Industry Segments

Investment Banking

Investment Banking

We are working with investment banking firms to help improve productivity, reduce costs, and become more agile. Supporting them with financial modeling & valuations, due diligence, investment memorandums, transaction research, and building pitch decks.

  • Mergers & Acquisitions

    Support across the M&A cycle including financial modeling, valuations, due diligence, origination, marketing & Business Development.
    Origination support covers target/buyer screening, trading comps & precedent transactions.
    Marketing support including pitch books, CIMs, teasers, competitive landscapes, and case studies.

  • Equity Capital Markets

    IPO Comps, Primary and Secondary Market Analysis
    ECM Overview, Newsletters, Economic Calendars, Investor Analysis

  • Debt Capital Markets

    Credit analysis, Credit memos, Rating Analysis

Private Equity

Private Equity

Helping PE firms across the deal life cycle from deal screening, due diligence, industry analysis, modelling and portfolio company support

  • Deal Screening

    Create deal filtering template to shortlist deal inflow and identify target opportunities and analyze deal viability, prepare target profiles, identify potential targets

  • Research & Due Diligence

    Detailed industry research reports with competitive analysis, prepare investment memorandums, financial statement analysis, create DDQs

  • Modelling & Valuation

    Financial Modeling & Assumption Validation ( LBO, DCF & Operational Modelling ) Relative value and precedent transaction analysis

  • Portfolio Monitoring

    Support all functions relating to portfolio companies (build / maintain operating models, portfolio valuations, comp analysis). Build Dashboard for portfolio company reporting and analysis.

Hedge Funds

Hedge Funds

Help fund managers with stock screening, earnings summary & quarterly updates, financial modelling, creating tear sheets, detailed research reports, industry analysis and data analytics.

  • Stock Idea Screening

    Analyze stocks based on fundamentals analysis, valuation multiples, sectoral trends, pre-defined templates, etc.

  • Financial Modelling & Tear Sheets

    Create customized models based on key business drivers/assumptions, Pre & Post Earnings model update

  • Industry & Company Research

    Fundamental Analysis & Industry landscaping reports, micro and macro thematic research reports, company research, competitive benchmarking, etc

  • Portfolio Monitoring and reporting

    Daily News Report, Quarterly earnings summary, Analyst Calls summary, portfolio analytics & key metrics monitoring and updates

Venture Capital

Venture Capital

We help VC firms with target evaluations, deal screening, deal due diligence, IC memos & detailed transaction research and portfolio maintenance activities.

  • Target Evaluation / Investment Diligence

    Market overview analysis, Opportunity size (TAM), due diligence reports & investment memos

  • Deal Screening

    Create deal filtering template to shortlist deal inflow and identify target opportunities and analyze deal viability, prepare target profiles, identify potential targets, Create tech/startup “watch list”

  • Modelling & Valuation

    Financial Modeling & Assumption Validation, Relative value and precedent transaction analysis

  • Portfolio Monitoring

    Support all functions relating to portfolio companies (build / maintain operating models, portfolio valuations, comp analysis). Build Dashboard for portfolio company reporting and analysis.

Fixed Income & Credit Research

Fixed Income & Credit Research

We aim to deliver value-add services for our credit clients to enable them to focus on their core competencies. Supporting them with financial modeling, Capital Structure and Covenant analysis, leveraged loans and private debt memos, Coverage initiation, and maintenance.

  • Capital Structure and Covenant analysis

    In-depth analysis of cash flow waterfall and collateral packages

  • Leveraged Loans and Private Debt Memos

    Writing memos for public and private issuers

  • Financial Modelling & Research

    Forecasted cash flow models, Cash flow models for pre-payment, interest rates, and default/recovery scenarios

  • Portfolio Monitoring

    Analysis of MBS/ABS/CDO/CLO deals and constituents and highlighting key changes in deals & constituents

  • Borrower/Guarantor financial analysis

    Comprehensive analysis of the borrower/guarantor's financial profile enabling to make informed lending decisions and mitigating risks, ensuring a secure and successful lending relationship

  • Probability of Bankruptcy using Altman Z Score

    Providing a reliable measure of the probability of bankruptcy, empowering investors and lenders to assess financial distress risks and make informed decisions

  • Probability of Default using the Merton Model

    Offering a robust framework for estimating the probability of default, aiding investors and creditors in evaluating credit risk and making prudent financial decisions

  • Synthetic Credit Rating Estimation

    Utilizing a combination of quantitative models and market data to approximate the creditworthiness of an entity, providing valuable insights for investors and risk management

Regulatory Compliance

Real Estate Investments

  • Deal Screening

    Identify & evaluate potential investment opportunities, create credit & investment memos

  • Due Diligence

    Provide preliminary, operational & commercial due diligence. Historical financials and debt analysis alongside capital structure analysis. Prepare presentations and teasers

  • Financial Models & IRR Analysis

    Build financial models & IRR analysis for commercial and residential projects

  • Market Research

    Conduct in-depth studies on market landscapes, growth expectations, drives and price analysis

  • Portfolio Support

    Aggregate operational & financial data across assets and build bespoke dashboards using PowerBI & Tableau

Family Offices

Family offices

We offer comprehensive financial solutions tailored for the unique needs of family offices, empowering generational wealth preservation and growth. Helping family offices in their administrative & corporate services, asset management, corporate finance and in regulatory compliance.

  • Administrative & Corporate Services

    Record Keeping, Accounting and Reporting Services, Assistance in setting up Accounting Procedures, Cash flow and Balance sheet analysis, Investment Policy Development, Asset Allocation and Rebalancing and Integrated Tax Planning across Assets and Geographies

  • Asset Management

    Equity, Fixed Income, Forex & Commodity Market Analysis, ESG Investments Screening, Monitoring, and Reporting, Private Equity, Venture Capital and Alternate Assets, Investment Funds Monitoring & Reporting, Regular Market Factsheets & Cross-Asset Class Reports and Independent monitoring and Benchmarking of family office investments

  • Corporate Finance

    M&A Advisory (Buy-side, Sell-side), Due Diligence Services, Valuation Services and Financial Modelling

  • Regulatory Compliance

    Assistance in compiling license application documents, Subcontracting and drafting of NDA, Reviewing the documents related to Compliance, Regulatory Reporting and Risk Analysis and Reporting