Financial and Investment Research

Financial and Investment Research

Our Financial and Investment Research vertical caters to all kinds of research requests and provides in depth analysis of the company or industry it researches. Depending on your requirements you can choose from a wide range of services. Our research capabilities range from an equity research on listed entities to valuation and Investment analysis of private firms.

Equity Research

  • Company coverage
  • Creation and maintenance of financial models
  • Industry analysis
  • Earnings analysis and coverage
  • Event driven reports
  • Stock valuation – DCF, relative
  • Sensitivity / Scenario Analysis
  • Trading comparables

Credit Research

  • Creating and updating credit models
  • Creating and Updating annual reviews and credit write ups
  • Covenant tracking
  • Regulatory Reporting

Investment Banking Research

  • Target screening
  • Company Profiling (one pager, 3-4 pager to deep dive)
  • Industry Research and Market analysis
  • Competitor Benchmarking
  • Due Diligence
  • Financial Modeling and Valuation support
  • Precedent M & A Transaction analysis
  • Capital Structure Analysis
  • Preparation of Information Memorandum & Pitch Books

Valuation & Investment Reports

  • Investment Report
  • Investment Analysis
  • Financial Model
  • Relative Valuation/ DCF modeling
  • Valuation Report
  • Business Plan
  • Business and Strategy Analysis