Syntelligence Fintech
Business Valuation & Advisory Services
Client Case Studies
A
Case Study A
From Data Entry Support to Strategic Valuation Partner
~40% more annual mandates
50+ engagements
~30% shorter review cycle
Client type
Independent Business Valuation Firm
Location
Silicon Valley, CA
Engagement model
B2B Outsourced Valuation Services
Duration
18+ months
Client situation
A Silicon Valley valuation firm saw mandate volume rise sharply but lacked capacity to scale without adding fixed headcount. It started with Syntelligence for data entry and statement spreading.
Challenge
- Growing demand for transaction and tax valuations
- Work had to withstand audit and regulatory scrutiny (gift and estate tax, restructuring)
- Needed a partner that could grow analytically, not just operationally
Our approach
- Started with data validation and financial statement analysis, then expanded into full valuation support
- Delivered DCF, Comparable Company and Precedent Transaction analyses in the client’s report templates
- Five-step process: scope alignment, data validation, modeling, quality checks, partner-ready delivery
Outcome
- 50+ engagements supported; 48–72 hour turnaround on standard mandates
- Internal review cycle cut by ~30%
- Annual mandate volume up ~40% without a matching rise in headcount
Strategic impact
Syntelligence became part of the firm’s delivery infrastructure, freeing senior professionals to focus on client relationships, sign-off and business development.
B
Case Study B
Supporting a Business Broker’s Investment Banking Operations
3–4 → 7–8 active mandates
$2M–$15M deal range
No added headcount
Client type
Independent Business Broker / Boutique IB
Geography
United States
Engagement model
B2B Investment Banking Support
Deal size range
$2M – $15M Enterprise Value
Client situation
A business broker with strong origination wanted to add M&A advisory for lower middle market deals. The constraint was execution capacity, not deal flow.
Challenge
- Deals needed the full suite of transaction materials and financial analysis
- Deal economics ruled out a full internal analyst team
- Outputs had to be institutional quality on tight timelines
Our approach
- Transaction materials: teasers and full CIMs
- Financial modelling: three-statement models, normalized EBITDA and QoE, scenario and IRR analysis
- Buy-side and sell-side support: target screening, DCF and comps valuation, negotiation materials
- Deal workflow: data room coordination, buyer research, transaction tracking
Outcome
- Multiple transactions closed in year one
- Active mandates nearly doubled, from 3–4 to 7–8
- Deliverables met institutional buyer and sponsor standards
Strategic impact
The broker competes with larger boutique banks on service quality while keeping the agility of an independent firm, and focuses on origination and client relationships.
C
Case Study C
Enabling High-End Financial Solutions for a Singapore CPA
4 clients in 6 months
SGD 1M–20M mandates
No additional hires
Client type
Certified Public Accounting Firm
Location
Singapore
Engagement model
B2B Outsourced Valuation & Advisory
Transaction size range
SGD 1M – SGD 20M
Client situation
A Singapore CPA firm with audit, tax and compliance strength saw clients asking for valuation support on fundraising, shareholder exits and restructuring.
Challenge
- Building an in-house practice would take 12–18 months with no guaranteed return
- Needed defensible valuations aligned to regulatory standards, delivered quickly
Our approach
- White-label partnership under the CPA firm’s brand, using the same five-step delivery process
- Transaction valuations for fundraising, exits and equity restructuring
- Shareholder dispute and settlement support with scrutiny-ready documentation
- Tax-purpose valuations adapted to Singapore regulatory requirements
Outcome
- Valuation mandates delivered to four clients within six months
- A new revenue stream with no additional internal hires
- Client feedback on par with the firm’s established services
Strategic impact
The firm became a more complete financial advisor, with institutional-grade valuation on demand. The engagement also validated Syntelligence’s B2B model in Southeast Asia.
