Archives: Capabilities

Post Type Description

Valuation Services

About the Service

Valuation Services

We deliver precise valuation services tailored for financial and tax reporting. Our offerings ensure that every valuation meets rigorous regulatory standards while providing the clarity you require for accurate financial reporting.

Our Clients
  • Specialist Firms
  • CPA firms
  • Private Equity
Let's talk

Workstreams

Type of Workstreams

Business
Modelling

  • Project Financing
  • Transactions
  • Business Planning
  • Decision Support

Complex
Securities

  • Convertible Instruments and Embedded Derivatives
  • Incremental Borrowing Rate
  • Current Expected Credit Loss Method
  • Fair Value of Contingent Consideration

Capital Equipment
Valuation

  • PPA & Impairment Testing
  • Fixed Asset Register (FAR) Adequacy Review
  • Depreciation Curve Analysis

Real Estate
Valuation

  • Purchase Price Allocation
  • Valuation of Mortgage-Backed Securities
  • Corporate Real Estate

Business
Valuation

  • Purchase Price Allocation (PPA)
  • Impairment Testing
  • Private Company Valuation
  • Portfolio Valuation, including Equity and Debt Holdings
  • Legal Equity Valuation
  • Fairness Opinion
  • Gift and Estate Tax
  • Carried Interest
  • Secondaries Valuation
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Tools and Research Methodologies

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Due Diligence and Advisory

About the Service

Due Diligence & Advisory

We support financial advisory and professional services firms with due diligence, audit support, restructuring and post deal support (buy and sell-side) Our insights help clients navigate complex transactions, compliance frameworks, and strategic shifts with confidence.

Our Clients
  • Professional services & advisory firms
  • Restructuring Firms
  • Audit Firms
Let's talk

Workstreams

Type of Workstreams

Due Diligence
Support

  • Commercial & Vendor Due Diligence
  • Financial Due Diligence
  • Operational Due Diligence
  • IT Due Diligence
  • ESG Diligence

Post-deal
support

  • PMO Support – 100-Day Plans
  • KPI Dashboarding
  • Synergy & Cost Modeling
  • Margin Expansionary Layout
  • Portco Performance Dashboards
  • Investor Updates
  • Exit Readiness Support

Restructuring
services

  • Origination Support
  • Lender Profiles
  • Independent Business Review (IBR)
  • Liquidity Management
  • Covenant Analysis
  • Cost Benchmarking

Advisory
services

  • Deal Structuring
  • Sale and Purchase Agreement
  • Bid Support & Negotiations
  • Divestiture and Carve-out Planning
  • Transaction KPI and Tracking
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Tools and Research Methodologies

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Capital Markets Research

About the Service

Capital Markets Research

We deliver comprehensive research and middle-office support to asset managers, hedge funds, and institutional investors. Our expertise includes fundamental and quantitative analysis and portfolio tracking to drive data-backed investment decisions.

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Our Clients
  • Asset managers
  • Hedge funds
  • Institutional investors and sovereign wealth funds
  • Mutual funds and ETF providers

Workstreams

Type of Workstreams

Investment
Research

  • Foundational data Collation
  • Market screeners
  • Macro-economic research
  • Thematic research
  • Equity Research
  • Earnings updates
  • Credit Research
  • Database management

Financial
Modeling

  • Equity valuation models
  • Credit research models
  • LBO models
  • Merger Models
  • Scenario & sensitivity analysis
  • Top-down industry models
  • Asset allocation
  • Attribution analysis
  • Regression & Decision models

Report
Writing

  • Investment Thesis & Highlights
  • Long/short investment strategy
  • Company Deep-dives
  • Industry deep-dives
  • Country updates
  • Earnings/ Corp Action update
  • Competitive landscape & Benchmarking
  • Tactical & Strategic Allocation

Dashboarding

  • ESG scoring
  • Universe mapping
  • Performance attribution
  • Client reporting and distribution
  • Industry databases & playbooks
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Tools and Research Methodologies

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Buy-side & Sponsor-led Research

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.

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Our Clients
  • Global and boutique management consulting firms
    • General Partners and Investors
    • Limited Partners
      • Sovereign wealth funds
      • Pension funds
      • Pension funds
      • Family Offices
      • HNI’s and UHNI’s
  • Corporate M&A teams

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
Let's talk

Tools and Research Methodologies

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M&A Advisory Services

About the Service

M&A Advisory services

We empower management consulting firms with in-depth research, market intelligence, and strategic analysis to support their client engagements. Our expertise spans industry deep dives, trend forecasting, and competitive benchmarking, enabling firms to deliver precise, data-driven insights. We specialize in synthesizing complex information into actionable strategies that drive business growth and operational efficiency.

Our Clients
  • Global investment banks
  • Mid-market and boutique advisory firms
  • Private capital advisory teams
Let's talk

Workstreams

Type of Workstreams

Buy-side
M&A

  • Market Studies
  • Strategy Docs
  • Industry Playbooks
  • Target Screening
  • Due-Diligence
  • Valuations
  • Deal Structure and Modeling
  • Post Deal Support

Sell-side
M&A

  • Pitchbook Support
  • Strategic and Financial Buyer Identification
  • Information Memorandum
  • Valuation Modeling
  • Live-Deal Support

ECM
DCM

  • Market Updates
  • Debt Profiles
  • Precedent Transactions
  • Capital Structure Analysis
  • IPO Analysis
  • Valuations Analysis
  • Fairness Opinions
  • Covenant Analysis

Leveraged
Finance

  • Macro-economic Updates
  • Industry & Company Deep-dives
  • Benchmarking Analysis
  • Credit Market Updates
  • Credit Agreement Reviews
  • Restructuring Analysis
  • LBO Screening & Modeling

Project
Finance

  • Feasibility Analysis
  • Business Modeling
  • Capital Structure Remodelling
  • Profitability Analysis
  • Returns, Scenario and Sensitivity Analysis
  • Industry and Sector Deep Dive
Let's talk

Tools and Research Methodologies

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Management Consulting Services

About the Service

Management Consulting Services

We empower management consulting firms with in-depth research, market intelligence, and strategic analysis to support their client engagements. Our expertise spans industry deep dives, trend forecasting, and competitive benchmarking, enabling firms to deliver precise, data-driven insights. We specialize in synthesizing complex information into actionable strategies that drive business growth and operational efficiency.
Our Clients
  • Global and boutique management consulting firms
  • Strategy and corporate development teams
  • Policy Research
Let's talk

Workstreams

Type of Workstreams

Industry & Market
Analysis

  • Market Studies
  • Market Sizing (TAM/SAM/SOM Estimation)
  • Value Chain Mapping
  • Regulatory Landscape & Benchmarking

Company & Competitor
Intelligence

  • Company Profiling
  • Financial Analysis
  • Competitive Benchmarking
  • Valuation Benchmarking
  • Budgeting and Business Plan
  • M&A Screening

Strategy
Support

  • M&A Strategy Formulation
  • Growth Strategy Support
  • Go-To-Market Support
  • Entry/Exit Support
  • ESG & Sustainability Support
  • Value Creation Plan
  • Feasibility Studies

Proposal & Pitch
Support

  • RFP & Research
  • Capability Deck
  • Investor Reporting Packs
  • Opportunity Studies
  • Bid Support Insights

Policy Research &
Support

  • Regulatory Landscape
  • Policy Briefs & Whitepapers
  • Country/Regional Policy Benchmarking
  • Gap Assessment & Recommendations
Let's talk

Tools and Research Methodologies

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