Solutions
Rooted in decades of corporate advisory experience, and a deep understanding of institutional investor decision making, Fishbone offers capital markets intelligence and transaction advisory services.
Our mission is to provide informed independent advice based on data and insights, to empower our clients in the effective navigation of financial situations.
Capital Markets Advisory Services
Collect, analyze, and apply relevant data to inform shareholder dynamics during financial situations.
Investor Perception Research
Fishbone provides the most comprehensive investor perception studies in the market. We pair fundamental desktop analysis with investor sentiment to dive deeper, explore more, and unequivocally understand the investment community perspective. Our studies are the best tool to independently understand the relationship between a company and the investment community.
Continued Diligence Planning
Efficiently compile, track, and monitor the key data and investment factors employed by investors. Gain insight into market assumptions, empowering strategic decision-making with speed and precision through intelligent application of data.
Shareholder Stewardship & ESG
Engage meaningfully with investors on important proxy items and prepare for stewardship planning that strategically builds a stronger connection with your base. Address acute needs or understand the top factors within the shareholder base to anticipate issues on the horizon that require action today.
Investor Relations Support
Tell a story that resonates. In conjunction with our perception research, we provide strategic advisory solutions to help companies implement insights into action. The benefits of a well-articulated and delivered investment thesis extend to all company stakeholders.
Shareholder Activism
Fishbone excels in finding innovative paths to success during critical moments, including shareholder activism. Our customized approach to campaign support allows for a deeper understanding of interconnected vulnerabilities and more successful outcomes.
Bespoke Analytics and Research
Situations vary. Our core strength lies in applying the appropriate information to derive the best outcome. This can include the creation, combination, or analysis of data to determine the best course of strategy.
Transaction Advisory Services
Commercial due diligence to inform buyers and sellers during the M&A process with verified market intelligence.
Voice of the Customer
Fishbone conducts primary research directly with key stakeholders to build a comprehensive understanding of the value proposition. Evaluate purchasing criteria to better understand customer behaviors and improve transparency of deal flow.
Market Size Assessment
Analyze the size, share, and growth characteristics for given markets to understand the strength of the existing and planned business. Determine offering overlap and potential gains from expanding services or locations.
Industry Risks and Opportunities
Understand the macro and micro risks within niche sub-segments and the potential factors contributing to new environments. Flesh out short- and long-term trends within the industry to test out the thesis.
Competitive Positioning
Map competitor strategy and momentum to gain insights on the market landscape. Utilize public and alternative data-sets to improve the accuracy and precision of assessments, producing more informed transaction decision-making.
Go-to-Market Strategy
Determine how to build market presence and the important "right-to-win" factors specific to a business/product. Create target market profiles to determine campaign tactics, positioning, and planning.
Achievability of Forecast Projections
Stress-test assumptions to determine the level of risk and identify hidden opportunities. Enable the prioritization of operational direction and adjustments.