Our analyst teams generate highly differentiated, independent insights, enhanced by creative use of unique data sources, field work, and corporate access. We offer nine 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
Legal and Regulatory
We analyze legal events, particularly "Bet The Company"
litigation, handicap financial exposure for companies and analyze
critical near-term catalysts.
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
Healthcare Policy
We deliver timely, precise assessments of complex legislative and
regulatory shifts, and identify emerging trends, catalysts, and
company-specific financial implications.
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