Research support for a real estate-focused private equity fund

  • 50%

    Cost Savings Delivered

  • 75%

    increased bandwidth for onshore team

  • 100%

    accuracy with par-level TAT


Client challenges
  • A significant portion of the client’s time and resources were allocated to intensive research and analysis activities, which in turn diluted its focus on other critical/high-value tasks
  • They lacked the bandwidth to meet aggressive deal sourcing/ closing targets while also ensuring robust monitoring of performance of existing portfolio companies
  • They had to deal with the high cost and lack of continuity associated with engaging large consulting firms on a project basis, which ultimately lowered the fund’s management fees
Solution
  • Acuity Knowledge Partners (Acuity) set up an offshore team for the client
  • The team took end-to-end ownership of the analysis process, which included
    • High-level screening and analysis to identify potential opportunities, company overview, property and loan database, transaction case studies, market/industry overview
    • Preliminary, operational, and commercial due diligence, loan and borrower research, property and tenant analysis, trading and transaction comps, and rental benchmarking
    • Target-company and property valuation, catchment area analysis, historical financial spreading and debt analysis, sensitivity analysis, and the preparation of investment memorandums
    • The preparation of industry dashboards for key sectors, investment portfolio dashboards, and tracking of covenant compliance
  • We leveraged our research capabilities and hands-on experience with various RE-specific databases to support the client on quick turnaround projects (many of them were live)
  • The team handled increasing workloads from other client locations, and an additional support team was also set up to reduce time lags between various geographies
Client benefits
  • Acuity team has delivered over 500 projects across client funds so far
  • Increased breadth of coverage: The client leveraged our services to broaden the target universe and screen/evaluate more opportunities
  • Increased depth of analysis: With our support, they were able to undertake in-depth analyses, especially for distressed/special situations
  • Robust monitoring: The client’s ability to closely and actively monitor the portfolio on an ongoing basis was enhanced
  • Enhanced visibility: Our team created an integrated structure with maximum visibility for the onshore team
  • Cost savings and profitability: Our solutions enabled cost savings of ~50% vs the fully loaded cost of in-house resources (include hiring, training, infrastructure, tax, travel, management, etc.)
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What we have done

Investment feasibility support to a US-based investment management client
What we are proud of

30+

client analysts supported

Editing, formatting & design, and translation

Loan underwriting and financial modelling support for a global investment management firm
What we are proud of

30+

client analysts supported

Editing, formatting & design, and translation