CIMs), each built around the transaction narrative, financial performance, and deal structure.
Does the team build financial models in-house?
Yes — integrated three-statement models, scenario and sensitivity analysis, sector-specific forecasting, and debt and capital structure modelling.
Can Syntelligence support both buy-side and sell-side M&A?
Yes. Buy-side work covers target screening, valuation, and diligence support; sell-side work covers transaction materials, positioning, and negotiation support.
How does the team scale with our deal flow?
Resourcing flexes up and down with mandate volume, so you get depth when deals are live without carrying idle bench cost in between.