The Hidden Opportunities Report

Hidden Opportunities provides in-depth analysis of North American small and mid-cap companies that present a compelling sum-of-the-parts valuation with a potential catalyst. This unique approach is based on a set of predictive attributes evidenced by our internal research process to be precursors to a value-unlocking event. Such events include spin-offs, carve outs, assets sales and outright takeovers.

The service presents these situations to clients long before the likelihood of such events are reflected in the share price. The scope of our research process also includes ongoing or potential activist involvement, restructuring trends within a particular industry and the strategic rationale behind separating disparate business segments.

The service consists of the following: