Map · Find · Diagnose · Plan · Monitor
Find where your market opportunities are.Then build the intelligence around them.
Release trapped working capital, audit supplier should-costs, originate off-market targets, capture tenders and run quarterly monitoring for advisory firms, investors, strategy teams and governments. AI research, analyst-checked. A first read in days.
- research deliveries
- 300+
- sectors covered worldwide
- 20+
Coverage across North America, Europe and Asia-Pacific
Our work is used by a global advisory firm, a Canadian pension investor and a Southeast Asian lender.
As of September 2026
We have worked with teams at
What we do
Five capabilities, one loop.
Each capability answers one commercial or operational question. Start at any step; each cycle points to the next.
How does this market work, and where are the gaps?
You getValue-chain map
Map capabilityWhich ones should we go after first?
You getScorecard and shortlist
Find capabilityWhere is the value, or the risk?
You getDiagnostic and peer benchmark
Diagnose capabilityWhat should we do, and what is it worth?
You getValue creation plan
Plan capabilityWhat changed since the last review?
You getQuarterly monitoring read
Monitor capability
Who we work with
Start from your team.
- Advisory firms
Quantified pitch hooks, off-market target screens and white-label peer benchmarks.
- Investors and owners
Off-market target origination, pre-LOI thesis stress-tests and post-close EBITDA bridges.
Start withRisk against your frameworkQuarterly monitoring read
- Governments and agencies
Domestic supplier capability maps, tender offset benches and service-level benchmarks.
Start withValue-chain mapScorecard and shortlistDefence Opportunity Assessment
- Strategy teams
Working-capital cash release, component should-costing and channel-mix value creation plans.
Start withPeer benchmarkValue creation planDefence Opportunity Assessment
- Risk teams
Facility carbon cash-flow bridges, sub-tier supply maps and borrower qualification.
How to start
One question, a first read in days.
- Your question
- One live question, with the decision it serves.
- What comes back
- A reviewed answer with a point of view (a ranked shortlist, a diagnostic or a plan), with every source and anything unverified flagged.
- The timing
- A first read in days, not weeks, then the reviewed brief on the date we agree.
We can provide regular research updates after the first project.
- 01
Review
Our team reviews your question and any information you share.
- 02
Reply
We’ll get in touch to discuss your project.
- 03
Scoping call
A short call focused on the question you want answered.
- 04
Written scope
The question, inputs, deliverable and delivery date, set out before work starts.
Recent work
What we delivered, and what happened next.
Anonymized examples of delivered research: what we found, how fast, and what the team did next.
140 → 12
An advisory firm
- The question
- Which of roughly 140 organizations in one market should our partners pursue first?
- Scope
- Every organization in the market, scored against the practice’s own service lines.
- What we delivered
- A scan of the market, a ranked shortlist of about 12 priority targets, and an opportunity matrix showing where the value sits at each.
- What happened next
- Partners used it to decide which organizations to approach first.
34 clients assessed
- The question
- Which of our clients have a credible way into defence supply chains?
- What we delivered
- An advisory firm’s defence team had 34 of its clients assessed against defence procurement and industrial-participation opportunities.
- What happened next
- Partners took a prioritized list into senior defence conversations, and the work became the base for a series of defence engagements.
Within a day
- The question
- Which regional manufacturers could enter defence supply chains, in time for a senior meeting?
- What we delivered
- Screened the list and placed every firm on one chart of opportunity against readiness, with the case for each, within a day.
- What happened next
- The work opened defence conversations with senior leaders, and the approach was repeated for another region.
Peer-benchmarked
- The question
- How does the business compare against an agreed peer set?
- What we delivered
- A leading life & health insurer's benchmarking, delivered against a defensible peer set — every comparison source-linked.
- What happened next
- Leadership used the comparison to focus where to investigate operating and cost gaps across the business.
Portfolio-wide
- The question
- Which issuers across the portfolio need a closer look?
- What we delivered
- Source-linked ESG, climate, and risk screening across an institutional investor's portfolio — issuer by issuer.
- What happened next
- The team used the screen to prioritize which holdings needed deeper due diligence and follow-up.
Another engagementPilot → annual · An institutional investor expanded from a pilot to an annual engagement.
Products
Five business outcomes we deliver.
