Research and Analysis Services

Investment Banking

Deal Origination

Financial Modeling and Valuations

Target Screening

Precedent Transactions

Briefing Packs, Permanent Interest-bearing (PIB) Shares, and Memos

Industry and Company Profiles

Financial Due Diligence

Capital Structure Analysis

Equity Research Services/ Credit Research Services

Idea Generation and Research Support

Investment Analysis / Themes

Financial Modeling

Coverage Initiation and Maintenance

Leveraged Loans & Private Debt Memos

Capital Structure & Covenant Analysis

Regulatory Research and News Coverage

ESG Overlay & Scorecards

Portfolio and Market Monitoring/Dashboards

Monthly/Quarterly Market Outlook

Quant Analytics

Idea Validation & Development

Numerical Quantitative Modelling

Pricing and Valuation Support

Portfolio Optimization and Risk Assessment

Scenario Analysis and Stress Testing

Business Research

Macroeconomic Research

Industry Research

Company Research

Business Intelligence

Real Estate Research

Domain Expertise

Corporate Due Diligence Services

Financial Red Flags

Management Red Flags

Business Red Flags

Industry Red Flags

Reputation Loss Events

Domain Expertise

Strategy, Planning and Business Development Research

Market Entry Strategy

Competitor Analysis

Market / Sector Analysis

Business Development Research Project

Asset Management Market Update

Product Market Update

Database Services

Data Sourcing & Warehouse

Automated Data Extraction

Data Validation and Spreading

Data Publishing & Reporting

Domain Expertise

Publishing Support

Library Services

Documentation Services

Pitchbook and Graphic Support