Case Studies
Outsourced Credit
Research
Outsourced Credit
Research
Outsourced Equity
Research
Outsourced Equity
Research
Outsourced Corporate
Finance / M&A Research
Outsourced Corporate
Finance / M&A Research
Case Study #1
Large Fixed Income Asset Manager in UK
Outsourced coverage of hundreds of issuers, with Ambra.Research delivering earnings notes and credit profile updates
Case Study #2
Hedge Fund in USA
Outsourced all equity research coverage workflows, including earnings coverage, business due diligence, Q&A with management, financial modeling, presentations, managing calendars
Case Study #3
Private Equity Inverstor in UK
Outsourced all deal life-cycle workflows: deal documentation, financial modeling, presentations, valuations, business analytics, M&A research
Case Study #4
Hedge Fund in USA
Outsourced a high volume of earnings notes with sector themes
Case Study #5
Large Hedge Fund in UK
Outsourced large data tracking and quick email reports to support its equity research coverage
Case Study #6
Large Corporation in Europe
Outsourced financial modeling, investment valuation and presentations, deal documentation preparation, M&A research
Case Study #7
Boutique Investment Bank in USA
Outsourced market data collection and analysis, company analytics, reporting and financial modeling
Case Study #8
Boutique Investment Bank in UK
Outsourced all analysts tasks: deal documentation, financial modeling, presentations, valuations
Case Study #9
Hedge Fund in USA
Outsourced junior analyst equity research tasks, including managing calendars, market data collection and refresh, financial modeling, data entry