Financial Research & Analytics Services

Financial research & Analytics

Full-lifecycle financial research and modeling: from initial diligence to ongoing portfolio surveillance.

Overview

Concentric’s financial research and analytics teams cover the full investment lifecycle, from pre-deal diligence through live execution to ongoing portfolio surveillance. Our analysts embed directly into your workflow and produce work built for investment and credit committees: credit models, valuation packs, memos, and monitoring, not drafts that need heavy onshore rework. Ten specialist services, one delivery standard.

Sector Coverage

Choose your service

DILIGENCE - Evaluating Before Commitment

Credit Research

Fundamental credit analysis for syndicated loans, direct lending, and bond portfolios.

Private Credit

Direct-lending diligence, covenant tracking, downside analysis, and amendment support

Equity Research

Company deep-dives, sector coverage, earnings analysis, and investment theses

Valuations

Trading and transaction comps, DCF, NAV, and support for regulatory marks.

EXECUTION - Building The Analysis

Complex Excel Modeling

LBO, DCF, merger, waterfall, project-finance, and dynamic portfolio models.

CFO Support

Management reporting, variance analysis, and finance-function augmentation.

Cash Forecasting

Project- and company-level free cash flow models with covenant monitoring.

SURVEILLANCE - Post-Investment Oversight

Counterparty Risk

Credit models and downside scenarios.

Industry Analysis

Supply and demand, regulatory landscape, peer benchmarking, and sector deep-dives.

Existing Investment Monitoring

Earnings, News, rating actions, M&A, and performance tracking across the portfolio.

Who is it for?

Asset managers (PE, private credit, hedge funds, multi-strategy)

Credit funds

Insurance firms

Investment banks

Real estate and infrastructure investors

Corporate finance teams that need committee-ready analysis without adding a full onshore hire