Overview
- AGR supports its banking and financial sector community with its customized investment research offerings, such as Equity Research, Investment Banking Support, Private Equity Support, Feasibility Studies, Economic Research and Financial Analytics.
- AGR’s cost effective engagement model supports asset managers, investment bankers, PEs, VCs, investment managers, among others globally without compromising on high quality by enabling seamless integration of work and communication with all concerned.
Solutions
Equity Research
We have trained equity analysts to initiate global stock coverage and monitor its performance.
Financial Modeling and Valuation
Expertise to create customized financial models for valuation based on approaches such as DCF, Relative Valuation, SOTP etc. We also assist private equity firms with LBO models.
Information Memorandum, Pitch Book, and Teasers
Combining domain strengths and financial expertise, we articulate compelling investment stories for prospective investors.
Sectoral Evaluation
Evaluating sector attractiveness ahead of its time requires in depth understanding of the Industry Cycle, Demand Trends, Global Trade Factors, Price and Margin Pressures. AGR is able to bring its sectoral and financial expertise coupled with global experience into play while evaluating sector from investment perspective.
Engagement Models
- Full Time Equivalency (FTE):
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- Trained resources with specific skill sets are deployed to work exclusively full time on the said assignment for a period of one year or more
- The resource functions as an extended arm of the client while AGR takes responsibility for the completeness and quality of the output
- Fee is fixed and lower than project basis for the same output
- Working model includes high level project management support and direction/advise from VPs and Directors
- This model ensures continuity and at the same time opportunity to improve efficiency
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- Project / Transaction Based Engagement:
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- Customized projects conducted for the client spanning time intervals of a few weeks to longer projects spanning a few months
- AGR assumes responsibility for the completeness and quality of the output
- Fee quoted separately for each assignment
- Project team includes a project director and a project manager, along with a mix of research associates and analysts, depending on the complexity of the assignment
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- Block of Hours Arrangement:
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- A unique model where clients subscribe block of research hours on an annual basis
- This model offers greater flexibility to clients
- The billing rate for this model is less than Ad-hoc / Project basis but more than the FTE model
- Fee depends on the type of work and the level of resource needs to be assigned to execute the same
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- Captive Centre Management:
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- An arrangement in which the client sets up a high-quality back office or a country office with much lower costs through a local company already having the requisite skills, manpower and infrastructure
- Full time resources typically contracted for one year or multiples of it
- The team is managed by a Manager from the client
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Assignment Examples
Full Time Equivalent (FTE) Support
A leading asset management firm in the GCC engaged AGR to provide a dedicated team of research analysts on an FTE basis for monitoring their equity funds
Transaction Collateral Support
Developed a detailed business plan and Information memorandum for a European leisure flying equipment manufacturer to facilitate their growth capital raising plan with institutional investors
Thematic Reports
A leading GCC based investment advisory firm engaged AGR to create a comprehensive thematic report on the GCC asset management industry
Leveraged Buyout (LBO) Model
A leading US based PE firm had mandated AGR to prepare a Leveraged Buyout (LBO) model for acquiring a company engaged in distribution of niche & mainstream consumer products
Commercial Due Diligence
Conducted commercial due diligence and detailed operational check on the functioning of a private bank in India to support a PE fund take informed investment decision
Sales Analysis
A PE firm engaged AGR to perform sales analysis for one of its portfolio companies, mainly seeking inputs on various factors leading to decline in sales over the past 36 months
Feasibility Assessment
A single specialty hospital had engaged AGR to formulate its expansion plan through Greenfield investments, and prepare an investment memo for fund raising through equity infusion
Fair Valuation
A GCC based PE firm engaged AGR to conduct an independent fair valuation of its portfolio companies to provide them with a third-party view required for audit purposes
CASE STUDIES:
VALUE DELIVERED
- AGR helped the client achieve its growth objective of widening research coverage at optimal cost without compromising on quality
- Business continuity and scalability was ensured as research operations was fully managed
- The offshore team is now playing a key role in the investment decision making process
VALUE DELIVERED
- Our cost effective offshore delivery model provided enough confidence to the client about the prospects of portfolio expansion and churn by providing quick turnaround reports
VALUE DELIVERED
- AGR helped the senior partners optimize their time towards effective funds deployment and portfolio strategy development by taking care of time consuming yet important tasks and thereby save on costs as well
VALUE DELIVERED
- Our working arrangement helped the client use domain specialists from AGR depending on nature of transaction and also carry out range of other tasks as and when required without having to maintain large pool of specialists in house
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