Financial Research & Analytics

"Assess viability, stability and profitability of a business or a project"

Financial Research service is highly recommended for

-- Investment Banks / Investment Boutiques / M&A Advisory firms
-- Asset Management companies
-- Wealth Management firms
-- Private Equity / Venture Capital firms
-- Hedge Funds and Equity Research firms

looking to create an extension to their in-house research teams or leverage external support at the Intern / Junior Analyst / Analyst / Associate level.

“Alphoenix Research provides pre-deal, ongoing deal and post deal support to global buy and sell side clients. ”
Financial Research, Financial Modelling

Our Offerings

Investment Banks / Investment Boutiques / M&A Advisory Firms

We provide pre-deal, ongoing deal and post deal support to our clients. Our offerings to Investment Banking clients include:

Company Research: Screening of buyer & target companies, detailed company profiles (10-15 pager), short / crisp company profiles showcasing information for KPI’s and management biographies.

Industry Research: Detailed industry study, market sizing, recent developments, industry dynamics and landscape, competitive benchmarking showcasing KPI’s and financial benchmarking.

Financial Research & Analysis: Trading Comparables, transaction comparables, company benchmarking, valuation (DCF, Relative), sensitivity & scenario analyses, merger modeling and accretion & dilution modeling.

M&A Pitchbook Support: Market overview, bank overview, situation and positioning overview, valuation summary, potential buyers, summary, recommendations and appendix.

Corporate Finance: Disposal advisory, buy side advisory, restructuring services, refinancing, capital raising, capital structure analysis, debt comparables, debt maturity profiles, strategic business advice, project financing and general financial advisory.

Private Equity / Venture Capital Firms

We offer bouquet of services to private equity and venture capital firms:

Fund Raising: Fund or capital raising presentations, identifying right pool of investors (with profile and contact information) and creating marketing materials.

Opportunity Sourcing & Initial Screening: Market / sector / industry studies, company screenings and creating target lists or buckets, company profiles, benchmarking and trading & transaction comparables.

Due Diligence & Deal Support: Financial models (DCF, IRR, Revenue Build-Up), trading and transaction comps and sensitivity analysis.

Portfolio Monitoring and Management: Financial benchmarking, portfolio health dashboard, buyers list, presentations, Newsletters and exit options analysis.

Hedge Funds and Other Global Funds

We offer various support services to global funds including:

-- Sector / thematic research
-- Macroeconomic research
-- Exchange rate & global economies tracking
-- PESTLE analysis
-- Analyze & screen securities
-- Financial modeling & valuation analysis (DCF, LBO, sensitivity analysis)
-- Cash flow modeling
-- Comparable companies analysis
-- Portfolio monitoring and performance analysis
-- News tracking & monitoring
-- Niche industry/thematic sector research