CIB Front office · 6 desks · 18 agents

Corporate & Investment Bank

Agents own origination, the deal call and the build; the board sets the mandate.

M&A advisory, equity and debt capital markets, leveraged finance, syndicated lending and industry coverage. Coverage-lead and deal-committee agents own origination, price and structure; specialist agents run the comps, models, diligence, documentation and books continuously.

How it runs

The division runs as a system of agents over the full deal stack: live comps and precedent libraries, data-room diligence at scale, pitchbooks and models, sector research and ratings analysis, and the mechanics of running a book. A coverage-lead agent owns the client relationship and origination; a deal-committee agent owns price, structure and the mandate decision; oversight agents re-derive high-stakes numbers before they commit.

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M&A Advisory

4 agents

Buy-side, sell-side and merger transactions … valuation, structuring, diligence and execution to close.

Workflow · Origination → valuation (comps / precedents / DCF) → pitch → diligence → negotiation → close. Specialist agents build the comps, models and diligence; the coverage-lead agent owns the relationship and the deal-committee agent owns the number.

Comparable Companies Agent

Builds and maintains trading comps and precedent-transaction sets.

Assembles the comparable-company universe, pulls and calendarises financials, computes the multiples (EV/EBITDA, P/E, EV/Sales) and keeps the set live as the market moves. Runs continuously across the book, footnoting every multiple back to the source filing.

Valuation Model Agent

Builds and stress-tests DCF and trading/transaction valuation models.

Constructs the DCF … projections, WACC, terminal value … reconciles it against the comps and precedent ranges, and runs the sensitivities the deal-committee agent will ask for. Checks its own footings as it builds.

Data-Room Diligence Agent

Reads the virtual data room and surfaces diligence findings.

Ingests the thousands of documents in a VDR … contracts, financials, cap tables, litigation … and produces a structured findings log: change-of-control clauses, contingent liabilities, customer concentration, risk items. Reads the full room in a single sweep, with every finding cited to a document.

Pitchbook Builder

Assembles first-draft pitchbooks and client materials.

Pulls the comps, valuation, market context and a credentials page into a house-style pitchbook. The coverage-lead agent sets the strategy and the deal-committee agent owns the narrative; this agent runs page production end-to-end, every figure tied to source.

Equity Capital Markets (ECM)

3 agents

Equity raises … IPOs, follow-ons, rights issues, blocks … including drafting, valuation, marketing and book management.

Workflow · Mandate → equity story + valuation → prospectus drafting → roadshow → bookbuild → pricing → allocation. A syndicate-desk agent runs the book and owns the call; specialist agents draft and model.

Prospectus Drafting Agent

Drafts and maintains offering documents and disclosure.

Produces prospectus sections … business description, risk factors, MD&A … from filings and management input, and keeps versions reconciled across drafting turns. Holds the disclosure consistent and fully cited document-wide, gated by a legal-oversight agent before filing.

Equity Story & Valuation Agent

Builds the equity-story valuation and pricing analysis.

Builds the valuation that anchors the equity story … trading comps, DCF and sum-of-the-parts … and runs the discount/premium scenarios the syndicate-desk agent needs for pricing. Frames the range; the syndicate-desk agent sets where in it to land.

Bookbuild & Allocation Agent

Runs the order book mechanics and allocation analysis.

Maintains the live order book through the bookbuild … investor orders, demand curves, oversubscription … and produces allocation scenarios against the desk's quality-of-demand criteria. Runs the book mechanics continuously; the syndicate-desk agent owns the allocation call.

Debt Capital Markets (DCM)

4 agents

Raises debt for clients … bonds, notes, structured issuance … including structuring, documentation, ratings advisory and syndication.

Workflow · Mandate → structure + pricing read → documentation → ratings process → syndication → pricing → settlement. High-volume, documentation-heavy, comp-driven.

New-Issue Pricing Agent

Builds the comparable-bond analysis and new-issue pricing read.

