Services

Coverage across origination, materials, valuation, and live process execution.

TERI Enterprise is structured around four core service pillars that support institutional workflows across research, transaction materials, valuation, financial modeling, and live process execution.

Professionals reviewing financial charts during origination research

01 · Deal Origination & Research

Structured origination support to source, screen, and prioritize opportunities.

Built for teams that need market intelligence translated into focused opportunity pipelines and usable research outputs.

Typical OutputsLonglists, screens, profiles

Best ForBuy-side screening and sector mapping

Target, buyer & investor list generation
Company profiling & tear sheets
Industry landscape & market mapping
Benchmarking & performance analysis
Market fitment & synergy analysis

Team reviewing presentation and market materials around a laptop

02 · Marketing Materials & Sector Content

Decision-ready narratives for mandate pitches, transaction marketing, and sector work.

Presentation-led support focused on clarity, structure, and institutional formatting across transaction and strategic materials.

Typical OutputsPitch books, IMs, management decks

Best ForSell-side and strategic materials

Proposal & mandate support
Buy-side & sell-side pitch books
Sector studies & thematic research
IM / PPM support
Roadshow & management presentations
PowerPoint creation & refinement

Financial modeling and valuation work on a laptop

03 · Valuation, Comps & Financial Modeling

Decision-grade models built with transparent assumptions and organized analytical logic.

Valuation and modeling support for live transaction analysis, internal review, and decision-making.

Typical OutputsDCF, LBO, comps, scenario models

Best ForValuation and IC-grade analysis

Trading & transaction comparables
Scenario & sensitivity analysis
Forecasting & integrated models
M&A, earnout & structuring models
LBO / MBO models where applicable
Capital structure analysis & reviews

Professionals discussing business documents during due diligence support

04 · Due Diligence & Deal Support

Execution support for live processes, built around timeline alignment and consistency.

Process support designed for teams running active workstreams and multiple rounds of review.

Typical OutputsData-room tracking, Q&A support, reviews

Best ForLive process coordination and diligence

Due diligence support as scoped
Data room & Q&A management
Cross-material consistency checks
Benchmarking & market research
Live-process iteration support

Engagement Fit

Support for live mandates and recurring execution requirements.

Each capability can be scoped as a targeted workstream or combined into broader coverage across multiple transaction needs.

Buy-Side

Opportunity screening and analytical decision support

Target identification, company profiling, comparable analysis, modeling, and internal presentation materials.

Sell-Side

Marketing materials and process support

Pitch books, transaction materials, management content, benchmarking, and live-process iteration.

Private Markets

Flexible execution coverage

Support for private equity and venture capital teams requiring structured analytical bandwidth.