Analysis Services Overview
Three core services designed to support different stages of your evaluation and decision-making process.
Return HomeTailored to Your Analysis Requirements
Our three services address distinct evaluation needs across the decision-making process. Whether you require systematic opportunity identification, thorough financial assessment, or comparative industry positioning, our documented methodology provides clarity supporting informed choices.
Each service applies the Axiom Framework principles while adapting to specific analytical objectives. Deliverables include transparent documentation of sources, calculations, and methodology, facilitating your internal review and validation processes.
Investment Screening Analysis
Systematic evaluation of potential investments against defined criteria to support portfolio construction decisions. This service applies consistent analytical frameworks to identify candidates meeting specified parameters.
What's Included
- Customized screening criteria aligned with your objectives
- Ranked candidate lists with summary profiles
- Detailed analysis on priority names
- Documented methodology and scoring approach
Financial Statement Analysis
Detailed examination of company financial statements to assess financial health, earnings quality, and reporting practices. This service provides depth beyond surface-level ratio analysis, examining accounting choices, adjustments, and comparability issues.
What's Included
- Financial health and earnings quality assessment
- Accounting choice evaluation and adjustments
- Areas warranting further investigation identified
- Suitable for investors, lenders, and acquirers
Industry Benchmarking Studies
Comparative analysis positioning companies relative to industry peers across relevant performance metrics. This service identifies relative strengths, weaknesses, and competitive positioning through systematic comparison.
What's Included
- Analysis of 8-12 peer companies
- Documented peer selection methodology
- Benchmark tables and positioning assessments
- Insight into competitive dynamics
Service Comparison
Understanding which service aligns with your current evaluation needs.
| Feature | Investment Screening | Financial Statement | Benchmarking |
|---|---|---|---|
| Primary Use Case | Opportunity identification | Due diligence support | Competitive positioning |
| Number of Companies | 50-200+ candidates | Single company | 8-12 peer group |
| Analysis Depth | Systematic screening | Detailed examination | Comparative metrics |
| Typical Timeline | 12-16 days | 10-14 days | 14-18 days |
| Investment | $7,800 | $5,200 | $9,500 |
Choosing the Right Service
Consider these factors when determining which service best aligns with your current requirements.
Consider Investment Screening When:
- You need to narrow a large universe to manageable candidate list
- Systematic criteria application is important for consistency
- Internal resources are limited for preliminary evaluation work
- You're building initial watch lists or research pipeline
Consider Financial Statement Analysis When:
- Due diligence requires depth beyond standard ratio analysis
- Accounting choices and quality assessment are priorities
- You need areas for further investigation identified
- Lending, acquisition, or investment evaluation is underway
Consider Industry Benchmarking When:
- Competitive positioning assessment supports strategic planning
- Relative performance context is needed for valuation work
- Defensible peer selection methodology is important
- Understanding industry dynamics enhances decision-making
Not certain which service fits your needs?
Initial consultation helps determine optimal approach for your specific evaluation requirements.
Discuss Your NeedsStart Your Analysis Project
Share your evaluation requirements and we will respond with service recommendations, scope details, and timeline estimates. No obligation consultation to determine fit with your needs.
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