Financial Modelling

Providing global clients with customised financial modelling consulting support across sectors and geographies

Financial Modelling Consulting Services

As part of their research process, most buy-side and sell-side analysts prepare financial models and conduct valuations of the companies and bonds in their core and non-core/shadow coverage. Building and updating these financial models can take a significant amount of time and effort, reducing analysts’ focus on revenue- and alpha-generating processes.

Acuity Knowledge Partners helps buy-side and sell-side firms efficiently and cost-effectively build and maintain their financial models to track public equities and credit names. We offer customised financial modelling services to meet the specific requirements of equity, bond and ESG analysts.

Our team of seasoned professionals, with 20+ years of extensive financial modelling consulting experience from working on over 7,000 companies across 37 sectors and building over 60,000 models, provide customised models to help you quickly ramp up and maintain coverage. Our seasoned team study each company’s business model to identify revenue and cost drivers, valuation metrics and drivers of other line items, according to client requirements.

How we are different

20+ years of extensive experience in financial modelling consulting
20+ years of extensive experience in financial modelling consulting
from working on over 7,000 companies across 37 sectors and building over 60,000 models
Unmatched sector experience
Unmatched sector experience
strong experience across GICS sectors and sub-industries with in-house sector experts and training material to support model building
Multi-language capabilities
Multi-language capabilities
ability to provide financial models for companies reporting in multiple languages
Multiple engagement models
Multiple engagement models
dedicated resources, providing output-based and ad hoc financial modelling services
Off-the-shelf models
Off-the-shelf models
ability to provide off-the-shelf equity/credit models with an ESG overlay
Support bottom-line optimisation
Support bottom-line optimisation
clients optimise capacity by assigning time-consuming, non-core tasks and enjoy 40-60% cost savings

What we have done

Modelling and screening support to a Swiss asset manager
What we are proud of

800+

Creating models of varying complexity in six months

4,000+

Creating a screening dashboard for issuers in 18 sectors

Financial modelling support to a global hedge fund
What we are proud of

3,000+

Creating models in two years

USD2m

Over in annualised cost savings

Meet our experts

Mohit Mittal

Director, Investment Research

Mohit Mittal leads the Investment Research practice at Acuity Knowledge Partners (Acuity), and is responsible for managing and developing fundamental research and publishing teams. He has extensive experience in developing and executing solutions for asset managers, hedge funds, family offices, brokerages and private wealth managers globally. In his 13 years at Acuity, Mohit has handled various positions of responsibility and leadership, including developing the Investment Research business in China. Mohit is a diversity, equity and inclusion (DE&I) evangelist and co-chairs Acuity’s LGBTQ+ ally resource group, PRISM.

Mohit Mittal
Pradeepa Kuppusubramanian

Director, Fixed Income and Credit Research

Pradeepa has over 13 years of work experience, including 11 years in fixed income and credit research. She heads the fixed income and credit research teams across our global delivery locations. Pradeepa has extensive experience in setting up, scaling, and managing buy-side and sell-side client engagements, and working closely with clients to meet their evolving needs and exceed their expectations. Her asset class expertise includes focus on complex high-yield, distressed and defunct issuers; and US Municipals. Prior to joining Acuity Knowledge Partners, she was an associate in the audit and business advisory wing of PricewaterhouseCoopers. Pradeepa is a Chartered Accountant and holds a bachelor’s degree in Commerce.

Pradeepa Kuppusubramanian
Pedro Armstrong

Managing Director, Head of Business Development in North America

Pedro Armstrong is a Managing Director at Acuity Knowledge Partners and leads business development efforts in the Americas for the Corporate and Commercial Banking, Buy-side, and Sell-side segments. He is responsible for managing key client engagements and works in partnership with capital market firms to provide customized solutions across research and analytics support, origination and lending support, and marketing and compliance support. He has been with the organization for 12 years, serving in various roles across Sri Lanka, Costa Rica, and now the US. Prior to joining Acuity Knowledge Partners, he was a Central Bank Regulator at the Central Bank of Barbados. Pedro, who is a British Chevening Scholar, holds a Master’s degree (honors) in Banking and International Finance from Cass Business School, City University, London.

Pedro Armstrong
Chanakya Dissanayake

Managing Director/Country Head, Sri Lanka, Head of Investment Research

Chanakya Dissanayake leads the investment research vertical at Acuity and counts over 16 years with the firm. In addition, Chanakya manages the Colombo delivery center that provides investment research, quant – data science , commercial lending and FMS services. Investment research vertical is responsible for the buy-side, sell-side and private wealth management clientele that obtains equity and fixed income research from Acuity. Chanakya is a CFA charterholder and a fellow member of ACCA (UK) and CIMA (UK).

Chanakya Dissanayake
Balaji Ramakrishnan

Managing Director, Head of Business Development EMEA

Balaji Ramakrishnan leads Europe and Middle East business development for Acuity. Having spent his formative years in core banking technology operations, he brings a deep understanding of credit processes and the ability to make analytics-driven decisions. He works closely with senior client stakeholders as a trusted partner, shaping the business case for scaled efficiencies through centralisation, standardisation and intelligent automation within Commercial Lending and Asset Management verticals.

Balaji has established long-term partnerships with banks, asset managers and insurance firms across a number of front and middle office transformation initiatives over the past 20 years. Prior to Acuity, he worked at Accenture and Oracle, serving European financial services clients. He holds an MBA from the London Business School.

Balaji Ramakrishnan
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