Indago Research

Menu

Driving innovation with data-powered research

Explore how Indago Research delivers transformative insights for clients across industries.

Client Portfolio

Merit Investment Bank

Award-winning performance and Boutique Investment Banking firm

Read More

Grady Bay Capital

Founder-friendly family office making investments in middle-market companies

Read More

Raincatcher

Leading business brokerage firm and lower middle market M&A advisor

Read More

Client 1: Leading Investment Bank

Client Bio

Client 1 is a Washington State-based Middle Market M&A Advisory firm with nearly 10 senior MDs and $10B+ in transaction value executed. As the firm continued to grow, they faced challenges in ensuring adequate deal execution capacity while managing costs, as well as pursuing special strategic projects.

Our Contribution

Indago delivered end-to-end support across financial modeling, due diligence, research, and documentation, enabling seamless integration with the U.S. team. Powered by a high-caliber India-based team, progress continued overnight to ensure continuity and speed. By offloading routine workflows, we optimized cost structures and created capacity for the strategic addition of Senior Managing Directors.

Results & Impact

Our support led to faster deal closures and improved client satisfaction, enhancing overall capacity. The 24/7 workflow increased responsiveness, delivering a better experience for client. Cost efficiencies allowed for the addition of senior leadership without expanding the analyst team. The strategic projects drove meaningful business improvements and long-term expansion.

Michael Kaizer
CEO of Basecamp Corp

Starting with create a coming soon page for you. Because It builds anticipation: A coming soon page generates buzz and excitement about your website before it even launches. This can be particularly helpful for new businesses or startups that want to generate interest and curiosity around their brand.

Client 2 : Magnolia Bridge Capital, LLC

Client Bio

The Magnolia Bridge Capital, LLC is led by a senior private equity professional with over 25 years of experience investing in private businesses and a strong track record of successful exits. The firm has a proven history of partnering with family-owned companies, demonstrating deep respect for their culture and legacy. Client focuses on opportunities in manufacturing, specialty distribution and business services industries.

Our Contribution

The client was seeking a platform investment in the car wash industry to execute a buy-and-build strategy, leveraging its prior experience in scaling businesses within highly fragmented markets. The team identified an attractive regional chain that met its investment criteria. Indago joined the process to assist with due diligence on historical financials, valuation, and LOI signing. Once the deal was signed and successfully executed, Indago continued to support the new platform with add-on acquisition sourcing, competitive research, and ongoing financial analysis and modeling related to fundraising and post-acquisition performance tracking.

Results & Impact

With Indago’s plug-and-play support, the client was able to keep its internal team lean while executing a transformational platform investment. Indago’s active post-acquisition support has helped the client stay on track with the value creation plan envisioned at closing.

Michael Kaizer
CEO of Basecamp Corp

Starting with create a coming soon page for you. Because It builds anticipation: A coming soon page generates buzz and excitement about your website before it even launches. This can be particularly helpful for new businesses or startups that want to generate interest and curiosity around their brand.

Client 3: A Leading Business Broker & M&A Advisor

Client Bio

Business brokerage and M&A advisory client specializes in small and mid-market businesses. The company supports entrepreneurs through every stage of the business lifecycle, buying, building, and selling. As it scaled its presence to serve clients locally across the country, it encountered operational challenges common in high-volume deal environments, including limited senior management bandwidth and lack of associate-level support.

Our Contribution

To bridge these gaps, the client partnered with Indago. We provided a dedicated analyst team that integrated seamlessly into their operations, offering turnkey end-to-end support across the M&A deal lifecycle. Our team took responsibility of key deliverables such as CIM creation, target list development, and financial modeling, while also streamlining the deal process flow to ensure consistency and execution readiness.

Results & Impact

With Indago’s support, the client significantly reduced its time-to-market for new mandates and experienced a more organized, predictable deal process while bringing greater consistency and professionalism to its deliverables. Most importantly, it freed up senior management to focus on high-impact activities like relationship building and closing transactions, ultimately increasing the firm’s deal throughput and client satisfaction.

Michael Kaizer
CEO of Basecamp Corp

Starting with create a coming soon page for you. Because It builds anticipation: A coming soon page generates buzz and excitement about your website before it even launches. This can be particularly helpful for new businesses or startups that want to generate interest and curiosity around their brand.

Scroll to Top