Smarter Deal Support – Augmented by AI, Anchored in Experience
Sutherland’s Investment Banking Team delivers domain-driven deep insights for Investment Banks, Global Banks, Advisory/Consulting Firms, Private Equity Houses, Venture Capital Firms, Financial Investors & Family Offices. Our AI-powered research solutions equip you to lead deeper client conversations, deliver precise valuations, and stay agile in a fast-moving market.
Harnessing our global expertise and extensive sector knowledge, we provide buy-side and sell-side clients with insights essential for informed decision-making.
80+
Institutional clients supported and 70+ Industries covered
2500+
Transactions supported
18000+
Financial models built across multiple industries
21000+
Companies researched worldwide, 10+ Financial and research focused databases mastered
2x
Increase in scanning of investment opportunities
1.5x
Increased research coverage per analyst at client side
Our Solutions
Our team develops critical marketing materials—including pitchbooks, buyer/target profiles, confidential information memorandums (CIMs), and due diligence reports—while also managing tailored deal and company databases. With deep expertise in the financial sector, we understand what drives success and consistently deliver with precision and impact.
Build & Maintain Sector Knowledge
Industry Landscaping, Industry POV, Sector Playbook, Thought Leadership, Precedent Trading & Transaction Comps, Operational Benchmarking, Maintaining Contact Databases
Generate Ideas & Build Network
Potential Acquirer Profiles, Target Identification, Transcript Analysis, And CXO Contact Discovery
Pitch Books, Pre- and Post-Deal Support
Sector-Focused Pipeline Management & Maintenance, Company Profiles, Financial Benchmarking, Screening, Pitch Book & Deal Support, Company Valuation, LBO Modeling/Merger Modeling, Due Diligence Support, Investment Memos, Data Book/Financial Statements Preparation & Periodic Updates, Working Capital & Cash Flow Analysis
Tracking Markets & Deals
Active Sector Tracking, Economic Updates and Global Events Monitoring, Early Warning Newsletters, Deal Tracking, People Move, And Event Alerts
Industry Landscaping, Industry POV, Sector Playbook, Thought Leadership, Precedent Trading & Transaction Comps, Operational Benchmarking, Maintaining Contact Databases
Potential Acquirer Profiles, Target Identification, Transcript Analysis, And CXO Contact Discovery
Sector-Focused Pipeline Management & Maintenance, Company Profiles, Financial Benchmarking, Screening, Pitch Book & Deal Support, Company Valuation, LBO Modeling/Merger Modeling, Due Diligence Support, Investment Memos, Data Book/Financial Statements Preparation & Periodic Updates, Working Capital & Cash Flow Analysis
Active Sector Tracking, Economic Updates and Global Events Monitoring, Early Warning Newsletters, Deal Tracking, People Move, And Event Alerts
Platforms
Bloomberg
Real-time market data, company intelligence, financial analytics, and news for informed investment research.
Capital IQ
Company financials, comps, transactions, and screening tools for valuation and deal analysis.
FactSet
Integrated financial data, analytics, and research tools for market, company, and portfolio insights.
Factiva
Global news and business intelligence source for market monitoring, company research, and sector updates.
Mergermarket
M&A intelligence platform for deal tracking, target identification, and transaction trend analysis.
PitchBook
Private market data source for company, investor, funding, and M&A research.
Refinitiv Eikon
Financial data and analytics platform for market insights, company research, and investment analysis.
Debtwire
Debt market intelligence source for credit, restructuring, leveraged finance, and deal monitoring.
DealCloud
Deal and relationship management platform for tracking pipelines, opportunities, contacts, and workflows.
Dealogic
Capital markets and investment banking database for deal tracking, rankings, and transaction analytics.
Salesforce
CRM platform for managing client relationships, pipeline activity, outreach, and business development data.