Advisory Research, Inc.
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Advisory Research, Inc. - overview
Established
1974
Location
Chicago, IL, US
Primary Industry
Financial Services
About
Advisory Research, Inc. is a Chicago-based investment management firm specializing in tailored equity portfolios, offering focused strategies to institutional investors and intermediaries in the United States and Canada. Founded in 1974, Advisory Research, Inc. focuses on investment management.
It was acquired by Piper Jaffray in December 2009 for USD 218 million from TA Associates. The firm's headquarters is located in Chicago, US. The founders, Anthony Wtterwulghe and Rachel Cook, have extensive backgrounds in finance, contributing to the firm's established reputation in the investment sector. The current CEO is P Chung.
Advisory Research Investment Management specializes in actively managed equity portfolios, offering strategies like the Small Cap Value Strategy aimed at undervalued small-cap companies and the Partners Strategy focusing on a concentrated portfolio of 8-20 smaller firms. The firm employs a global perspective in its investment approach, particularly in the Canadian equity market, and caters primarily to institutional investors through direct investment partnerships and customized account management. Advisory Research generates revenue primarily through asset management fees charged for separate account management and private fund investments. The fees are structured as a percentage of assets under management and vary based on specific investment strategies.
Their flagship offerings, including the Small Cap Value Strategy and Partners Strategy, play a vital role in their revenue model, attracting clients seeking differentiated returns in active equity management. While specific upcoming product launches have not been detailed, Advisory Research plans to utilize its latest funding round of USD 220. 00 mn from the LP Direct, Trade Sale to enhance its existing investment strategies and possibly explore new market opportunities. The firm is focused on expanding its presence in both the United States and Canadian markets, ensuring that its investment solutions are tailored to meet the evolving needs of institutional investors.
This strategic growth is informed by their ongoing commitment to thorough research and analysis.
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.advisoryresearch.com
Company Stage
Acquired
Total Amount Raised
Subscriber access only
Advisory Research, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LP Direct, Trade Sale | Completed | Advisory Research, Inc. | - | ||||||||
| Recapitalisation | Completed | Advisory Research, Inc. | - |
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