CMG Partners with BNP Paribas to Strengthen European Expansion  | Read the Announcement
Who We Serve: Sell Side

ECM Efficiency –
From Origination to Settlement

Streamline investor targeting, communication, bookbuilding and analysis of capital-raising activity

Compliance

Perform enhanced oversight with a digital audit trail for all offering-related requirements and communications
Key Challenges
Overseeing investor certifications and eligibility to ensure proper distribution of offering-related documentation and deal-specific reporting
CMG Solutions
Investor Eligibility
Utilize compliance tools to easily manage, audit and track attestation statuses, including 5130/5131 and QIB forms
Document Distribution
Leverage tools for prospectus delivery and offering memorandum distribution, with built-in reporting and tools to eliminate redundant sends
Comprehensive Offering Management
Enjoy peace of mind knowing offerings are properly managed and fully compliant, with a digital audit trail inherent to the platform

Best-in-Class ECM Solutions

Our complementary products provide unmatched efficiencies and data-driven insights

CMG XC

Harness the power of end-to-end integrated workflows

CMG DataLab

Leverage data and analytics to make timelier, better-informed decisions

FAQS

DataLab for sell-side teams

DataLab gives sell-side ECM teams real-time access to comparable deal data including terms, discounts, structure, underwriter participation and aftermarket performance across deals that priced hours, days or years ago. Analysts can pull and format comps sets in minutes without chasing the syndicate desk or public filings. Global coverage across 50+ regions means international precedents are equally accessible. 

Data exports directly to Excel for pitch books and presentations, and the DataLab Excel Add-In powers existing spreadsheet workflows providing a flexible alternative to API data integrations.

DataLab’s league tables rank underwriters by fees, dollar volume, wallet share and performance across sectors, regions and deal types globally. Reports are updated in real time as deals price. ECM teams can filter by sector, deal type or region to benchmark their own performance and track competitive positioning.  

DataLab provides pricing and structure data across 38,000+ historical transactions including IPO price ranges and revisions, pricing discounts, aftermarket performance, fee economics, and manager roles. Sell-side teams can filter by sector, region, deal size and deal type to build pricing rationale with live market context. The IPO Pricing, IPO Structure, Follow-on Pricing and Follow-on Structure reports give deal-level detail on offer price, discount, size, structure and underwriting terms. For convertible bond transactions, CMG captures coupon, premium, % of par and much more.

XC for sell-side workflows

CMG XC provides a real-time shared order book that consolidates orders from syndicate participants and investors, replacing manual “book swapping”. Orders are synced using CMG’s investor matching engine, which standardizes investor identities across counterparties. Active Bookrunners can also create and share draft allocations and syndicate participants can submit their retail demand directly on XC.

Yes. The XC APIs are built for integration with sell-side CRM platforms, trade processing systems and internal databases. CMG’s investor matching engine standardizes the investor identity across counterparties and CRM entries. The CRM entity master can be accessed via the XC web app or API, with bulk CSV upload available for firms managing investor data outside the platform. 

Yes. Real-time event notifications via EventHub deliver platform events such as trade release, allocation updates and attestation status changes directly into internal systems, supporting STP workflows between CMG and downstream systems.

Leverage the CMG Network

Leading financial institutions rely on CMG to manage their ECM business. Get in touch to learn how CMG can help your business, too.