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.
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.
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.
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