Finance  

Comprehensive knowledge across key areas of the industry.

  • Equity Research Support
  • Investment Banking/M&A Research Support
  • Fixed Income Research Support

Product Suite
 

In response to your critical business issues, SMARTANALYST empowers corporate decision makers with guidance and direction that supports excellent business decisions by creating customized and insightful analysis.

Please take a read through some of our case studies, prepared by our integrated team of seasoned commercial and marketing executives including MD’s, PhD’s, MBA’s and senior researchers.

Initiation Report and Comprehensive Earnings/Valuation Model
Includes preliminary investment thesis and comprehensive earnings model.
4-5 weeks

Initiation Report with Detailed Model & Revenue Forecast
Qualitative analysis of the company's business, industry segment, operations, products and services management.
2-3 weeks

Comprehensive Earnings and Valuation Model
Full financial model with clearly laid out assumptions, linked financial statements, DCF, and other analyses.
2-3 weeks

M&A Pro Forma Post Merger Model
Post merger financial model including accretion and dilution analysis.
Depends on project

Company Report with Detailed Model
Directional analysis of key issues, analysis of historical financials, analysis of competitors and industry.
7-10 days

Company Profile
5-10 page company profile.
2-5 days

Earnings Update
Analysis of earnings update, update to financial model.
2 days

Detailed Historical Model
Historical data, linked financial statements, and analysis of operating metrics..
1-3 days

Recasting "As Reported" Financials
Recasting according to a specific rule set.
Overnight

Intelligent Insights. Smart Results.

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