Market mapping and counterparty research.
We map the agreed market and compare companies, properties or investors against your criteria. You receive a comparison table, shortlist profiles and sources.
Arrange a consultationThe first consultation is free. We agree the scope and fixed fee before work begins.
Company screening example and working templateEngagement deliverables
A market map
The agreed search area, assessment criteria and the candidates reviewed.
A consistent comparison
Common fields and assessment rules across candidates, including exclusions.
Profiles and supporting sources
Priority profiles, review dates, evidence and specific unanswered questions.
Investor screening for a manufacturing business
Selecting a minority partner for a manufacturer’s growth.
Model example · fictional brief and source documents
Read the analysisWhat to prepare
- The question the research should answer.
- The market boundaries and inclusion or exclusion criteria.
- Existing lists, known contacts and required timing.
A general description is enough initially. We agree how to share confidential documents during the consultation.
Prepare your briefFrom the brief to an approved selection
For company searches, we agree the research boundaries and the evidence needed for the next decision.
| Stage | Work | Handover |
|---|---|---|
| Brief | Sector, geography, scale, intended stake and exclusions. An unspecified budget or EBITDA threshold remains open. | An agreed brief and selection criteria. |
| Longlist | Research the agreed sources. Retain excluded candidates, review dates and reasons, and record the scope of the search. | A company list, legal identities and sources. |
| Screening | Apply the same criteria to every profile. Keep published information, our assessment and missing evidence separate. | Criterion-level assessments and a reason for each next step. |
| Shortlist and profiles | Submit a narrower selection for the client's decision. Profiles include sources, unresolved questions and next steps. | Shortlist profiles and a documented assessment against the criteria. |
| Agreed outreach | Compare candidates against the client's existing contacts and do-not-contact list. Resolve matches and uncertainties before contact. | Separately approved recipients, message, channel, timing and responsible person. Continue with approved outreach and reply handling. |
Common questions
Is this simply a list of contacts?
The core output is a reasoned selection. Contact details can be included, but a database alone does not explain which counterparties deserve attention.
What if the market produces very few suitable candidates?
We do not add unsuitable candidates to reach a number. We explain the limits of the search and discuss whether to adjust the criteria or investigate the strongest matches.
Define the market and research criteria.
The first consultation is free. We then propose the scope and fee.