A. Market Research and Business Intelligence
Our Market Research and Business Intelligence services empower clients with in-depth knowledge and strategic insights into various markets and industries. We deliver comprehensive research reports, competitive intelligence, consumer insights, and business planning services, all designed to support clients in making informed decisions, identifying growth opportunities, and achieving strategic objectives.
1. Market Research Reports
CrestVal Consulting offers comprehensive market research reports that deliver critical insights into industry trends, competitive landscapes, and consumer behaviors. These detailed reports help clients make informed decisions by providing in-depth analysis and actionable recommendations.
2. Market Entry Strategy / Go to Market Strategy
Our market entry strategies are designed to guide clients through the complexities of entering new markets. We analyze market potential, competitive environments, and regulatory frameworks to develop effective go-to-market plans.
3. Market Intelligence Newsletters (weekly/monthly/quarterly)
Stay updated with our tailored market intelligence newsletters. These periodic publications provide the latest industry news, market trends, and analysis, keeping clients informed and ahead of the curve.
4. Competitive Intelligence
Our competitive intelligence services involve tracking and analyzing competitors' strategies, strengths, and weaknesses. This enables clients to anticipate market movements and develop strategies to maintain a competitive edge.
5. Consumer Insights / Consumer Behaviour and Preferences
We delve into consumer behavior and preferences through surveys, focus groups, and data analysis. Our insights help clients tailor their products and marketing strategies to meet consumer demands effectively.
6. Sector / Thematic Research
Our sector and thematic research reports cover key industry sectors and emerging themes. We provide detailed analysis on trends, challenges, opportunities, and forecasts to support strategic decision-making.
7. Product / Pricing Research
We conduct thorough product and pricing research to help clients optimize their product offerings and pricing strategies. Our analysis considers market demand, competitor pricing, and consumer willingness to pay.
8. Industry Reports and Whitepapers
Our industry reports and whitepapers offer thought leadership on industry trends, regulatory impacts, technological advancements, and best practices. These materials are designed to establish our clients as industry experts.
9. Feasibility Studies for Product Launch / Business Expansion
We perform detailed feasibility studies to assess the viability of new product launches and business expansions. Our studies consider market potential, financial implications, and strategic fit.
10. Business Planning and Feasibility Studies for Expansion into New Markets
Our business planning and feasibility studies provide a roadmap for expanding into new markets. We analyze market conditions, competitive landscapes, and regulatory environments to ensure successful market entry.
11. Mapping and Databases
We create comprehensive databases and mapping solutions, including investor databases, target clients, competitors, and suppliers. These resources support strategic planning and business development efforts.
12. Performance Management
Our performance management services include the development of dashboards, management information systems (MIS), balanced scorecards, and cost optimization strategies. We help clients monitor and enhance their operational efficiency.
13. Strategy and BD Activities
We support strategic and business development activities through CRM maintenance, the creation of brochures, and pitch decks, and the organization of roadshows. Our services aim to enhance client engagement and business growth.
14. C-Suite Support
We provide research and analytics support to C-suite executives, including strategy formulation, growth planning, and business planning. Our services enable executives to make informed strategic decisions.
15. Growth Strategy and Business Transformation
Our growth strategy and business transformation services include detailed reports on industry trends, challenges, and opportunities. We provide tailored recommendations for business growth and transformation.
16. Peer Review and Benchmarking
We offer peer review and benchmarking services to assess clients' performance against industry standards. Our analysis helps identify areas for improvement and best practices.
17. Product and Service Innovation
We evaluate market needs and trends to identify opportunities for new product and service development. Our services include feasibility studies, concept testing, and innovation strategies.
B. Investment Research & Analytics
Our Investment Research and Analytics services offer deep insights and comprehensive analysis to support investment decisions across various asset classes. We provide equity research, credit research, real estate investment support, commodities research, and macroeconomic analysis. Our services are designed to help clients understand market
dynamics, evaluate investment opportunities, and manage investment risks effectively.
1. Equity Research
⦁ Financial Modelling: We build robust financial models to project companies' financial performance, enabling clients
to make data-driven investment decisions. Our models provide a detailed analysis of revenue, expenses, and profitability.
⦁ Coverage Initiation and Maintenance: We provide research and technical support to initiate and maintain coverage of equities, providing ongoing analysis and updates. Our services include detailed reports, stock ratings, and financial & strategic analysis.
