Navigate middle market deals through
Expertise and Data Actionable Insights Flexible Capacity
with Indago ResearchWe are a boutique financial and investment research firm trusted by top Investment Banks, Private Equity Firms, and Wealth Managers. Specializing in customized mandates, we deliver data-driven insights that enhance decision-making and streamline deal processes, helping businesses stay agile and competitive.
s
US and India
About Indago Research
Premium, Bespoke Research and Analytics Services
Clients: We serve M&A advisors, investment banks, private equity firms, consultants, startups, and corporates, delivering tailored research, analysis, and strategic insights.
Services: Indago delivers comprehensive investment support, including financial modeling, M&A research, market analysis, due diligence, data analytics, and investor presentations & communications.
Team: Led by a senior financial expert with 15+ years of experience in financial research and analysis for hedge funds and investment banks in New York and Boston.
AI: Our company leverages AI to boost efficiency, speed, and innovation, combining human expertise with AI driven efficiency gains to deliver exceptional value and top results at competitive prices.
Offshore Delivery: We leverage our offshore delivery center in Bangalore, India to provide high-quality support at attractive rates.
Leadership Experience
The leadership and advisory team brings extensive front-office experience from leading financial institutions in North America, including hedge funds and investment banks.
Middle Market Expertise
Our tools, team, and processes are purpose-built to thrive where data is limited, time is short, and value is harder to surface.
Backed by Premium Data & Analytics
We combine proprietary as well as gold standard, third party databases and research to deliver insights across opaque middle market sectors.
Pricing for Scale
Indago integrates AI-driven processes with an offshore analyst team to deliver high-accuracy research and analysis, driving significant cost savings for clients.
Our Services
Driving Smarter Decisions with Customized Research & Analytics
Deal Sourcing
Identifying and profiling middle market, private companies through research-driven outreach and market intelligence.
Deal Execution
Supporting due diligence, financial analysis, and documentation throughout the transaction process.
Deal Marketing
Developing CIMs, teasers, and buyer lists to support effective outreach and deal positioning.
Valuation Support
Building financial models and valuations to support investment decisions and strategic planning.
Portfolio Company Support
Analyzing operational data and benchmarking performance to drive value creation.
Market and Industry Research
Delivering insights on sectors, trends, and competitors to guide strategic planning.
Investment Management & Research
Providing analytical support to evaluate opportunities and monitor investment activity.
Design and Publishing Services
Creating polished presentations and materials tailored for investor and stakeholder communication.
Over 50%
10+
1000+
10+
States in the U.S. and 5 countries worldwide represent our client presence.
A Washington State-based middle-market M&A advisory firm with 10+ senior MDs and $10B+ in transaction value faced challenges in scaling deal execution capacity, managing costs, and pursuing strategic initiatives amid growth.
A growth-stage investor in the subscription economy faces challenges in streamlining deal flow and building relationships with bankers and brokers. These gaps lead to delays and friction across key stages of the deal process.
A national M&A advisory firm serving small and mid-market businesses across the U.S faced operational challenges during its scaling phase, including limited senior bandwidth and lack of associate-level support.
Indago Research FAQs
Choosing the right research partner is crucial. Our FAQs cover data security, engagement models, service flexibility, and industry expertise to ensure complete clarity on our support.
Do you work on a project basis or offer ongoing support?
We offer both. Whether you need one-time research support for a transaction or ongoing assistance with portfolio monitoring, market analysis, or business development, we provide flexible engagement models to fit your needs.
How do you maintain confidentiality when working with multiple clients in the same industry?
We strictly adhere to confidentiality agreements and ethical research practices, ensuring complete separation of client engagements. Our internal security measures prevent any data overlap or information leakage between clients.
How scalable are your services if my firm’s research needs growth?
Our flexible engagement model allows us to scale up or down based on your needs. Whether you require support for a single project or ongoing assistance across multiple deal pipelines, we adapt to your firm’s evolving requirements.
Can you handle tight deadlines and last-minute requests?
Yes, we understand that financial transactions often operate on strict timelines. Our agile team structure allows us to prioritize urgent requests, ensuring quick turnarounds without compromising on quality.
Get in Touch
- +1 (206) 701-0694
- USA Office: 9030 35th Avenue SW Suite 100 Seattle, Washington 98126
- India Office: RMZ Latitude Commercial, 10th floor, Bellary Road, Hebbal, Bengaluru, KA 560024
- Email: contactus@indago-research.com
Start a conversation
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