Financial Services Research
Financial services firms have many and exacting research requirements with enormous stakes riding on the results. Integreon offers a wide range of services that meet the breadth of stringent requirements from fourth-decimal-place accuracy to 24×7 global support, which is why nine of the top 10 global investment banks use Integreon’s financial research services.
Our team members have experience in global investment banks (e.g., JP Morgan, Goldman Sachs) and research firms (e.g., Standard & Poor, Dun & Bradstreet). Integreon investment analysts are qualified MBAs, CFAs or Chartered Accountants. Many have spent significant time training and working onshore with their banking colleagues to truly understand the critical nature of these research assignments. Integreon analysts are experts in researching U.S. public companies, as well as those from Europe, Asia and other regions. They have deep knowledge of accounting specifics across multiple industries.
Integreon analysts have the same background and training as their clients’ analysts, and have access to the same resources. We source historical and projected financials from public filings and other reputable equity sources and use them to provide fast and accurate turnaround for high volumes of financial research, freeing up client associates to pursue higher-level core functions. We also build sector models for individual companies using historical and projected data to generate P/E, EBIT, EBITDA, cash flow multiples, and discounted cash flow (DCF) and leveraged buy out (LBO) models.
Integreon’s financial research services include:
- Library and information services for financial institutions to help locate and collect relevant information to support investment banking analysts and associates with standard company profiles, industry/advanced news runs, credit ratings, deals data, earnings estimates, and investor profiles/portfolio reports
- Basic research and analytics
- Market tracking via daily, weekly, and quarterly monitors and newsletters
- Target screening
- Standardized comparables modeling
- Financial statement analysis
- Industry trackers
- Earnings trackers and newsletters
- Business intelligence
- Advanced research and analytics
- Equity/credit research
- Valuation analysis
- Pitch book development
- Capital structure analysis
- Funding gap analysis
- Capital market views and capital efficiency analysis
- Analysis for new investment opportunities in emerging countries
- Detailed product/market research
- Strategic research and advisory
- Accurate, succinct answers to clients’ highest-stakes business questions
- Insights to support strategic decisions
- Market entry, product launch/modification, M&A/strategic investment advisory support and diligence
- Country investment themes and macro-economic reports