Objective

The client wanted support in building & maintaining financial models and preparing investment memos for companies in its coverage.
 

CRISIL's Solution

The CRISIL team provided comprehensive support for the client, including:

• Model Development and Investment Memos
  
  • Forecasted scenario-based models with key revenue drivers and as per management guidance.
    
  • Prepared detailed investment memo highlighting key credit risks & covering complete due diligence
    
• Recovery and Variance Analysis
  
  • Analyzed the capital structure & debt profile of the company, complemented with recovery analysis.
    
  • Updated models with monthly reporting, including variance analysis, comparing budgets versus actuals.
    
• Portfolio Monitoring
  
  • Conducted peer comps for company financials.
    
  • Frequently monitored client’s portfolio for impact analysis of significant events.
    

Client Impact

• CRISIL GR&RS team worked as an extended arm of the client, supporting all the tasks across the value chain
  
• Client increased the team size to 6 within 3 months of the engagement.
  

Questions

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