RESEARCH & ADVISORY

Decision-Grade Intelligence for
Investors and Operators.

Research-driven analysis for PE firms, corporate development teams, and strategy functions evaluating markets, targets, and competitive position. Rigorous work. Straight answers.

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Experience

Consulting + Portco Leadership

Service Tiers

3 Levels of Engagement

Engagement Range

$300–$25K+

The Intelligence Gap

The research behind high-stakes decisions is either overpriced, too slow, or too shallow. The major firms deliver rigor, but at outdated price points and timelines. Independent analysts are faster and cheaper, but rarely produce defensible work. The space between the two is where most buyers actually need to operate: rigorous analysis, practical timelines, economics that make sense for the decision at hand.

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Methodology, Not Overhead

A structured analytical process built for depth and speed. Institutional-quality output without the staffing model, timeline, or cost structure of a traditional engagement.

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Depth Without the Drag

Full-scope research and analysis in days to weeks, not months. Traceable sourcing. Defensible conclusions.

WHAT WE DO

Three Ways to Engage

Self-Service Intelligence

Pre-built research products available for immediate purchase. Industry reports, competitive snapshots, and battlecard sets. $300–$3,000.

Industry Intelligence Reports · Competitive Landscape Snapshots · Sales Battlecard Sets · Refreshed Data Products

Reports Coming Soon

Standardized Research

Select from a defined menu, specify your inputs. Brief intake call, structured deliverable, 1–2 revision rounds. $2,000–$10,000.

Custom Competitive Landscape Assessments · Market Sizing & Opportunity Assessments · Competitor Deep Dives · Industry Entry Briefings · Regulatory & Compliance Landscapes

Made-to-Order

Consulting Engagements

Fully scoped engagements with iterative collaboration. Custom requirements, pricing, and timeline. $8,000–$25,000+.

Commercial Due Diligence · Go-to-Market Strategy Research · Ongoing Competitive Intelligence Programs · Growth Strategy · Value Creation Plans

Custom

Add-ons available for made-to-order research: primary research, ongoing monitoring, client data integration.

ABOUT

Advisor and Operator

I spent ten years in PE-backed consulting and operating roles: buy-side and sell-side diligence, operational improvement, transformation programs, M&A integration, and the analytical frameworks behind investment decisions. Advisory work at Alvarez & Marsal and The Keystone Group. Operating roles at two PE-backed portfolio companies across specialty medical and nuclear safety, leading strategic projects spanning the United States and Europe.

That experience is now packaged into an independent practice with a structured methodology and low overhead. The result is work with the rigor of a top-tier engagement at a fraction of the cost and timeline.

Consulting

Alvarez & Marsal • The Keystone Group

PE-backed operational and strategy consulting

Operating

PE-Backed Portfolio Companies

Executive team, strategic projects & integrations, M&A and transformation

Education

Emory Goizueta • UGA

Executive MBA • B.S. Economics

Decision-Grade Intelligence for Investors and Operators.