Our financial analysis team provides measurement-based solutions that are focused on the relevant market conditions.  Our Financial Analysis service presents a comprehensive overview of key firms in various industries and highlights major market and financial trends in key growth segments. This service is designed to provide financial, marketing, investment, operating, and business development executives with topical and in-depth information on current trends and issues that impact investment and financial decisions.

In addition, the Team conducts customized research tailored to the client’s needs, objectives, project, and budget by providing innovative, practical solutions for pressing business challenges. By leveraging our skills, resources, and market data, Magnus Investment Services provides an interactive analysis of client capabilities and market opportunities to develop custom consulting assignments that provide a comprehensive view of the marketplace.

Highlights of our Financial Analysis & Benchmarking:

  • Provides comprehensive industry mapping of public and private financial companies
  • Identifies growth opportunities for public and private companies, and provides revenue and growth rates for companies
  • Comprehensive financial benchmarking on the areas of profitability, cost structure, working capital, turnover, leverage, cash flow, and investment returns
  • Fundamental industry data and tracking service
  • Valuation and financial metrics (EV, EV/LTM Sales, EV/LTM EBITDA, P/E Ratios)
  • Growth Monitor, Investment Scorecards, Sector Scorecards

Our service offerings give specific value for Corporate Clients:

  • Financial Analysis:
    • Analyze financial trends in key growth segments
    • Financial benchmarking against industry averages
    • Support corporate finance and treasury departments
    • Identify sources of funding
    • Sensitivity and Scenario Analysis
    • Economic analysis and research
    • Quantitative financial analysis
    • Securities and derivatives analysis
    • Break-Even Analysis
    • Cash Flow Analysis
    • Cost & Debt Analysis.
    • Financial Statements Analysis
  • Financial Trend Identification:
    • Identify opportunities in growth segments
    • Analyze current trends; financial implications; sector themes
    • Cost structure and working capital improvement
    • Financial ratio analysis
  • Financial Analyst Access and Briefings:
    • Direct access to financial analysts monitoring the portfolio fosters interactive relationships
    • Continually updated research presented on a regular basis ensures the relevance and value
    • Maximize analyst contact and touch
    • Frequent public and private analyst briefings
    • Global analysts provide “on the ground” support
  • Specific Investment Ideas:
    • Specific company identification
    • Proprietary investment ideas
    • Coverage of both public and private companies
    • Customized investment ideas for all stages of the investment cycle: venture start-up to late-stage buy-out
    • Equity analysis for institutional investors and hedge funds
  • Financial Framework for Analysis:
    • Industry comparables and valuation
    • Financial ratio analysis
    • Portfolio company benchmarking & monitoring
    • Exit or realization strategies
  • Structured Solutions
    • Sourcing of Investors and Vendors in Niche Markets and Products
    • Fair Value, Acquisition/Disposal and Restructuring Analysis
    • State-of-the-Art Modelling Techniques
    • Stressed & Distressed Asset Solutions
    • Structured Capital Markets Insight
  • Other Business Services
    • Business Plans & Presentation reports
    • Business plan validation
    • Negotiating Services
    • Financial market research