Financial, Equity, and M&A Research

After 40+ years supporting transactions, fundraising, and investment decisions across sectors, we bring pattern recognition that can’t be developed in training programs. When you’re evaluating a target or positioning a business, we know which metrics matter, which comparables hold up, and which red flags actually derail deals—because we’ve seen it before.

We’re not optimized for Fortune 500 scale. We’re structured for the reality of middle-market finance—where you need analytical rigor delivered with entrepreneurial speed, institutional quality without enterprise overhead, and partners who understand both the analytics and the art of your work.

Our 24-hour coverage model means work progresses around the clock. Models get updated overnight. Research advances through multiple time zones. Deal materials develop continuously.

We don’t require annual retainers or minimum commitments. When deal flow surges, we staff up. When priorities shift, we adjust. When you need dedicated support for 90 days followed by project-based work, we structure engagements accordingly.

FuldONE – our embedded AI platform—handles analytical work that doesn’t require judgment. Automated data collection, accelerated scenario testing, research synthesis, and real-time dashboards means your team focuses on judgment, strategy, and relationships—not data wrangling, model debugging, or reformatting materials at midnight.