Research
Recent work published through Marshall Finance Group. Equity research is listed first; selected transaction analysis is linked separately.
Equity
Recent public work includes FIG and TMT names, together with broader company research published through Marshall Finance Group.
The published note points to strong user engagement, scalable infrastructure, and improving monetisation across transaction, balance-based, and subscription revenues, while arguing that the market is already pricing in a stronger outcome than base case.
Netflix has been covered in the group’s recent TMT output and is linked here through the published LinkedIn post and report preview.
GE Aerospace has also appeared in the group’s published equity research output and is included here as part of the wider Marshall Finance Group archive.
Transactions
Marshall Finance Group also publishes transaction work. These pieces sit alongside, rather than inside, the current MIF paper portfolio mandate.
The published analysis argues that the deal price is grounded in cash flow and comps, with leverage supported by deleveraging and margin expansion, while regulators, culture, talent, and execution remain the key risks.
This post is part of the wider Marshall Finance Group transaction archive and links directly to the published acquisition analysis on LinkedIn.
The Waters and BD Biosciences & Diagnostic Solutions combination is linked here as another recent transaction post from the wider group’s published work.
The company feed remains the primary archive for published research, report previews, and transaction work.
Use the company page for the latest published work, then return to this page for a curated shortlist on the website.