⦁ ERR, Sector/Thematic Research, and Stock Screeners: We offer exhaustive research reports, sector/thematic research, and stock screening tools to identify investment opportunities. Our analyses cover market trends, company performance, and sector dynamics.
⦁ Fundamental and Technical Analysis: Our analysts perform in-depth fundamental and technical analysis to assess
stock performance and trends. This includes evaluating financial statements, market conditions, and technical indicators.
⦁ Channel Checks: We conduct channel checks to gather insights on companies' operations and market conditions.
This helps validate financial performance and identify potential risks and opportunities.
2. Credit / Fixed Income Research
⦁ Financial Modelling: We create financial models to analyze creditworthiness and debt instruments. Our models assess cash flows, repayment capacity, and risk factors.
⦁ Coverage Initiation and Maintenance: Our services include research/technical support on the initiation and maintenance of coverage on credit and fixed income securities. We provide research support on detailed credit reports, ratings, and investment recommendations.
⦁ Capital Structure and Covenant Analysis: We analyze capital structures and covenants to assess risk and compliance. Our analysis helps clients understand debt obligations and identify potential issues.
⦁ Credit Notes and Leveraged Loans & Private Debt Memos: Our detailed credit notes and memos support investment decisions in leveraged loans and private debt. We provide insights on loan terms, borrower financials, and market conditions.
⦁ Regulatory Research Coverage, Bond Screeners, and Thematic / Sector Notes: We provide regulatory research, bond screeners, and thematic/sector notes to guide fixed income investments. Our research covers regulatory changes, market trends, and investment opportunities.
3. Real Estate Research / Real Estate Investment Support
⦁ Market Analysis: We conduct in-depth market analysis to provide clients with a comprehensive understanding of real estate market dynamics, including trends, demand-supply scenarios, and investment opportunities. This analysis helps clients make informed decisions regarding property investments, development projects, and portfolio management.
⦁ Property Valuation: Our team offers accurate property valuation services, considering various factors such as location, market conditions, and property characteristics. These valuations are crucial for transactions, financial reporting, and investment analysis, ensuring that clients have a clear understanding of their property’s worth.
⦁ Investment Strategy Development: We assist clients in developing effective real estate investment strategies. This includes identifying potential investment opportunities, conducting feasibility studies, and providing recommendations on property acquisition, development, and divestment to maximize returns and minimize risks.
4. Commodities Research
Our commodities research covers market trends, supply and demand analysis, and price forecasting. We provide clients with insights into commodities markets, helping them make informed investment decisions. Our research includes analysis of key commodities such as oil, gas, metals, and agricultural products.
5. Investment Banking
⦁ Financial Modelling and Valuation: We provide financial modelling and valuation services to support investment banking transactions. Our models and valuations are critical for M&A, fundraising, and other corporate finance activities.
⦁ Buyer / Target List Generation and Information Memorandum: Our services include generating buyer/target lists and preparing information memoranda for transactions. We identify potential buyers or targets and create comprehensive documents to facilitate transactions.
⦁ Pitch Books, Company Teasers, and Company Profiles: We create pitch books, company teasers, and profiles to support client transactions. Our materials are designed to present companies attractively to potential investors or acquirers.
⦁ Market and Industry Research: Our market and industry research informs strategic decision-making in investment banking. We analyze market trends, competitive landscapes, and industry dynamics to provide actionable insights.
6. Macro Research
⦁ Global Macroeconomic Research: We track and analyze macroeconomic developments impacting various asset classes. Our research covers economic indicators, market trends, and policy changes.
⦁ Geopolitical & Policy Research: We decipher geopolitical developments and fiscal and monetary policies across regions. Our analysis helps clients understand political risks and policy impacts on investments.
⦁ Investment Theme Generation: We offer long-term thematic investment ideas based on megatrends and evolving market dynamics. Our themes cover demographic changes, technological advancements, and environmental factors.
7. Investor Relations
Our investor relations services include preparing meeting packs, supporting investor conference calls, creating pitch decks, financial projections, earnings quality analysis, broker’s response reports, and peer benchmarking. We help clients effectively communicate with investors and stakeholders.
