rickwork

India
Your Gateway to the Best of India!
Investment Research
OUR

Services

Company/Industry research
Equity research
Financial modeling
Market Potential on various
business segments
Due diligence/valuation
Business plans
Back office support
Pre/Post engagement research for
M&As
Pitch books and Offer documents
Book-keeping using accounting s/w
such as Quickbooks, Peachtree,
Microsoft money etc
Tracking of asset portfolio using
financial software like Pertrac

The Investment Research team

also collaborates with the
India Strategy team to provide:
Financial analysis of targets
in India for mergers and
acquisition
Due diligence of Indian
vendors for procurement for
businesses
Strategy to enter the Indian
financial market

rickwork Investment Research Practice provides

remote outsourcing solutions that enable
investment/brokerage firms, money managers/fund
managers, mutual funds, venture capital funds, private
equity and hedge funds, financial services companies
and institutions, M & A firms, financial information
vendors, consulting companies and commercial banks
to serve their customers, grow their businesses, and
respond to evolving regulatory requirements more
efficiently.

CLIENT

Testimonial
All the work was of a very high standard, timely and on what was asked
no real areas for improvement. I'd certainly use your services again and
would recommend you to my colleagues for research efforts.
- Marketing Head of a Fortune 500 bank
The report looks excellent & is complete. I am presenting
the report to my client next week. I received value for cost.
Looking forward to establishing a longer term relationship
with Brickwork.
- Director of a NY based financial consultancy firm.

This project was a good experience from which to

collaborate with Brickwork. We can anticipate improved
process between us for future projects, which are
forthcoming. It is our desire to have the outsourcing model
with Brickwork become a successful model as part of our
approach.
- Managing Director of a Texas based Investment
banking firm

RESEARCH
Consultation with Clients
Company Information
Competitor Information
Financial Statements
Analysts Reports
Macro Economic Data

ANALYZE
Brainstorming with the clients
Peer Review
Company/ Industry Analysis
SWOT analysis, Porter 5-forces model
Competitive Analysis
Financial Statement Projections
Ratio Analysis, IRR & NPV Calculations
Costing, budgeting & forecasting
Potential targets/buyers identification

INSIGHTS
Financial / Valuation models
Business Plan
Financial due diligence reports
Pitch-Book & Offering memorandum
Equity Reports Industry/ Sector reports
Investment reports Acquisition targets

EXAMPLES OF
OUR

OUR SAMPLE

Pre-engagement and Post-engagement research such

as preparation of pitch-books and offering
memorandum for a London based boutique M&A firm
focusing on ICT industries to support their M&A
related research and valuation activities.
Complete back office/research support for a
European hedge fund
Development of business plan for healthcare
company to raise growth-finance
Credit analysis of the customers of a leading fortune
500 company in avionics business
Equity research of a portfolio of 50 stocks for a US
based brokerage house
Merger and acquisition strategy, identification of
prospects, valuation exercise for a leading global
consumer electronics company for Indian market
Financial feasibility analysis for a Real Estate
investment advisor
Risk Management training for a leading Kuwait Bank

A $6.5 billion mutual fund based in US

An Australian based Fortune 500 bank
A $1 billion Switzerland based Hedge Fund Portfolio
Management Company
A $ 35 billion regional investment banking firm
specializing in public finance
A $ 25 billion San Francisco based investment
management company
A leading $3 billion global US communication and
aviation electronics company
One of the top 10 US based consulting companies
with operations in more than 40 countries
An independent European corporate finance
boutique firm for mid-market financing and M&A
transactions
A $10 million European international strategy
consultancy firm dedicated to financial institutions

Clients

Work

rickwork
India
Your Gateway to the Best of India!
Bangalore

Boston

Investment Research

Brickwork's RAI model

Nashville

USA
Tel. (617) - 755 - 1843
(615) - 364 - 5573
Fax (617) - 977 - 0919

INDIA
Tel. +91 - 80 413 27425
Fax +91 - 80 255 00945

enquiry@brickworkindia.com
www.brickworkindia.com