Our analyst teams generate highly differentiated, independent insights, enhanced by creative use of unique data sources, field work, and corporate access. We offer eight distinct products to select institutional investors. Our unique platform provides our analyst teams with intellectual autonomy, senior salespeople, the highest caliber data, compliance and IT support, unencumbered by larger firm conflicts – allowing them to focus solely on research and clients.

Event-Driven


We generate unique insights and actionable ideas by analyzing and often anticipating strategic events, including M&A, spin-offs, restructurings, and activism.
Reports

Consumer


We provide timely and accurate coverage of the Consumer & Internet sectors, as well as Macro Consumer trends, IPOs & Lock-Ups.
Reports

Retail


We cover Broadline, Hardline, Dollar, Grocer, Furniture, and Discount retailers with a top-ranked, senior team and unique data resources.
Reports

Restaurants


Our research team is highly regarded for rigorous thematic and valuation work, 20 years' experience, and access to unique geolocation and other data.
Reports

Internet


We leverage unique data resources including web tracking, credit card data, geolocation, and other data for insights on large and small cap internet companies.
Reports

Insurance


Our unique thematic research calls out big themes early, for both industry executive clients and institutional investors.
Reports

Jet Tracker


Our proprietary corporate jet data portal enhances investors' mosaic by flagging possible signs of M&A or other strategic changes.
Portal