8. Publishing Support
⦁ Editorial Support: We provide editorial support for daily flash notes, quarterly results, initiation reports, and thematic research. Our services ensure that client publications are clear, accurate, and professionally presented.
⦁ Presentation and Graphics Support: Our services include formatting reports and presentations, creating templates, and ensuring professional presentation quality. We help clients deliver visually appealing and impactful presentations.
⦁ DTP Distribution Support: We deploy specialists to handle the distribution of client reports round the clock. Our services ensure timely and efficient distribution of research publications.
C. Valuation and M&A Advisory
Our Valuation and M&A Advisory services are designed to provide clients with accurate asset valuations and strategic advice for mergers and acquisitions. We offer valuation services across various asset classes, including businesses, equities, fixed income securities, and real estate. Our M&A advisory services include strategy development, market and industry analysis, target screening, and post-merger integration planning, ensuring clients maximize value and minimize risks throughout the transaction process.
1. Asset Valuation
We offer valuation services for various asset classes, including business/company valuation, equity, fixed income
securities, real estate, and securitized assets. Our valuations are based on rigorous analysis and industry best practices.
2. M&A Advisory
⦁ Crafting M&A Strategy: We develop strategies for mergers and acquisitions, focusing on maximizing
value and minimizing risks. Our strategies are tailored to clients' specific needs and market conditions.
⦁ Market and Industry Analysis: Our market and industry analysis supports strategic M&A decisions.
We provide insights into market trends, competitive landscapes, and industry dynamics.
⦁ Competitive Positioning and Target Screening: We help identify and screen potential acquisition targets.
Our analysis includes competitive positioning and strategic fit assessments.
⦁ Financial Modelling and Valuation: Our financial modelling and valuation services support transaction
decisions. We build detailed models and perform valuations to ensure accurate assessments.
⦁ Due Diligence and Deal Structuring: We conduct thorough due diligence and advise on optimal deal structures.
Our services include risk assessment, financial analysis, and structuring deals to maximize value and minimize risks.
⦁ Fund Raising and Investor Relations: We assist with fundraising activities and manage investor relations. Our services include preparing pitch decks, conducting roadshows, and engaging with potential investors.
⦁ Post-Merger Integration Planning and Roadmap: Our services include planning and managing post-merger integration to ensure successful outcomes. We develop integration plans, set milestones, and oversee execution to
achieve synergy realization.
⦁ Synergy Tracking and Realization
⦁ Risk Mitigation
⦁ IMO
D. Financial Consulting
Our Financial Consulting services focus on optimizing financial performance and supporting strategic financial planning. We offer services such as capital structure optimization, working capital management, financial modelling, and financial planning & analysis. Our goal is to help clients improve liquidity, reduce costs, and enhance operational efficiency, ensuring sustainable growth and financial stability.
1. Optimization of Capital Structure
We help clients optimize their capital structure to balance debt and equity, enhance financial stability, and support growth objectives. Our services include capital restructuring, debt management, and equity financing strategies.
2. Working Capital Management
Our working capital management services focus on improving liquidity, reducing costs, and enhancing operational efficiency. We analyze cash flow cycles, manage receivables and payables, and implement strategies to optimize working capital.
3. Financial Modelling
We build detailed financial models to support strategic planning, investment decisions, and business valuations. Our models provide insights into financial performance, profitability, and growth potential.
4. Financial Planning & Analysis (FP&A)
Our FP&A services include forecasting, budgeting, and variance analysis to provide insights into financial performance and support strategic planning. We help clients develop robust financial plans and monitor performance against targets.
5. Fund Raising
We assist clients in raising equity and debt financing, preparing pitch decks, and supporting IPO and private placement activities. Our services include market analysis, investor targeting, and transaction support.
6. Investor Relations
Our investor relations services include preparing meeting packs, supporting investor conference calls, creating pitch decks, financial projections, earnings quality analysis, broker’s response reports, and peer benchmarking. We help clients effectively communicate with investors and stakeholders.
7. Capital Budgeting
We perform capital budgeting analysis, including NPV, IRR, and payback period analysis, to support investment decisions. Our services help clients evaluate investment projects and make informed capital allocation decisions.
8. Restructuring Support
Our restructuring support services include analyzing non-core assets, preparing information memoranda, synergy realization, and capital structure analysis. We help clients restructure their businesses to improve performance and unlock value.