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For buyout funds, private credit, asset owners and public-equity teams

Originate off-market targets and stress-test the bridge pre-LOI.

Concentrate due diligence and portfolio bandwidth where conviction is highest. We originate bilateral roll-up targets, pressure-test seller growth and backlog claims pre-LOI, and size post-close working-capital and EBITDA bridges.

Discuss your project

The pressure on your team

Auction CIMs overstate growth and hide margin drag.

Waiting for banker processes or full commercial diligence to test market size, customer concentration, working-capital traps and carbon liabilities costs deal teams time and dead-deal fees. We test the thesis and size the value creation bridge early.

  • Deal-team hours spent on auction targets whose market or backlog claims fail in diligence.
  • Post-close working-capital, ERP and supplier-markup surprises missed in high-level screens.
  • Quarterly portfolio reviews absorbed by manual data gathering instead of value creation.

What your team receives

Work you can take into the room.

Off-market roll-up and certified tuck-in origination

A scorecard on your criteria across fragmented industrial, healthcare, defence or services sub-sectors, cross-referencing technical permits, certifications and ownership signals.

Pre-LOI thesis stress-tests and valuation bridges

An independent diagnostic testing seller market growth, backlog durability, customer concentration and the unit-economics bridge required to hit your target return.

Post-close cash-release and EBITDA value creation plans

Footnote-reconciled working-capital bridges, component should-cost audits, SG&A spans-and-layers benchmarks and facility carbon-pricing cash-flow models across your book.

Capabilities

Choose a place to start.

Outcome programs for investors and owners

Working Capital & Margin RecoveryPre-LOI Diligence & Valuation BridgesCarve-Outs, Synergies & Org/ERP RationalizationAsset Economics & Portfolio CoverageAll six outcomes

How to start

One question, a fixed fee, 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 fee
The fee is fixed and agreed before work starts.
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.

Discuss your project

Anonymized engagements

Research used in real work.

Anonymized examples of delivered work.

Pilot → annual

An institutional investor expanded from a pilot to an annual engagement.

Pre-LOI bridge

Implied equity valuation bridges and standalone carve-out reconstructions separating volume growth from channel mix and margin expansion before exclusivity.

Borrower-level

Outside-in borrower diagnostics, unit-cost sensitivity and bankability checks across a direct lender's loan book — built without internal borrower data.

How we work together

Your method. AI research, analyst-checked.

  1. 01

    Frame the question

    Together, we agree the decision, research scope, inputs and what a useful answer looks like.

  2. 02

    Build the evidence

    AI agents gather company and industry evidence around your criteria, peer set and permitted sources, and cite every source.

  3. 03

    Explain what matters

    Our analysts check the agents’ work: they challenge the findings, check peers and calculations, and flag anything unverified before the brief reaches your review.

Start with one question

Which investment questions need a closer look before the committee?

Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.

Discuss your project