Commercial Banking: Commercial Due Diligence, Due Diligence, Equity Research, Credit Research

Copal is the leading provider of third party analysis and research to financial institutions, including commercial banks worldwide.

We support our clients with risk and credit assessments, credit monitoring, company and industry overviews, financial modeling including updating models for loan portfolios, benchmarking, rating analysis and detailed capital structure analysis.

Copal services its clients on a dedicated basis with off-site resources from its main research centers in India, China and Argentina. We also provide on-site staff at our client’s domestic offices as required. Copal staff are typically MBA qualified or chartered accountants while our client-facing Vice-Presidents will have extensive professional experience with many of the world’s leading financial institutions.

Copal creates rigorous methodology documents for each client. Our methodology documents contain client-specific requirements regarding adjustments, source information, and formatting. Our workflow team is available 24 hours a day, seven days a week to facilitate client access to their dedicated research teams.

Our value proposition is to enable clients to outsource their junior analyst functions, resulting in decreased costs, increased flexibility to scale according to market conditions, and improved processes and consistency of analysis. By working with Copal, our clients can also free in-house resources to focus on new business generation.

Services offered

• Capital market updates

• Company profiles

• Credit and market modeling

• Credit assessment

• Credit structuring and leverage headroom analysis

• Market and credit risk measurement

• Rating advisory

• Risk monitoring and reporting

• Sector / Industry research

• Tracking market trends

• Trading and transaction comparables

Contact us: commercial.banking@copalpartners.com

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