Banks
Enable investment banks with cutting-edge services, providing leading insights for Underwriting, M&A, Research, and Trading teams with predictive datasets.
For centuries, banks have served the needs of private enterprise but today, private capital is being deployed ever more dynamically.
However, the services and technology needed to price such assets and companies have lagged behind the sector’s growth, leaving bankers with outdated tools, models and data inputs.
PM Insights’ launch in 2021 brought a deeper set of content and time-series granularity for private capital markets. Our services and data’s practical applications in the banking sector have widespread proven benefits across Investment Banking, Sales and Trading, Research, and Client-facing entities.
Schedule a demo with one of our experts
Investment Banking
Explore potential opportunities across deal fundraising, Mergers & Acquisitions, Leveraged Buyouts, and Initial Public Offerings teams.
- Find companies with liquidity deficiencies as M&A or LBO targets
- Gain insight on private equity price & liquidity for fundraising or IPO targets
- Compete and price deals more confidently and aggressively
- Use increased differentiated content to make stronger and more informed client calls
Research & Trading
Gain a competitive edge with data and analytics across secondary trading of company stock or LP stakes, along with private and public equity research desks.
- Gain additional research for trading fund stakes, private shares, or related markets affected by private equity
- Increase participation and thought leadership in private sector, guided by data
- Discover opportunity in new, often opaque markets and benefit from factoring in timely signals
Client-focused Relationships
Beyond core banking functions, target businesses for expanded partnerships through fund administration, custody, advisory, capital lending, fund finance and exposure to both high net worth and asset management arms.
- Advise with the latest technology as your competitive edge
- Defend valuations with market context plus liquidity data
- Utilize independent information to accommodate Compliance & Audit
- Save valuable time and money compared to Model-only Inputs
- Maintain client interests and engagement as a market leader for privates
Ready to see it in action?
Schedule a demo with one of our experts