Investment research services

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.
Market research on Investment services

Solutions

Equity Research

Equity Research Investment research services

We have trained equity analysts to initiate global stock coverage and monitor its performance.

Financial Modeling and Valuation

Financial Modeling And Valuatio Investment research services

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

Information Memorandum Investment research services

Combining domain strengths and financial expertise, we articulate compelling investment stories for prospective investors.

Sectoral Evaluation

Sectoral Evaluation Investment research services

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.

  • Full Time Equivalency (FTE):

 

 

  • Project / Transaction Based Engagement:

 

 

  • Block of Hours Arrangement:

 

 

    • Captive Centre Management:

 

Captive Centre Management in Investment research service

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

Full Time Equivalent (FTE) Support in Investment research service

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

Transaction Collateral Support in Investment research service

Thematic Reports

A leading GCC based investment advisory firm engaged AGR to create a comprehensive thematic report on the GCC asset management industry

Thematic Reports in Investment research service

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

Leveraged Buyout (LBO) Model in Investment research service

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

Commercial Due Diligence in Investment research service

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

Sales Analysis in Investment research service

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

Feasibility Assessment in Investment research service

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

Fair Valuation in Investment research service

CASE STUDIES:

Case study on FTE Support for a large Asset Management firm in GCC

FTE Support for a large Asset Management firm in GCC

CHALLENGE

  • One of the top tier asset management companies in the GCC was looking to enhance its research coverage and at the same time optimize team size
  • Increasing salary cost and need for multiple skills posed a challenge

APPROACH

  • AGR set up an offshore dedicated team of equity research analysts
  • Sector specific expertise was created to develop domain specific approaches to analysis and valuation

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
Case study on FTE support for a Swiss based emerging market

FTE support for a Swiss based emerging market focused fund which was part of a very large and globally renowned Private bank in Switzerland

CHALLENGE

  • Swiss based asset management fund floated am emerging market focused fund to grow its assets under management.
  • Client was not keen to set up in house team and looking for cost effective option

APPROACH

  • AGR set up a dedicated team to undertake research across global markets and also ensure confidentiality of proprietary methodology.
  • AGR also provided research support to validate investment hypothesis, ad hoc research on specific topics and monitor portfolios

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

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