Map · Find · Diagnose · Plan · Monitor
Find where your market opportunities are.Then build the intelligence around them.
For advisory, investment, strategy and public-sector teams: commission research from our analysts, run on our own platform and built on your expertise. Start with one project, then keep us on to monitor what changes, quarter by quarter.
- research deliveries
- 300+
- sectors covered worldwide
- 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
Five capabilities, one loop.
Each capability answers one 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
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 teams
Peer benchmarks and strategic options.
- Risk teams
Assessments against your own framework.
- Defence
Your role in building the defence economy.
A recent engagement
From a long list to the targets worth pursuing first.
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 it enabled
- Partners used it to decide which organizations to approach first.
Products
Three ways to work with us.
Each product starts with the question in front of you and ends with a view that stays current. Unrelated clients have independently asked us to encode their own framework and run it again.
01
Opportunity Assessment
For governments, economic development agencies and firms entering a region or sector.
“We’re looking at a sector. How does it work, and who matters?”
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.
Start with
Defence edition: the Defence Opportunity Assessment
Capabilities: Map, Find, Monitor.
02
Portfolio Coverage
For pension investors, private equity funds and the advisers who serve them.
“How does each holding measure up against our framework?”
A baseline on every holding, then a quarterly read on what moved, why it moved and what it is worth.
Capabilities: Diagnose and Monitor, with Plan when something moves.
03
Company Value
For advisory teams and corporate strategy groups.
“Our margins trail our peers. Where is the value?”
A value scan, a plan to close the gaps, and tracking that shows whether the plan is working.
Start with
Capabilities: 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.
Illustrative examples
Research in practice.
MapWhere are the gaps in our region’s supply chain?
Economic development team · Value-chain map · Region AIllustrative · fictional figuresWhat we foundComposite structures and maintenance are where investor attraction would do the most. Two firms need site visits before we score them.
You sentThe program’s supply-chain categories and the companies in your region.
What came back
Precision machining
- Companies in region
- 14
- Could enter with modest change
- 6
- Gap
- None
- Confidence
- Confidence · high
Composite structures
- Companies in region
- 2
- Could enter with modest change
- 3
- Gap
- Thin: one qualified supplier
- Confidence
- Confidence · medium
Maintenance and repair
- Companies in region
- 0
- Could enter with modest change
- 2
- Gap
- Open: no local capability
- Confidence
- Confidence · medium
DiagnoseWhere does this issuer need a closer look?
Risk teams · Framework assessment · Issuer AIllustrative · fictionalWhat we foundTwo sites are unlocated. Specialist review is needed before scoring.
You sentYour risk framework, the issuers and the permitted inputs.
What came back
Physical exposure at main sites
- Evidence found
- Site disclosures; public hazard map
- Gap
- Two sites unlocated
- Status
- Specialist review
Transition plan
- Evidence found
- Annual report
- Gap
- None
- Status
- Confidence · high
Disclosure quality
- Evidence found
- Regulatory filing
- Gap
- Supplier emissions basis partial
- Status
- Confidence · medium
… and each other holding in the portfolio
PlanShould we build, buy or partner?
Strategy teams · Business case · Business unit AIllustrative · fictionalWhat we foundPartner stays low-confidence until the terms are reviewed.
You sentThe options, constraints and the internal facts we may use.
What came back
Build
- Evidence for
- Existing capability; slower to scale
- Key assumption
- Hiring at pace
- Work to test it
- Capacity plan against internal data
- Confidence
- Confidence · medium
Buy
- Evidence for
- Two candidates fit the criteria
- Key assumption
- Price within range
- Work to test it
- Company briefs on both
- Confidence
- Confidence · medium
Partner
- Evidence for
- One partner covers the region
- Key assumption
- Exclusivity acceptable
- Work to test it
- Terms review
- Confidence
- Confidence · low
MonitorWhat changed since the last review?
Portfolio team · Quarterly read · Holding BIllustrative · fictional figuresWhat we foundWorking capital moved the wrong way. Worth a question before the board pack goes out.
You sentNothing new. The baseline and your criteria are already on file.
What came back
Gross margin vs peers
- Baseline
- −3.1 pts
- This quarter
- −1.8 pts
- Change
- Improving
- Next step
- None
Working capital days
- Baseline
- 62
- This quarter
- 71
- Change
- Worse
- Next step
- Ask management
New disclosure
- Baseline
- None
- This quarter
- Supplier concentration
- Change
- New risk
- Next step
- Deep dive offered
Anonymized engagements
Research used in real work.
Three more anonymized examples of delivered research, and an engagement that grew from a pilot—not measured financial outcomes.
01Peer-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.
02Portfolio-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.
0334 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.
Another engagementPilot → annual · An institutional investor expanded from a pilot to an annual engagement.
How we start
From your question to a written scope.
Start with a pilot
One question, one bounded piece of work.
- Your question
- One live question, with the decision it serves.
- Your inputs
- Your list and your rubric, or a starting set we agree with you.
- What comes back
- A reviewed answer with a point of view: a ranked shortlist, a brief or a benchmark.
- The evidence
- A source appendix, with anything unverified flagged.
Scope, format and delivery date are agreed before work starts. If the pilot earns its place, it becomes a recurring engagement on your calendar.
- 01
Review
A partner reads your question and the material you can share.
- 02
Reply
You receive a scoped response within one business day.
- 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.
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.