Stelee Management

Custom Equity Research

For equity portfolio managers: You are an institutional portfolio manager at a small or mid-sized firm. Assets under administration are growing, but so is the list of companies in your universe. You could hire a junior analyst to help with the load, but how comfortable would you be with those recommendations? You could hire a full-time seasoned analyst, but that would take a sizable bite out of the bottom line.

Our solution is simple and effective. We do the research for you, on an as-needed basis. You get only what you need, and only for as long as you need it. Our work is in-depth, backed by years of experience in the highest quality equity research. Our solution is cost effective, yet provides research at the highest level. Research can be exclusive for a specific time period, or non-exclusive. Our prices are very competitive, and can be invoiced hard or soft dollar.

Capital Markets Research / Corporate Finance

For young and growing companies: Your company is a growing organization and ready to expand to the next level, perhaps with an acquisition, geographic expansion, or roll-out of a successful concept. We'll take a detailed look at your business and provide in-depth independent advice with regard to financing via the capital markets. Perhaps your company is ready for an initial public offering. We'll provide expert guidance during the process, and introduce your company to the appropriate agencies and institutional investors. Perhaps your company is already public, but one of the many good quality firms that pass under the radar of investors. This is a very common problem, but one which has a number of solutions. We'll take an in-depth look at your company, present our findings, and then work with you to bring our recommendations to fruition. We can also help create top quality investor relations, as well as examine alternative methods of financing.