About the Service

Buy-Side and Sponsor-Led Research

We provide end-to-end investment research across the deal lifecycle, from target identification and sector screening to post-acquisition value creation. Our services include industry mapping, due diligence, and portfolio monitoring, helping private equity and institutional investors optimize investments and drive returns.

Our Clients

Workstreams

Type of Workstreams

Fund
Raising

  • Fund Raising Decks
  • Opportunities Assessment Analysis
  • GP Landscaping
  • LP Profiling
  • Fund Benchmarking
  • Roadshow Material

Initial
Screening

  • Industry and Market Deep Dives
  • Target Identification Lists
  • Company Deep-Dive

Due – Diligence &
IC work

  • Financial Modeling
  • LBO Modeling
  • FDD/CDD/ODD
  • Investment Thesis
  • CIM & Investment Committee Memos

Value
Creation

  • Market Entry Studies
  • Capital Allocation & Structure Analysis
  • Decision Modeling
  • Cash Flow Modeling
  • Outside-In Analysis
  • SG&A and Cost Optimization

Exit and
Reporting

  • Exit Memos
  • Buyer Identification Lists
  • VDD
  • Exit Modeling
  • LP Reporting
  • Fund Valuations

Tools and Research Methodologies