Investment Banking

Last Updated: 9 Jun 2025

Investment banking can seem complex, but it’s all about helping businesses and people manage money, grow, and succeed. Whether it’s launching a company on the stock market or merging businesses, investment banks make big financial dreams come true. Let’s break it down simply and explore how it works.

What is Investment Banking?

The primary focus of investment banking companies in India is to support companies, governments and other groups with the necessary capital. Investment banks assist with the issuance of securities, help companies choose their form of business and contribute to mergers and acquisitions. They offer assistance in planning transactions and trading in different securities.

Our Investment Banking Services

We offer a range of investment banking services catered to helping our clients raise funds and grow their organisations.

1. Initial Public Offerings (IPOs)

We help investment banking firms in India choose whether they should go public through an initial public offering (IPO). It means assessing the company’s worth, registering with the government, advertising the offering to investors, selling shares and handling other tasks. Our knowledge of capital markets helps us make the IPO process successful.

2. Mergers and Acquisitions (M&A)

The investment banking online team helps our clients complete mergers, acquisitions, divestitures and similar transactions. Processes include finding suitable targets, preparing the financial valuations, carrying out due diligence, negotiation stages, creating the transaction structure and planning the post-merger activities. Thanks to our experience and industry contacts, we assist our clients in handling these complicated deals.

3. Debt Financing

We arrange and structure various types of debt financing so clients can fund growth and operations. This encompasses private credit, bonds, leveraged loans, and more tailored solutions. Our bankers utilise modelling, credit analysis, and market intelligence to secure competitive financing terms.

Why Choose Us?

When selecting an investment banking firm, clients should look for deep expertise, experience executing sophisticated deals, relationships with key investors and strategic players, and a senior team with a track record of success. We excel across all these criteria:

• Industry Expertise: Our bankers specialise in finance, healthcare, tech, consumer, industrial, and other key sectors, enabling keen strategic insight.
• Relationships: Through our extensive network of investor relationships, we can match clients to the correct targets and sources of capital to fulfil their objectives.
• Team: Our managing directors have years of experience and the support of skilled junior teams. Many rank among the top investment bankers globally by league tables.

Our Process

We utilise a systematic process to guide clients from initial consultation through to post-transaction support:

• Consultation: The process kicks off with in-depth consultations with our bankers to understand the client’s objectives, opportunities, challenges, and current situation. We ask questions to determine goals around growth, liquidity, exiting investments, business expansion, and other priorities. This enables us to start formulating deal strategies tailored to the organisation. We establish open lines of communication and provide preliminary strategic advice.
• Research & Strategy: Next, our analysts dive deep into market research and financial analysis around comparables, precedents, valuations, potential targets or investors, and projected returns. We model multiple scenarios with different assumptions to pressure test strategies. Our sector expertise and analytical capabilities allow us to structure deals creatively to optimise outcomes for the client. We tap into our networks for additional perspectives and intelligence. The output is an actionable strategic recommendation catered to the organisation.
• Deal Execution: We activate our vast network of relationships with strategic acquirers, private equity firms, credit providers, public market investors, high net worth individuals, and other players relevant to the deal. Our bankers leverage connections, negotiate favourable terms, and interface with various parties to drive the transaction forward. We also handle all paperwork, including filings, memos, presentations, and agreements required to reach a final binding deal. Most clients lean heavily on our execution abilities.
• Post-Transaction Support: Even after the transaction closes, we continue assisting clients with integration, investor communications, regulatory matters, and advisor payments. Our job is not done until the client fully transitions to the next phase of their journey, backed by our ongoing support when needed.

The end-to-end process combines rigorous analytics with relationship networks and execution excellence tailored to the organisation’s needs. Our systematic approach aims to create the most value for clients.

Frequently Asked Questions

1. What services do investment banks provide? 

Some of the services offered by investment banks are helping companies raise money in the form of IPOs and debt, giving strategic advice on mergers and acquisitions and both investing and lending to clients. They bring their knowledge and industry connections to help settle financial matters on behalf of their clients.

2. How do investment banks get paid? 

The majority of investment bank revenue comes from fees charged for advisory services and capital raising transactions. Typical fee structures include monthly retainers, success fees based on deal completion and value, and expenses.

 

3. What qualifications do investment bankers have?

Investment bankers usually have an undergraduate degree in finance or business, an MBA, and several years of experience in financial services. Technical skills in modelling and analysis are also required. Managing directors often have over 15 years of deal experience.

4. How does an investment bank add value? 

Investment banks add value through their transaction expertise, buyer/seller relationships, ability to value companies, investor connections, and experience negotiating and closing complex deals. They guide clients through deals that would be very difficult without a banker’s skills.

 

5. How do clients select an investment bank? 

Standard criteria clients use to select an investment bank include sector expertise, experience executing similar deals, connections with strategic or financial players, cultural fit, senior team backgrounds, and deal team composition. The bank’s track record and past success with analogous transactions are often essential factors.