PE Platform Research
Deep-dive analysis for private equity. Market mapping, competitive intelligence, and deal flow acceleration powered by AI-driven research.
Recent Engagements
Real results for PE deal teams
Industrial Tools Manufacturer
Founder-Led Manufacturing Due Diligence
Comprehensive platform analysis for a Midwest PE firm evaluating a cult-brand industrial tools manufacturer. Identified critical operational risks, mapped 4 value creation levers, and delivered investment-ready materials for IC review.
Tractor Implements Platform
Industrial Roll-Up Strategy Development
Full buy-and-build thesis for a Midwest PE firm targeting fragmented agricultural implements manufacturing. Identified platform acquisition candidate, mapped 20+ add-on targets, and modeled $360-450M exit scenario.
Sound Like Your Situation?
Here's what we could build together. Every research engagement is custom - these are starting points for the conversation.
Broker-Dependent Deal Flow
You have a clear thesis but you're waiting for brokers to bring you deals. Auctions are competitive and valuations are stretched. You want proprietary conversations with owner-operators.
We could: Build a target list of owner-operated companies matching your criteria with succession indicators - owner age, new GM hires, second-generation transitions - so you can reach out directly before they go to market.
Expensive Diligence Backlogs
Consultants are quoting $40-60K for market research that takes 6 weeks. You're passing on deals because you can't get answers fast enough. The bottleneck is slowing your investment pace.
We could: Deliver competitive landscape maps, customer sentiment analysis, and market sizing in 48-72 hours at a fraction of consultant cost - keeping your deal process moving.
Add-On Pipeline Gaps
Your platform company needs tuck-in acquisitions to hit the growth plan, but your deal team is stretched. You need a steady pipeline of qualified add-on targets in specific geographies or service lines.
We could: Build and maintain a quarterly-updated target list with estimated EBITDA, owner profiles, and strategic fit rankings - so your BD team always has warm leads to work.
New Vertical Uncertainty
You're exploring a new vertical but don't know where to focus. Sub-sectors have different dynamics - fragmentation levels, labor challenges, recurring revenue potential. You need a clear-eyed view before committing resources.
We could: Deliver comparative analysis of sub-verticals with market sizing, consolidation status, platform examples, and risk assessments - giving your IC the data to greenlight (or kill) a thesis fast.
Intelligence for Deal Teams
Research that accelerates sourcing, diligence, and portfolio value creation
Market Mapping
Comprehensive landscape analysis of target sectors. Identify every player, understand market dynamics, and spot whitespace opportunities.
Competitive Intel
Deep dives into competitor positioning, pricing, go-to-market, and strategic moves. Know exactly where opportunities exist.
Deal Sourcing
Proactive target identification based on your investment thesis. Get to promising companies before they hit the market.
Diligence Support
Commercial due diligence acceleration. Rapid customer research, market sizing, and competitive positioning analysis.
Portfolio Growth
Value creation playbooks for portfolio companies. GTM optimization, market expansion, and acquisition target identification.
Rapid Turnaround
AI-accelerated research delivers in days, not weeks. Move faster on opportunities without sacrificing depth.
How It Works
From thesis to targets in a streamlined process
Define Thesis
Share your investment thesis, target criteria, and specific questions you need answered.
AI Research
Our systems scan thousands of sources - from SEC filings to job posts to news - building comprehensive intelligence.
Expert Synthesis
Analysts synthesize AI findings into actionable insights, market maps, and prioritized target lists.
Deliver & Support
Receive detailed deliverables with ongoing support for follow-up questions and deeper dives.
Built for PE Deal Teams
Research that moves at the speed of deals
Proactive Sourcing
Identify targets that match your thesis before bankers bring them to market.
- Thesis-aligned target lists
- Owner/founder research
- Market timing signals
Deal Acceleration
Speed up diligence with rapid commercial research and market analysis.
- 48-hour market maps
- Competitive deep dives
- Customer sentiment analysis
Portfolio Value Creation
Help portcos grow faster with market intelligence and GTM optimization.
- Expansion opportunities
- Add-on target identification
- GTM strategy research
Measurable Impact
Faster Research
Research Cost Reduction
More Targets Identified
Average Turnaround
Ready to Accelerate Your Deal Flow?
Get AI-powered research that gives your deal team an edge.