Investment Advisors:
If you are an investment advisor looking for high quality independent research on Canadian & US stocks including specific BUY/SELL/HOLD reports on high quality, earnings-based businesses to give your client portfolios an edge, reach out and we can create a subscription package for you or your entire office.
M&A Advice:
If you are a private equity fund or firm, mutual fund, pooled fund, or any form of institutional equity manager looking to identify micro, small, and mid-cap growth and value companies within the Canadian & U.S. markets we provide in-depth company specific coverage on this under-followed market.
If you are looking for acquisitions, our research can be tailored to your specific criteria and identify effective takeover targets at reasonable prices. For mutual, private equity, or pooled fund managers looking for unique company specific research on small to mid and large-cap stocks, our proven fundamental approach can help identify individual growth/value stocks to give you the edge necessary to beat your peers.
Institutional research contracts typically range from strict monthly fee-based services for the latter to monthly fee contracts with a finder’s fee agreement. Our analysis is fundamental-based looking at a number of factors including but not limited to cash flow, earnings, EBITDA, EV/EBITDA, management, strong balance sheet, competitive advantage, historical profitability, and growth potential.
Our team has been conducting analysis in the small-cap space for over 25 years and has added invaluable insight gained though interviewing hundreds of management teams for our institutional clients.
Contact Ryan Irvine directly to see how we can work with you to identify unique publicly traded Canadian & U.S. M&A opportunities.
1-888-277-8625 Ext. 102.
