Human Powered
Due Diligence
WE DELIVER Reliable and independent investigative reSEARCH THat Is Differentiated, Probing, and ACtionable.
Honed by years of deep-dive journalism experience at publications like The New York Times and Rolling Stone, we conduct investment research that makes you look like a rock star.
Brookside Research is a custom qualitative research firm that leverages publicly available corporate documents, lawsuits, and public records.
We access rich, first-hand information gathered through in-depth, direct interviews.
Brookside’s work integrates seamlessly with an analyst’s existing body of knowledge, allowing the investor to make confident, informed decisions without breaking stride.
We use a time-tested proprietary investigative journalism-based approach to primary research. We curate a body of the existing knowledge around a topic. We gather a cadre of the most relevant sources to further delve into that topic. We conduct rigorous direct interviews with a wide swath of those sources, We synthesize what we are told into a differentiated “live” view of what is happening now.
We are careful to render that image confidentially, so management teams, companies, and industries trust us. Our clients are some of the leading alternative investment firms, private equity shops, and family offices.
Aerospace
CHALLENGE
An investor is interested in the stock of this rapidly growing public conglomerate but is concerned that customers are exploring new alternatives due to its tendency to acquire smaller monopolies and then aggressively raise prices. We spoke with longtime former employees and the heads of acquired concerns and determined the company helped strengthen the market and offered excellent products and customer service. Regulatory hurdles curtailed vendor switching.
RESULT
The client bolsters its investment for the medium term.
bank payment technology provider
CHALLENGE
Strong market share and recurring revenue precluded an unexpected drop in stock price. We investigated the CEO and management team to determine their ability to revitalize the business. Conversations with a variety of industry experts and former management establish that the company’s recent large acquisition of a leading software provider could be highly accretive.
RESULT
The stock price improves by more than a third over the next 18 months.
Medical Device Company
CHALLENGE
A U.S.-based medical device company has gotten approval for insurance reimbursement in Germany and other European nations for its innovative blood purification technology. The device is primarily known for its effectiveness in combating sepsis, but extensive talks with German physicians confirm that the device also is being used successfully in other life-or-death situations, such as cardiopulmonary bypass.
RESULT
The stock price nearly doubles as widespread adoption continues.
Large Pharmaceutical Company
CHALLENGE
A company specializing in traditional drugs shifts focus to its faster-growing cosmetic enhancement division. By interviewing former executives, industry experts, and competitors, the consultant determines the company’s management team has made the right strategic decision but does not yet have the experience or bench strength to compete in the new industry sector.
RESULT
Investment is withheld.