We give boutique banks and advisory firms polished, fast back-office support — so your bankers spend their time in front of clients, not building slides at midnight.
Send the mandate, house template and inputs; we align to your formatting and quality bar.
Decks, teasers, CIMs and supporting analysis — assembled fast and polished to your standard.
Time-zone advantage means materials are ready for your morning review.
You present to clients and counterparties; we stay the invisible back office.
The firm needed a full CIM for a go-to-market on a compressed timeline, with its bankers already stretched across live deals and no capacity to build the document internally.
Our team assembled the CIM end to end — company overview, market and financial sections, and supporting exhibits — in the firm's house template, iterating with the deal lead across two review cycles.
The firm launched the process on schedule with a polished, on-brand CIM, and routed subsequent teasers and decks to the same offshore team.
Case study anonymized to protect client confidentiality.
Let's talk about how an offshore IB back-office team can extend your firm's delivery.
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