Eli Lilly pays up to $300M for a pre-clinical startup with zero human data. We are launching primary research to determine what that price tag reveals about the competitive ceiling on single-payload TROP2 ADCs from AstraZeneca, Daiichi Sankyo, and Gilead.
A practical guide for hedge fund analysts on structuring primary research — expert calls, surveys, and channel checks — to build conviction, challenge theses, and generate alpha in an increasingly competitive market.
A practical guide to commercial due diligence in PE — covering the CDD process, the role of primary research, common pitfalls, and how deal teams can build real conviction before committing capital.
A practical guide for consulting teams competing for PE commercial due diligence work. Learn how to scope expert programmes, design discussion guides, and deliver PE-grade primary research — even with a lean team.
A practitioner's guide to using primary research—expert interviews, customer references, channel checks, and surveys—to build conviction in PE deals faster and with greater accuracy.
A practical guide for PE deal teams on evaluating whether a target's business model will be disrupted or strengthened by AI — including frameworks, red flags, and the primary research methods that separate real moats from marketing.
We are launching primary research to determine whether JPMorgan's, Wells Fargo's, and Citigroup's NII guidance today signals that the consensus earnings deceleration from 15.1% to 2.6% is already priced in, or whether the out-quarters need to be revised lower.
S&P Global's 2026 PE survey reveals 72% of GPs now rank operational improvements as the top value creation lever — but critical data gaps undermine execution. We break down what the numbers mean for deal teams and analysts.
The S&P CDX Financials Index gives investors a new way to hedge private credit risk. We break down the product mechanics, the redemption crisis driving demand, and why primary research is the edge in this environment.
How leading PE deal teams use primary research — expert surveys, channel checks, and B2B interviews — to turn thematic sourcing into IC-ready conviction before signing an LOI, moving faster and winning better deals.
Blackstone acquired a 49% stake in Rowan Digital Infrastructure at a reported $3.8 billion valuation excluding debt. We are launching primary research to determine whether Rowan's power-first model can convert development-stage pipeline into contracted revenue at scale.
We are launching primary research to evaluate whether Blackline Safety's G8 platform transition will accelerate recurring revenue growth or expose execution risk that the $9.00 take-private price fails to compensate minority shareholders for.
We are launching primary research to determine whether Samsung's record Q1 profit reflects a sustainable structural shift in memory economics or the peak of a cyclical price spike that will compress in the second half of 2026.
PE deal activity is rebounding, but consulting sentiment remains cautious. This guide shows how management consultants can use faster, higher-quality primary research to win competitive commercial due diligence mandates from private equity firms.
AI is transforming deal workflows, but it can't replace primary research where it matters most. This guide maps the specific gaps in AI-driven diligence and shows where expert calls, surveys, and channel checks still build real conviction.
A practical framework for PE deal teams and investment professionals running commercial due diligence on AI/ML acquisition targets — including the expert call questions that separate real moats from marketing decks.
A practical guide for PE deal teams on structuring and executing primary research during commercial due diligence — from scoping expert calls and surveys to synthesising findings that build real conviction (or kill a deal early).
A step-by-step playbook for hedge fund analysts who need to stress-test positions after a geopolitical shock — using expert calls, channel checks, and structured primary research to rebuild conviction in hours, not weeks.
A practical guide for PE deal teams on how to assess cybersecurity risk during due diligence — what to ask, who to talk to, and how to turn cyber DD from a compliance checkbox into a real conviction-builder.
GP-led secondaries and continuation vehicles are now a dominant exit route in private equity. This guide breaks down how investors can independently diligence the underlying portfolio companies — beyond the GP's own data room.
Take-privates demand a different CDD playbook. This guide breaks down how PE deal teams can validate competitive positioning, revenue durability, and market dynamics on a public target — fast — before the deal clock runs out.
A step-by-step framework for PE deal teams to design, sequence, and execute expert interview programmes that surface real risk, validate investment theses, and build conviction before committing capital.
Dollar Tree's multi-price strategy delivered 5% comps and 150bps of gross margin expansion, but guidance came in below consensus. We are launching primary research, including up to 50 store manager checks across legacy and Multi-Price 3.0 locations, to determine which signal the market should trust.