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Global Financial Analytics Cases
How Leading Financial Institutions Harness Our Services and Products
Some of the world’s largest and most prestigious financial institutions — investment banks, brokerage houses, hedge funds, private equity firms — rely upon Boston Analytics’ experience and expertise in financial research, analysis, and modeling. Following are several representative financial analytics cases.
Due Diligence Support: Financial Analytics across the Full Cycle of Investment
Credit Monitoring & Equity Research: Increase Coverage, Not Monitoring Workload
Mergers & Acquisitions Analysis: Knowledge Support for In-Depth Investment Analysis
Statistical Analysis: A More Robust Valuation Process
Industry Sector Analysis: A 360-Degree View — From Your Unique Vantage Point
Due Diligence Support: Financial Analytics Across the Full Cycle of Investment
One U.S. private equity firm sought support across the due diligence cycle for an Asian investment. For the pre-Letter of Intent (LOI) stage, Boston Analytics developed and executed a program that screened and short-listed opportunities, using extensive secondary and primary research to gather and analyze industry, regulatory, customer and competitor data. Using our in-depth screening models, the private equity firm compared and contrasted the key opportunities and selected an acquisition target. Boston Analytics then supported the successful bidding process — assessing synergies, conducting operational due diligence, identifying the key drivers of value creation, and scrutinizing the target company’s business data for opportunities to improve business performance. Post-LOI, Boston Analytics worked closely with the private equity firm and the acquired company’s management to dynamically monitor performance against internal and external benchmarks.
Credit Monitoring & Equity Research: Increase Coverage, Not Monitoring Workload
Analyst overload is a common challenge for Boston Analytics clients. For example, a private investment client needed credit monitoring support, while a global investment banking, securities, and brokerage firm wanted to expand its equity research. But at both firms, in-house analysts lacked the time to maintain important but time-intensive performance and valuation models. Boston Analytics’ customized performance modeling and monitoring tools — updated quarterly — increased coverage and ensured up-to-date models regardless of workload, allowing analysts to pursue other high-impact investment activities. Our user-friendly tools gave each client the flexibility to alter valuation methodologies, test various scenarios, and make forecasts, while evaluating new opportunities.
Mergers & Acquisitions Analysis: Knowledge Support for In-Depth Investment Analysis
An investment bank’s financial institutions group sought to acquire a U.S.-based community bank. To ensure a first-mover advantage, the firm turned to Boston Analytics for a customized, detailed acquisition analysis. In a very tight timeframe, we assessed the customer base and management approach, conducted peer group and regional sector analyses, and derived financials that included projections, valuation, and expected return on investment. This resulted in a successful acquisition for the financial institutional group.
Statistical Analysis: A More Robust Valuation Process
Financial firms know what they need to do – but often need help doing more in less time.
A leading hedge fund exploring ways to improve investment strategies engaged Boston Analytics for the statistical forecast analyses it needed to create a more robust valuation process. Employing Monte Carlo simulation techniques, vast numbers of permutations and combinations of input parameters were tested, ensuring that the assumptions used in the model were sound.
Industry Sector Analysis: A 360-Degree View — From Your Unique Vantage Point
A U.S. private equity firm wanted to increase analytical rigor in the monitoring of companies and sectors in its investment portfolio. Boston Analytics’ ongoing program combined rigorous qualitative as well as quantitative analysis, delivering rich, fully customized reports that gleaned insights, discerned trends, and provided detailed projections. Ongoing event monitoring, including triggered alerts, ensured that when company and sector conditions shifted, our client immediately received comprehensive updates. The outcome: clear sector visibility to aid in monitoring portfolio performance and guiding investment decision-making.
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