Research and Investment Services

Supporting as a full-service function while operating across the value chain and investment lifecycle

Research and Due Diligence

  • Detailed Industry Research and Competitive Landscaping​
  • Detailed Company Profiling​
  • Creating DDQs and Liaising with Management Teams​
  • Preparing IMs and Research Reports​
  • Financial Statement Analysis​
  • Term Sheet Evaluation​
  • Analyst Summaries and Flash Notes​
  • Tracking Economic Indicators and Business Journals

Marketing Analysis

  • Formulating Content Marketing Strategies
  • Creating Content Thought Pieces
  • Creating Newsletters and Case Studies
  • Creating PPMs
  • Managing Social Media and Email Campaigns
  • Creating Periodic Investor Communications
  • Graphic Design Expertise on Marketing Materials

Modeling and Analysis

  • Financial Modeling and Assumption Validation​
  • Leveraged Buyout Modeling​
  • Discounted Cash Flow Modeling​
  • Operational Modeling​
  • Merger Modeling​
  • Fund Modeling​
  • Budget Modeling and Variance Analysis​
  • Sensitivity Analysis​
  • Quality of Earnings Analysis
  • Industry Trends

Portfolio Management

  • Maintaining Operating Models
  • Periodic Portfolio Valuations (IRC 409A and ASC 820)
  • Trading and Transaction Comparable Analysis
  • Identifying Add-Ons and Potential Acquirers
  • Preparing Board Materials and Market Insights
  • Creating and Tracking Key Business Drivers
  • Hypothesis Testing

Deal Sourcing

  • Identifying Potential Targets​
  • Preparing Target Profiles​
  • Identifying and Marketing to Relevant Intermediaries​
  • Industry Overview Reports​
  • Summarizing Investment Memorandums​
  • Reviewing and ​Editing NDAs​
  • Market Sizing and Industry Mapping​
  • Tracking Relevant News and Industry Trends

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Customized Solutions for Asset Classes

Empowering smarter decisions through expert modeling, deep research, and rigorous due diligence

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