Financial Services

Financial Services remains a globally diverse talent pool. The recent disruptions in the industry in terms of geopolitical landscape, rapid advancements in technology, consolidation, globalization and increased transparency, corporate governance and compliance have fueled the thirst for talent that can make a difference. Continuous change management and competitive environment suggest our client requirements are becoming more specific and specialized not just from a technical perspective, but diversity and cultural alignment play a much more important factor in the war for talent across the industry.

Retail banking is a banking service that directly handles individual consumers, not enterprises. Moreover, retail banking jobs entail the provision of customer-centered solutions.

There are 3 types of retail banks – small, large, and online. Moreover, they collect funds through service charges, overdraft charges, monthly maintenance fees, and modest fees.

Its products comprise checking and savings accounts, credit and debit cards, personal and home loans, and also, certificates of deposit.

Consumer banking (catering to individual consumers) differs from commercial banking (catering businesses) regarding the target audience, products, and transactional volume and value.

Who we serve

  • Buyout Firms

  • Growth Equity Funds

  • Balanced Funds

  • Venture Capital Firms

  • Alternative Investment/Asset Managers

  • Family Offices

Deal Sourcing

  • Market mapping to identify pockets of opportunity.

  • Target screening.

  • Industry or sector primers/overviews.

  • Trading/transaction comps.

  • Company profiles – short and detailed.

  • Hypothesis validation and thematic research.

  • Macroeconomic research and tracking.

  • Maintaining databases of market participants including PE funds, limited partners (LPs) and potential targets.

  • Tracking PE deal activity

Target Evaluation /Live Deal Support

  • Part research as part of ongoing agreement.

  • Due diligence of target company.

  • Industry deep dives to understand target operating market.

  • Current and latent market sizing to evaluate scale potential.

  • Competitive landscaping and peer benchmarking to evaluate market positioning.

  • Investment memorandums.

  • Financial modelling and valuation analysis (LBO/DCF/relative valuation).

  • Sensitivity and return analysis.

  • Graphics support.

Portfolio Monitoring and Advisory

  • Portfolio KPI tracking.

  • Portfolio benchmarking.

  • Peer group benchmarking.

  • Portfolio valuation – buildout and quarterly updates.

  • Periodic performance and bespoke LP reporting.

  • M&A support (buyer identification).

  • Opportunity assessment.

  • Market selection and entry strategy.

  • Market sizing.

  • Competitive analysis.

  • Expert interviews for strategy formulation and assessing size of opportunity size assessment.

Exit Support

  • Potential buyer screening and shortlisting.

  • Vendor/partner identification.

  • Formulation of exit scenarios/modelling.

  • Return analysis.

  • Marketing presentations.

  • Executive profiles and business plan updates.

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