All buy/sell-side research can be output to any specification the customer desires. This means we can white label our reporting to match customer’s internal presentation materials, create excel spreadsheets for customers to manage themselves or even upload directly to a customer CRM provided the CRM accepts .csv type data uploads.
All prospect research length is dependent on search criteria. Typical research includes direct contact information, tested email addresses, headcount/revenue figures, and a summary/justification of the contact inclusion.
We can output comparable transaction data in a number of ways. Our tooling covers both private M&A transactions and public trading comparable data as well. We can produce finished reports, export in excel or maintain complex comparable analysis tables for our customers. Additionally our CFA analyst team can produce custom DCF, LBO, operating and other models to your specification.
All CIMs or pitchbooks are white-labeled to user specification and can be produced as a power point presentation, word doc or PDF. Our capabilities allow us to create traditional text-based books to graphic-rich, design influenced materials. Since all pitchbooks are created from scratch we can tailor the output to your specific need.
For users who do not need a full-service research support team but do need access to relevant data points like M&A comparables, industry benchmarking data etc.
On a monthly basis, users can gain access to an analyst team who will custom build each output to your specification with very few limitations.
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