The Advisory & Financing Group is at the cornerstone of SG’s corporate client value chain. The group works closely with sector coverage bankers and a wide range of product groups, acting as the primary investment banking corporate finance advisory and strategic situations financing group. Put differently, our group performance the corporate finance analytical work and executes M&A financing on behalf of the corporate coverage group and partners with coverage in interacting with clients. These clients span a wide range of sectors, typically CFOs and Treasurers of S&P 500 names from High Yield to the Mega Caps. Following the closing of Société Générale’s JV with leading equity research house Bernstein in April 2024, we also increasingly provide our advisory and credit solutions to high growth pre-IPO companies. Services we provide to our clients include the following:

• Differentiated corporate finance advice, including bespoke analysis of valuation drivers, capital allocation frameworks, capital structure optimization, etc
• Underwritings and commitments to corporate event-driven transactions, including financing for M&A transactions such as corporate acquisitions and separations.

Our corporate value chain has experienced significant growth over recent years. Clients recognize the quality of AFG analysis on engagements, for which we see continued momentum as SG invests to grow its M&A and ECM business in the US.

Advisory & Origination

• Lead projects under supervision of senior colleagues working with a pool of Investment Banking analysts to perform financial analysis and corporate finance advisory
• Combine conceptual and “real-world” corporate finance knowledge to form opinions and provide recommendations on acquisition financing / debt structuring / capital structure / capital allocation / debt raising / credit rating matters / valuation drivers
• Coordinate between different teams to structure multiproduct solutions and create cohesive recommendations, including: Industry Coverage, Debt & Equity Capital Markets, Mergers & Acquisitions, Credit Ratings Advisory, Loan Syndicate, Equity Derivatives, IR/FX Derivatives, ESG etc.
• Prepare high-quality, clear and concise, bespoke presentation materials

Transaction Execution

• Perform due diligence, including financial, business, industry
• Advanced operational and financial modeling
• Lead the development of underwriting materials including financial analysis, credit memoranda, lender presentations, etc
• Define the risks, mitigants and investment highlights in underwriting or participating in a financing
• Liaise with credit and risk officers, legal, and other transaction groups to underwrite the transaction
• Contribute to the legal documentation process including NDAs, Advisory and Financing Engagement Letters, Commitment Letters, Term Sheets, Fee Letters, Credit Agreements