Transaction Research and Support Service
Be it sell-side, buy-side, M&A or an IPO transaction, we support investment banks, advisory firms, equity research firm and business owners across the entire life-cycle of the transaction or on any specific component thereof.
Investment Banking:
Lead initiation
and screening
Identifying and evaluating on potential leads in any geography, based on the criteria defined by the client; end-to-end assistance in contacting the leads, screening the leads and lead conversions.
Transaction
documentation
Preparation of transaction related documents such as Investment Teaser/ Pitch Book, Investor Presentation, Information Memorandum (‘IM’).
Financial models &
valuation
Prepare dynamic and comprehensive financial models that facilitate decision making. Our models incorporate complex business situations, possible risks and alternate scenarios.
Company profiles &
background
Creating and maintaining detailed profiles of companies (public as well as private) from different sectors and regions.
Sector/ market
research
Conduct in-depth secondary research on sectors, market landscapes, growth expectations, drivers, competition, and market share analysis.
Trading & transaction
comparables
Identifying relevant trading comparables and precedent M&A transactions for a specific industry or company.
Equity Research:
Idea
generation
Screening markets, evaluating/ comparing companies, and analyzing global trends to generate actionable ideas.
Coverage
initiation
Assisting the sell-side to initiate coverage on listed stocks across sectors and geographies.
Coverage
maintenance
Maintaining coverage on the coverage universe or stock portfolio for sell-side and buy-side.
Stock/ investment
screeners
Building extensive stock screeners based on fundamental financial and operating metrics.
Broker research
summaries
Synthesizing broker reports on companies for the buy-side – initiations, industry reports, and management meets.
Financial
modelling
Building simple to highly complex financial models to determine the intrinsic value of public equities.
