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Private Equity and Venture Capital

Assisting firms in acquiring and realizing strategic value from their investments

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SGA - One of the leading private equity research firms

As one of the preferred private equity research firms for leading investment managers, SG Analytics has rich experience and expertise in providing support for various outlooks of the PE/VC investment cycle across the value chain. We specialize in helping our clients across the US identify exceptional investment opportunities, which allows them to boost the performance of their portfolios and extract maximum value from existing investments.

Discover investment opportunities with private equity research services

With our private equity research services, we provide a unique blend of powerful technology platforms and subject matter expertise that enables our US-based clients to carry out efficient process monitoring and fast-tracking of projects.

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What We Offer

Deal sourcing

We follow a process of rigorous industry and company screenings in order to identify the most suitable investment targets.

On the basis of set quantitative or qualitative parameters, screening for private or public players
High-level overview covered in short company profiles. Overview covers identified targets that provide a quick sense of their business model, size, financials, offerings, and management
Identify key drivers, challenges, market size, and growth potential by providing a high-level overview of the target industry or focus sub-segment within an industry

Assess the current valuation in the short-listed sector to understand its value attractiveness vis-à-vis overall growth potential
Analyze the robustness of various macro-economic parameters, regulations, and corporatization with extensive research

Target evaluation

We analyze investment targets by developing a holistic understanding of the business model, industry drivers, financial forecasting, and due diligence support.

Understanding the potential to grow and evaluate if current company strategies are aligned to leverage on the same with a comprehensive assessment of the focused industry of the target company
Estimation of future performance to help US-based clients arrive at a fair value by building an assumption-based financial model on the target company
Using multiple approaches such as DCF, relative, and SOTP to arrive at a fair value of the company by conducting a detailed valuation analysis of the target company

Evaluate the target’s performance by benchmarking the target company with its peer group, on both operational and financial parameters
Building key investment arguments (pros and cons) for the target company, such as business model, bargaining power in the value chain, competitive positioning, and financial performance

Investment review

We are adept at monitoring the performance of portfolio companies by undertaking performance benchmarking, tracking operating industry environments, maintaining dashboards, providing valuation mark-up analysis, and other exercises.

Obtaining an early sense of expected performance or reasons of underperformance by regularly tracking key performance indicators of the portfolio companies
Keeping a regular track of key indicators by creating dashboards on operating industries of the portfolio companies
Assessing variance between the expected and actual financial performance of the portfolio company and its reasons

Performance benchmarking of portfolio companies vis-à-vis its peer group on parameters such as financial and operating, and also evaluating its reasons
On the basis of actual performance, change in estimates (financial model), and market conditions, estimating the carrying value of the portfolio company by notching the investment value up or down

Value enhancement

We provide support for various value-maximizing initiatives for the portfolio companies that help in yielding positive returns to investors.

Devise value-driving activities e.g. market identification and attractiveness assessment, and vendor selection for assisting the fund
Utilize bottom-up and top-down approaches to estimate the market size
Distribution network and variance analysis, sensitivity analysis, revenue enhancement and cost reduction analysis by business unit, scenario analysis, cost structure analysis, and geographical locations

Devise pricing strategy for portfolio companies with competitive pricing analysis across different product and service categories
Target identification for acquisition, JV, and partnerships through analysis of a business model, financial performance, and growth potential with private equity support

Investment exit

We are experts in formulating and assisting funds for streamlining the exit process and determining the right exit strategy.

Create a list of potential buyers for the portfolio company, both strategic (competitor, peer, on the value chain, etc.) and financial (secondary market sale to another PE fund)
As a leading private equity research firm, estimate the financial expectations under various scenarios by developing a detailed assumption-based financial model for the portfolio company to provide potential buyers a working tool
Justify the value of the valuation model to potential buyers by building a detailed valuation model on the portfolio company

Highlight investment thesis and mitigant for potential risk factors with written information memorandums (CIMs) on the portfolio company
Understand the environment, bargaining power, and valuation range by tracking the deal activities in the operating sector of the portfolio company

Presentations and graphics support DTP

We provide integrated, end-to-end presentation services to our PE/VC clients in the US.

Facilitating the end-to-end integration of our presentation services with our US-based PE/VC clients
Formatting and upgrading pitchbooks and investment memos, converting ideas into slides and creating bespoke slides/charts / graphs/layouts as a part of presentation support
Designing of factsheets, investment committee memos, marketing flyers, client reports, brochures, white papers, push e-mails, and news digests as a part of design and layout support

Automatically updating presentations as underlying data is updated, converting data in MS Excel files into charts and slides, replicating non-editable PDF’s / PPT’s into slides, and converting hand drawings into slides as a part of automation and conversion support
Consistent tracking of the latest presentation software and related tools enables us to exceed client expectations with our private equity research services, offering newer and more efficient ways of rendering presentation support

Why SGA

Expertise

Expertise with market data sources leveraged by leading IB and PE firms

Expert talent

Highly qualified talent pool, with MBA Finance, CFA, and CA background

360° access

Access to a complete research ecosystem including data sources, graphics team, technology specialists, and sector experts

Flexible

Flexibility in choice of engagement models to quickly ramp up and ramp down

Perspective

Prior experienced SGA analysts at reputed global IB and PE firms add perspective

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Who we work with

PE & VC Firms

Research-led, efficient seed capital deployment

PE & VC Firms

Research-led, efficient seed capital deployment

Insights

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The Return of Global Inflation

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Digital Innovations Transform Investment Research

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CASE STUDIES

How We Created Impact for a US-Based Debt-Focused Asset Manager With AUM of Over $15BN

How We Created Impact for a Leading US-Based Long-Only Hedge Fund Focusing on Global Equities

Automation-Powered Solution for a Leading Swiss Private Bank Enabling Quick Turnaround and Distribution of the Coverage Universe

How We Created Impact for a U.K. Based Hedge Fund by Leveraging Technology To Glean Investment Insight From Unstructured, Alternative Data

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