Peer Group Performance Scorecard

Beyond league tables - the evolution of IB performance analytics

Benchmark performance holistically against your closest peers

Our Scope:

Full-spectrum IB performance reporting system
Growth

► Development of IB fee revenue base

Coverage

► Client focus vis-a-vis growth and opportunity

Relationships

► Winning and maintaining IB clients

Execution

► Nature and outcome of deal mandates

Efficiency

► Resources needed to support performance

Synergy

► Leveraging firm-wide platform for IB success

20+ Factors  6 Categories
Underwriting Mandate Quality

How your firm benefits:

Tap flow of information to empower decision-making
Define

► Apply objective performance indicators that avoid common "bigger is better" bias

Diagnose

► Understand strengths and performance gaps within context of peer group trends

Target

► Set realistic goalposts and strategic priorities

Adapt

► Identify and close critical performance gaps

Monitor

► Track quarterly progress and emerging competitors

Why choose Freeman:

A simple, impactful solution leveraging out 25+ years in IB consulting analytics
Efficiency

► We supply all data, enabling rapid deployment, absolute data security, and compelling value

Insight

► Exclusive focus on the IB industry, so our consultants see the world the same way you do

Experience

► Performance models and IP perfected from decades of experience in IB consulting

© 2017 Freeman & Co. LLC

The information and services provided on this website are not provided to, and may not be used by, any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any government authority or regulatory or self-regulatory organization or where Freeman & Co. or its affiliates is not authorized to provide such services or information.  Material on this website is not an offer to sell or a solicitation of an offer to buy any securities.  Transactions, products and services discussed on this website may not be appropriate for sale or use in all jurisdictions or for all investors.  The information on this website is not investment advice or other advice and should not be deemed a recommendation of any transaction or security.  Transactions described on this website are a selected sample and are not necessarily reflective of overall performance by Freeman & Co. or its affiliates.

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