Each product is built around a measurable commercial or financial outcome, runs against your own framework and ends with a view your team can act on.
Working Capital & Margin Recovery
For CFOs, COOs, operating partners and advisory teams across retail, distribution, manufacturing, telecom and software.
“Where is cash trapped, and why do our margins trail peers?”
We reconcile accounting footnotes to release cash trapped across inventory, receivables and payables, isolate negative-margin SKUs and trading-house markups, and benchmark post-merger management layers, multi-ERP finance cost and software maintenance drag against top-quartile peers.
Outcomes we deliver
- Inventory, receivables and payables cash-release bridges across branches and plants
- SKU contribution-margin, markdown timing and trading-house markup audits
- Post-merger org spans-and-layers, multi-ERP finance and software-currency benchmarks
Start with
Capabilities: Diagnose, Plan, Monitor.
Should-Cost & Supply-Chain Resilience
For Chief Procurement Officers, supply-chain leaders, industrial manufacturers and private equity operating teams.
“Are we overpaying suppliers, and where are the sub-tier bottlenecks?”
We build bottom-up parametric cost models across machined, molded, electronic, blended and assembled components to separate raw-material, energy and labour drivers from vendor markups and paid-off tooling amortization, while mapping upstream sub-tier dependencies.
Outcomes we deliver
- Parametric SKU should-cost breakdowns with zero spec or drawing changes
- Expired raw-material surcharge and paid-off tooling amortization audits
- Multi-tier dependency maps exposing shared upstream forges and chokepoints
Start with
Capabilities: Map, Diagnose, Plan, Monitor.
Opportunity Assessment & Tender Capture
For governments, economic development agencies, prime contractors and firms entering a region or sector.
“Which programs or markets fit our capabilities, and who matters?”
We map the value chain, cross-reference your certifications and tolerances against funded defence and industrial programs on a capability-fit matrix, assemble pre-screened domestic supplier benches for tender offset compliance, and model direct and digital channel margin expansion.
Outcomes we deliver
- Capability-to-program screens ranking structural attractiveness against ability to win
- Non-NAICS domestic, small-business and dual-use supplier benches for tender offsets
- Direct-to-consumer and digital versus physical retail channel margin bridges
Start with
Defence Opportunity AssessmentHospital Opportunity Scorecard
Capabilities: Map, Find, Plan, Monitor, and Diagnose when a company needs a closer look.
Pre-LOI Diligence & Valuation Bridges
For buyout funds, corporate development teams, transaction advisers and public-company executives.
“Which targets deserve diligence, and do seller growth claims hold?”
We screen fragmented sectors to originate bilateral roll-up and certified tuck-in targets outside banker auctions, pressure-test seller market claims, customer concentration and backlog durability before exclusivity, and reverse-engineer the margin and unit-economics bridge behind an implied valuation.
Outcomes we deliver
- Bilateral roll-up and certified tuck-in target origination across fragmented sectors
- Pre-LOI red-flag diligence on seller market claims, backlog durability and certifications
- Implied equity valuation feasibility bridges separating volume growth from margin mix
Capabilities: Map, Find, Diagnose, Plan.
Asset Transition & Portfolio Coverage
For pension investors, infrastructure funds, commercial and sustainable-finance lenders, and energy or mining operators.
“How do carbon pricing, capital rules and risk affect holdings?”
We convert facility-level engineering and emissions disclosures into multi-year EBITDA and cash-flow bridges under escalating carbon pricing and abatement cost curves, qualify mid-market industrial borrowers for specialized credit mandates, and verify operational circularity for green lending spread compression.
Outcomes we deliver
- Asset-level EBITDA and abatement return models for energy, utilities, refining and mining
- Mid-market industrial and dual-use borrower qualification for specialized credit funds
- Trace-to-source circularity and bankability readiness for green loan spread compression
Capabilities: Diagnose and Monitor, with Plan when something moves.
Sector depth
Our deepest coverage is in defence and aerospace, energy and the transition, healthcare, retail and consumer, financial services, and industrial manufacturing.
Explore defenceExplore healthcareAll industriesAll five capabilities
Start with one question
What’s your next move?
Bring us a target, a peer set, a market or a business question. Let’s discuss the research that would help.