25
Jun
How we supported the entire diligence process on an LP-led Secondary portfolio deal
The Context The client, a secondaries investment advisor, was approached by a U.S. based middle-market
25
Jun
How we helped a Corporate FP&A client to create an M&A Integration Playbook to monitor integration process
The Context The client, a Corporate FP&A, wanted the TresVista team to create an M&A
25
Jun
How we assisted a Private Equity firm by creating an automized tear sheet using their CRM platform
The Context The client, a Private Equity firm, wanted the TresVista Team to create an
25
Jun
How we helped a Sovereign Wealth Fund understand a new ecosystem and provided a recommendation as to which segment to enter
The Context The client, a Sovereign Wealth Fund, wanted to understand the semiconductor ecosystem and
25
Jun
How we assisted a Hedge Fund to automate their monthly fund summary report
The Context The client, a Hedge Fund with ~$700 million in assets, wanted the TresVista
25
Jun
How we helped an Investment Banking firm to Analyze the Costs involved in a DeSPAC transaction
The Context The client, a Middle Market Investment Bank, wanted the TresVista team to analyze
25
Jun
How we helped a Private Equity firm in performing Consumer Sentiment Analysis on products and brands
The Context The client wanted the TresVista team to set up data-driven consumer survey templates
25
Jun
How we helped an Investment Bank client to build a Bid Summary Model to analyze and represent various bids in terms of multiples and valuations
The Context The client, an Investment Bank, asked the TresVista team to summarize bids for
25
Jun
How we helped an Investment Bank in identifying a potential acquisition target for its MNC client
The Context The client, a boutique Investment Bank, wanted the TresVista Team to evaluate a
25
Jun
How we assisted a client in leveraging data from multiple data vendors to run company valuations
The Context The client, an investment firm, wanted the TresVista Team to add the functionality
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