Investment Banking
Empowering Dealmakers
Navigating M&A deals often involves a unique set of challenges, including compressed timelines, limited data availability, and the demands on lean teams. We understand the critical need to balance rigorous deal execution with essential sourcing and client management responsibilities.
This is where Ferox provides invaluable support. We partner with an array of investment banks, offering comprehensive assistance throughout the entire deal lifecycle, from pre-transaction support to crucial transaction-specific aid. Our primary objective is to optimize your team’s capacity, enabling you to concentrate on strategic negotiations and cultivate vital client relationships. This partnership allows you to maintain an agile team structure and adapt seamlessly to evolving market dynamics.
Let Ferox help you streamline your deal process and unlock greater efficiency.
Investment Banking Advisory Services
Deal Origination
Identifying investment opportunities (screening), conducting company and industry analysis, pitchbooks, financial benchmarking, comparable analysis, bespok research, etc.
Deal Execution
Support on deal preparation and marketing material including CIMs, teasers, databooks, IOIs summaries, management demonstrations, financial projections, draft term sheets, data room administration, etc.
Valuations and Modeling
Designing or building detailed financial models across a wide range of valuation engagements for M&A transactions, corporate finance transactions, restructuring projects, and fund-raising transactions
Transaction Advisory
Due diligence, valuation, financial modeling, deal structuring, and post-transaction integration support
Product Groups Support
Debt capital market and leverage finance (financial modeling for LBO and recap, tracking new issuance, market databases) and equity capital market (shareholder analysis, market monitoring, case studies, IPO comps, roadshow presentation, investor profiles)
Business Information Services
Retrieval information and analysis including data collection, news monitoring, company and market analysis, and information synthesis
Private Capital Advisory & Placements
Full suite of services, offering end-to-end support for private placement and private capital advisory
Presentation and Graphics
Creative presentation and design support covering layout and pitchbook designing, rebranding existing pitch material and presentation graphics
Deal Materials Preparation
Company Profiles
Provides a detailed overview of a company and serving as a foundational resource for initial due diligence and strategic decision-making
Thematic Industry Studies
In-depth reports analyze specific trends, disruptive forces, or emerging themes within an industry
Buyers / Target List Generation
Involves systematically identifying and curating a comprehensive list of potential strategic or financial acquirers or targets based on predefined criteria
Pitch Books
Meticulously crafted presentations serve as critical marketing documents, strategically designed to articulate investment opportunities
Information Memorandums
Comprehensive confidential documents provide prospective buyers with detailed strategic, operational, and financial information about a company
IPO and M&A Case Studies
In-depth analysis of past IPOs and M&As, dissecting the key drivers, financial implications, strategic rationale
Ownership Summary
Presents the current equity structure of the company, highlighting who owns what percentage and the types of shares held
Competitor Analysis
Demonstrates the deep understanding of the client's industry and market positioning
Analyst Coverage
Reflects how financial analysts currently view its investment potential
Capital Market Updates
Provides relevant insights into the latest developments, trends, and news impacting global and domestic equity, debt, and other financial markets
