Your Financial Vision, Our Expertise in Action

Leverage tailored financial solutions to achieve your goals with confidence, clarity, and ease for lasting success

Expertise Across Industries

Industry Segments

  • Investment Banking
  • Private Equity
  • Hedge Funds
  • Venture Capital
  • Fixed Income & Credit Research
  • Real Estate Investments
  • Family Offices

Investment Banking

Tailored financial solutions to help you achieve your goals with confidence and easeTailored financial solutions to help you achieve your goals with confidence and ease

Mergers & Acquisitions

Support across the M&A cycle including financial modeling, valuations, due diligence, origination, marketing & Business Development. Origination support covers target/buyer screening, trading comps & precedent transactions. Marketing support including pitch books, CIMs, teasers, competitive landscapes, and case studies.

Equity Capital Markets

IPO Comps, Primary and Secondary Market Analysis ECM Overview, Newsletters, Economic Calendars, Investor Analysis

Debt Capital Markets

Credit analysis, Credit memos, Rating Analysis

Private Equity

Helping PE firms across the deal life cycle from deal screening, due diligence, industry analysis, modelling and portfolio company support

Deal Screening

Create deal filtering template to shortlist deal inflow and identify target opportunities and analyze deal viability, prepare target profiles, identify potential targets

Research & Due Diligence

Detailed industry research reports with competitive analysis, prepare investment memorandums, financial statement analysis, create DDQs

Modelling & Valuation

Financial Modeling & Assumption Validation ( LBO, DCF & Operational Modelling ) Relative value and precedent transaction analysis

Portfolio Monitoring

Support all functions relating to portfolio companies (build / maintain operating models, portfolio valuations, comp analysis). Build Dashboard for portfolio company reporting and analysis.

Hedge Funds

Help fund managers with stock screening, earnings summary & quarterly updates, financial modelling, creating tear sheets, detailed research reports, industry analysis and data analytics.

Stock Idea Screening

Analyze stocks based on fundamentals analysis, valuation multiples, sectoral trends, pre-defined templates, etc.

Financial Modelling & Tear Sheets

Create customized models based on key business drivers/assumptions, Pre & Post Earnings model update.

Industry & Company Research

Fundamental Analysis & Industry landscaping reports, micro and macro thematic research reports, company research, competitive benchmarking, etc

Portfolio Monitoring and reporting

Daily News Report, Quarterly earnings summary, Analyst Calls summary, portfolio analytics & key metrics monitoring and updates

Venture Capital

We help VC firms with target evaluations, deal screening, deal due diligence, IC memos & detailed transaction research and portfolio maintenance activities.

Target Evaluation / Investment Diligence

Market overview analysis, Opportunity size (TAM), due diligence reports & investment memos

Deal Screening

Create deal filtering template to shortlist deal inflow and identify target opportunities and analyze deal viability, prepare target profiles, identify potential targets, Create tech/startup “watch list”

Modelling & Valuation

Financial Modeling & Assumption Validation, Relative value and precedent transaction analysis

Portfolio Monitoring

Support all functions relating to portfolio companies (build / maintain operating models, portfolio valuations, comp analysis). Build Dashboard for portfolio company reporting and analysis.

Fixed Income & Credit Research

We aim to deliver value-add services for our credit clients to enable them to focus on their core competencies. Supporting them with financial modeling, Capital Structure and Covenant analysis, leveraged loans and private debt memos, Coverage initiation, and maintenance.

Capital Structure and Covenant analysis

In-depth analysis of cash flow waterfall and collateral packages

Leveraged Loans and Private Debt Memos

Writing memos for public and private issuers

Financial Modelling & Research

Forecasted cash flow models, Cash flow models for pre-payment, interest rates, and default/recovery scenarios

Portfolio Monitoring

Analysis of MBS/ABS/CDO/CLO deals and constituents and highlighting key changes in deals & constituents

Probability of Default using the Merton Model

Offering a robust framework for estimating the probability of default, aiding investors and creditors in evaluating credit risk and making prudent financial decisions

Synthetic Credit Rating Estimation

Utilizing a combination of quantitative models and market data to approximate the creditworthiness of an entity, providing valuable insights for investors and risk management

Borrower/Guarantor financial analysis

Comprehensive analysis of the borrower/guarantor’s financial profile enabling to make informed lending decisions and mitigating risks, ensuring a secure and successful lending relationship

Probability of Bankruptcy using Altman Z Score

Probability of Bankruptcy using Altman Z Score

Real Estate Investments

We aim to deliver value-add services for our credit clients to enable them to focus on their core competencies.

Deal Screening

Identify & evaluate potential investment opportunities, create credit & investment memos

Due Diligence

Provide preliminary, operational & commercial due diligence. Historical financials and debt analysis alongside capital structure analysis. Prepare presentations and teasers

Financial Models & IRR Analysis

Build financial models & IRR analysis for commercial and residential projects

Market Research

Conduct in-depth studies on market landscapes, growth expectations, drives and price analysis

Portfolio Support

Aggregate operational & financial data across assets and build bespoke dashboards using PowerBI & Tableau

Family offices

We offer comprehensive financial solutions tailored for the unique needs of family offices, empowering generational wealth preservation and growth. Helping family offices in their administrative & corporate services, asset management, corporate finance and in regulatory compliance.

Administrative & Corporate Services

Record Keeping, Accounting and Reporting Services, Assistance in setting up Accounting Procedures, Cash flow and Balance sheet analysis, Investment Policy Development, Asset Allocation and Rebalancing and Integrated Tax Planning across Assets and Geographies

Asset Management

Equity, Fixed Income, Forex & Commodity Market Analysis, ESG Investments Screening, Monitoring, and Reporting, Private Equity, Venture Capital and Alternate Assets, Investment Funds Monitoring & Reporting, Regular Market Factsheets & Cross-Asset Class Reports and Independent monitoring and Benchmarking of family office investments

Corporate Finance

M&A Advisory (Buy-side, Sell-side), Due Diligence Services, Valuation Services and Financial Modelling

Regulatory Compliance

Assistance in compiling license application documents, Subcontracting and drafting of NDA, Reviewing the documents related to Compliance, Regulatory Reporting and Risk Analysis and Reporting

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