Case study – specialized investment house

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Case Study Specialized Investment House

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Case Study – Specialized Investment House Offshore Equity Research team for a specialized investment house Engagement Objectives • • •

The client, a specialized UK-based investment house, was seeking to establish and expand its coverage of special situations in 2008 With the global turmoil, the client witnessed a rapid increase in investment opportunities, and its internal resources were being stretched to the point that few prospects could be fully evaluated It decided to establish an offshore team to undertake the entire research activity and decided to outsource the same

Summary of Engagement •

The engagement started with a project-based work for one analyst and ramped up to five full-time Sutherland analysts. In the initial phase, the research team worked on standardizing products and developing templates for the US market. This was quickly expanded to cover other markets and types of products. The team has recently launched a new product developed exclusively for the client by SGS associates

Select Sectors / Industries Covered

Engagement Logistics

• • • • • •

Oil &Gas Media Hotels FMCG Automobile Ancillaries Healthcare

Created from zero base the entire research team with special skills to cover these situations

White-labeled research reports including developing templates, formatting and editing so that the reports are 100% client ready

Enabled assessment of a broader universe of investment opportunities

Made the client totally depend on us to deliver quality at reasonable costs

Geographies Covered

• • •

North America including the US & Canada The UK Europe Asia

Types of Products

• • • • •

Special Situation Reports Spinoff Situations Distressed Situations Monthly Newsletters Event Updates

Sutherland’s emphasis on timely delivery and high-quality research support helped the client cover investment opportunities across sectors and geographies

© 2015 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.

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Thank You

Š 2015 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.

www.sutherlandglobal.com December 30, 2014

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