Client Overview
A prominent European brokerage and capital markets firm offering a full range of services including equity research, trading, and investment banking. The firm serves institutional investors and corporate clients across the Baltics and broader Europe, with a reputation for independent research and advisory execution.
The Challenge
As the firm scaled its equity research and investment banking activities, it encountered key operational challenges:
- Expanding research coverage while maintaining high editorial and analytical standards
- Supporting the investment banking team with modeling and marketing materials during live deals
- Managing fluctuating workloads and publication schedules with limited in-house bandwidth
- Reducing turnaround times while staying compliant with publishing and regulatory standards
Valorega’s Role
Valorega was engaged as a white-labeled offshore research partner, embedded across both brokerage and investment banking functions. The partnership spanned several years and grew into a core part of the client’s capital markets delivery capability.
Equity Research Support
- Maintained and updated financial models and earnings trackers for public companies under coverage
- Drafted initiation reports, earnings updates, and thematic sector reviews
- Provided ongoing formatting and publishing support, ensuring ready-to-publish output aligned with the client’s brand
- Acted as an extended delivery arm, accounting for nearly half of the client’s research bandwidth
Investment Banking Support
- Assisted with financial modeling, including valuation analysis, sensitivity testing, and cap table modeling
- Supported the preparation of pitch decks, investor presentations, and information memorandums for live and potential mandates
- Provided quick-turnaround support for deal execution and business development opportunities
The Outcome
- Enabled the client to scale research output without expanding internal headcount
- Delivered high-quality financial modeling and marketing materials during live M&A and capital markets deals
- Reduced bottlenecks in publishing and research workflows
- Built a long-term, trusted offshore partnership with institutional-grade delivery consistency
Strategic Takeaway
This engagement is a model example of how a capital markets firm can use a white-labeled offshore partner to achieve scale, speed, and quality across investment research and banking support—without compromising brand standards or delivery reliability.