Services | Tristone: Research, Due DIligence & Analytics

Our Services

Investor Relations

Fundraising

Investment Thesis & Strategy Research
Roadshow & Investor Materials
Periodic Investor Updates

Marketing

Thought-Leadership White Papers
Periodic Newsletters
Case Studies
Investor Databases Creation & Maintenance

Business Development

Proprietary Deal Flow

Industry Landscaping
Market Analysis
Company Profiling
Investment Target Identification
Business Diligence

Inbound Deal Flow

Banker/Broker Identification & Outreach
Investment Screening
CIM Summaries
Deal Feasibility Analysis

Deal Execution

Due Diligence Support

Industry & Company Research
Data Room Review
Financial Analysis
Validation of Key Assumptions
Investment Committee Memo

Valuation Support

Financial Modeling
LBO Analysis
DCF Valuation
Equity Trading Comparables
M&A Precedent Analysis

Portfolio Management Support

Maintenance

Portfolio Valuation
Model Updating
Annual Budget Models
Board Packs
Portfolio Analytics & Dashboards
KPI Performance Tracking
Competitive Benchmarking

Value Creation

Add-on Acquisition Identification
Financial & Strategic Buyer Identification
Data Room Preparation
Information Memorandum for Fundraise

Deal Origination Services

Industry Landscaping for Client Prospecting
Industry Primer Reports
Company Profiles
Competitive Benchmarking
Equity Trading Comparables
M&A Precedent Transactions
Financial Modeling - DCF Analysis, Cashflow Credit Profile, LBO Analysis
Preliminary Valuation Analysis
Pitchbooks
Client Newsletters
Potential Buyer and Target Databases (by Industry & Geography) - Creation & Maintenance

Deal Execution

Company & Industry Research
Data Rooms - Creation & Review
Historical & Projected Financial Statements Analysis
Detailed Financial Modeling
Teasers
Potential Buyer & Target Lists
Information Memorandum for M&A/Capital Raising
Capital Structure & Liquidity Analysis
Quality of Earnings Analysis
Pricing Scenario Analysis
Financial Due Diligence Support

Research

Portfolio Valuation
Model Updates
Assist With Initiation Coverage Reports
Assist With Quarterly/Event-Driven Reports
Company Financial Models - Preparation & Updates
Earnings Call Participation
Industry & Peer Group Analysis
Run Screens on Bloomberg & Other Databases
CRM Database Maintenance
Industry News Tracking

Origination

Industry Landscaping
Market Analysis
Company Profiles
Industry Overview & Key Trends
Cash Flow & Credit Profile Analysis
Preliminary/Screening Memos
Credit Note Preparation
Bank Book/HY Memo Summaries
Financial Modeling
Comparable Company Analysis
Valuation Comparables

Underwriting

Electronic Data Room Review
Due Diligence Questionnaires
Historical & Projected Financial Analysis
Quality of Earnings Analysis
Key Assumptions Validation
Industry & Company Research
Competitive Benchmarking
Financial Modelling
Investment Committee Memo Support
HY/Debt Comparables
Equity Trading and M&A Comparables
Borrowing Base Analysis
Discrete Research Support for Client Team

Portfolio Management Support

Model Updates for Quarterly Financials
Financial Forecasting for Portfolio Companies
Quarterly Earnings Call Participation
Credit Update Memos
Budget Versus Actual Performance Analysis
Industry & Market Research (Including Peer Analysis)
Discrete Analysis or Research for Portfolio Management Team
Covenant Monitoring & Maintenance

Support Buy-Side or Sell-Side M&A

Due Diligence Support

Historical Financial & Quality of Earnings Analysis
Data Room Preparation & Review
Company & Industry Research
Due Diligence Questionnaires

Financial Models & Valuation Support

Detailed Financial Modeling for Various Transactions
Cash Flow & Liquidity Forecasting (Monthly/Quarterly)
LBO & DCF Analysis
Equity Trading Comparables & M&A Precedents

Execution Support & Strategic Planning

Marketing Materials -Information Memorandum, Teaser, Management Presentation
Buyers List
Industry Comps and Precedents Database Creation
Transaction Case Studies

Competitive Intelligence

Strategic Competitive Dashboards - Product Launch, Org Strategy, Manufacturing, Financials, Portfolio

Business Development, CFO Office & IR

Business Development

Newsletters - Covering Competition, Regulation, Market Activity
Customer & Company Profiles
Research & Analytical Support for Mid/Long-Term Business Planning
Acquisition Target List Development - Geographic & Market-Based
Outside-In Strategic or Business Review & Analysis
Business Plan Preparation Support for New Growth Initiatives
M&A & Corporate Development Activity Tracking of Competitors

