Tuesday, December 29, 2020

Investment banking from home thrived in Covid, but some fear losing edge

 

Some investment bankers fear losing their competitive edge as they pitch digitally for business, amid concerns that younger bankers are falling behind



By David French, Matt Scuffham, Krystal Hu and Imani Moise
NEW YORK (Reuters) - Cary Kochman kicked off a sale process for U.S. printing services provider InnerWorkings Inc just as lockdowns to limit the spread of the novel coronavirus took effect in March.

The Citigroup Inc global co-head of mergers and acquisitions, who was advising InnerWorkings on clinching a deal, had to rewrite a playbook he used for most of his 30-year career.

There would be no on-location due diligence for perspective buyers and their lenders. Tours were carried out virtually by people walking around the company's facilities with iPads. Negotiations were done remotely.

By July, Koch man had secured a $177 million sale of InnerWorkings. The price was equivalent to where the company traded as the March lockdowns began, and a 127% premium to its market value the day before the announcement.

His bank's investment banking revenue was up 25% year-on-year in the second and third quarters as companies took advantage of a stock market rally and cheap financing to pursue dream deals and capital raises.

While remote working has paid off handsomely, Kochman and his peers predict bankers will hit the road to meet clients again once the COVID-19 pandemic subsides.

"We are winning new business and beauty contests, but it is hard in this moment to replace an existing and trusted relationship," Kochman said.

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