DCM Case Study

Client Background: The DCM division of a global banking group wanted to add additional capacity to its capital structure / modeling team. Within three weeks of the client signing off on the deal, we had established a dedicated team of eight financial professionals, mainly chartered accountants with significant debt modeling expertise.

Service Offerings: Copal had fully adopted the client’s research methods, and was delivering a range of standard materials to the DCM team including:

• Capital Markets overview

• Capital structure analysis, leverage headroom analysis

• Comparative studies on capital markets and instruments

• Debt comparable company analysis

• Debt precedent transaction analysis

• Financial modeling

• Indenture analysis

• Liquidity analysis

Results: As a result of the solutions provided by the Copal team the client is now able to quickly and consistently conduct detailed analysis on optimal capital structure and financing solutions. The team supports the origination team and provides research analysis used both in preparing tender proposals and internally by the credit function. The Copal team delivers significant client advantages compared to the cost of employing staff internally, the time it takes to deploy the team and the ability of the client to operate flexibly, scaling efficiently in response to fluctuations in market activity.

Contact us: investment.banking@copalpartners.com