Flatworld Provided Financial Research and Modeling for a Top Financial Consultant

Case Study on Financial Research and Modeling for Financial Client

The Client

The client is a leading provider of financial consulting services and is located in Manama, Bahrain. They have a decade of experience spanning across asset management, corporate finance, investment banking, mergers and acquisitions (M&A), equity research, risk management, and financial modeling. The client has both an international and local customer base.

Challenges Faced by the Client

The client needed financial research and modeling expertise to support a request from a customer who required detailed historical and current financial data involving one specific enterprise for the past 10 years and reflecting up-to-date 2017 data. The extensive financial information requirements included weighted average cost of capital (WACC) and ratios for ROA and ROE profitability, liquidity, and solvency. Also needed were data reflecting net income, revenue sources, supplier analysis, capital structure, churn rate, revenue per user, and subscriber acquisition costs.

Project challenges included the following -

  • Recent data and some historical data were not available in the public domain
  • The client had a short timeline for acquiring the required data

FWS' Solution

The Flatworld Solutions research analysis team provided the following solution -

  • The team included one research analyst and one quality analyst
  • Regular client communication was carried out via calls and emails
  • Data was obtained via modeling, financial research and investment analysis
  • Deliverables were provided as Excel files for financial data covering 10 years, Word documents to summarize and discuss findings and a PowerPoint presentation to ensure visual clarity for the customer
  • The quality analyst ensured that global ISO standards were met

The Results

The client was happy with our timely and cost-effective results, and this led to a long-term working relationship. Acquiring a competitive edge is often facilitated by the timing, accuracy, and confidentiality of financial research. Our team of financial experts can handle all variations of research and analysis while honoring the strictest non-disclosure requirements.

Choose Flatworld for Financial Research Services

Flatworld Solutions is an ISO certified firm operating globally and offering accurate and reliable financial research services. We routinely obtain financial research data involving multiple regions and languages. Depending on your preferences, we can operate as your single outsourcing partner or coordinate our services with other vendors. We provide flexible pricing and fast turnarounds without compromising on the quality. Our financial research services include financial modeling, investment research, credit research, asset management, etc.

Get in touch with us today to discuss how we can help with your financial research needs.

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