Expanding and enhancing an Asset Manager's Private Debt Research Coverage
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Objective
To expand and enhance an asset management firm’s private debt research coverage to increase dealflow capacity.
Key Challenges
Client required quick ramp-up of a team with relevant credit experience and strong analytical skills
Fast turnaround required in the initial phase for pre-screening of credits
Support required across the spectrum of activities performed by onshore analysts, including investor and regulatory reporting
Close alignment of the client analyst team with the house view
CRISIL's Solution
CRISIL staffed the engagement with internal talent with extensive experience in credit research
The CRISIL team worked as an extended part of the client’s team, providing support for tasks across the value chain:
Built and maintained detailed credit models with comprehensive forecasts, scenario analysis, credit metrics trajectory, capital structure analysis and covenant headroom analysis
Prepared credit proposals for primary deals with a detailed review and analysis of the industry, proposed transaction and company
Conducted a recovery analysis using the hard asset and enterprise value recovery methods for distressed credits
Closely monitored and assessed the credit impact on the portfolio based on economic-, industry- and company-specific developments, and recommended trade ideas
Took full ownership of creating portfolio summaries and investor reports/presentations, and helped build the dashboard for portfolio- and investment-level returns
Client Impact
15 new investments in the first year
20% expansion in coverage
Faster response to new deals
Extended coverage from 40 to 50 credits per onshore analyst
Timely review of investment position upon credit events
Automated dashboards for monitoring portfolio performance
Request for services
Questions
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