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Valuation &
Equity Research

We partner with companies to help them define and articulate their value proposition, valuate their assets and proactively define a strategic approach to the market.

We support investors in finding new investment opportunities, expanding coverage, and staying abreast of industry, regulatory and technology trends, and evolving company performance.

Our equity research team is responsible for producing analyses, recommendations, and reports on investment opportunities of small-cap and low-middle market companies for private investors, venture capital funds, and private equity funds. In addition, we monitor industry reports and peer performance in order to understand current market concerns and anticipate investor questions and concerns. 

Equity research is particularly useful for investors who are seeking to invest in private companies. Our assessment comprises an analysis of:

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a) Industry Prospects

 

Assessment of attractiveness of the industry encompassing growth opportunities, degree of competition, regulatory risks, and other parameters

 

b) Company Prospects

 

The alignment between industry opportunities, the company's strategy and its capabilities

 

c) Financial Prospects


A forward-looking assessment of key financial indicators relevant for an equity investor.

 

d) Quality Management


An assessment of the ability of the management to scale up the business and handle uncertainty.

 

e) Corporate Governance

 
An evaluation of the company's governance architecture to determine if it is structured such that the risks and rewards of business are equally available to all shareholders.

 

In addition to helping to build a market panorama, our valuation specialists provide complete and objective services ranging from the construction of valuation models to valuation advice on mergers and intellectual property rights, to help companies, investors and shareholders to make informed decisions on investing, acquiring or selling their assets.

Valuation is an indispensable tool for transaction pricing and identifying key value drivers underlying the performance of your investments.

We offer a broad range of valuation services as:

I. Valuation for corporations

II. Valuation for Stocks and Business

III. Valuation Advice for Merger or Share for Share Exchange.

IV. Valuation for Certain Assets or Intellectual Property Rights;

V. Impairment Testing on Long-lived Assets

VI. Advice on Valuation Methodology.

A valuation based on appropriate methodologies will give you the necessary information to make effective investor strategy and forward-planning decisions.

Call 

+52 55 31 62 6996

Email 

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