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   Client Testimonials
 
 
   
 
 
    Client Testimonials
 
 
 
 

"I was initially concerned about the ability for us to rely on any third party for our financial analysis. However the Copal team has proved to be of a quality at least as high as our internal teams. The auditability of their data attests to their meticulous attention to detail."

- COO, Investment Banking Department, Major Bulge Bracket Investment Bank
 
 

"After conducting trials with several outsourcing vendors, I found many would deliver pages and pages of research, but generally, with very few pages of actual useful content. Copal understood my needs. They understood I was not putting together a sell-side book, but rather, seeking actionable research to make a potential investment decision. They knew the difference. Copal’s research was high impact and relevant, and I have found it to be an invaluable tool."

- General Partner, Credit Hedge Fund
 
 

"The business I am in is very volatile and requires my company to be structurally understaffed. By working with a Copal team, I have managed to create the flexibility I require. They efficiently conduct a lot of the analyst functions. I treat them as if they were my own analysts; they understand my methodologies and work flow."

- Director, Technology Investment Bank
 
 

"When our firm decided to explore outsourcing we looked at it as a long-term investment. We have very specific in-house methods and requirements, and we were certain that it could not be replicated in India overnight. We fully expected growing pains. But what surprised us the most about Copal Partners was the speed at which they were able to scale. Copal audited and structured our methodologies and templates and built a team that could perform analysis to our exact specifications. We were able to benefit from outsourcing almost immediately, and importantly, with minimal effort on our part."

- Managing Director, Mid-market Investment Bank
 
 

"I was attracted to Copal because it gave me the ability to have a 24-hour work-cycle. With the help of Copal’s talented team, the close of business in New York did not have to mean the close of my research – and to me that was quite powerful. Whatever my team was working on, whether it was specific research, or financial modeling, the team at Copal could pick-up for us overnight and have completed by the morning. This continuous work-cycle not only made turn times for analysis faster, but also gave me the opportunity to do more in-depth research. I am now doing research and analysis that I could not even think about before Copal Partners."

- Equity Research Analyst, Bulge Bracket Investment Bank
 
  
 
 
 
     
     
 
   
   
   
   
   
   
   
   
   
 
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