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Outsource2india Provided Financial Models for a Fund Governance Organization

Case Study on Financial Models for US Fund Governance Firm

The Client

The client is a fund governance firm based out of Ohio, USA. The client provides Independent Directors to Investment Funds with over 25 years of experience in financial services. With a sizable number of experienced and skilled independent directors placed in governance industry, the client is a well-known liquidator, insolvency practitioner, and as well as fraud investigation specialist.

The Client's Requirement & Challenge

The client wanted Historical Financial Models for IR that included overall Company earnings Summary 1Q15-present quarterly with eps, EBITDA, FCF breakdowns as well as annual overall company summary 2007 to present, balance sheet 1Q15 to present, individual segments with shipments, pricing, and operating profits/EBITDA as consolidated segments. The client had a tight deadline and wanted the report furnished with valid data.

Our Solution

Our team at Outsource2india has been working on complex financial models for our diverse clientele from across the globe. With a proper communication strategy in place and a clear understanding of the client requirement, we were able to create the financial models in a week's time. We deployed our proven financial research tools to create financial models in a well-structured and easy-to-understand manner.

The Results

After completion of this project, the client felt elated with the responsiveness and accuracy of financial models produced by O2I. The client was able to serve financial products and streamline investor relationships based on our finance models.

Outsource Financial Modeling Services to O2I

Outsource2india's financial modeling services have been beneficial to customers who count on us for ad-hoc modeling while they focused on deal structuring and client initiatives. With 25 years of industry experience, our team of professional analysts has developed robust financial models to help investors, businesses, and investment consultants & bankers identify the current financial state of business and make predictions for the future. We have more than a hundred Financial Analysts working on various financial modeling projects. Apart from Financial Research, we also provide other cost-effective services such as business research, pharma research, etc., to offer comprehensive research support to the clients.

If your business requires financial modeling, reach us now so we can configure a solution exclusively for you.

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