Investment Banking Support
At Synpact Consulting, we provide high-impact investment banking support services tailored for US clients, private equity firms, startups, and corporate leaders. Our team partners with you to elevate deal narratives, strengthen diligence, and power your transaction execution.
With a dual focus on strategic insight and execution excellence, we deliver deliverables that resonate with investors, boards, and acquirers.
Why Synpact for Investment Banking Support
- Investor-Grade Deliverables - Pitch books, CIMs, and investor decks that are polished, persuasive, and data-driven.
- Transaction & Execution Focus - We don’t just prepare materials; we support deal flow, buyer/seller outreach, and execution logistics.
- Technical Rigor & Modeling - Deep experience in valuation, 3-statement modeling, sensitivity & scenario analysis, and benchmarking.
- Domain & Sector Expertise — Touch points in tech, fintech, SaaS, healthcare, consumer, industrials, and more.
- Tailored & Collaborative — Every engagement is customized; we integrate with your team, respecting timelines, feedback loops, and sensitivities.
Our Investment Banking Support Services
Management & Investor Presentations
Board decks, one-pagers, roadshow materials.
Confidential Information Memorandum (CIM)
Full-length offering memorandum combining narrative, financials, and investment rationale.
Comparable Company / Transaction Analysis
Public comps, precedent deals, multiples benchmarking.
Valuation & Financial Modeling
Public comps, precedent deals, multiples benchmarking.
Buyer / Seller List & Deal Sourcing
Target list development, screening, outreach support.
Pitch Book & Teaser Creation
Develop compelling narratives, visuals, competitive positioning, and deal highlights.
Deal Execution Support
Transaction coordination, diligence assistance, Q&A support.
Equity Research & Sector Modeling
Coverage, forecasts, sector reports, model maintenance and roll-forwards.
Process & Approach
- Intake & Strategy Session – Understanding your transaction objectives, target audience, and positioning.
- Data & Materials Collection – Gathering financials, KPIs, market research, comparable data, and business plans.
- Drafting & Modeling – Building financial models, developing transaction narratives, and crafting investor materials.
- Iterative Review & Feedback – Drafts reviewed and refined with your input.
- Final Deliverables & Support – Completed pitchbooks, CIMs, models, and ongoing deal lifecycle support.
Process & Approach
Industries:
- Technology / SaaS / Fintech
- Healthcare & Life Sciences
- Consumer & E-commerce
- Industrial & Manufacturing
- Startups & PE-backed firms
Use Cases:
- Raising capital (Series rounds)
- M&A sell-side / buy-side deals
- Recapitalizations or carve-outs
- Secondary transactions & liquidity events
Frequently Asked Questions (FAQs)
What distinguishes investment banking support from full advisory?
It refers to execution-focused services (decks, CIMs, modeling, outreach) that augment deal teams, not underwriting or financing commitments.
How long does it take to deliver a pitchbook + CIM?
A teaser + pitchbook can be delivered in 3–5 business days. A full CIM with modeling may take 7–10 business days.
Can you help with buyer outreach / deal sourcing?
Yes. We provide curated buyer lists, outreach templates, and manage Q&A—supporting your deal team.
Will you update models if assumptions change?
Yes. We provide roll-forwards, sensitivity updates, and scenario re-runs as needed.
Are your deliverables suited for US / SEC / investor audiences?
Yes. Materials are prepared for institutional investors, PE/VC firms, and US market participants.
What is the cost structure?
Fees depend on scope—pitchbook only, full CIM + modeling, or full execution support. Clear proposals are provided upfront.
Call to Action
Drive your next capital raise, strategic sale, or growth initiative with confidence.
Contact Synpact Consulting today to arrange a free strategy call, review similar deal deliverables, and request a tailored engagement proposal.