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