Case Study — Feb 5, 2026
A Leading Global Commercial Bank Enhances Private Credit Offering with Capital IQ Pro
THE CLIENT:
A leading multinational financial services company in EMEA
USERS:
UK Private Credit Team
PRODUCTS:
S&P Capital IQ Pro
Recognized as one of the leading multinational financial services companies in the world, the institution has maintained a consistent focus on innovation and disciplined growth. To advance its commitment to providing bespoke lending solutions that meet client needs, the bank has expanded its private credit offerings in recent years through both in-house capabilities and partnerships with alternative asset managers.
As the firm expanded its headcount within private credit, the newly formed UK team sought to formalize its approach to company analysis, market mapping, and competitive intelligence. Given the evolving nature of global lending markets, the team needed a combination of public and private company data, loan sector detail, and insights into the commercial banking sector.
Pain Points
- Private Company Data Needs: With a focus on direct lending to middle market companies, the team sought comprehensive coverage of private companies globally.
- Market and Competitor Intelligence: As they navigated the dynamic global lendin
- Unified Analytical View: They aimed to integrate fundamentals, credit ratings, and market data into a single workflow – supporting faster, more confident lending decisions.
- Sharper, Data-Driven Decisions: In a competitive lending environment, the bank wanted efficient tools that deliver actionable, forward-looking insights without adding complexity.
The Solution
In collaboration with the bank’s UK-based private credit team, the Commercial team at S&P Global Market Intelligence evaluated key workflows and identified several analytical solutions that would drive value. This assessment led the bank to adopt S&P Capital IQ Pro as its primary market intelligence platform, leveraging a wide range of data and workflow tools to propel the team’s early success.
Private Company Data: As the team began to conduct due diligence on potential borrowers, it was critical to have a reliable source for private company intelligence. With more than 58 million private companies, including over 14 million with financials, Capital IQ Pro is able to provide both the breadth and depth of market coverage the bank required.
Syndicated Loans Data: To maintain a pulse on broadly syndicated loan (BSL) activity, the team turned to Capital IQ Pro’s recently enhanced fixed income markets coverage. By actively monitoring leveraged loan markets across industries and regions, team members could gain a better understanding of prevailing lending conditions and terms offered by competitors in the BSL market.
Banking Industry Intelligence: In addition to intelligence on corporate borrowers and lending activity, the bank had a secondary need for data on financial institutions. This information would prove to be critical, as the team increasingly evaluates counterparty credit risk of peer lending institutions that may co-sponsor certain loans. S&P Global Market Intelligence’s longstanding history of providing data and insights on the banking industry was a perfect fit. With Capital IQ Pro, the team would have access to detailed regulatory information on bank balance sheets, credit quality trends, capital adequacy, and more.
Workflow Efficiency Tools: The bank was also keen to leverage Capital IQ Pro’s Generative AI tools (Document Intelligence, ChatIQ) and Excel plug-in to automate repetitive workflows and efficiently derive insights from disparate sources of data.
Added Benefits
In addition to the core solutions, the bank would have access to S&P Global’s financial modeling team to support the development of customized financial models in Excel. This collaboration not only improves the accuracy and timeliness of financial forecasts but also empowers the bank's analysts with advanced modeling techniques. As a result, the team can spend less time on cumbersome work in Excel and focus more on deal diligence and higher value workstreams.
Key Benefits
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Figure 1: Loan Sector Overview Page
Results
By integrating data on private companies, leveraged loans, and financial institutions, the private credit team enhanced its ability to evaluate both current and expected borrower performance and assess new deals. Coupled with advanced Gen-AI tools and Excel capabilities, Capital IQ Pro has become an essential platform as the team advances the bank’s offerings within private credit to meet borrower needs.
These capabilities have positioned the bank to respond proactively to market shifts, strengthen client relationships, and maintain a leading edge in the competitive corporate lending landscape.
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