Twenty-five plus years of excellence in economic, industry and market analysis including equity research, portfolio management, capital markets, business development and strategy. Deep, broad relationships with chief executives and their management teams, institutional investors, industry experts, economists, government, military and trade officials. Regularly interviewed by TV and print media including Wall Street Journal, Financial Times, Forbes, BusinessWeek. Also served in naval intelligence with Top Secret/SCI security clearance. Services include, but are not limited to:

INVESTMENT RESEARCH: We provide published and proprietary research and analytical services to institutional investment organizations and high net worth investors at negotiated price and service levels. Institutional services include published and proprietary idea generation, portfolio review and customized projects.

STRATEGIC CONSULTING: Services to private and public companies include strategic review, marketing strategy, M&A candidate development, capital structure evaluation and optimization, financial partner identification and evaluation.

BUSINESS & GOVERNMENT NETWORKING: Direct and indirect access to senior decision makers and executives both domestically and internationally plus a vast network of Wall Street contacts, thought leaders, public and private companies, trade organizations, military experts, academics, field contacts and other valuable connections.

RISK ANALYSIS: Deep expertise in transportation, port infrastructure and geopolitical analysis from both a commercial and military perspective. We maintain our military network and active working knowledge of geopolitics and global military and security affairs from a ground truth perspective applicable to advising corporate executives, investors and other decision-makers. Projects may include country studies, vendor or customer qualification and risk analysis.

Starmine Top Analyst Award - #3 Estimate Accuracy, 2012
Starmine Top Analyst Award - #1 Estimate Accuracy, 2005
Wall Street Journal All-Star - #2 Stock-picking, 2001
Institutional Investor All-America Research Team - #5, 2000
Institutional Investor All-America Research Team - Best up-and-comer, 1999

Call us to learn more about our baseline research products and capabilities. We are prepared to structure agreements for research products, services or projects that meet your objectives and exceed expectations.