Financial Research

Full-lifecycle financial research: from initial diligence to ongoing portfolio surveillance.

Sub-Services

Choose your service

Credit Research

Fundamental credit analysis for syndicated loans, direct lending, and bond portfolios.

Private Credit

Direct lending diligence, covenant fracking, downside analysis, and amendment support.

Complex Excel Modeling

LBO, DCF, merger, waterfall, project finance, and dynamic portfolio models.

CFO Support

Management reporting, variance analysis, and finance function augmentation.

Equity Research

Company deep-dives, sector coverage, earnings analysis, and
investment theses.

Valuations

Trading & transaction comps, DCF, NAV, and regulatory valuation support.

Counterparty Risk Assessment

Financial models, downside scenarios, and KYC-linked risk opinions.

Cash Forecasting

Project- and company-level FCF models with covenant compliance monitoring.

Industry Analysis

Supply/demand, regulatory landscape, peer benchmarking, sector deep-dives.

Existing Investment Monitoring

News, rating actions, M&A, and performance tracking across portfolios.

Client Engagements

What depth looks like in practice.

A snapshot of how our financial research teams embed into client workflows across asset classes and firm types.

10-Member Team Powering Syndicated & Private Credit

Drafting investment memos for committee presentations, tracking news and rating actions across $15Bn+ in investment-grade exposure, and supporting quarterly reporting, ESG analysis, and illiquid loan valuation.

$200Bn+ AUM · Active since 2021

Counterparty Credit + Dynamic Portfolio Modeling

Detailed lessee financial models, capital structure reviews with covenant analysis, and a vessel-by-vessel portfolio model sensitising returns across leverage, lease rates, residual values, and operating expenses.

Maritime Partners LLC · 1,900+ Vessels · ~$2.75Bn Fleet Value

50-Project FCF & Covenant Compliance

Monthly project-level cash flow models incorporating generation, contractual rates, costs, capex, and debt service to project liquidity and assess covenant compliance risks across a complex debt portfolio.

Renewable Utility · 2-Member Dedicated Team