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PRIVATE EQUITY SUPPORT

In-depth deal execution and monitoring services for capital deployment and fund raising activities for PE funds across the investment life cycle

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 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 portfolio 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 platform and subject matter expertise that enables us to help our US-based clients carry out efficient process monitoring and fast tracking of projects. 

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Why SGA ?

SECTOR SPECIALIZATION

TECHNOLOGY, MEDIA AND TELECOM

TECHNOLOGY, MEDIA AND TELECOM
HEALTHCARE

HEALTHCARE
INDUSTRIALS

INDUSTRIALS
FINANCIAL INSTITUTIONS GROUP

FINANCIAL INSTITUTIONS GROUP
ENERGY/ OIL & GAS

ENERGY/ OIL & GAS
CONSUMER & RETAIL

CONSUMER & RETAIL
REAL ESTATE

REAL ESTATE
AUTOMOTIVE

AUTOMOTIVE
AEROSPACE AND DEFENCE

AEROSPACE AND DEFENCE
INFRASTRUCTURE

INFRASTRUCTURE

Deal Sourcing

  • 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 which provides a quick sense of their business model, size, financials, offerings and management
  • Identify key drivers, challenges, market size and growth potential by providing high level overview of 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
  • Analyse the robustness of various macro-economic parameters, regulations and corporatization with extensive research
    • CLIENT EXAMPLE CLIENT EXAMPLE

Target Evaluation

  • Understanding the potential to grow and evaluate if current company strategies are aligned to leverage on the same with comprehensive assessment of focus industry of the target company
  • Estimation of future performance to help US-based clients arrive at a fair value by building assumption based financial model on the target company
  • Using multiple approaches such as DCF, relative, SOTP to arrive at a fair value of the company by conducting detailed valuation analysis of the target company
  • Evaluate the target’s performance by benchmarking the target company with its peer group, both on operational and financial parameters
  • For the target company, building key investment arguments (pros and cons) such as business model, bargaining power in the value chain, competitive positioning and financial performance
    • CLIENT EXAMPLE CLIENT EXAMPLE

Investment Review

  • 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
  • Assessment of 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 paramenters such as financial & operating. Also, evaluate 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
    • CLIENT EXAMPLE CLIENT EXAMPLE

Value Enhancement

  • Devise value driving activities for eg: market identification and attractiveness assessment, and vendor selection for assisting the fund
  • Utilize bottoms up and top down approach to estimate 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 business model, financial performance and growth potential with private equity support 
    • CLIENT EXAMPLE CLIENT EXAMPLE

Investment Exit

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

Presentations and Graphics Support (DTP)

  • Facilitating the integration of end-to-end 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 update 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 latest presentation software and related tools enabling us to exceed client expectations with our private equity research services, offering newer and efficient ways of rendering presentation support

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