Investment Banking

Knowcraft Analytics is a prominent outsourcing service provider for firms specializing in investment banking services. Our seasoned professionals assist with a full spectrum of services across M&A and Financing transaction support.

Team Members

Years of Operations

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Client Retention Rate

%

Cost Savings Achievable

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NPS Score

At Knowcraft Analytics, we understand the importance of assessing the strategic fit and evaluating synergies before any deal is consummated. Our team combines their years of experience with technology in performing pre-deal analyses and provides a suite of services. Our investment banking offerings include comprehensive services on sell-side and buy-side advisory, business valuations, and secondary and primary research. We are your trusted partner in achieving and exceeding your financial goals, enabling you to focus on growing the clientele, while we assist you with preparing detailed operational deliverables.

Merger & Acquisition

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  • Buy-Side Advisory
  • Sell-Side Advisory
  • Pitchbooks
  • Confidential Information Memorandums (CIMs)
  • Company Profiles
  • Investment Teasers
  • Financial Modeling

Business Enterprise Valuation

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  • Industry Research
  • Precedent Transactions
  • Trading Comparable Analysis
  • Sector Research
  • Thematic Research
  • Newsletters

Presentation & Graphics Support

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  • End-to-end preparation of Presentations
  • Designing Factsheets, Pitchbooks, CIMs, Teasers, Brochures, Newsletters

Experts Behind the Wheel

Why Choose Knowcraft for Investment Banking?

Executed Over 100 Engagements
Scalable Investment Banking Support Services

In-depth Research

Efficient and Highly Responsive Team

Case Studies

Sales and Collection Reconciliation

Sales and Collection Reconciliation

Discover how a QSR business streamlined sales reconciliation, tracked collections, and improved profitability using POS reports, QuickBooks, and ERP tools.

Accounts Payable Migration – Streamlining ERP Transition

Accounts Payable Migration – Streamlining ERP Transition

The transition to a new ERP presented a dual challenge: We needed to establish AP processes within the new system and had to contend with a significant backlog of invoices awaiting processing. We had to devise innovative solutions to streamline and manage the AP process efficiently.

Transition from C-Corp to S-Corp

Transition from C-Corp to S-Corp

The Company intended to change its tax status from being a C-corporation (“C-Corp”) to an S-corporation (“S-Corp”) for tax planning. We had to set up a new entity in QuickBooks and transfer all assets and liabilities from old books to new ones.

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