ECM Case Study

Client Background: The ECM division of a global investment bank approached Copal wanting to add capacity to an overstretched team. In response we created a dedicated team of 12 investment banking professionals in New York to deliver onsite support, and a junior research team in India, adhering strictly to the client’s valuation and research modeling methods and presentation standards.

Service Offerings: Within two weeks Copal had adopted the client’s research method and was delivering a range of standard research materials to the ECM team including:

• Capital structure analysis

• Comparable company analysis

• Credentials

• Deal summaries

• Financial modeling

• General capital markets analysis

• Investor data bases

• IPO/new issue analysis

• Pipeline analysis

• Share price graphs

Results: The committed equity market team assembled by Copal has enabled the client to quickly grow its business, taking maximum advantage of increased deal flow with limited disruption to its existing organization.

Contact us: investment.banking@copalpartners.com