IBank Client Case Studies

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I-Bank Client Case Studies
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Case Study Virtual Captive (Top 5 Global
Investment Bank)

• Adventity was selected by a one of the top 5
  global investment bank as its partner to create
  the industrys first virtual captive, generating
  significant savings and productivity gains in all
  its key offices worldwide. Adventitys
  successful integration into our Clients
  operations has enabled a rise in junior banker
  morale and a smoothing of hiring costs and
  pressures at all analyst / associate levels.
• Formation of Virtual Captive Engagement Steering
  Committee (VCESC) to ensure timely and successful
  implementation
• Weekly project plan review
• Joint hiring effort to identify 100 member team
  including in person and video conference
  interviews by the client team
• Replication of client IT systems to ensure India
  team has exactly the same working environment as
  US analysts
• Hiring and co-branding strategy discussions
• Adventitys analysts underwent 6 weeks of
  clients in-house training program, including
  industry specific training by bankers onsite at
  Adventity facilities
• Allocation of analysts to different industry
  groups to ensure development of industry
  knowledge and close alignment with clients
  in-house analysts
• Adventitys analyst team promoted internally to
  all client senior banking and management as a
  distinct analyst class versus just another
  service provider
• Currently working firmwide in all key office
  locations of the client (New York, Chicago,
  Houston, US West Coast, London, Singapore, Hong
  Kong, Australia)
• Analysts staffed on deal teams and the work
  covered includes
• Equity / MA / debt comps
• Company / industry profiles
• Specialized research for senior banker idea
  generation
• Credit analyses
• Industry competitive database creation
  maintenance

• Capital structure analyses
• Financial modeling (LBO, merger consequence,
  DCF modeling)
• Investment memoranda
• Due diligence summaries

Adventitys rich experience in knowledge process
outsourcing has resulted in a successful
execution of the Virtual Captive model, resulting
in full integration of our high quality analysts
and services across clients investment banking
platform.
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Case Study Mid-Market Investment Bank

• Adventity was selected by a mid-market global
  investment bank after a competitive pilot project
  in 2006.
• Adventitys partnership with the investment bank
  has strengthened significantly in the last two
  years
• Added a number of industry groups and expanded
  the coverage across geographies
• Team size increased by 100 in less than six
  months
• Product offerings include pitch-books, industry
  research, company profiles, LBO models,
  comparable company analysis, precedent
  transaction analysis and other custom research
  projects
• End to end pitch books prepared for conventional
  and cyclical industries, relative valuation of
  companies, LBO models, potential target /
  acquirer identification
• Complete ownership of many databases including
  trading comps and precedent transaction analysis
  as part of the sector coverage
• Client pitching and coverage expanded through
  Adventitys support
• Data maintained on more than 1,500 companies
• Relationship further strengthened and integrated
• Industry specific training to ensure development
  of industry knowledge and close alignment with
  Clients in-house analysts
• Rotation of Adventity analyst to NY to gain first
  hand deal execution experience
• Analysts staffed on deal teams and the worked
  closely with the bankers
• Onsite experience enhanced Clients confidence to
  carry out diverse variety of projects in the
  Investment Banking domain

By leveraging Adventitys capabilities, our
client has been able to grow their revenue base
by over 60 over the last 2 years through
expansion of geographic presence and sector
coverage and a vastly improved business
development pipeline.
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Case Study Boutique Bank

• Adventity was selected as a strategic partner by
  a leading corporate finance advisory firm to
  support its bankers in the U.S. and enhance their
  sector coverage.
• Commenced coverage in early 2007
• Completed the pilot phase successfully, while
  working in parallel with the Clients bankers on
  a live deal
• Coverage expanded to more than 15 bankers in less
  than six months
• Expanded coverage to array of industries IT,
  real estate, wood, minerals, aerospace and
  defense, food and beverages, logistics,
  technology and media
• Knowledge maintained on more than 800 companies
• Adventitys support helped the client to expand
  the business development pipeline
• Enhanced clients visibility in its potential
  market through periodic through leadership
  newsletters, economic updates, theme selection
  and periodic surveys to determine key trends in
  the industry
• Assisted the client in winning new mandates
  through structured approach of potential
  acquirers identification based on financial and
  operational synergies
• Assisted the client in idea generation through
  customized research, analyzing MA trends,
  industry and economic studies, company deep
  dives, etc.
• Provided detailed industry research including
  industry and value chain mapping, challenges and
  outlook on niche industries

Adventitys structured and detailed analysis
approach has helped the Client to increase its
coverage and win new mandates along with
increased visibility in the industry.