Research in a Consulting Environment

Company/Organization Information

It is imperative to conduct research in order to perform due diligence on your focus company to know their internal perspective, the industry perspective of their position, and an expert perspective on their performance (such as from an investment analyst report). 

Sources of Company/Organization Information

• Analyst reports​

• Stock prices​

• Financial information including annual reports, quarterly reports and associated presentations & transcripts​

• Company history & overview​

• Competitors​

• Company's vision & mission​

• Management team, board members​

• Products and/or services ​

• News articles 

Suggested Databases and Internet Resources

Internet Resources

• INVESTOR RELATIONS ON PUBLIC COMPANY WEBSITE  - For public companies, look for the "investor relations" section of a public company website which will provide company investor presentations, all filing documents, and informative teleconferences/transcripts with analyst questioning of company management. The two document types you should definitely look for are:
  • The most recent 10K or equivalent Annual Report
  • The most recent Earnings Call Transcript

• COMPANY WEBSITE, SOCIAL MEDIA​, & PRESS RELEASES - Public or private, for an understanding of the kind of image and information your company would like to put out/portray, check their website, social media, and press releases. 

Databases