CFO Office & IR

CFO Office Project Support & Discrete Analysis
Complex Financial Modeling for Various Use Cases
Capital Raising Presentation Materials
Sensitivity & Scenario Analysis
Management Presentations & Board Packs
Investor Relations Operational Support
Competitive Benchmarking & KPI Monitoring & Maintenance

Financial Planning & Analysis Services

Budget Preparation - Monthly & Annual
Financial Forecasts
KPI Performance Tracking - Company & Peer Group
Capital Budgeting Analysis
CFO Support - Cash Planning & Ad-Hoc Projects
MIS Reporting & Variance Analysis
Scenario and Sensitivity Analysis
Profitability and Margin Analysis
Working Capital Analysis
Updation & Maintenance of FP&A Tools
Management Reporting and Dashboards
Board and Investor Reporting
Custom Data Analytics for Large Financial Datasets

Business Support Services

Business Plan & Presentation Support - Information Memo, Management Presentation
Secondary Research for Business Planning
Financial Modeling for Management & Investor Diligence
Monthly & Quarterly Cash Flow Forecasting
KPI Dashboard Development

Fundraising Support Services

Prospective Investor Identification
Investor Materials, Presentations, Teasers
Data Room & FAQ List Creation
Valuation Support Materials
Sensitivity & Scenario Analysis for Investors
Comparable Transactions Case Studies
Project Budgeting & Cash Flow Analysis
CFO Office Project & Analysis Support
Investor Relations Operational Support

Project Specific Support

Competitor Benchmarking & Market Landscaping
Target Market Analysis
Customer & Company Profiles
Acquisition Target Identification & M&A Support
Board Presentation Preparation
Marketing & Business Development Research & Analysis Support
Client Newsletters & Presentation Materials
Marketing Database - Creation & Maintenance

Investments, Research & Diligence

Manager Due Diligence & Investment Memos (PE, VC, Credit, Hedge Funds)
Co-Investment & Direct Investment Due Diligence Analysis
Investment Screening & Side-by-Side Comparison
Data Room Review & Investment Process Support
Historical Financials & Quality of Earnings Analysis

Valuation Analysis - Equity Trading Comparables, M&A Precedents, DCF
Competitive Benchmarking
Financial Modeling, Sensitivity & Returns Analysis
Thematic Research
Macro Reports
Private Market Fundraising Calendar

Portfolio Management Support

Manager Performance Review (Quarterly/Semi-Annual)
Portfolio Manager & Research Team Support
Daily & Weekly Market Screening (Bloomberg & Other Databases)
Single Security Stock Analysis
Portfolio Look-Through Analysis
Performance Benchmarking

Secondary Valuation for Existing Investments
Portfolio Allocation Model Optimization Support
Complex Financial Modeling
Cash Flow & Liquidity Tracking
Accounting Support

Note: Family Office, RIA, and LP Investment Services are provided by Tristone Investor Services.
More details at www.tristone-services.com

Accounting Services

Month-End Closing Support, Including:
- Journal Entries
- Significant Transaction Report
- Balance Sheet Reconciliation
- PE & Hedge Fund Valuation Reconciliation
- Accrual Booking
Financial Report Preparation - Monthly & Quarterly
Payroll Entry Booking
Accounts Payable Support - Vendor Support, Invoice Processing, Payment Lists, Payment Setup
Reconciliation Support - Bank, Credit Card, Brokerage Statements
Accounts Receivable Support - Invoicing, Client Follow-Up, Aging Reports
General Ledger Management - Daily Entries, Reconciliation, Scrutiny
Audit Support & Ad-Hoc Assistance

High-Quality Outcomes
Faster Turnaround

We Support a
Range of Client
Needs.

Our Services

Investor Relations

Business Development

Deal Execution

Portfolio Management Support

Deal Origination Services

Deal Execution

Research

Origination

Underwriting

Portfolio Management Support

Support Buy-Side or Sell-Side M&A

Business Development, CFO Office & IR

Financial Planning & Analysis Services

Business Support Services

Fundraising Support Services

Project Specific Support

Investments, Research & Diligence

Portfolio Management Support

Accounting Services

Proven Impact

High-Quality Outcomes Faster Turnaround

We Support a Range of Client Needs.

Our Services

Investor Relations

Business Development

Deal Execution

Portfolio Management Support

Deal Origination Services

Deal Execution

Research

Origination

Underwriting

Portfolio Management Support

Support Buy-Side or Sell-Side M&A

Business Development, CFO Office & IR

Financial Planning & Analysis Services

Business Support Services

Fundraising Support Services

Project Specific Support

Investments, Research & Diligence

Portfolio Management Support

Accounting Services

Proven Impact

Get Case Studies

Get Work Samples

High-Quality Outcomes
Faster Turnaround

We Support a
Range of Client
Needs.