Financial research and analytics for finance houses
Financial analysis to support corporate finance transactions was an area that led the way in knowledge process outsourcing. It is particularly beneficial to smaller and medium sized finance houses that might not be able to make the level of investment needed to support a full-time in-house team.
Valuation analysis
Develop DCF analysis and relative valuation through market comparables or historical transactions. WACC calculation.
Financial modeling
Presenting a company's historical and forecasted income statement, balance sheet and cash flow statement. Building models to facilitate a sensitivity analysis to key business variables.
Comparable company analysis
Comparative summary of trading multiples and other key operating metrics of a company and its peers. Relative valuation based on valuation multiples such as EV/ EBITDA and EV/ Revenue.
Precedent transaction analysis
- Identify and analyse M&A deals in a given sector and/or geography.
- Develop and maintain databases.
- Standalone or as part of a valuation analysis.
Buyer/target lists
Identify potential buyers or targets for a particular company based on specified parameters. Includes information such as business description, company financials, management and ownership.
Investment opportunities
Develop financial analysis including valuations, LBOs, credit and sensitivity analysis.
Investment memoranda
Support for production of investment memoranda including the relevant financial and market/industry analysis.
Proactive sector identification
- Identify and rank industry sectors and sub-sectors.
- Produce industry overview, key trends, key drivers, competitive landscape and relative market shares.
Company profiles
- Includes financials, products & services, customers, ownership, management and capital market performance, broker ratings, recent news and annotated stock charts.
- Track a company's operational and financial performance.