It's no secret that being able to attract a strong, high quality deal flow and to provide high quality investment research on a wide range of companies is key to success for companies that deal in stock trading, wealth management, corporate finance and investment banking.
How does an investment/merchant bank benefit from a partnership with Ubika Research?
- High quality research coverage to portfolio companies
- Access to a high quality qualified deal flow
- An infrastructure to provide research capabilities with no fixed capex costs
- Ability to provide the whole solution package to prospective clients
- More business by using custom research on strategic issues
Access To High Quality Research Support
Brokerage houses provide research to gain and keep clients, and wealth management firms use research to offer investment ideas to their Investment Advisors. Providing research coverage is a key value-add for those involved in investment banking or corporate finance activities, as their clients expect to see research on the stock when they look to engage a financing firm. High quality research coverage is still a key component of "the whole package" from a company's point of view, both to get new business and to differentiate themselves from the competition.
However, as trading fees plunge toward zero throughout the industry, it no longer makes sense for smaller brokerage houses to provide coverage on a wide range of companies. It makes even less sense to pay an analyst to cover thinly traded small cap stocks that bring in even less of the shrinking commission base.
Ubika Research offers smaller investment and merchant banks a solution to these problems. By partnering with us, investment banks and merchant banks can offer their clients the high quality research coverage they need, without incurring the expense of maintaining an in-house research department. By working with us, our partner investment banks and brokerage houses can get high quality research on companies that they sponsor or companies that represent high growth potential and investment returns for their brokerage clients.
Access to high quality qualified deal flow
Ubika leverages its research capability to identify promising companies looking to raise financing and establishes trusted relationships with our clients. We utilize our research platform and client relationships to bring qualified deals to our network of investment banks and merchant banks, improving their access to deal flow. Most importantly, since we have already done research on the company along with financial modeling, a wealth of information is already available on our clients, which makes it easy for our partners to work on a deal that we bring to the notice of our partner firms.
