Map · Find · Diagnose · Plan · Monitor
Know where the value is.Then keep watching it.
Market maps, target screens, company value scans and quarterly monitoring for advisory, investment, strategy and public-sector teams. Built on your criteria and reviewed by our analysts, with every finding traced to its source.
- analyses delivered
- 90+
- sectors covered
- 20+
Work across Canada, the US and Southeast Asia
Our work is used by a global advisory firm, a Canadian pension investor and a Southeast Asian lender.
As of September 2026
What we do
One loop, from the market to the next target.
Everything we do sits on this loop. Start at any step; each cycle points to the next.
Map a market, region or value chain.
Sector scans, benchmarks and value-chain maps show how it works, who operates in it and where the gaps are.
Find the targets in it.
Screens and scored shortlists rank companies against your criteria, with a one-page brief on each.
Diagnose a company or asset.
Value scans benchmark it against its peers and put a dollar figure on each gap.
Plan what to do about it.
Initiatives built from those gaps, each tied to the lever it moves and the value at stake.
Monitor it on a cadence, which surfaces the next target.
Quarterly reads against the baseline show what moved, and those signals start the next search.
Illustrative examples
Research in practice.
Where are the gaps in our region’s supply chain?
You sentThe program’s supply-chain categories and the companies in your region.
What came back
| Supply-chain stage | Companies in region | Could enter with modest change | Gap | Confidence |
|---|---|---|---|---|
| Precision machining | 14 | 6 | None | Confidence · high |
| Composite structures | 2 | 3 | Thin: one qualified supplier | Confidence · medium |
| Maintenance and repair | 0 | 2 | Open: no local capability | Confidence · medium |
Analyst noteComposite structures and maintenance are where investor attraction would do the most. Two firms need site visits before we score them.
Where does this issuer need a closer look?
You sentYour risk framework, the issuers and the permitted inputs.
What came back
| Your criterion | Evidence found | Gap | Status |
|---|---|---|---|
| Physical exposure at main sites | Site disclosures; public hazard map | Two sites unlocated | Specialist review |
| Transition plan | Annual report | None | Confidence · high |
| Disclosure quality | Regulatory filing | Supplier emissions basis partial | Confidence · medium |
| … and each other holding in the portfolio | |||
Analyst noteTwo sites are unlocated. Specialist review is needed before scoring.
Should we build, buy or partner?
You sentThe options, constraints and the internal facts we may use.
What came back
| Option | Evidence for | Key assumption | Work to test it | Confidence |
|---|---|---|---|---|
| Build | Existing capability; slower to scale | Hiring at pace | Capacity plan against internal data | Confidence · medium |
| Buy | Two candidates fit the criteria | Price within range | Company briefs on both | Confidence · medium |
| Partner | One partner covers the region | Exclusivity acceptable | Terms review | Confidence · low |
Analyst notePartner stays low-confidence until the terms are reviewed.
What changed since the last review?
You sentNothing new. The baseline and your criteria are already on file.
What came back
| Lever | Baseline | This quarter | Change | Next step |
|---|---|---|---|---|
| Gross margin vs peers | −3.1 pts | −1.8 pts | Improving | None |
| Working capital days | 62 | 71 | Worse | Ask management |
| New disclosure | None | Supplier concentration | New risk | Deep dive offered |
Analyst noteWorking capital moved the wrong way. Worth a question before the board pack goes out.
Where to start
Four places to start.
Each is a defined piece of work on your criteria, with scope, formats and the delivery date agreed before we begin.
- 01Diagnose
Our margins trail our peers. Where is the value?
Company value scan
Available nowHow this service works - 02Map
We’re looking at a sector. How does it work, and who matters?
Market and sector scan
Available nowHow this service works - 03Find
We have a long list. Which few deserve diligence?
Target screen
Available nowHow this service works - 04Diagnose
How does each holding measure up against our framework?
Assessment against your framework
Available nowHow this service works
Most clients keep it current. The same work becomes a quarterly read on the companies, portfolio or market that matter to you.
All six servicesPrograms
Three ways to work with us.
