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Research and Investment Services

How we support the
Research and Investment process

DEAL
SOURCING
  • Identifying Potential Targets
  • Preparing Target Profiles
  • Identifying and Marketing to Relevant Intermediaries
  • Industry Overview Reports
  • Summarizing Investment Memorandums
  • Reviewing NDAs
RESEARCH AND
DUE DILIGENCE
  • Detailed Industry Research and Competitive Landscaping
  • Detailed Company Profiling
  • Creating DDQs and Liaising with Management Teams
  • Preparing Investment Memorandums and Research Reports
  • Financial Statement Analysis
  • Term Sheet Evaluation
  • Analyst Summaries and Flashnotes
  • Tracking Economic Indicators and Business Journals
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
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
MARKETING AND COMMUNICATION
  • 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

Research and Investment Insights

Who We Work With

Adding value to clients across geographies, sectors and classes

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Early Stage Platforms

Businesses in the early stages of building operating strategies with end-to-end support.

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Established Firms

Established businesses working with operating leverage for discreet activities or new initiatives.

Connect for inquiry

Get in touch today and learn how we can create an impact, together.

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