Boutique Research for Finance Teams
Decision-ready memos in 24-48 hours
Underwriting and deal-screening memos for lower-middle-market lenders, M&A advisors, and lean deal teams. Structured analysis delivered faster and at lower cost than traditional outsourced research.
At a Glance
For Lenders
Credit committee-ready underwriting memos with financial analysis, risk assessment, and diligence questions.
For Advisors
Rapid deal-screening memos to filter your pipeline with preliminary analysis and pass/pursue recommendations.
For Deal Teams
In-depth company and market briefings with competitive landscape analysis and actionable insights.
Deliverables
Institutional-quality memos, structured for immediate use
Credit / Underwriting Memo
Comprehensive analysis of borrower financials, risk factors, and deal structure. Formatted for credit committees with executive summary, key metrics, risk matrix, and follow-up diligence questions.
Deal-Screening Memo
Rapid assessment of potential opportunities. Key metrics, red flags, preliminary valuation considerations, and a clear pass/pursue recommendation with supporting rationale.
Company / Market Briefing
In-depth company profiles with competitive landscape analysis, market sizing, key trends, and strategic context for informed decision-making.
Sample Work
See the structure and depth before you commit
Review anonymized sample memos to understand the quality and format of our deliverables. Each memo follows institutional standards with clear structure and actionable insights.
- Executive summary with key findings
- Financial highlights and metrics table
- Risk assessment with mitigants
- Diligence questions for follow-up
- Clear recommendation framing
Credit Memo
Confidential[Company Name Redacted]
Executive Summary
Key Metrics
Revenue
$XX.XM
EBITDA
$X.XM
EBITDA Margin
XX%
Leverage
X.Xx
Risk Assessment
Process
From submission to decision-ready memo
Send Documents
Share borrower packages, financial statements, company background, or any relevant deal materials via secure transfer or email.
We Analyze
Our structured research workflow processes and synthesizes your materials into a clear, institutional-grade narrative.
Receive Memo
Get a decision-ready memo within 24-48 hours. PDF and Word formats, ready for immediate distribution.
Getting Started
Start with a pilot
We start every relationship with a pilot engagement. Test our work, verify quality, and build confidence before any larger commitment.
Pilot Package
$2,500- 2-week pilot period
- Up to 3 memos included
- 24-48 hour turnaround
- One revision round per memo
- No long-term commitment
Ready to accelerate your workflow?
Request a pilot or view sample memos to see how Cedarbridge Research can support your team.