Northstar Research Partners has just launched a new product, the Risk Opportunity Index, designed to help private equity firms analyse the brand value of prospective portfolio companies early on in their due diligence phase. The Index measures a brand’s health by examining “the brand purchase funnel”, including brand awareness, familiarity, favorability and consideration, as well as perceptions of the brand on 11 key elements, and the brand’s ability to attract and retain customers” according to Jim Neuwirth, Northstar Research CEO.
As Miles Nadal Chairman and CEO of MDC Partners explained, “the concept is to complement the detailed financial analysis PE firms are known for with insights about target consumers and marketplace dynamics; in essence, providing the other half of the business analysis dashboard”. Created in partnership with investment consultant Brand Value Advisors, the service emerged out of work the two firms have done together over the years in assisting private equity firms with due diligence and market research. The Risk Opportunity Index leverages Northstar’s considerable experience in financial services and its proprietary methods for assessing brand health, identifying risk and opportunities, and measuring future potential value.