Assembles the comparable-bond universe, computes spreads and new-issue concession, and frames the pricing read against the live secondary market. Keeps the comp set continuously current across the pipeline, every spread reconciled to source levels.

Bond Documentation Agent

Drafts and reconciles offering and transaction documents.

Drafts the offering memorandum, term sheet and ancillary documents from the agreed structure and a precedent library, and reconciles terms across the document set. Version-controls the full set and keeps covenants and economics in lockstep, gated by a legal-oversight agent before execution.

Ratings Advisory Agent

Builds the ratings analysis and agency presentation drafts.

Models the issuer against agency methodologies (Moody's, S&P, Fitch), estimates the likely rating and the levers that move it, and drafts the rating-agency presentation. Maps the scorecard and frames the analysis; the deal-committee agent owns the agency strategy.

DCM Syndicate Agent

Runs the bond order book and allocation mechanics.

Maintains the live bond order book through execution … orders, demand by account type, spread guidance updates … and produces allocation scenarios. Runs the real-time book mechanics; the desk agent owns final pricing and allocation.

Leveraged Finance

2 agents

Structures and underwrites leveraged loans and high-yield bonds for LBOs and acquisitions … LBO modelling, credit analysis, underwriting.

Workflow · Sponsor mandate → LBO model → credit + capacity analysis → underwriting → documentation → syndication. Specialist agents build the model and credit; the deal-committee agent owns the underwriting decision.

LBO Model Agent

Builds and sensitises leveraged-buyout models.

Constructs the LBO model … sources and uses, debt schedule, cash sweep, returns waterfall … and runs the sensitivity matrix on entry multiple, leverage and exit. The deal-committee agent sets the structure; this agent runs the build, with an oversight agent re-deriving the footings.

Credit Analysis Agent

Builds the credit analysis and underwriting memo draft.

Analyses the borrower's credit … cash-flow capacity, leverage, covenant headroom, downside cases … and drafts the credit/underwriting memo for the deal-committee agent. Frames the credit picture and the risks; the deal-committee agent owns the underwriting decision.

Syndicated & Corporate Lending

3 agents

Arranges and syndicates corporate loans and revolving credit facilities … structuring, credit analysis, agency and book management.

Workflow · Mandate → facility structuring → credit analysis → syndication / book → documentation → agency + monitoring. Portfolio-monitoring and book work is high-volume and repetitive.

Facility Structuring Agent

Drafts facility structures and term sheets for syndicated loans.

Builds the proposed facility structure … tranching, pricing grid, covenant package … from the borrower's profile and a precedent library, and drafts the term sheet. Produces the structure end-to-end; the deal-committee agent owns the commercial terms.

Loan Syndication Agent

Manages the lender book and commitment allocation.

Runs the syndication … tracking lender commitments, building the book and producing allocation scenarios against hold-level targets. Holds the book mechanics continuously; the syndicate-lead agent owns the final lender allocation.

Portfolio Monitoring Agent

Continuously monitors the loan book for covenant and credit events.

Watches the lending portfolio continuously for the events that matter … covenant breaches, financial deterioration, rating actions, drawdown spikes … and raises an early-warning flag with the evidence assembled and the breached covenant clause cited.

Coverage (Industry & Country)

2 agents

Industry and country teams own the client relationships and the origination effort … sector research, client preparation and idea generation across the product suite.

Workflow · Account planning → sector research → idea generation → client prep → origination. The coverage-lead agent owns the relationship and the call; specialist agents do the research and preparation.

Sector Research Agent

Produces and maintains industry and company research.

Continuously tracks the sector, builds company profiles, monitors deal activity and drafts the research that informs origination. Spawns parallel research sub-agents by subtopic and keeps the coverage universe current, every claim cited to source.

Idea Generation Agent

Screens for and drafts origination ideas across the product suite.

Screens the coverage universe for actionable angles … refinancing windows, M&A logic, capital-structure gaps … and drafts the idea memo and supporting slide. Surfaces and frames the idea, each tied to a concrete trigger; the coverage-lead agent judges which reach a client.