Expert360 + OpenAI: Our major AI matching algorithm update
Strategy & Finance
2
 min read

Investment Banking Analyst for Deal Support

Written by 
Expert360
Published On
April 12, 2024

Our Client, Genesis Advisory, generates data driven insights to help Clients make better business decisions and deliver high impact results.

A leading Corporate Advisory Client were looking for some deal support on a number of transactions. Finding someone with bulge bracket investment banking experience was crucial for the project to be successful.

Our Client, Genesis Advisory, generates data driven insights to help Clients make better business decisions and deliver high impact results.

A leading Corporate Advisory Client were looking for some deal support on a number of transactions. Finding someone with bulge bracket investment banking experience was crucial for the project to be successful.

Solution

Expert360 delivered a consultant within 6 hours of the project brief to start with the Client on numerous transactions.

Having a pre-vetted consultant allowed them to start so quickly given the sensitive nature of the work.

Impact

Expert360 was able to have an immediate impact, with the Client being able to add additional investment banking horsepower to the team.

Genesis Advisory had success in closing the deals over the course of 6 weeks, and the consultant has also stayed on in an ad-hoc advisory role.

This was a 'get to know you' style project with Genesis ahead of a delayed deal execution project. I was working in an ad-hoc support role where I was brought in to help on various projects with lead times on deliverables of typically a day. It involved modelling, valuation advice, and assessment of strategic factors. Overall, this project was a rapid and highly intense engagement that filled Genesis with confidence.
Richard Song, Financial Analyst Expert
Need Expert help on a similar project?

Hire an elite Expert to help you deliver on your most important projects, on your terms.

Browse more case studies