Moody’s Analytics Knowledge Services supports loan syndication teams of commercial and investment banks all through the life cycle of the deal, spanning from origination, pitching, and approvals/execution to transaction monitoring and other admin tasks.
Our dedicated and experienced loan syndication services teams provide live support to bankers across major global and regional markets globally. We provide end-to-end support on identifying target opportunities for loan financing; preparing forecast models; and drafting information memorandums. Our teams work as an extended arm of the client teams and deliver high-quality, value-added analysis. Over the years, we have developed sector specialization across all major industry verticals, including infrastructure, real estate, energy, financial services, and telecom.
Our services include:
Pitching: Market updates, industry studies, company analysis/teasers, capital structure analysis (including debt maturity profiles), RFP support, market updates, mandate letters/initial term sheets, financial modeling, pricing comparables, pitch book materials, historical transaction details to assist on structuring, and funding opportunity identification from public sources, among others.
Approvals & Execution: Information memorandums, bank presentations, process notes as per the specific bank formats, assistance in credit queries from clients/banks, preparation of timetables and road-show schedules, road-show presentations, pre-deal due diligence, etc.
Monitoring and other Admin Tasks: Covenant monitoring, deal database updates, case studies, database of credentials, draft deal announcements, annual/quarterly credit reviews, draft league table submissions, upcoming maturities tracking, legal research and tracking regulations, and preparation of reports/MIS and other ad-hoc analysis for management.