Making smart and informed business decisions doesn’t happen in a vacuum. It requires an institutional commitment to in-depth research and thoughtful analysis – and sometimes it requires going the extra mile to find important information hidden far from view.

Business intelligence can take many forms: from interviews, both confidential and discreet, with industry insiders, stakeholders and other subject matter experts to deep dives into SEC records to scouring social media for useful tidbits of information, and more. It can also involve attendance at municipal meetings, intelligence collection at tradeshows and industry events, and submission of public information requests to local, state and federal agencies.

Business intelligence investigations are highly adaptable and highly scalable. It all depends on the goals of the client, whether it be identifying new business opportunities, determining the implications of key, market-moving events, understanding and assessing the competitive threat of a new business or technology, a last-minute, discreet intelligence objective before a deal closes, or anything in between.

Our approach to providing Business Intelligence

We tailor our approach to your goals, whatever they may be. Our investigative toolkit includes, but is not limited to, the following resources:

• Human Intelligence – identifying and interviewing those with the insight and information you need

• SEC filings – reviewing corporate filings to surface information that often doesn’t make it into annual reports or the press

• Court records research – searching for evidence of criminal activity and litigation involving the subject(s)

• Press research – finding and summarizing reporting relevant to the investigation

• Open-source intelligence – searching the internet for useful information, including social media platforms, employer review sites, and more

• Public records databases – utilizing specialized online research tools to identify potentially useful information

• Targeted Freedom of Information Act (FOIA) requests for publicly available but unpublished information