Avise provides highly-customized equity research services related to mergers and acquisitions (M&A) and equity capital markets (ECM) to investment bankers, private equity and venture capital firms. Our service offerings range from conducting company analysis, developing financial models for valuation, providing qualitative and descriptive study and actionable market intelligence to facilitate deal closure. We focus on research and related tasks so that our clients are able to source and close more deals, and spend more time with their end-clients.
Equity Research
List of Services
Equity Research Notes
Our clients’ benefits from leveraging our team’s equity research capabilities in comprehensive assessments and analysis of a specific company and/or industry. We provide integral support in terms of undertaking background research and analysis and preparing institutional-grade equity research notes depending upon clients’ objective and target audience. The notes are detailed including investment summary, key investment arguments, SWOT analysis, industry analysis, business, operating and financial performance, valuation, and financial tables/exhibits. Our deliverables include preparing:
Company Profile
Sector/Industry Overview
Event Update
Management Profile
Public Comparable Company Analysis
Meeting preparatory notes
Share Price Analysis
Ad-hoc customized research
Valuation & Modeling
Our team is adept with complex forecasting modeling, in-depth valuations (Discounted cash flow, sum-of-the-parts, and relative valuation), sensitivity analyses, equity database and analytics. Our approach include populating historical financial data, developing highly structured and automated forecast models so that clients can further modify them at their end, conducting both simple and complex valuations, incorporating sensitivity analyses, and creating firm-specific standardized templates and databases. The service especially saves substantial time and effort in updating financial models during earnings seasons and following corporate actions. The deliverables typically include:
Financial Models & Forecasting
Valuation Models based on DCF, SoTP & Relative Valuation
Model Updates
Capital Structure Analysis
Peer Comparables Analysis
