Client context: New York-based middle-market investment bank focused on M&A and capital raising.
The situation
Deal flow was growing faster than the bank's execution capacity. Hiring experienced local analysts took time, while competition from larger banks made it difficult to build the team around changing demand.
The firm needed more modeling, research and deal-material capacity while senior bankers continued to manage clients and transactions.
The work
Nexteam initially supported the bank with an investment banking analyst with bulge-bracket experience. Within three months, the remote team grew to three professionals with complementary skills.
Their work covered:
- Financial modeling, automated data analysis and scenario testing.
- Pitch books and comparable-company analysis.
- Diligence document review, issue tracking and reporting.
- Collaboration across multiple live deal processes.
AI-assisted analysis and presentation tools formed part of the working approach; they supported the analysts' work rather than establishing the validity of a conclusion on their own.
The results
The case describes a 60% reduction in analysis time and a 40% improvement in pitch win rate, alongside greater deal-execution capacity and lower overhead compared with the firm's previous staffing approach.
The public summary does not provide the baseline periods or calculation methods for those percentages. They describe this engagement and should not be read as a forecast of another firm's results.
What this case illustrates
Boutique firms can scope execution support around specific deal outputs, then add capacity as the workload becomes recurring. Senior review, client relationships and transaction decisions still need explicit owners.
Explore investment banking analyst capacity →
Related reading: Building distributed investment teams.
Client identity is confidential. This is an anonymised engagement summary; results are specific to the work described.