Sponsored Research
A respected name in institutional quality research for over a decade
Founded in 1995, Avalon Research Group Inc., an affiliate of Littlebanc, was one of the original ‘independent’ research companies focusing solely on the institutional investor. Avalon’s research turned upside down the existing paradigm of using Wall Street professionals with little or no business experience in the industries they were following. Avalon employed “Main Street” industry experienced professionals coupled with Wall Street analysts to produce new insights into companies under Avalon coverage. Avalon’s specialty was information arbitrage capitalizing on Street misperceptions and lack of information on both the long and the short side.
Avalon built its reputation on factually accurate straight-forward research. Professional portfolio managers are inundated with stock ideas. Through its proprietary S.T.E.P. Approach, Avalon was able to break down and clarify the most complex stories and articulate them to potential investors. The S.T.E.P. Approach was specifically designed to walk a professional portfolio manager through an idea while covering all the important details and highlighting the opportunities. This discipline ensures a complete and accurate picture and is designed to give the professional investor 90% of the information needed to make an investment decision.
Significant changes in the research industry have left the majority of smaller cap companies with little or no research coverage. The new Avalon has been charged with providing institutional quality sponsored research for smaller cap companies in compelling situations.
The payment model has changed, but the quality and focus of the research hasn’t. Avalon still utilizes many of its former analysts and maintains its relationships with the institutional investment community.
Avalon Research Group Inc. is a sponsored research firm. Research is paid for by the companies under coverage. Avalon strives to adhere to industry best practices and maintain the quality and credibility of its reports.
Learn more about Avalon Research - Research Coverage
Why Littlebanc
Littlebanc is where small companies go to grow. With a proven process and proactive strategies, Littlebanc has been successful banking numerous companies, both public and private, across a wide range of industries. With its roots in research, Littlebanc is able to effectively communicate each client's unique business model to our captive funding sources resulting in the highest valuation for our clients. Accepting a limited number of assignments each year, Littlebanc provides a truly personalized and highly effective investment banking service.
