Finance
Capabilities
Comprehensive knowledge across key areas of the industry.
- Equity Research Support
- Investment Banking/M&A Research Support
- Fixed Income Research Support
Product Suite
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
We do the hard work so you can make the smart choice.
