Case Study

Streamlining Portfolio Reviews: Arx Database Empowers Bryan, Garnier & Co

Arx Database empowers Bryan Garnier & Co’s global team with a comprehensive source of information, enabling them to gain deeper insights into their network and uncover valuable growth prospects.

"Arx Database enhances our efficiency in tracking investment fund portfolios. It helps us quickly identify funds based on their investment criteria and sector expertise, and facilitates the preparation of portfolio reviews. A valuable time-saving for our teams in deal sourcing."
Jonathan Bohbot
Jonathan Bohbot
Managing Director at Bryan, Garnier & Co
Company Profile
Industry
Investment Banking
Headquarter
London, UK
Offices
France, Germany, Switzerland, Sweden, Norway, Iceland, USA
Employees
250+
Use Case
Sourcing
Product Used

About Bryan, Garnier & Co

Bryan, Garnier & Co is a leading independent investment bank renowned for its expertise in the healthcare and technology sectors. With a 25-year history, the company has maintained an unwavering commitment to the long-term success of its clients, fostering a culture of excellence and innovation.

It stands out by closely working with high-growth companies and disruptive players dedicated to addressing significant and urgent sustainability challenges.

With deep sector expertise and a global perspective, Bryan Garnier & Co supports these companies throughout their lifecycle, providing insights, access to public and private capital markets, and M&A advisory.

Bryan Garnier & Co positions itself not only as an investment bank, but also as a strategic partner dedicated to promoting sustainable growth and innovation.

Challenge

Strengthening opportunity sourcing at scale

Bryan Garnier & Co aimed to strengthen its opportunity sourcing and identify the best international counterparts for its M&A activities.

The processes of fund portfolio research, investment fund selection, and preparation of fund summaries were time-consuming. Bryan Garnier & Co sought efficient tools to optimize these tasks.

Solution

Arx Database for PE portfolio tracking

To address these challenges, Bryan Garnier & Co adopted Arx Database developed by Arx, a solution specialized in tracking transactions in private equity and investment fund portfolios.

Already used in their Paris offices, this comprehensive database allows, among other features, the search for funds based on their investment criteria and sector expertise, as well as the quick preparation of fund summaries.

After more than 7 years of collaboration, Jonathan Bohbot, Managing Director, expressed his ambition to extend the use of Arx Database to all Bryan Garnier & Co offices. Thus, in collaboration with Arx, the subsidiaries of Bryan Garnier & Co conducted tests of the solution, which demonstrated the relevance and quality of the data provided by Arx Database, proving to be a significant asset for the teams in tracking investment funds and M&A transactions.

Result

Measurable impact on efficiency and deal sourcing

80%
Reduction
Reduction in portfolio review preparation time, enabling teams to focus on strategic activities and high-value interactions.

"Arx Origination Database offers considerable time savings in tracking private equity transactions and investment fund portfolios, both locally and internationally, thanks to the comprehensiveness of the data, user-friendly interface, and platform clarity."

Jonathan Bohbot
Jonathan Bohbot
Managing Director

The implementation of Arx Origination Database enabled Bryan Garnier & Co to achieve significant time savings. The process of creating buyer books was significantly reduced, resulting in a substantial increase in efficiency.

This improved efficiency allowed the teams at Bryan Garnier & Co to focus more on strategic activities. The integration also resulted in a notable increase in the identification of relevant counterparts, particularly among corporates.

The Arx Origination database also brought a significant improvement in the comprehensiveness of data on Small & Mid-Caps fund holdings, providing Bryan Garnier & Co with more precise and comprehensive information for decision-making.