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Get to know our top-notch offerings.
Equity Research
We provide in-depth equity research reports that analyze market trends, company fundamentals, and valuation metrics to help investors make well-informed decisions.
Business Valuation
Need to know what a business is worth? We provide customized valuations using proven financial models and clear assumptions.
Free Articles
Explore our library of free articles, packed with real research and practical ideas. Each piece is quick and easy to read, with a focus on uncovering insights into small-cap companies.
Why Choose Us?
Thorough, thoughtful, and built for results
Research Driven
Our team leverages access to Bloomberg Terminals, giving us professional-level data, analytics, and market intelligence typically reserved for Wall Street.
Client Focused
We understand that every client has unique needs and goals. That’s why we develop personalized strategies to best meet your investment objectives.
Affordable Pricing
Whether you need a detailed equity research report or a custom business valuation, our pricing is built to be accessible.
Meet Our Team
We’re an ambitious team of emerging professionals who prioritize data, clarity, and actionable insights.
Ian Palmer
Co-Founder
Josh Mullenax
Co-Founder
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