Data Analysis:

For each company in our research universe.

We strive to examine as many available metrics as possible to access quality:

Income statements, balance sheets, and cash flow statements for 2014-YTD (2018)

Recent audit reports, if available

Sales data for 2015-YTD 2018 (blind basis)

  • By customer and geography
  • By product category

Summaries of the Company’s top 3-5 growth initiatives and expected revenue and profit potential from these sources.

Private Investments continue to widen the gap on net performance against the public market.

Research Universe :

Our research targets are determined by the specific interest of our clients.  We actively monitor industries, sectors and companies identified by our research team, as well as specific outperforming  companies identified by our clients.

Our in-house research team provides insight on over

50,000  high quality lower middle market North American Companies.

Our research team initiates quarterly coverage at 2 mil USD TTM EBITDA or equivalent.

We specialize in family and investor owned companies.

Sectors of Particular Interest:

Industrials

  • Aerospace & Defense
  • Automotive & Truck
  • Building Products
  • Chemicals
  • Electronics
  • Packaging

Consumer

  • Food & Beverage
  • Health & Beauty

Energy, Power & Infrastructure

  • Manufacturing
  • Distribution/Service

Healthcare

Saas & Technology

Media & Telecom

Business Services and Distribution

3PL

Financial Services

Buyer Evaluation Process :

Locate : suitable Acquirer/Partner:

Review : current/past experience and current/past portfolio holdings.

Qualify Buyer : ensure performance and core competencies are of high quality and that valuation expectations are compatible, ensure geographic location of target is compatible.

Identify : key personnel with relevant experience for initial discussions.

  Our goal is to systematically beat the market to the highest quality opportunities through our skill of spotting and executing deals and to use our insight into the inherent value of companies through research on specific attractive industries.  We believe the art of this business is actually engaging decision makers in person through the walls of gatekeepers, electronics and social media.