Highly customised and focused research reviews from the target company’s perspective that include valuation, deal structuring, and scenario-driven analyses. This bottom-up research also involves target company’s positioning and market landscaping, value creation playbook, margin expansion opportunities, CIM validation, and pre/post market due diligence.
Proactive and top-down fundamental research that involves a thorough segment-level assessment identifying potential attractive niches to further venture into. This comprehensive market study includes commentary on industry tailwinds and headwinds, sector economics, trends, thesis building, competitive landscape, major companies' growth strategies and operating performance, relevant transactions, and active investors.
Identifying relevant and most well-positioned targets across niche segment(s) based on the client’s investment criteria. This process includes collating an exhaustive list of companies from various sources and then landscaping/ benchmarking with respect to their key products/services, geography focused, operations overview, sponsor-backed/investors, scale of business, etc.
We will assign a dedicated team of one or more resources exclusively supporting the client's needs across the deal lifecycle. This cost-effective offshore analyst support will be independently supervised, ensuring consistent quality control with periodic/weekly review calls. This model offers utmost flexibility to a client who can easily engage resources at will with no prior fixed commitments to begin with.
For the portfolio/platform companies, we can provide research to evaluate new category segment(s) to venture into, assess competitive intensity, support for sales outreach initiatives, and analyses of complex customer/operations data. Additionally, our team can assist investment funds with the exit readiness of portfolio companies by preparing a curated list of relevant strategic/financial buyers along with investor presentations.
Detailed valuation support such as LBO models, sensitivity analysis, DCF, comps, etc. to assess potential investments, manage portfolios, and plan exit strategies. We also assist in creating investor presentations, summarising financial models, valuation analyses, and investment performance, along with formulating up-to-date market analysis to validate valuation assumptions and investment decisions.
