Equity Research & Financial Modeling
At Synpact Consulting, we deliver equity research and advanced financial modeling services that empower investment firms, corporates, and startups with actionable insights. Our analysts combine sector expertise with technical rigor to support valuations, investment decisions, and strategic planning.
We focus on clarity, precision, and investor-grade outputs that withstand scrutiny from boards, auditors, and institutional investors.
Why Synpact for Equity Research & Financial Modeling
Comprehensive Coverage
Sector reports, company analysis, and market mapping across industries.
Decision-Grade Models
Three-statement forecasts, sensitivity cases, scenario builds, and valuation bridges.
Valuation Expertise
DCF, LBO, relative valuation, and deal comparables.
Global Standards
Deliverables aligned with US GAAP, IFRS, and investor expectations.
Our Equity Research & Modeling Services
- Equity Coverage & Sector Research — Industry trends, peer benchmarking, and company-specific deep dives.
- Public Comps & Deal Comps — Comparable company and precedent transaction analysis for relative valuation.
- Forecasting & 3-Statement Modeling — Integrated income statement, balance sheet, and cash flow models with driver-based assumptions.
- Valuation & Advanced Modeling — DCF, LBO, sum-of-parts, and option-based models with sensitivity and scenario testing.
- Model Maintenance & Roll-Forwards — Quarterly updates, version control, and assumption refresh for ongoing accuracy.
- Model Audit & Quality Control — Rigorous review, error testing, and compliance with best practices.
Process & Approach
- Discovery & Objective Setting – Understand sector, target company, and decision use-case.
- Data Collection – Gather financials, market data, analyst consensus, and peer information.
- Model Development – Build 3-statement, valuation, and scenario models.
- Research & Analysis – Deliver sector outlooks, peer comps, and investment notes.
- Review & Finalization – Client feedback incorporated, outputs delivered, and model documentation prepared.
Industries & Use Cases
Industries:
- Technology & SaaS
- Healthcare & Life Sciences
- Consumer & Retail
- Industrials & Manufacturing
- Startups & Growth-stage firms
Use Cases:
- IPO readiness & equity story development
- Buy-side and sell-side investment support
- Portfolio company monitoring
- Fundraising & investor reporting
- Strategic planning & board reporting
Frequently Asked Questions (FAQs)
How are your models different from standard templates?
Our models are fully customized, driver-based, and tailored to each client’s sector and assumptions.
Can you handle ongoing quarterly updates?
Yes. We provide roll-forwards, assumption refresh, and ongoing model maintenance.
Do you deliver sector reports as well as financial models?
Yes. We combine industry research with financial models for a complete investor view.
What’s the turnaround time?
Standard models can be built in 3–5 business days. Complex valuation/layered models may take 7–10 business days.
Do your deliverables suit institutional investors?
Yes. All reports and models are investor-ready, board-ready, and audit-compliant.
Call to Action
Drive better investment decisions with data-driven research and robust financial models.
Contact Synpact Consulting today to request a free consultation, review sample models, and discuss a tailored engagement proposal.