Investment Banking

Copal Partners is the leading provider of third party analysis and research to investment banks and advisory practices worldwide.

We service a wide range of product and industry groups as well as geographical regions. We support our clients across qualitative and quantitative analytics throughout the deal cycle from marketing to closure.

Copal Partners offers dedicated services to its clients using off-site resources based at our research centers in India, China and Argentina. We also provide on-site staff at our client’s domestic offices where required. Typically, our professional executive personnel will be MBA qualified or chartered accountants, while our client-facing Vice Presidents will have extensive experience working with many of the world’s leading financial institutions.

Our offering also includes primary research capabilities and providing clients with in-depth knowledge based on our day-to-day contacts with industry participants. Our approach is multi-lingual, with information sourced and analyzed in over 20 languages.

Copal Partners executes client research to the most exacting standards, including bespoke adjustment, source information and formatting requirements. Our workflow team is available to clients 24 hours a day and seven days a week, enabling our clients to have constant access to their dedicated research teams.

Our value proposition is to enable clients to outsource their junior research analyst function. This allows them to secure significant cost reductions, increase flexibility to quickly scale staffing based on market conditions, and improve processes and analytical consistency. By partnering with Copal Partners, our clients can also free up in-house resources to focus on new business generation and enhance the work experience of in-house junior bankers, reducing attrition rates.

We service wholesale banks and investment banks across all product and coverage teams including: