Decision-grade analysis. Auditor-ready models.
Warsaw-based, working globally — an independent research & consulting portfolio focused on Europe and North America. We turn messy data into clear decisions across equity, fixed income, portfolios, and M&A.
Research Focus
Equity & Valuation
Fundamental Research and Valuation Advisory
• End-to-end model development — DCF, LBO, and comparative valuation frameworks with detailed equity research reports.
• Quantitative stress testing and Monte Carlo–based sensitivity modeling to guide fair value and downside scenarios.
M&A Advisory
Transaction Modeling & Due Diligence Support
• Accretion/dilution and LBO modeling to evaluate merger impact and synergy realization.
• Structured valuation summaries and scenario analyses supporting board-level M&A decision clarity.
Portfolio Strategy
Quantitative Strategy & Asset Allocation
• Portfolio construction designed around risk tolerance, capital preservation, and investment constraints.
• Back-testing, optimization, and performance attribution studies to inform long-term portfolio positioning.
Fixed-Income Analysis
Debt Instruments & Credit Risk Assessment
• Corporate and sovereign debt analysis — yield curve modeling, duration metrics, and credit spread diagnostics.
• Research-driven fixed-income portfolio construction and credit risk evaluation for institutional contexts.
Client Reviews & Endorsements
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Submissions are reviewed before posting. Approved entries are added to our public endorsements list.
Contact
For verification, collaboration, or access to model snapshots, email research@forgewolf.com.
Verification pack available on request: dated PDFs, model snapshots, assumptions logs, and an experience certificate confirming independent activity.