Our profiles take a deep look into a company’s information (annual report and public filings, press releases, news articles, databases and other secondary sources) and pair it with our own insight and expertise to provide a general picture of the company’s current situation and ongoing issues to analyze its strategy as well as the challenges and opportunities it faces. Our profiles also include exclusive one-on-one interviews with key people within the company being profiled, in order to access information that is not readily available.
- To aid sales visits to new prospects
- To assist in Key Account Reviews
- To offer supporting evidence for business development teams
- For corporate finance teams during M&A transactions
We were approached by a leading mid-sized US law firm to outsource its business research needs in an effort to enhance its business development activities while cutting costs. Latin Brains was asked to provide detailed company profiles on targeted prospective clients in the US. These included large public companies as well as small and medium sized private enterprises in the banking, retail, real estate, manufacturing, energy, and construction sectors.Action taken
We brought together a small group of highly experienced analysts to act as an offshore team for the client, enabling Latin Brains to flexibly serve the client’s needs and any urgent profile requests from partners at the firm.Result
The client was most satisfied with our ability to clearly explain and analyze the business activities, operating segments, legal issues, strategy and expansion plans of its targeted clients. Using the information provided by the profiles, our client was able to decipher the best way to market the firm’s services to serve each company’s current and future needs.
COUNTRY/ SECTOR REPORT
We perform due diligence of a specific sector, industry or country to better help understand major trends and issues, as well as the current and forecast size of a market.
- These reports are often used at the planning stage to assess investment priorities into a sector or country. Clients range from companies seeking to expand into a specific country to professional service firms looking to attract clients in a region that is new to them.
- M&A and Recovery teams may use this information as part of a valuation exercise or to understand the market and competitor landscape during a turnaround situation, respectively.
Ahead of a business trip to Asia, the BD Manager of a US-based blue chip company wanted to be updated on the economic and political scenario in the region in order to conduct business development there.Action taken
Latin Brains produced 9 different country profiles, each detailing the latest developments in terms of: foreign trade, foreign direct investment, M&A, the private equity market and top companies, as well as political and macroeconomic issues.Result
The client was equipped with accurate information to make strategic business development decisions for its company, vital to securing its entrance into the Asian market. Additionally, the company was able to make efficiency savings since the project was completed under budget and ahead of deadline without the use of in-house staff.
Management and professionals in general require day-to-day intelligence and research services to support a range of activities. Some of the bespoke products and services we offer include, but are not limited to:
- Database building services
- People profiles (biographies)
- Competitor/ client tracking and/ or benchmarking
- Sourcing and acquiring lists/other market reports
- Retrieving annual reviews/accounts or other reports of interest
- Call prep sheets
Requests for our bespoke research services may come from anywhere within an organization –from business development teams at a large corporation to a partner at a law firm.
Uses for these products are as varied as the requesters: biographical research for lateral hiring, databases to analyze potential clients or new areas of expansion, etc.
A well-known law firm was considering the opportunity to acquire one of its main competitors. Latin Brains was asked to carry out a competitor benchmarking exercise of the targeted law firms in order to assist this strategic decision.Action taken
Analysts at Latin Brains chose to benchmark the competitors based on geography, size, reputation, practice areas and innovation (including pricing approach -such as alternative fee structures).
Firstly, we produced short company profiles on each targeted competitor, comparing them to our client based on footprint and capabilities. Secondly, we created a report comparing the competitors based on the aforementioned benchmarks. A wide range of sources was used, compiling intelligence to create a coherent and comprehensive picture of which law firms were most fitting for our client’s needs and aims.Result
The client was provided with accurate research material for use by its senior partners, detailing where synergies existed for each target, which could be harnessed by the client. This enabled our client to make a highly informed strategic decision, backed by competitive intelligence provided by the Latin Brains team.
Our Opportunity Reports allow you to receive periodical updates on the events and issues surrounding companies, industries and/ or geographical regions of your interest. By keeping you updated, these reports will allow you to stay ahead of the game and be proactive in your business development and strategic efforts.
Our job is to screen the vast amount of news available, and present it to you in a categorized, summarized, and orderly way.
- Receive regular updates on clients’ activities and adjust what you’re offering them based on this
- To keep key executives and bid teams aware of competitors’ latest activity.
- Identify new opportunities and new potential clients when and as developments unfold.
- Keep up-to-date with business activity occurring in a particular region/ country or state.
- To keep lawyers up to date on the subjects that concern them.
- To assist PR and corporate communication teams.
- Receive updates on key people changes –CEO, general counsel- at companies of your interest, which may represent an opportunity to approach a current or potential client with our offer
A professional services firm based on the US East Coast was considering expansion into the West, starting by California. However, they were not sure whether the market for their services existed there.Action taken
We first put together a list of 50 companies we believe could be prospects for our client. This list was approved by our client, and we then began sending them quarterly News Tracker reports which included news and events for all of these companies, so our client could evaluate the feasibility of offering them its services.Result
The client used our reports for a year and concluded the conditions were not ideal for a move into California. However, after requesting from us the same job but for companies based in Arizona, decided to expand into that state.
A client in the US wanted to keep up-to-speed on companies expanding their business into North Carolina so as to be one step ahead of its competitors.Action taken
We developed a new research product, using a variety of information sources, to update the client on a weekly basis of new business ventures, acquisitions and expansions into the state.Result
Our client was able to harness the information provided in order to target new potential clients and expand market share in North Carolina.
A large part of our team at Latin Brains has a background in financials and economics, making us very well suited to provide a number of products which include:
- Valuation analysis
- Financial modeling
- Equity research
- Comparable company analysis
- Precedent transaction analysis
- Buyer/target lists
- Investment opportunities presentations
- Investment memoranda
- Financial analysis to support corporate finance transactions.
- Particularly useful to smaller and medium sized finance houses, companies or law firms that might not be able to make the level of investment required to support a full-time in-house team.
A small law firm based in the US approached us when one of its clients was looking to expand into Latin America through acquisition of a medium-sized agricultural products company. Without an in-house financial team of its own, the firm required our expertise to assist it with its due diligence efforts.Action taken
To assist the firm in its efforts, we provided a complete report on the targeted agricultural company, which included an information memorandum, screening and valuation. As the targeted company had operations in both Argentina and Brazil, we made use of our capabilities in Portuguese as well.Result
The client reported to be “extremely pleased with the quality of the work produced” as well as the “speed and accuracy”. Our assistance proved fundamental in performing a task they were not able to do in-house and, having already worked with us on more general research tasks, felt comfortable handing over such an important piece of work.
A client in the UK looking to acquire a US energy company that fits its business model and values wanted to find and screen 200 companies to assess their compatibility.Action taken
Latin Brains formed a highly experienced buy-side screening team to conduct the research. Over 200 companies were identified and filtered based on strict parameters established by the client.