Investment Research
Investment firms are approaching and exploring digital and advanced tools to automate and improve their research functions. We help achieve high-quality, in-depth and tailored investment and financial research services to help clients improve their breadth and depth of research coverage to achieve competitive advantage.
We provide quality M&A research across various industries to help you understand recent trends, understand key competitors, evaluate size of the opportunity and provide a basis for making informed decisions.
Our primary services include –
- Specialized teams with expertise in product and multi-sectors across M&A
- Identify high potential investment opportunities in line with clients’ criteria
- Preparing financial models, validating assumptions and assessing the value of a potential transaction for M&A deals
- Financial Due Diligence
Buyer / Target List Generation
Based on parameters, we can help identify potential buyers or targets for investments
Company
Teasers
Preparing summary of investment / funding opportunity to be sent to the potential acquirers
Financial Models &
Valuation
Preparing detailed, accurate, KPI-driven, customised financial models with in-depth analysis and multiple valuation methodologies
Information
Memorandum
Preparing detailed document to provide a comprehensive overview of the business to prospective investors
Sector/ Market
Research
In-depth analysis on sectors, growth expectations, drivers, competition
Trading & Transaction
Comparables
Identifying relevant trading comparables and precedent M&A transactions
Pitch
Books
Preparing presentations highlighting the financial and operational attributes of a particular business or a deal
Business
Plans
Preparing in-depth plan detailing company’s objectives and how it plans to achieve its goals
Company
Profiles
Outlining profiles of various companies across sectors and geographies
People
moves
Assessing the impact of entry or exit of certain crucial persons associated with the company
LBO modelling /
merger modelling
Analyse a Leveraged Buyout transaction during an acquisition
Operational
benchmarking
identifying the best practices in the industry and comparing them with the current practices in the company and making recommendations for change
Contact
database
Regularly updating and maintaining a professional contact database
We, at Artoval Advisors, assist in making investment decisions through our rigorous research process, deep-dive valuation expertise and
Our strong expertise across sectors and domains, and service-driven culture enable us to provide exceptional quality of services.
Buy-side
We cater to various buy-side research firms like Hedge Funds, Private Equity, Venture Capital Firms
Idea
Generation
Based on parameters, we can help identify potential candidates for investments
Stock/Investment Screeners
using financial and market related parameters, prepare screeners to help you with entry and exit decisions
Financial
Modelling
Preparing detailed, accurate, KPI-driven, customised financial models with in-depth analysis and multiple valuation methodologies
Business
Valuations
Adopting various internationally accepted methodologies like DCF, DDM, Trading Comps, Transaction comps etc.
Investment
reports
Preparation of Quarterly / Annual result update, Investment Committee Report
Daily / weekly
News wraps
daily / weekly financial news wraps enabling you to keep in touch with market updates
Transcript
analysis
Performing Return analysis, sector allocation, geographic and currency split and preparing MIS dashboards, and KPI trackers
Broker Research Summaries
compiling broker research reports and preparing summaries for capturing broker sentiments
Consensus
Models
helps us to analyse street view and investor sentiment
Thematic
Research
daily / weekly financial news wraps enabling you to keep in touch with market updates
Portfolio
Monitoring
conversion of a earnings conference call into easy to understand transcripts with in-depth analysis
We, at Artoval Advisors, assist in making investment decisions through our rigorous research process, deep-dive valuation expertise and
We cater to various sell-side research firms like Brokerage Houses
Sell-side
We cater to various buy-side research firms like Hedge Funds, Private Equity, Venture Capital Firms
Financial
Modelling
Preparing detailed, accurate, KPI-driven, customised financial models with in-depth analysis and multiple valuation methodologies
Business
Valuations
Adopting various internationally accepted methodologies like DCF, DDM, Trading Comps, Transaction comps etc.
Research
reports
Preparation of Quarterly / Annual result update, Initiating coverage report
Daily / weekly
News wraps
daily / weekly financial news wraps enabling you to keep in touch with market updates
Transcript
analysis
conversion of a earnings conference call into easy to understand transcripts with in-depth analysis
Broker Research
Summaries
compiling broker research reports and preparing summaries for capturing broker sentiments
Consensus
Models
helps us to analyse street view and investor sentiment
Thematic
Research
Generating in-depth thematic / sector research reports that cover key investment arguments, trends, and challenges
Soft
Coverage
Passive stock coverage
Financial
Modelling
Preparing detailed, accurate, KPI-driven, customised financial models with in-depth analysis and multiple valuation methodologies
Financial
Analysis
Performing rental yield analysis, rent roll analysis, tenant credit analysis
Private Placement
Memorandum (PPMs)
Assisting in preparation of Fund raising material, PPMs, teasers and memos
Pitchbook
Drafting Pitchbooks and Information Memorandums (IMs) for potential investors
Market Research
Market studies, sector notes, and research on sub-segments/markets across different geographies
Portfolio
Monitoring
Quarterly regional and international real estate market updates/newsletters, MIS dashboards, and KPI trackers
Our Feasibility Study services is designed to measure the success or failure probability of any business. The key aspects that we investigate are financial viability, operational viability, economic viability and other related aspects of the business.
Financial
Feasibility
assessing the ability of a project to achieve sufficient income, credit, and cash flow to financially sustain the project over the long term and meet all debt obligations.
Economic
Feasibility
allows you to visualize through projections the real potential of the return on investment by determining economic benefits and costs of the project to evaluate whether to go ahead with the project
A business plan is also a road map that provides directions so a business can plan its future and helps it avoid bumps in the road. We can provide the best quality of services for your business in terms of preparation of –
Business Plan
Preparing in-depth plan detailing company’s objectives and how it plans to achieve its goals
Project Appraisal Report
Involves a systematic process to assess the viability of a project at any stage of execution
Credit Monitoring Arrangement
Preparing CMA report outlining the historical and projected financial performance of the company focusing on the profitability, cash flow and application of funds