ALLIANCE KNOWLEDGE PARTNERS / 04
Investment & transaction support
Research, screening, financial analysis, and pitch decks for investment and advisory teams.
Discuss your transaction requirementsOVERVIEW
Analytical support throughout the investment process.
We help teams organize the analytical work behind an investment or transaction process. Assignments can include company and target screening, business profiles, financial comparisons, due diligence research, and investment or pitch materials.
The scope follows the questions your team needs to resolve, from narrowing an opportunity set to examining a company’s economics or presenting a financial assessment. We develop pitch decks around the business, market opportunity, financial outlook, and purpose of the presentation. Private equity and alternative investment work is scoped around the relevant structure and investment question.
Investment banks, M&A advisers, private equity and alternative investment firms, and corporate development teams.
WHAT WE CAN DELIVER
Screening, analysis, and presentation materials
The scope and format of each assignment are agreed with your team.
- 01Company profiles and investment memoranda
- 02Buyer, investor, and target screening
- 03Pitch decks, pitch books, and investor presentations
- 04Transaction and comparable-company analysis
- 05Research support for due diligence
AN EXAMPLE ASSIGNMENT
From screening to an investment presentation
A target-screening project with agreed criteria, a prioritized company list, business profiles, and comparable financial information. Findings can support an investment memorandum, pitch deck, or advisory presentation.
Discuss a similar assignment Ask about relevant work samplesSTART A CONVERSATION
Discuss the work
your team needs.
Share the research question, expected deliverables, and timetable.