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.
- Investors and owners
Off-market target origination, pre-LOI thesis stress-tests and post-close EBITDA bridges.
- 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
Asset cash-flow stress tests, sub-tier supply maps and borrower qualification.
- Procurement and supply chain
Parametric component should-costing, expired tooling clawbacks, factory dwell audits and sub-tier supply maps.
Start withPeer benchmarkValue-chain map
- Advisory firms
Quantified pitch hooks, off-market target screens and peer benchmarks.
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 companies assessed
- The question
- Which companies have a credible way into defence supply chains?
- What we delivered
- 34 companies 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 financial, operational 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.
Outcomes
Six business outcomes we deliver.
Each outcome program is built around a measurable commercial or financial result, 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 build price, mix and channel margin bridges 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
- Price, mix and channel margin bridges
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, moulded, 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 commercial and strategy leaders, governments, prime contractors and firms expanding into new channels, regions or sectors.
“Which markets, channels or tenders fit our capabilities, and how do we win?”
We rank markets, segments, channels and funded defence or industrial tenders by structural attractiveness and ability to win—sizing market and channel entry bridges and assembling pre-screened domestic supplier benches.
Outcomes we deliver
- Market and channel entry bridge
- Capability-to-program screens ranking structural attractiveness against ability to win
- Domestic, small-business and dual-use supplier benches beyond industry codes
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.
Carve-Outs, Synergies & Org/ERP Rationalization
For buyout funds, corporate development teams, CFOs, CIOs and transformation offices executing carve-outs, roll-ups or integrations.
“What does this division earn standalone, and where are the post-merger synergies?”
We reconstruct standalone unit economics and stranded-cost bridges for buried divisions before divestiture or acquisition, benchmark post-merger management spans and layers from the executive suite to the front line, and size multi-ERP finance, HR and legacy-version support rationalization.
Outcomes we deliver
- Standalone carve-out P&L reconstruction and Transition Services Agreement cost bridges
- Post-merger organizational spans-and-layers delayering and shared-services rightsizing
- Multi-ERP instance consolidation and legacy R&D version-support offloading
Capabilities: Diagnose, Plan, Monitor.
Asset Economics & Portfolio Coverage
For pension investors, infrastructure funds, commercial and private-credit lenders, and energy or mining operators.
“How do costs, capital rules and policy change what our holdings are worth?”
We convert facility-level engineering and operating disclosures into multi-year EBITDA and cash-flow bridges, rank facility capex by return, qualify mid-market industrial borrowers for specialized credit mandates, and verify supply traceability for loan spread compression.
Outcomes we deliver
- Asset-level EBITDA and capex 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 loan spread compression
Capabilities: Diagnose and Monitor, with Plan when something moves.
Sector depth
Our deepest coverage is in defence and aerospace, energy and utilities, healthcare, retail and consumer, financial services, and industrial manufacturing.
Explore defenceExplore healthcareAll industriesAll six outcomesAll 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.