Core Competencies

TresVista offers a diverse range of services to its clients from investment screening, valuation analysis, and financial modeling to advisory work, research, and due diligence.

Valuation Analysis

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Merger Consequences

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Financial Modeling

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Fixed Income Research

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Equity Research

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Market Analysis

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Portfolio Management

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Landscaping

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End-to-End Solutions

TresVista understands each client’s distinctive investment strategies & unique work styles and provides end-to-end solution by supporting them on several activities such as industry research and analysis, market analysis, stock market performances, building detailed investment models with relevant sensitivities and putting together investment memorandums. TresVista has assisted clients across a variety of sectors and with numerous challenging projects. TresVista has also provided thought pieces on niche industries, insights into specific companies, compiled valuation pieces, and built complex financial models.

TresVista provides end-to-end services across all stages for private equity clients, from fund raising to investing and managing the portfolio, and finally realizing value. The spectrum of services enables private equity firms to better screen, evaluate, and manage investments.

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TresVista provides services to support investment banking clients in all stages of the investment banking process. TresVista’s services enable firms to maintain a lower head count internally and focus on strategic decision making.

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TresVista provides complete range of services to asset management clients, including providing complete support to the portfolio manager. This enables the firm to focus on making investments, with the responsibility of human resource and retaining the institutional knowledge responsibility taken on by TresVista.

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TresVista provides advisory services to corporates, entrepreneurs, and portfolio companies; enabling them to streamline their operations, evaluate growth opportunities and exit opportunities, and raise growth capital.

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TresVista helps its clients leverage customer data to generate strategic insights. TresVista provides comprehensive business intelligence and analytics solutions while adding greater value to its clients’ processes.

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Partnering with TresVista

Clients have the flexibility to engage TresVista through the following ways:

Annual Contract

  • A client commits to use a certain block of FTEs
  • A team is assigned and is continuously available
  • Ensures immediate/priority service and complete customization
  • Clients benefit from service flexibility by effectively using their TresVista team as their workload fluctuates
  • Offers clients additional cost savings relative to a Single Project Engagement
  • Suitable for clients looking for financial services, integral to growth strategy of the firm (e.g. asset management firms looking for support team for their Portfolio Managers, top heavy private equity firms, investment banking firms looking to extend their team and increase deal support, etc.)
  • With respect to annual contracts, clients are provided with a dedicated team, consisting of a dedicated Analyst and an Associate managed by a Vice President. This team works closely as an integral part of the client team, and is continuously available for all projects related to the client. Given the work flow and communication, especially among annually contracted clients, the higher levels of interaction allows for the team to develop efficiency as they work closely with the client and also ensures a sense of team between the client and the TresVista team. Also, with most clients, the provision to pull on additional resources when need be is provided. This happens especially when there is a tight deadline and the dedicated team is not enough to complete the task

Project Engagement Model

  • Enables prospective clients to gauge TresVista’s service capabilities and quality
  • Clients experience the same high-end service delivery as an annual partnership, as they will be serviced by the same dedicated team project to project, as per availability
  • Suitable for clients with limited visibility of service requirement (e.g. private equity shops in fund raising mode, entrepreneurs/CFOs/CEOs in various stages of growth, fund raising exercise for corporates, etc.)
  • The project engagement model is suitable for prospective clients who are looking to assess the capabilities of the firm. With project based clients, there is no fixed allocation of the Analyst and Associate team across projects. When the need arises for client projects, a team is put together and assigned for the project/request
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