A middle market investment bank in Australia

Posted on January 4, 2021

A middle market investment bank in Australia

Challenge Faced:

The Client’s equity research team was in the process of building capabilities and increasing coverage. The onshore team was wasting precious time on repetitive and low-value tasks. Initiating on new stock requires huge efforts to build a financial model capturing a high volume of data, preparing relevant tables and charts, and writing a detailed report for final consumption. The challenge was to reduce the efforts of senior analysts towards low-value tasks.

Solution Provided:

RRB’s analyst team worked with a team of 5 senior analysts, covering multiple sectors. Our team supported towards building detailed financial models including valuations, conducting due diligence through secondary research, and writing full initiation reports with investment recommendations.