Investment research
Our teams collaborate with clients across the investment continuum, from pre-deal research to deal execution and post-deal research stages. In the pre-deal stage, we help clients screen for ideas and companies, build target lists, and support initial due diligence. During the deal execution stage, we aid deal advisory teams in carrying out high-quality “independent eye” research to complete commercial and vendor due diligence. In the post-deal completion stage, we offer research capabilities to aid investment and portfolio company teams in achieving target returns. Our clients appreciate our impact on various investments, capital allocations, and strategy decisions and outcomes.
We provide research services throughout the investment banking value chain for boutique as well as mid-market investment banking clients. Our M&A teams have buy-side and sell-side experience and specialization. We help achieve target returns by optimizing value creation plans throughout the market positioning, market entry and turnaround implementation stages.
Our teams provide research services for private equity firms, family offices and Sovereign Wealth Funds (SWF) throughout the investment life cycle from fundraising, initial screening, due diligence and investment to exit and reporting. Our due diligence capabilities cover the investment lifecycle, from industry deep dives, financial and valuation modelling, and creating investment memos to TAM assessment, benchmarking, business modelling, supply and demand assessment, pricing, macro-economic impact analysis, etc. We also offer specialized research capabilities for complex and challenging value-creation processes.
Our teams are equipped to provide end-to-end research and middle office support to hedge fund clients who can focus more on laying and executing strategies as well as improving client experience through enhanced client facetime.
Our teams have supported credit & fixed income research teams, leveraged finance and high yield advisory groups, and cross asset strategy firms win and fulfil credit research mandates across the globe.
Our teams have helped portfolio managers throughout the public markets research process from building and maintaining financial models, universe screens and sector databases to writing insightful thematic reports, building investment thesis and investment documents.
Our teams have deep financial modelling capabilities and have worked on an array of different types of challenging modelling assignments including feasibility and business models, MOIC and IRR based models, top-down and bottom-up equity and cross strategy models across industries and geographies.
We analyze financial markets, companies, and economic trends to deliver actionable insights for investors. Our financial models seamlessly integrate with our analysis to produce comprehensive outcomes, enabling clients to make sustainable ROI. By adopting a holistic approach to analysis, we strategically position our research to enhance delivery and results across the investment value chain.
Research Manager
