Analytical Services Tailored to Your Needs

Whether you need ongoing coverage, transaction support, or independent valuation, our services provide the analytical depth your decisions require.

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Three Distinct Service Offerings

Each service addresses different analytical needs, but all share our commitment to rigor, objectivity, and clarity. Engagements can be one-time projects or ongoing relationships, structured to fit your situation.

Equity Research Coverage

$18,000/year

Ongoing analytical coverage of specific companies or sectors, providing regular updates on financial performance, competitive positioning, and valuation perspectives.

What's Included:

Quarterly earnings analysis and updates
Annual comprehensive reviews
Event-driven updates for material developments
Direct analyst access for questions
Financial model updates and maintenance

Ideal For:

Institutional investors and asset managers requiring independent perspectives on holdings or potential investments, particularly in mid-market companies with limited sell-side coverage.

Learn More About Coverage

Due Diligence Support

$25,000

Analytical support for investment transactions including mergers, acquisitions, and private placements. Detailed financial analysis, market context, and risk assessment to inform investment decisions.

What's Included:

Financial statement analysis and quality assessment
Competitive landscape and market analysis
Projection review and scenario analysis
Risk identification and assessment
Investment committee presentation support

Ideal For:

Private equity funds, corporate development teams, and investment firms requiring thorough analytical support for transactions with customized scope based on specific requirements.

Learn More About Due Diligence

Valuation Services

$14,000

Independent valuation analysis for corporate transactions, financial reporting, or strategic planning purposes. Multiple methodologies applied as appropriate with comprehensive documentation.

What's Included:

Discounted cash flow analysis
Comparable company analysis
Precedent transaction analysis
Methodology documentation and assumption support
Sensitivity analyses

Ideal For:

Mid-market companies requiring valuation support for various corporate events including transactions, financial reporting, or strategic planning. Standard engagement timeline is 3-4 weeks.

Learn More About Valuation

Comparing Our Services

Understanding the differences helps determine which service best fits your situation.

Aspect	Equity Research	Due Diligence	Valuation
Engagement Type	Ongoing subscription	Project-based	Project-based
Typical Duration	Annual relationship	4-6 weeks	3-4 weeks
Primary Focus	Ongoing analysis	Transaction support	Value determination
Deliverables	Regular updates	Comprehensive report	Valuation report
Investment	$18,000 per year	$25,000	$14,000

Choosing the Right Service

Your specific needs determine which service makes most sense. Here's how to think about it.

Choose Equity Research Coverage If:

You hold or are considering positions in specific companies and want ongoing analytical perspective
You need regular updates on portfolio companies or investment targets
You want independent perspective supplementing or replacing sell-side research
You value having analyst access for questions as situations evolve

Choose Due Diligence Support If:

You're evaluating an acquisition, merger, or significant investment
You need thorough financial and competitive analysis to support transaction decisions
You want independent assessment of management projections and business plans
You need materials supporting investment committee presentations

Choose Valuation Services If:

You need independent valuation for a transaction, reporting, or planning purpose
You're negotiating a transaction and want objective value assessment
You require valuation documentation for financial reporting or compliance
You need sensitivity analysis understanding value ranges under different scenarios

Still Not Sure Which Service Fits?

That's perfectly normal. Many clients start with a conversation to explore options and determine what makes most sense for their situation.

Discuss Your Needs

Custom Engagements

While these three services cover most analytical needs, some situations require custom approaches. We're open to discussing engagements that combine elements from different services or address unique requirements.

The key is understanding what you need to accomplish and structuring an engagement that delivers appropriate analytical support. If you have a situation that doesn't fit neatly into these categories, let's talk about it.

Ready to Get Started?

Whether you know which service you need or want to explore options, we're here to help. Initial conversations involve no commitment.