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.
If you would like to see a full sample project, please us the button below to download our Project Sample PDF.
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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.
If you would like to see a full sample project, please use the buttons to download our Project Sample PDF.
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.
If you would like to see a full sample project, please us the button below to download our Project Sample PDF.
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San Diego, Ca 92103 (HQ)
888-952-1777
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