Outsourced Equity, Sector & Macro Research for Asset Managers and Boutique Funds
Silvermont provides institutional-grade equity research including initiation reports, financial models, and sector/macro analysis for funds and asset managers who want sell-side-quality coverage without the cost of a full-time analyst. Engagements can be delivered white-label under your own name.
What You Get
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Full initiation-of-coverage reports: investment thesis, valuation (DCF, comps and SOTP), and macro analysis
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Complete financial models built to institutional standard with multiple cases and scenarios, not templated shortcuts
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Post-earnings updates along with sector and macro research notes on existing coverage for thematic or top-down views
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Corporate-event modeling on names you cover: acquisitions (accretion/dilution, pro forma leverage, deal returns), spin-offs, demergers and restructurings, including private targets
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White-label delivery available: work is invisible to your end investors
Why Silvermont
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Over 3 years of track record across equity research, report writing, and financial modeling
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Sector-agnostic coverage across 150+ companies with a model portfolio delivering a 42% XIRR over 18 months, built on DCF and comparable company analysis
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Coverage specialization across Technology, IT, Industrials, Manufacturing, Real Estate, Infrastructure, FMCG, Defense, Banking, Financial Services and Insurance
See the Work
A full sample initiation-of-coverage package covering written thesis, valuation, and the underlying financial model is available as a direct download. It reflects the same depth and format used in every Silvermont engagement.