Principal Investing & Investment Banking - Market Research Project/Report

Lateral Investment Management is seeking a consultant, market researcher, industry analyst, or operator/executive to perform industry analysis on the North American Principal Investing & Investment Banking industry. The individual will be tasked with researching market dynamics, market share of major players, total addressable market size, precedent transactions, demand drivers, competitive landscape, value chain/ecosystem, and industry trends. The individual will also be asked to evaluate a specific company’s service offering compared to the larger market based on technological differentiation. The project will culminate in the presentation of a 10-20 page report synthesizing findings and providing supporting data.

Key topics of research will include:
- How large and/or penetrated is the addressable market? How much white space is available?
- Who are the major competitors in the space and what are their market shares?
- Discuss demand drivers, cyclicality, and the value chain within the industry.
- What is the outlook (growth trends) for the industry? Identify and comment on industry themes including how the current environment including the impact of COVID-19, CARES Act, etc.
- Discuss any new or recently enacted regulations that will affect the go-forward operations of principal investors and investment banks
- Recent transaction comps, valuation metrics, and relevant public information

Please submit qualifications and we can schedule a call to discuss your background and the project in greater detail.