Financial & M&A research

Our financial and M&A research services enable our clients to make optimal partnership, acquisition, and investment decisions. Our financial researchers help clients follow financial markets and monitor competitors’ performance, identify lucrative targets, conduct in-depth market and target due diligence procedures, and undertake valuations analysis and comparable assessments.

Financial Market Analysis

Index and stock price movement analysis, and detailed evaluations of underlying drivers.

Trading and Transactional Comparisons

Analysis of peer group stock price and transaction valuations.

Financial Benchmarking and Modelling

In-depth assessment of a client’s financial performance compared with its competitors, and modeling to forecast financials.

Target Identification

Location of attractive investments based on exhaustive, high-level industry and company screening.

Target Evaluation and Mapping

Analysis of investment targets using a detailed understanding of each client’s business model, industry drivers, valuation, financial forecasting, and due diligence support.

Investment Review and Value Enhancement

Monitoring of performance and support in value enhancement initiatives of target companies. Ongoing support in performance benchmarking, tracking operating industry environment, maintaining dashboards and valuation mark-up analysis.
Investment Exit: Assessment of optimal investment exit strategy, including expected valuation analysis, portfolio company’s information memorandum, and identification of potential buyers.

Our Differentiators

  • Highly experienced financial research team, with extensive professional experience based on previous employment by corporate finance divisions, investment banks and private equity firms
  • ~1.2 million hours of financial research and M&A work completed for 40+ satisfied clients
  • Automated data extraction, enabling fast access to financial, industry, M&A, and other benchmarking data from 5+ leading industry and financial databases
  • Advanced analytics capabilities, facilitating real-time insights using press releases, social media, earnings reports, and other relevant sources
  • Experienced, high-quality design and editorial teams, helping to create visually attractive and professionally written reports in accordance with client templates
  • 24*7 research support in all time zones
  • Research support in 15+ languages
  • Compliance with highest regulatory standards – ISO 27001 and 20252, and GDPR certified

 

Our Approach

Our team uses desk research and expert sources to collect comprehensive information, and to conduct analysis consistent with client objectives, including identifying potential targets, conducting detailed due diligence procedures, building financial models, and analyzing valuations.

Desk Research

Our researchers utilize subscription databases, industry associations and journals, company and analyst reports, press releases, social media, and additional secondary sources to gather relevant statistical and other information.

Expert Sources

We leverage our vast in-house network of industry experts to derive unique and strategic insights into all our clients’ commercial and industry problems.

Technology Platform

Our team uses key valuation and financial model templates, and automated workflow and knowledge management platforms, to progress financial research and M&A projects faster.

 

Phronesis is a very good research partner who understands their clients' needs and strives to meet or exceed those needs.

- Global Payments industry specialist

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