From simple to complex research assignments, our team of experienced analysts collaborates with you to provide support that is tailored to your business needs. Our Research Support offering delivers idea validation and monitoring across the capital structure. By leveraging our research solution, you have more time to focus on your firm’s key investment activities.
Credit Research Support:
- New Issuances: Comprehensive support spanning pre-screen intelligence, deep-dive credit models and investment memos that complement the overall due-diligence and idea validation processes.
- Monitoring: Tailor-made monitoring solutions that include timely credit monitors, model updates, earnings updates and periodic news/event updates, ensuring continuity and uniform coverage of your investments.
- Market Intelligence and Analysis: On-demand research requirements that include focused reports and/or news updates on specific sectors/industry/company, background information, comp models, development of operating driver databases, etc.
Equity Research Support:
- Screening: Idea validation support solutions that include deep-dive quantitative and qualitative background screening, development of comparable screeners and specific thematic research support.
- Financial Modeling and Maintenance: With capabilities ranging from developing and maintaining basic models to deep dive valuation models, our modeling capabilities provide quick and customized scenario and impact/event analysis to support investment ideation.
- Market Intelligence and Analysis: On-demand research requirements that include focused reports and/or news updates on specific sectors/industry/company, earnings previews, earnings updates, sell-side updates, development of operating driver databases, etc.
Time: We manage all of your time-intensive tasks and creates value for your firm. More than half the hours you spend on monitoring can now be put towards investment ideation.
Customization and Control: Our research analysts are a logical extension to your team. You have the freedom to choose your research team, control overall processes and decide the terms of the engagement.
Expert Advantage: With master’s degrees in Business and Finance, our team of investment professionals has extensive experience in investment research and analysis across asset classes. By leveraging our team, you eliminate the time-consuming process of onboarding and create scale for your firm.