Integreon

Grail Research

Financial Modelling

Overview

When an investment bank needed to quickly and consistently provide detailed, accurate financial models to its analysts, Integreon provided an offshore solution that enabled its Associates to act as extensions of the client’s investment banking team. Integreon’s output was comparable in quality to the client’s internal teams at a significantly reduced cost and enabled the client’s bankers to focus on higher value-add tasks.

Challenge

  • The client needed a set of detailed and accurate financial models, including multiples, comps, etc., so that analysts could be re-deployed internally towards higher-end work
  • The client sought faster turnaround through a roster of available “clean” models
  • The client also wanted to improve the consistency and quality of work through qualified resources and consistent processes
  • Solution

  • Senior members of the Integreon team traveled to New York for a month for intensive knowledge transfer sessions with the client’s associate-level bankers
  • Integreon prepared detailed training curricula, standard operating procedures and quality processes for cross-training Integreon’s Mumbai team
  • Direct, real-time communication and collaboration with the client’s New York-based bankers
  • Integreon’s team served as a live extension of the client analysts and the associate pool for investment banking
  • The final output was detailed comp models with an input sheet for each company and a summary output sheet, along with well-annotated source back-up data