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M&A Support to a US Based Investment Bank

Rubyworks was engaged by a US based investment bank to provide ongoing M&A support across live mandates, pitch work and research, working closely alongside their deal team.

The engagement

The challenge

Client Challenges

  • Deal team needed consistent, everyday support across live mandates, but the volume did not justify expanding permanent headcount
  • Senior bankers were spending disproportionate time on execution heavy tasks, pulling focus away from origination and client relationships
  • Needed coverage that could extend beyond US business hours to keep pace with tight deal timelines

Our approach

Our Solution

  • Provided day-to-day analyst support, with M&A expertise, integrated closely with the bank’s deal team, working across live mandates, pitch work and research on daily basis
  • Used the time zone difference to turn around deliverables overnight, so the team had finished material ready each morning US time
  • Aligned additional senior and expert support based on the complexity of specific tasks, ensuring the right level of expertise was applied where needed
  • Stayed closely aligned with the deal team through regular check-ins to ensure continuity across ongoing mandates

Impact

The Results

Senior bankers were able to redirect more time toward origination and client relationships, with execution support consistently in place

Overnight turnaround compressed timelines on time-sensitive deliverables, effectively extending the team’s working day

Steady, everyday involvement across mandates helped maintain quality and pace of execution throughout the year

Reach out to us

Facing a Similar Challenge?

Tell us where your team needs support, from a single workstream to a dedicated offshore desk, and we will get back within one business day.

sales@rubyworks.ai
+91 93218 74878
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IPO Collateral Solution for a Merchant Bank in India

Rubyworks supported a leading Indian merchant bank with a dedicated team of resources for IPO-related collateral preparation and financial analysis, enabling the client’s core team to focus on client relationships and transaction execution.

The engagement

The challenge

Client Challenges

  • Limited internal bandwidth to handle collateral preparation and financial analysis alongside multiple ongoing IPO mandates
  • Significant internal time being spent on collateral preparation and analytical work, leaving less room for client management and transaction priorities
  • Need for additional capacity without compromising the bank’s standard on quality, accuracy and turnaround timelines
  • Building this capacity in-house meant hiring, training and retaining specialist resources for a need that fluctuates with deal flow, an inefficient use of fixed cost against a variable requirement

Our approach

Our Solution

  • Deployed a dedicated, full-time team with seasoned members specialized in IPO support who took ownership of IPO presentations, investor collaterals and transaction materials
  • Provided end-to-end analytical support across financial modelling, valuation and industry research activities
  • Maintained close, structured collaboration with the client’s team through regular review checkpoints, ensuring consistent and timely delivery across all IPO-related deliverables

Impact

The Results

Enhanced the execution capacity across multiple IPO mandates, with collateral turnaround accelerated by 2-3x

Freed up 10-15% of the internal deal team’s overall effort on collateral preparation and analytical activities, redirected instead to client engagement and transaction strategy

Gained access to this additional capacity at a materially lower cost than building and maintaining an equivalent team in-house

Secured Rubyworks as a dedicated extension of its internal team, supporting successive IPO mandates on an ongoing basis

Reach out to us

Facing a Similar Challenge?

Tell us where your team needs support, from a single workstream to a dedicated offshore desk, and we will get back within one business day.

sales@rubyworks.ai
+91 93218 74878
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Deal Execution Support to an Australia Based Investment Bank

Rubyworks was engaged by an Australia based investment bank focused on Tech M&A advisory, deploying a seasoned analyst as an extension of their core team to help them keep pace with a growing pipeline of live mandates.

The engagement

The challenge

Client Challenges

  • Lean deal team left senior bankers stretched across live mandates, limiting capacity to take on new deal flow or pitch work
  • Execution-heavy workstreams were consuming time that could otherwise go toward client relationships and origination
  • Needed support that could be onboarded quickly, bring deep sector expertise, and integrate into existing workflows without the lead time of a permanent hire

Our approach

Our Solution

  • Deployed a seasoned, full-time analyst with proven Tech M&A expertise within a week of engagement, functioning as a direct extension of the bank’s team
  • Support spanned both deal execution and origination, covering financial modelling, valuation, deal collaterals and pitch materials for new business development
  • Maintained a consistent reporting cadence and close alignment with the core team to ensure continuity and quality across mandates

Impact

The Results

Freed up senior bankers to focus on client relationships, origination and high-value negotiations

Enabled the bank to pursue more deal mandates and pitch opportunities

Sharper turnaround on deliverables improved responsiveness to deal counterparties across active transactions

Reach out to us

Facing a Similar Challenge?

Tell us where your team needs support, from a single workstream to a dedicated offshore desk, and we will get back within one business day.

sales@rubyworks.ai
+91 93218 74878