Peter Lee Associates
Acquisition in 2023
Peter Lee Associates is a research and consulting firm that serves banks, equity brokers, and investment management firms. The company specializes in providing annual research programs that encompass corporate advisory, investment management, equity brokerage, institutional banking, and financial market analysis. By offering market-leading access to high-quality research outputs and competitive benchmarking, Peter Lee Associates enables its clients to gain actionable insights and maintain a competitive advantage in servicing their wholesale clients. The firm also features PLAnalytics, which further enhances its research capabilities, allowing clients to make informed decisions in a complex financial landscape.
Greenwich Associates
Acquisition in 2019
Greenwich Associates is a prominent global provider of market intelligence and advisory services tailored for the financial services industry. Established in 1972 and headquartered in London, the firm specializes in delivering fact-based insights and actionable recommendations to enhance business performance. Its services encompass strategic advisory, customer experience, loyalty programs, custom research, and consulting, focusing on areas such as banking and investment management. Greenwich Associates serves a diverse clientele, including commercial and retail banks, asset managers, investment banks, fintech companies, and a range of institutional investors like pension funds and endowments. The firm’s insights are derived from extensive research conducted with influential buyers of financial services, enabling it to provide practical guidance that addresses the unique challenges faced by its clients.
Pragmatix
Acquisition in 2017
Pragmatix is a company that specializes in developing a business intelligence and consultancy platform aimed at democratizing access to consultancy services by providing actionable business insights. The platform focuses on building new data models and investing in tool development to enhance customer retention, profitability, sales force effectiveness, and productivity. Pragmatix aims to help businesses improve their outcomes and optimize performance. The company is currently expanding into new geographies and has recently secured its first external investment to support these initiatives.
CARE Ratings Limited is a prominent credit rating agency based in Mumbai, India, with operations extending to Mauritius and Nepal. Established in 1993, the company offers a comprehensive range of rating and grading services designed to assist corporates in raising capital and help investors make informed decisions regarding credit risk. Its corporate rating services include assessments for corporate debt, bank loans, and issuer ratings, while its financial sector ratings cover banks, insurance companies, and non-banking financial companies. Additionally, CARE Ratings provides public finance ratings for state government entities and local bodies, as well as project finance evaluations. The agency also offers grading services for various sectors, including education, real estate, and renewable energy, along with equity research. With a network of 10 branches across India, CARE Ratings, formerly known as Credit Analysis and Research Limited, continues to play a crucial role in the financial landscape.
Coalition Development
Acquisition in 2012
Coalition Development Ltd. specializes in providing in-depth analytical research and proprietary analytics to assess market dynamics and identify revenue opportunities for high-margin businesses. The company delivers insights on market peers, client wallets, and overall market conditions, enabling informed strategic decision-making for its clients. Its services are utilized by boards, strategy teams, and senior management within financial services institutions, helping them navigate complex and fast-moving markets. Through advanced algorithms and rigorous analysis, Coalition Development aims to support organizations in optimizing their business strategies and enhancing their competitive positioning.
Pipal Research Analytics and Information Services
Acquisition in 2010
Pipal Research Analytics and Information Services is a prominent custom research firm that specializes in delivering high-quality financial and business research, along with quantitative analytics, to organizations globally. As a division of Irevna Limited, a subsidiary of CRISIL, Pipal Research has established itself as a trusted provider of corporate intelligence services. The firm offers a range of solutions, including strategic planning, sales and marketing support, customer trends management, and investment research. By providing insightful research and expert guidance, Pipal Research aims to assist clients in addressing business challenges and enhancing their decision-making processes.
Irevna Research Services
Acquisition in 2004
Global Research & Analytics - Irevna is an offshoring company based in India operating in the Financial Research & Analytics segment of the Knowledge Process Outsourcing (KPO) industry. It is known for its equity, credit, derivatives research for investment banking clients, actuarial support for the insurance companies and research support for corporates.
EconoMatters
Acquisition in 2003
EconoMatters and its subsidiary companies are the leading providers of business advice and information services to the energy and gas industry, serving global majors, multi-laterals and leading international banks.