We have assisted sell-side brokerage research teams with maintaining and scaling up their research universe. We work with brokerage firms of varying size – from large global firms to smaller boutique firms. Our client analysts become more efficient by focusing on idea generation, management presentations and client meetings while letting us handle the non-critical aspects of their research work.
Our analysts work closely with client analysts in deriving the appropriate valuation approach and analyzing trends and themes in a given industry. Our analysts can help in conducting scenario analysis, comparing industry KPIs, analyzing industry leverage, statistical analysis, writing sections of research reports, etc.
Equinox analysts are a virtual extension of our client teams. We currently help our clients in:
Meeting notes: We help our client analysts by preparing short notes, including company profiles, key financials, quick ratio analysis, peer comparison, etc. before they meet management. Our analysts can also attend conference and prepare summaries of key disclosures