Investment Banking Dashboard

KPI Overview

YTD 2026

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Total Deal Value (YTD)

$4.7B

↑18% YoYvs $3.98B last yr

↑11% QoQ

Revenue (Fees) YTD

$312M

↑14% YoYvs $274M last yr

Avg fee rate 6.6%

Deals Closed (YTD)

38

↑9% YoYvs 35 last yr

Avg deal size $123M

Live Pipeline

$8.3B

↑22% vs last yr54 mandates

Win rate 61%

M&A Advisory

19 Mandates · $3.2B

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Top M&A Deals in Pipeline

Active buy-side & sell-side mandates by deal value

TechCo / NexaAI

$820M

BS

MedGroup / PharmaX

$675M

SS

EnergyHold / GreenCo

$528M

BS

RetailCorp / FastBuy

$418M

SS

FinServ / WealthAI

$354M

BS

BS = Buy-Side · SS = Sell-Side

Deal Stage Distribution

M&A pipeline by phase

Due Diligence

4 deals · valuation & legal review

$1.4B

21%

LOI / Exclusivity

6 deals · term sheets negotiated

$1.9B

29%

Definitive Agreement

5 deals · closing documents drafted

$1.8B

27%

Regulatory Approval

4 deals · awaiting clearance

$1.2B

18%

ECM & DCM

Capital Markets · 22 Transactions

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ECM — Equity Capital Markets

IPOs, FOs, Convertibles · YTD

IPO — CloudData Inc

$480M

+23%

Follow-On — MedTech

$297M

+11%

IPO — GreenEnergy

$231M

±0%

Convert — FinTech LLC

$165M

-4%

DCM — Debt Capital Markets

IG Bonds, HY Bonds, Leveraged Loans · YTD

IG Bond — Utility Co

$600M

IG

HY Bond — RetailCo

$350M

HY

Lev Loan — TechAcq

$270M

LL

IG Bond — Healthcare

$215M

IG

Deal Team Performance

12 Bankers · YTD

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Banker / MD	Sector	Deals Closed	Deal Value	Revenue	Pipeline	vs. Target
James R. Harrington	TMT	8	$1.42B	$74M	$2.1B	↑18%
Sophia L. Brennan	Healthcare	7	$1.08B	$58M	$1.6B	↑12%
Marcus A. Delgado	Energy	6	$874M	$46M	$980M	→ on track
Victoria K. Chen	Consumer	5	$712M	$38M	$1.2B	↑7%
Andrew T. Patel	Industrials	4	$594M	$31M	$620M	↓9%

Revenue by Product

$312M Total

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Fee Revenue by Line

Advisory, ECM, DCM, Restructuring · YTD $M

M&A Advisory

$142M

+21%

ECM

$79M

+14%

DCM

$68M

+9%

Restructuring

$23M

+3%

Revenue by Sector

Top sectors by total fee contribution

Technology / TMT

$98M

31%

Healthcare

$72M

23%

Energy / ESG

$50M

16%

Consumer / Retail

$41M

13%

Industrials

$28M

9%

Valuation & Deal Metrics

Closed Deals · 2026

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EV/EBITDA Multiples

By sector · closed deals avg

Technology

18.4×

↑ vs 16.2×

Healthcare

14.7×

↑ vs 13.1×

Energy

9.2×

↓ vs 10.4×

Consumer

11.8×

→ flat

Deal Economics

Average metrics across 38 closed deals

Avg Deal Size

$123M

↑8%

Avg Fee Rate

6.6%

→ stable

Avg Time to Close

7.4 mo

↓ 0.6 mo

Retrade Rate

8.1%

↑1.2pts

Premium to Market

Acquisition premiums paid · M&A deals

Avg Control Premium

32.4%

↑4pts

Strategic Premium

41.2%

↑6pts

Financial Sponsor

24.7%

→ flat

Cross-Border Deals

34%

↑7pts

AI Insights & Alerts

3 Alerts

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🚨

Retrade Rate Rising

Retrade rate climbed to 8.1% (+1.2pts QoQ). 3 deals repriced at closing — primary cause: buyer-side due diligence findings on IT liabilities. Recommend stricter CIM-stage disclosure protocols.

→ Analyze root causes

⚡

TMT Pipeline Acceleration

TMT sector mandates up 34% QoQ driven by AI-related consolidation (3 deals, $1.4B). NexaAI acquisition is the quarter's marquee transaction. TMT now 31% of total fee revenue.

→ Deepen TMT coverage

💡

Cross-Border Opportunity

Cross-border deals now 34% of deal count (+7pts YoY), with APAC inbound M&A driving premium valuations (avg 41.2%). Consider adding a dedicated cross-border advisory practice.

→ Build cross-border strategy

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