Equity Research Services

Our team of highly qualified and experienced equity research analysts serves as an extension of global investment managers and research teams. We support equity research firms in uncovering new investment opportunities, expanding coverage, and staying ahead of industry, regulatory, and technological shifts. Our analysts hold advanced finance credentials, including CFA and MBA, and are backed by a dedicated Training and Knowledge Management team.

We provide comprehensive research support for both buy-side and sell-side firms, helping them:

• Maintain a competitive, analysis-driven edge for strong investment performance.
• Expand coverage while optimizing costs.
• Creating tailored equity screening tools to uncover high-quality investment prospects.
• Implementing top-down as well as bottom-up methodologies for research
• Helping in identifying pinpoint emerging opportunities and risks
• Free up in-house analysts to focus on client engagement.

Our equity research support also covers in-depth financial modeling and valuation, event-based reporting, and ongoing coverage maintenance. From earnings previews and scenario analysis to marketing decks and deep-dive investment insights, we assist clients throughout the research lifecycle. We help in identifying and elaborating on trends and themes across industries and economies. We integrate sector-specific nuances with adjusted financial data and applying strategy-specific criteria to filter relevant investment ideas. Our focus is on implementing both top-down and bottom-up screening methodologies to capture a broad opportunity set. We seek to blend fundamental and technical indicators to enhance screening effectiveness

Our customized equity research reports are produced by experienced financial analysts with deep domain expertise, financial acumen, and strong modeling capabilities. Delivered through a collaborative process, our reports ensure clients maintain full control over output and production at every stage.

With Chapel Bridge Partners, you gain a research partner that helps you deepen coverage, enhance client engagement, and maintain a competitive analytical edge—efficiently and at scale.