Case Study
Providing ongoing support to the third-largest European buyout firm
Twenty-member research team | A robust delivery ecosystem
Business Need
- A prominent global private equity firm with offices across the UK, Europe, the US and Asia needed high-end independent Research & Analysis capabilities.
- It wanted to retain a team of investment research professionals who would match its standards of quality and intellectual contribution.
Retain a team of investment research professionals who would match the client’s standards of quality and intellectual contribution.
The client outlined two key reasons for selecting RocSearch:
- Our expertise in setting up and overseeing dedicated, highly skilled research teams.
- Our customised staffing approach of aligning resources that ‘best fit’ the client’s needs instead of pushing ‘available’ resources
Approach and Methodology
- The client, impressed with the quality and learning curve of our resources, retained a twenty-member research team after the pilot to support various sector teams within its Investment team.
We have developed a robust delivery ecosystem in partnership with the client's leadership, including SLAs, customised processes, quality guidelines, templates, source manuals and a feedback process, to deliver service excellence to all the client’s offices.
- We employ a unique methodology blending business and financial research with data analytics, unparalleled deal origination and market studies, with a focus on continuous enhancement in service delivery, ensuring reliability, efficiency and sustained value for the client.
- Our relationship goes beyond typical project delivery. Our senior leaders regularly meet with client stakeholders to grasp their evolving needs and strategies, enabling the team to gain deeper insight into the client’s growing service requirements.
Business Outcomes
- Faster data-driven response to market changes for enhanced profitability and competitiveness.
- Regular pipeline of investment-worthy opportunities from diverse sources and thorough market due diligence to empower robust investment decisions.
- Keeping updated on market developments for potential investments enhances conversations and deal closure.
- Active value creation for portfolio firms.
Regular pipeline of investment-worthy opportunities from diverse sources and thorough market due diligence to empower robust investment decisions.
