Consulting Services Overview

Services for Investment Professionals

Stock-specific idea generation and due diligence. Bring dedicated resources and relevant perspective to individual investment ideas. Evaluate economic sensitivity, analyze industry fundamentals, forecast trends, build financial models, and establish valuation parameters.
Theme-based idea generation. Identify and analyze important consumer-related themes. Translate them into investment ideas by determining which stocks are best-suited to express viewpoints.
Portfolio review around specific criteria. Identify high potential sectors or stocks within the consumer arena by analyzing and ranking them based on earnings revisions, valuation metrics, or other criteria.

Corporate strategy and advisory. Use macroeconomic, industry, and company analysis to help companies forecast sales, assess saturation, and evaluate the competitive landscape.
Investor Relations. Develop strategies for positioning the company’s equity story, assist in identifying and reaching target institutional investors, coach senior management in effectively communicating with the investment community, and create presentations for analysts and investors.

Outsourced Research. Provide ideas and content to investment firms for private label or co-branded research.
Independent Research Support. Team with independent research distributors to service new clients.

Project	Description
Sector analysis	Develop an investment thesis for a consumer sub-sector
State of the consumer	Develop broad themes and investment guidelines
Topical research	Explore individual consumer themes
Idea generation	Make stock recommendations around a theme
Deep dive on a single idea	Research and analyze a consumer stock or sector to facilitate buy or sell decisions
Targeted due diligence	Conduct primary research in connection with a specific issue via surveys, price studies, store visits, or other proprietary research methods.
General support	Provide investment takeaways from company meetings and industry conferences, develop and summarize conclusions from important conference calls, build company models or valuation worksheets

See Sample Client Projects