Case Studies
A US-based Start-up raised capital based on the fair valuation and the business plan delivered by ValueAdd’s valuation experts
About Client BBA is a manufacturer of air conditioning cleaning system and also a service provider for centralized air-conditioning systems of various large commercial real estate projects across the US, Europe and GCC. They serve commercials, hospitals, schools, hotels, stadiums, and universities. BBA had just launched their Start-up with a […]
Rank the coverage companies on strict and exhaustive ESG framework to comply with the revised ESG investment policy of a US-based Asset management Firm.
About Client A US-based asset management firm with 10+ years of successful track record, was planning to officially include ESG framework in the investment policy. And, to ensure a successful ESG inclusion, it was exploring support for assessing its portfolio and potential investments from an ESG perspective. After deliberations, the […]
ValueAdd helps a US-based buy-side firm generate more alpha, and also build a strong research platform
About Client A mid-sized buy-side firm reached out to ValueAdd for credit research support. The firm offers institutional investment management services and looks for opportunities across all sectors, cap sizes and asset classes. The firm also offers services such as portfolio management, customized investment strategies, retirement planning, IRA’s and 401k’s, […]
The US-based boutique investment firm scale up their business
About Client A mid-sized investment banking firm specialising in trading of distressed and special situation investment opportunities reached out to ValueAdd for stressed/ distressed debt origination and research support in 2016. The Client was a referral through one of our Clients. Client has executed USD 35bn+ trades, done restructurings across […]
Onsite market research (secondary and primary market research) for implementation of a digital sourcing platform for its client (Government)
About Client A US-based global consulting firm (Client) is a reputed name with 200+ years of business legacy. The firm provides commercial data, analytics, and insights for businesses worldwide serving customers in government and industries such as BFSI, Consumers, manufacturing and TMT among others. The firm offers services for risk […]
ValueAdd’s Credit research team helps a US-based boutique investment firm scale up their business
About Client A mid-sized investment management firm specialised in trading of distressed and special situation investment opportunities reached out to ValueAdd for stressed/ distressed debt origination and research support in 2017. The Client’s investment banking team was already supported by ValueAdd since 2016. The Client proposed to extend similar support, […]
Equity research coverage initiation and maintenance services to India- based brokerage and wealth management and advisory firm
About Client A Mumbai-based brokerage firm with a wealth management and advisory business with 40+ years of experience in the Indian capital markets reached out to ValueAdd for equity research support. The firm offers brokerage services, wealth management, financial planning, equity, derivatives, portfolio management and depository services. With Assets under […]
Equity research services helped a US-based asset manager expand the coverage and generate more alpha.
About Client A US-based asset manager with 20+ years of experience in the global capital markets reached out to ValueAdd for equity research and valuation model support. With Assets under Management of over USD 900mn, the firm offers portfolio management services to corporates and select very high net worth individuals […]
ValueAdd’s social media content support helps a US-based sell-side firm gain more subscribers on their research platform, and gain more followers on its social media platforms.
About Client A mid-sized buy-side firm and an existing client of ValueAdd requested for a social media support. The firm offers institutional investment management services and looks for opportunities across all sectors, cap sizes and asset classes. The firm also offers services such as portfolio management, customized investment strategies, […]
