Overview

Copal Partners provides high-value research and analytics services to leading financial institutions and corporations worldwide. As a result, our clients generate substantial cost reductions, increase productivity, and ultimately raise revenues.

Our highly experienced professional analysts and advisors support many of the world’s leading financial institutions and corporations from key skill centers based in the US (West Chester, PA), China (Beijing), India (Delhi and Gurgaon), Argentina (Buenos Aires), and the Czech Republic (Prague).

Moody’s Corporation is our majority shareholder, with minority investors including Deutsche Bank, Citigroup, and Bank of America Merrill Lynch.

Since its incorporation in 2002, Copal Partners has been one of the world’s most effective outsourcers, originating wide ranging financial and operational solutions, enabling clients to compete successfully and prosper under adverse operating conditions.

Copal Partners continues to expand its comprehensive service portfolio, innovating new products to meet the needs of global clients operating in many business segments. As industry leaders we maintain the highest benchmark standards for offshore research, analytics and consulting services.

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Mission and Values

Mission Statement: To confer sustainable, competitive advantages on clients through our high-value research and analytics services.

We aim to provide the highest quality value-added research and analytics services to our clients, based on quality, professionalism, client focus, quantifiable value-additions, and personal and team growth.

Values

Quality: Our processes are designed to ensure delivery of the highest quality products and services, data integrity and accountability through rigorously verified research and analysis.

Professionalism: Our expert global teams fully understand the culture and ethos of the financial services and corporate sectors, both locally and worldwide. The highest ethical standards guide our operations, conferring sustainable advantages on all our clients.

Client Focus: Our various methodologies and products are customizable to individual specifications, while our researchers may operate as fully integrated extensions of clients’ own teams.

Quantifiable Value Addition: Our dedicated approach to research and consulting enables clients to realize additional corporate value.

Personal and Team Growth: We monitor our researchers regularly using a range of demanding performance parameters, to help optimize individual and collective performance, supported by our policy to promote continuing professional education.

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Why Copal Partners

Revenue and Cost Optimization: We help clients achieve substantial cost reductions by outsourcing non-core functions. As a result, in-house client teams are able to generate sustainable earnings growth by concentrating on activities generating higher revenues, increasing client contacts and promoting growth.

Complete Partnership: Based on our portfolio of research, analytics and consulting resources and solutions, we are the preferred partner of many of the world’s leading multinationals for all our offshore support services. We have established many, highly experienced teams possessing unique skill sets capable of delivering customized solutions to problems, consistent with client objectives.

Value Creation: Our extensive industry experience helps clients determine the most competitive strategy for growing their existing businesses, starting new ventures and maximizing cost efficiency. We work collaboratively with all customers and partners to generate innovative insights and ensure their activities fully reflect the most up to date product information and market intelligence.

Improved Productivity and Quality: Our process standardization and optimization procedures, templates and models are reusable, ensuring faster turnaround times, improved productivity and higher quality.

Domain Expertise: Our comprehensive and detailed understanding of many industry verticals and collective longstanding experience and expertise in research, analytics and consulting, enable us to integrate our teams and their respective methodologies into client operations to deliver seamless, high impact services. In doing so, our teams become extensions of the client’s own, providing a distinctive approach to problem solving and efficient management of deliverables.

Global Presence: We are well placed to satisfy the operational requirements of even the most globally integrated of clients through our offices in the US, Europe, the Middle East, and Asia Pacific.

Security and Confidentiality

Client data security is a major priority at Copal Partners. Our companies are ISO-27001 certified, with each possessing a proprietary information security management system, specifically designed to protect the confidentiality, integrity and immediate accessibility of client information. We employ the latest network architecture and perimeter controls. All e-mail communications are encrypted and our network is subjected to regular vulnerability assessments.

Copal Partners enforces a strict compliance regime to safeguard sensitive client information. We abide by established international compliance standards including MiFID. Others include monitoring employee stock trading, maintaining inter-departmental Chinese walls, communications monitoring and regular compliance training.

The electronic access control system used by our research center is continuously protected by sophisticated video surveillance systems. Clients allocated dedicated teams of analysts are provided with personalized access controlled rooms, further safeguarding valuable proprietary information.

Group Companies

Exëvo: As our wholly owned market research subsidiary, Exëvo provides comprehensive primary research services to financial institutions, market research organizations and other global corporations, based on face-to-face, phone and internet-based interviews with executives, and mass consumer surveys. For further information concerning Exëvo, please see www.exevo.com

Ethos Data: Copal Partners owns a minority stake in Ethos Data, a virtual data room and confidential document sharing service. It is used extensively by our investment banking and advisory clients during active transactions to manage distribution of deal-related documentation among participants, including vendors, target companies, financial advisers, lawyers, tax advisers and others. For further information concerning Ethos Data, please see www.ethosdata.com

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CEO and President

Our leadership team sets strategic objectives, secures the commitment and support of interested parties and motivates individuals within the organization. Both are well regarded in the research and analytics outsourcing industry.

Rishi Khosla

CEO

Rishi Khosla, co-founder and chief executive officer of Copal Partners, is well-known as a pioneer of the global research and analytics outsourcing industry. In a landmark transaction, he successfully led the sale of a majority stake in Copal Partners to Moody’s Corporation, a US-listed Berkshire Hathaway portfolio company.

Since 1998, Rishi has been an active venture capital investor, financing two of India’s most successful multi-billion dollar enterprises – PayPal and India Bulls (the latter being regarded as the most profitable Indian venture/private equity investment ever, reporting a capital return of over 150x). Additionally, he advises Lakshmi N Mittal, the global steel tycoon, on his private equity and venture investments.

His previous professional achievements included membership of the GE Capital business development team, reporting to the President of GE Capital Europe. During this period, Rishi won the support of Jack Welch to establish a GE Capital early-stage venture fund, which he co-managed. Earlier, he began his career in banking where he wrote one of the first equity research notes on the third generation of mobile telephony and participated in several advisory transactions, including an asset swap between GRE and ING and a divestment program on behalf of the Polish government. Currently, Rishi is a trustee of New Philanthropy Capital, an organization providing independent research and tailored advice on optimizing charity support.

As well as a Bachelors degree in Economics from University College London, Rishi holds a Master of Accounting and Finance degree from the London School of Economics, where he was awarded an Economic and Social Research Council scholarship.

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Joel Perlman

President

Joel Perlman is co-founder and president of Copal Partners. He manages global service delivery operations and established the company’s Indian, Chinese and Argentinian business centers.

Previously, Joel founded and managed Latin Venture, an events marketing company operating in the US and major Latin American markets. Earlier, he was employed as a consultant at McKinsey & Company, where he participated in several transactions involving Fortune 100 companies, to promote business strategy, growth and process reengineering within the banking and media sectors. Joel has extensive experience concerning early stage firms and advises several high growth companies, including Sociocast, Zumba and Stylecaster.

Joel holds undergraduate degrees in Finance and in Philosophy from Georgetown University and a Master’s degree in Accounting and Finance from the London School of Economics.

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