Business need

The client is a UK-based private bank that invests in alternative assets, including real estate

Business Objectives / Goals

  • The client was interested in acquiring an office space and needed to gauge the covenant strength of an existing tenant
  • RocSearch was tasked to prepare an in-depth credit paper to help gauge the financial and operational stability

Approach and Methodology

  • We prepared a five page profile of the tenant, covering details such as business description, history, competitors and financials
  • The profile also covered the market performance of the company including historical share price performance, public market overview, broker recommendations and analyst commentaries

Business outcomes

  • The team prepared a covenant profile, which was generally meant to understand the business model, credit profile and financial performance of the tenant occupying a particular asset

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