Each program starts with the question in front of you and ends with a view that stays current.
01
Market Programs
For governments, economic development agencies and firms entering a region or sector.
We map the value chain, screen the companies in it, brief you on the strongest targets and keep the picture current as contracts, capital and policy shift.
Steps: Map, Find, Monitor.
02
Portfolio Coverage
For pension investors, private equity funds and the advisers who serve them.
A baseline on every holding, then a quarterly read on what moved, why it moved and what it is worth.
Steps: Diagnose and Monitor, with Plan when something moves.
03
Company Value
For advisory teams and corporate strategy groups.
A value scan, a plan to close the gaps, and tracking that shows whether the plan is working.
Steps: Diagnose, Plan, Monitor.
Sector depth
Our deepest coverage is in defence and aerospace, energy and the transition, healthcare, retail and consumer, financial services, and industrial manufacturing.
One platform
Your criteria. Our platform and analysts. Research you can take into the room.
We agree the scope and the peer set, the platform gathers and structures the evidence, and our analysts challenge the findings. You receive reviewed analysis in the documents, spreadsheets and slides your team already uses.
- 01
Your method
We agree the question, criteria and scope with you before work starts.
Available nowScope note · illustrativeIllustrative- Decision
- Which targets to approach first
- Universe
- The list you provide, or the filters that define it
- Criteria and weights
- Market fit (high) · Financial profile (medium)
- Formats
- Spreadsheet with editable weights, plus a short brief
- Delivery
- Date agreed before work starts
- 02
Company and industry research
Our platform gathers evidence to compare companies, markets and peers.
Available nowSources used · Company A · illustrativeIllustrative- Annual report — Company A
- Investor presentation — Company A
- Trade press
- Your criteria sheet
- Management accounts — not provided
Nothing is cited that is not on this list.
- 03
Expert analysis and review
Our analysts test the findings, explain the implications and flag what remains unverified.
Available nowAnalyst review · illustrativeIllustrative- Flagged
Analyst
Challenges the ranking; checks peers and calculations; flags what could not be verified
“Company D: financial profile unverified; keep it flagged.”
- Pending
Your team
Picks the targets; re-weights if the conversation changes
- 04
Working deliverables
A concise brief with sources and supporting analysis, in the documents, spreadsheets or slides you need.
Available nowDeliverables · illustrativeIllustrative- Brief
- Document, read in one sitting
- Shortlist or benchmark
- Spreadsheet, weights and peer set editable
- Committee version
- Slides, on request
- Delivery
- Date agreed before work starts
Start with one research question or discuss a recurring review.
More than search, more than a chatbot: reviewed analysis on your criteria.
Anonymized engagements
Research used in real work.
Four anonymized examples of delivered research, and a fifth engagement that grew from a pilot—not measured financial outcomes.
01140 → 12
- The question
- Which of a long list of targets belong on the priority shortlist?
- Delivered
- An advisory firm ranked ~140 organizations into a ~12-target priority shortlist.
02Peer-benchmarked
- The question
- How does the business compare against an agreed peer set?
- Delivered
- A leading life & health insurer's benchmarking, delivered against a defensible peer set — every comparison source-linked.
03Portfolio-wide
- The question
- Which issuers across the portfolio need a closer look?
- Delivered
- Source-linked ESG, climate, and risk screening across an institutional investor's portfolio — issuer by issuer.
0434 clients assessed
- The question
- Which of our clients have a credible way into defence supply chains?
- Delivered
- An advisory firm’s defence team had 34 of its clients assessed against defence procurement and industrial-participation opportunities.
A fifth engagementPilot → annual · An institutional investor expanded from a pilot to an annual engagement.
Who we work with
Start from your team.
Advisory firms
Screens, briefs and value scans for pursuits and engagements.
Investors and owners
A baseline on every holding and a quarterly read against it.
Governments and agencies
Value-chain maps, gap analysis and investor-attraction targets.
Strategy and risk teams
Peer benchmarks, options and assessments against your own framework.
Working in defence? Start at the defence hub, with pages for governments, advisers, companies, prime contractors, and funds and owners.
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.