What We Do

After 16 years of employing exacting industry and financial analysis to deliver unique insights to an expanding client base of institutional investors, New Street Research is developing the potential to offer the same capabilities to companies, shareholders and stakeholders through New Street Advisory.

Through a close rapport built on long term personal relationships, New Street Advisory leverages the intellectual capital, analytical skills, and wide web of industry and market contacts of New Street Research to deliver unique perspectives to advisory clients.

What Does This Mean For You

Whoever you are, NSA will bring a unique perspective to the crucial questions and provide the advice you need to secure the optimal outcome.

Entrepreneurs & Private Companies

• Is an IPO attractive and at what valuation ? Is a private sale preferable ? How will investors or an acquirer assess my risk profile ? Is my management team strong enough for the public markets ? How should I present my story ?
• At a critical juncture of a company’s development, there are many key questions which owners and the core management team needs to address – often with imperfect knowledge. Private-to-Private transactions are becoming more and more common as liquid private funds seek new investment opportunities and public markets listing requirements become more burdensome.
• New Street Advisory works directly with senior equity research analysts who have long experience covering your industry sector to provide you with direct feedback on the main valuation drivers. You will benefit from unalloyed views on market receptivity and valuation, with the colour that comes from a superior set of direct contacts with investors. You’ll discuss and refine the presentation of your strategy and business model with people who know your industry sector and "get" your business - the same professionals who play a key role in forming opinions and framing the strategic debates around it day-to-day. You will enjoy discussing your company and its prospects with our team and learn as much from them as they learn from you.
• NSA offers a unique service with respect to Private-to-Private, augmenting the customary vendor led approach with specially commissioned independent research, and engagement with respected equity analyst who will be well known prospective buyers as opinion formers in the sector. We believe that this assists the decision-making processes at the expanding number of Private-to-Private buyside institutions (an increasing number of which have their origins in public equity investment) as well as providing the vendor with an early view of the prospects for a public equity transaction.

Public Companies

• What does the market think about my company, my strategy, my management, my business plan ? What will drive my valuation higher ? How will a proposed M&A transaction be received by investors ? How do I best get investors to really understand the strategic significance of a transaction ? Is this the best way to structure the transaction for shareholders ?
• Candid assessment of market views is relevant on a daily basis and critical in the case of a major transaction. You need to speak with the best sources.
• NSA ensures that you have realistic critique of the situation, a realistic assessment of the reaction, what’s missing, what needs more emphasis and where the key questions will arise. Our input is based on direct contacts and inputs and our advice is based on rigorous industry, financial, technical and policy analysis.

Public Company Shareholders

• You own a major holding in a company which announces a transformative transaction, is it fair ? Will it create value ? What needs to change to make it more attractive ? How do you ensure that the fairness opinion is not just a desk-top exercise ?
• Fairness opinions need to be as independent and robust as an audit opinion but in a complex sector subject to regular disruption through rapid technological and policy change, being fully up to speed on the sector/business model /company is a great advantage when advisors are faced with a download of information from the company involved.
• Because NSA relies on respected analysts with a public profile and existing relationships, you can rely on NSA to provide an authoritative and unbiased view firmly grounded in a deep understanding of the fundamentals of the industry and business. NSA brings a wealth of industry knowledge to these situations, going well beyond that provided by the companies themselves, enabling shareholders to secure the comfort they require regarding the merits of any proposed transaction from an analytical perspective.

Private Equity / Infrastructure Investment and Divestment

• How does this investment compare with others in the market ? What are the established competitor strategies and what drives their approach ? What other companies are looking at this market and opportunity ? How will the market dynamic change if we invest ? How realistic are the exit scenarios being presented to the investment committee ? What has to occur over the lifetime of the investment to deliver the required returns ? How realistic are these assumptions ? Is this the right time to exit ?
• Large funds routinely undertake an enormous amount of internally driven analysis to get the best and most thorough answers to these questions. NSA can play a very supportive role, helping funds make more informed decisions, supporting internal teams to better understand the right way to model the business, understand the value equation and judge the potential exit values.
• NSA will always bring a distinct perspective to any decision. Rigorous financial assessment coupled with focused industry expertise means you will benefit from analytical approach which will always uncover new insights, identify potential as well as pitfalls. NSR is also highly regarded for its holistic approach to industry coverage, investing the required resource to examine, understand and explain in plain language the crucial regulatory and policy developments which impinge on the returns available from or even the successful execution of investment strategies and exits.