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Investment Intelligence: the Blue Heron Difference

Blue Heron Research Partners is an international leader in qualitative due diligence. Since 2005, we have collaborated on a custom basis with some of the world’s most prominent investment firms, providing differentiated insights that allow for more informed investment decisions. 

Our core philosophy is that companies are much more than financial statements and public disclosures released by management. Our research team, composed mainly of experienced former journalists, investigates executives, corporate strategy, competitive landscape, and customer experience, through in-depth interviews with well-placed sources. We combine these calls with rigorous database research and public records analysis to deliver a comprehensive, unbiased picture of a company and its leadership.

 
 
 
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How it Works

Our team brings an investigative method to the diligence process. We identify and contact sources with first-hand experience who provide granular details and revealing anecdotes. Our researchers conduct probing interviews that go well beyond routine checklists or surveys. These inquiries are guided by the client's initial instructions, while we draw on decades of investigative experience to ask exploratory, respectful questions. We are not an expert network, so the vast majority of our calls are done by creating a connection and gaining sources' trust.

Our primary research and database teams continuously exchange findings to validate information and add depth to our inquiries. All interviews are reviewed at several levels to assure they meet our compliance standards and those of our clients. We collaborate with our clients in real-time, delivering interview summaries and transcripts as the calls are completed. This allows us to fine-tune our approach and adjust to our clients’ needs as new information is uncovered.

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new york office

Blue Heron Research Partners HQ

286 Madison Avenue, New York, NY 10017

Phone: +1 (212) 644 5110
Email: info@blueheronrp.com

london office

Blue Heron Research Partners UK

70 St Mary Axe, London, EC3A 8BE, United Kingdom

Phone: +44 (0) 20 3876 5270
Email: info@blueheronrp.com

Contact Us