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Investment and Research Services

Comprehensive financial solutions tailored to your needs

Investment Background

Investment and Research Services

Our comprehensive investment and research services are designed to provide you with the insights and strategies needed to navigate complex financial markets and achieve your long-term financial goals.

With a team of experienced analysts and advisors, we deliver data-driven research and personalized investment solutions that help you make informed decisions in an ever-changing financial landscape.

Our Expertise

Research Excellence

Our investment and research services are built on a foundation of deep market knowledge, rigorous analysis, and innovative thinking. We provide comprehensive insights that help our clients make informed decisions in an ever-changing financial landscape.

Data-Driven Insights

Leveraging advanced analytics to uncover market opportunities and trends.

Customized Research

Tailored research solutions designed to meet your specific investment objectives.

Global Market Coverage

Comprehensive analysis across diverse markets and asset classes worldwide.

Strategic Advisory

Expert guidance on investment strategies and portfolio optimization.

Who We Serve

FamilyOffices1AssetManagmentCorporatesInvestmentBanksPrivateEquityVentureCapitalFamilyOffices1AssetManagmentCorporatesInvestmentBanksPrivateEquityVentureCapital

Our Offering

FULL TIME ANALYST

Our full-time analysts work as part of extended client team. In an FTE engagement, our analysts work exclusively for the client on a full-time basis and give continuous support, helping clients to control and prioritize projects better.

INFORMATION MEMOS (CIMs)

We prepare highly impactful Confidential Information Memorandums (CIMs) to help businesses and investment banks effectively present investment opportunities to potential investors and suitors.

FINANCIAL MODELING

We prepare detailed financial models in MS Excel, for investment banks, PE funds, Startups and Corporations. These financial models are of various type, depending on their end use.

M&A DEAL SUPPORT

We provide end-to-end M&A and fund-raising support to startups, corporations and investment banks. Our transaction support process starts with a detailed assessment of the client business, including key value drivers, growth potential and financial details.

PITCH BOOKS

We prepare highly impactful pitch presentations, with several graphs, charts, tables, and other visually appealing infographics. Our pitch books are used by investment banks while making pitch presentations to potential clients for advising them on M&A transactions.

BUSINESS VALUATION

We prepare intricate business valuation models using a combination of the commonly used valuation methodologies. These include DCF Valuation, Comparable Company Valuation (both listed and transaction comparables), and Sum of The Parts (SOTP) Valuation.

EQUITY RESEARCH

We provide full Equity Research reports including coverage initiation reports and periodic updates. Our reports are research intensive with in-depth analysis aiding portfolio managers in the investment process.

INDUSTRY RESEARCH

We have a group of experienced industry analysts, who carry out in-depth research on a broad spectrum of industries, including some industries that are not very widely covered. We primarily rely on secondary resources for our industry research.

BUSINESS RESEARCH

We offer customized research on companies and businesses operating all over the globe. Research includes finding key personnel, revenue, no. of employees, competitors and contact details of the key members.

Cost Comparison

See how partnering with us can significantly reduce your operational costs while maintaining quality.

$

United States

Average Annual Salary

$88,000
£

United Kingdom

Average Annual Salary

£50,600
A$

Australia

Average Annual Salary

A$105,000

Partner with us and save

40%

Even before factoring in the time, effort, and expenses involved in hiring and onboarding the right talent.

Quality Without Compromise

We deliver the same (or better) quality of work without the overhead, so you get exceptional value without compromise.

Get in Touch

Let's discuss how we can help you achieve your financial goals.