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Case Studies
Client: A leading investment bank
Project Description: FarBPO
developed a pitchbook on the Business Intelligence software and
services sector which included analysis of the following areas:
- Market Update and Trends
- Sector Taxonomy - describing sub-sector products and services and key concepts
- Mergers and Acquisitions - discussing the trends driving industry consolidation
- Companies - analyzing public company valuation multiples and recent M&A transaction multiples in the sector
Tasks: To
complete this project, FarBPO researched the business intelligence
software and services sector, analyzing major companies in the space,
industry trends, and recent transaction data. Furthermore, the FarBPO
design team formatted the completed Power Point pitchbook to the
specifications of the client.
Client: A leading investment bank
Project Description: FarBPO
developed a pitchbook and fact sheet for a public
offering roadshow. The materials produced by FarBPO included the
following components:
- Key investment highlights
- Company description
- Industry information
- Growth targets
- Competitive environment
- Management team
- Funding plans and valuation
Tasks: FarBPO
reviewed the source company's financial statements, offering memoranda,
and other materials, learning about the products and services
that the company offers. FarBPO developed financial projections,
analyzed the company's position in local and
international markets, and created a pitchbook to
highlight the key investment benefits from investing in the company.
Furthermore, the FarBPO design team formatted the pitchbook
and factsheet to the client's specifications.
Client: A leading commercial finance company
Project Description: FarBPO analyzes the credit worthiness of a factor receivables clients
Tasks: FarBPO analyzes
the financial statements, contracts, application form and other source
documents from the factor receivables applicant, populated a credit
analysis matrix, conducted email and phone interviews with the CEO of
the applying company, and produced a final report with a loan
recommendation.
Client: A leading investment bank
Project Description: FarBPO created the content and design for a website about the bank's new after-market services practice
Tasks: FarBPO compiled
and processed information from the bank's after-market services
brochure and other source documents, and wrote the content for the
website. FarBPO designed the sidebar and individual webpages to display
the relevant content in an intelligible, succinct, and compelling
manner.
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