How we helped a Private Equity client to build a Comprehensive Model that can Project the Demand for
How we helped a Private Credit client to build a Live Dynamic Portfolio Monitoring Dashboard to view details
How we helped a Cryptocurrency Mining client to build a Competitive Benchmarking Deck to be used for Analysis
How we helped a Corporate FP&A client to create an M&A Integration Playbook to monitor integration process
How we helped an Investment Bank client to build a Bid Summary Model to analyze and represent various
How we helped a Family Office to build a detailed Track Record Analysis of the Private Equity Firms’
How we helped a Private Equity client to build a Valuation Model for a Downstream Oil Holding Company
How we helped an Investment Banking client to Maximize the Sale Proceeds and the Portfolio Size in a
How we generated deeper insights and decision-driving research on a Private Equity investor’s portfolio
How we helped a Fintech Investment Bank to conduct a TAM analysis for an Embedded Finance Fintech firm
How we helped an Endowment Fund to design a performance scorecard to perform quantitative and qualitative analysis of
How we assisted a Private Equity client to prepare a one-pager LBO template model to evaluate the initial
How we helped a Private Equity client to conduct Auditing of Employee Business Expenses and Aging Analysis
How we helped a Private Equity client to analyze financial models for anomalies, ran an LBO transaction and
How we supported an E-commerce marketplace aggregator analyze an Amazon marketplace seller’s brand performance
How we helped a Private Equity client to adopt strategies for investing in the near term during the
How we helped a Private Credit client to evaluate the investment opportunities within the alternative credit space
How we helped an Investment Banking client to create a global scoring system that ranks countries based on
How we helped a Private Credit client to create a list of potential refinancing targets by analyzing portfolio
How we helped a Family Office client to build a template and analyze past and current sales data
How we helped a Private Credit Fund client to perform a valuation of leveraged loans portfolio quarterly
How we helped an Impact Investing client to analyze and track the performance of portfolio companies in comparison
How we supported a Growth Equity firm in analyzing the performance of a target with a SaaS Business
How we assisted a Private Equity firm organize the data room of a potential target and conduct store-level
How we helped a Private Credit client to build an investment committee briefing as per the underwriting mandate
How we helped a Venture Capital client to finalize a pipeline of companies that could be considered for
How we assisted a Hedge Fund in visualizing trends & KPIs for investment strategies and tracking the performance
How we provided value-add to a Secondaries advisory firm by revamping their reporting templates
How we assisted a Recruiting firm by maintaining and updating the CRM database of candidates in the Private
How we helped a Private Equity firm in tracking performances and updating valuations of portfolio companies quarterly
How we helped a global Investment Holding corporation to build a financial statement reporting and operating model automation
How we helped a portfolio company of a Private Equity firm to create a monthly board presentation
How we supported a Hedge Fund in tracking their funds’ performance and providing an overview of the competitive
How we assisted a Secondary Private Equity firm in creating a performance tracker for publicly listed asset managers
How we helped a Real Estate firm identify potential Requests for Proposals (RFPs) for Real-Estate development
How we helped a public equity firm build an automated dataset for active securities using Cap IQ screens
How we helped a private equity firm with financial data analysis for an E-commerce hunting company
How we helped a private equity firm in preparing an intercompany report and with reconciliation of workbook
How we helped a private equity firm to build a performance tracking system for one of its portfolio
How we helped a private equity firm build a real estate portfolio cash flow model for analysing its
How we helped an Investment Banking firm in creating a repository of potential buyers in the Plastic Industry
How we worked with a Family Office to provide deeper insights into SPACs in the U.S. Healthcare sector
How we assisted a Private Equity firm by creating an automized tear sheet using their CRM platform
How we helped a Sovereign Wealth Fund understand a new ecosystem and provided a recommendation as to which
How we helped a Private Equity firm in performing Consumer Sentiment Analysis on products and brands
How we helped an Investment Bank in identifying a potential acquisition target for its MNC client
How we assisted a client in leveraging data from multiple data vendors to run company valuations
How we supported a Real Estate Advisory firm in analyzing the energy consumption trends of supermarkets across the
How we helped an Equity Research and Investment Banking firm in recognizing industry trends and taking action
How we helped an Asset Management firm in building a flexible and comprehensive financial model
How we helped a Private Equity firm in facilitating end-to-end financial due diligence on one of the biggest
How we helped a US-based Fintech firm in creating geography-focused industry and target research
How we helped a Private Equity firm in understanding the DevOps Software industry to identify attractive segments
How we helped a Private Equity firm in building an operational and transaction model of a Rural Broadband
How we helped a Cryptocurrency Miner by creating a model to determine the optimal choice between alternatives
How we helped a Private Equity client in conducting a break-even cost analysis between two private jet contracts
How we helped a financial advisory team develop a project finance model and investment memorandum
How we helped a Private Equity client in monitoring valuations across their Secondary Credit portfolio
How we helped an Investment Banking client analyze and model various bids received for a sell-side mandate
How we helped a Portfolio Company in creating multiple marketing materials for Print and Digital platforms
How we helped a US based Private Equity client in conducting Financial Analysis of one of its portfolio
How we helped the client prepare a Supply and Demand model that helped improve Operational Efficiency
How we helped a Private Equity client in performing due diligence analysis for the target company operating in
How we helped a Private Equity client in preparing an LBO Model, Acquisition Financial Model, and an Investor
How we helped an Alternative Asset Management client in fixing and reviewing a broken ‘Buyout Model’
How we helped a Private Equity client in building a Dynamic Base model for Multi-Level Acquisitions
How we prepared a deal summary for a Private Credit firm and provided a recommendation for a target
How we helped a Family Office perform deal diligence by modeling investment returns and performing a sensitivity analysis
How we assisted a Real Estate firm in tracking the current and future performance of their funds
How we assisted a Private Equity firm in Africa with tracking the performance of their debt portfolio
How we helped an asset manager by providing deeper industry insights and valuation analysis of a pharmaceutical company
How we helped an Asset Manager evaluate a potential investment opportunity by preparing a merger model of two
How we assisted a Private Equity Fund in preparing waterfall work papers to value the fund’s investments
How we assisted a Private Equity Firm in a Sum of the Parts (SOTP) valuation and merger analysis
How we assisted a Private Equity firm by building a fund model to evaluate a secondaries transaction
How we assisted a private investment group by preparing a financial model for a residential housing construction SaaS
How we helped a client make an informed decision about its prospective investment by providing Industry and Country
How we supported an Investment Bank with the valuation and leverage analysis of Commercial Real Estate Advisory companies
HALF-YEARLY REPORT FOR H1 2023
