Client Segments
We provide research, valuation and analytics support services to a wide range of clients including asset managers, investment banks, brokerages, private wealth managers, private equity (PE) and venture capital (VC) firms, enterprises, valuation firms and individual investors.
Investment Banks
We can support investment banks to source more deals, increase win rates and speed up profitable growth through a wide range of our support activities that increase their bandwidth, client-facing time and capacity to expand into new areas.
Our services for investment banks include:
Brokerage Houses
Brokerage houses can utilise our services to reduce their research cost and increase their bandwidth as we are able to take on 50 – 90% of their initiation coverage and maintenance-related process. With our support, in-house research teams can spend more time with their clients, generate additional new ideas and expand coverage at a faster pace than their peer group.
Our services for brokerage houses include:
Asset Managers
We generate and screen high-quality investment ideas in a customized and cost-effective manner to help asset managers outperform their peer group. We also perform time consuming and repetitive tasks such as creating fund fact sheets, updating databases and gathering competitive intelligence to help asset managers improve the effectiveness of their sales and marketing efforts. Further, we work on financial modeling, data gathering, company research, industry research and economy research which frees up our clients' valuable time and enable our clients to focus more strongly on meeting customers, building consultant relationships and growing AUM.
Our services for asset managers include:
Private Wealth Managers
Private Banking and Wealth Management firms can leverage our support to build new research products and portfolio analytics tools as well as sales and marketing material that help them differentiate in a competitive market.
Our private banking / wealth management support services include:
PE and VC Firms
PE and VC firms can use our services to accelerate deal origination, efficiently execute the deals and close the deals faster as well as carefully monitor the portfolios and identify exit strategies.
Our services for PE and VC firms include:
Deal Origination Support
- Top-down Industry Reviews
- Identifying Targets
- Theme-based Target Screening
- Brief/Detailed Company Profiles
- Preliminary Valuation
Deal Execution Support
- Advanced Financial Modeling
- Valuation Services
- Research on the Target Company's Value Chain
- Assistance in Drafting Investment Memoranda
Portfolio Monitoring
- Variance Analysis of Company's Performance
- Benchmark Best Practices across Portfolio
- Periodic Valuation of Individual Companies and the Complete Portfolio
- M&A Support for Add-on Acquisitions
Exit/Divestment
- Tracking IPO Market and Related Dynamics
- Relevant Industry Coverage
- Identifying Potential Strategic and Financial Buyers
- Exit Feasibility Analysis
Enterprises
We help enterprises in long term strategy formulation and tactical business planning through our services such as market assessments, industry research, financial research and analysis and research on business themes.
Our services for enterprises include:
- Market Sizing Studies
- Regulatory Environment Assessment
- Competitive Intelligence Gathering
- Customer Analytics
- Supplier/Partner Identification
- Business Valuation
- Investor Relations Support
Valuation Firms
We offer highly defensible tax compliance and financial reporting valuation support services to valuation firms. We help our clients in different phases of the transaction process, tax compliance valuation process and financial reporting valuation process for companies at various stages i.e. from start-up to large corporations, across varied industry sectors.
Our services for valuation firms include:
- IRC 409A valuation Services
- Fair Value Measurement (ASC 820 formerly FAS 157)
- Share Based Payments (FAS 123R)
- Purchase Price Allocation (FAS 141R and ASC 805)
- Fair Market Value Determination (IRC 83 b Election)
- Financial Modeling
- Transactions Support
- Fairness Opinions
- Estate and Gift Tax
- Intangibles Valuation
Individual Investors
We help individual investors to generate and screen high-quality investment ideas in a customized and cost-effective manner. We also support them in various steps of investment decision making process such as financial modeling, data gathering, company research, industry research and economy research.
Our services for individual investors include:
