Intelligence

From Information to Conviction

Independent intelligence for capital allocation and strategic judgment.

We support investors and companies with rigorous analysis across markets, sectors, and situations. Amkan’s intelligence work prioritizes relevance, comparability, and defensibility—ensuring insights hold up in investment committees, boardrooms, and diligence processes.

Independent Insight, Applied with Judgment

Initial Formation with Future Capital in Mind

We analyse markets and sectors to identify structure, fragmentation, power dynamics, and forward risks—supporting entry, expansion, and capital allocation decisions.

Typical mandates
- Market sizing and structure analysis
- Sector risk and regulatory mapping
- Competitive landscape and positioning

Focus
Understanding where value and risk truly sit.

Pre-Capital or Pre-Transaction Readiness

We support leadership teams and boards with analysis that sharpens strategic choices—evaluating options, trade-offs, and second-order effects.

Typical mandates

- Strategy validation and scenario analysis
- Competitive threat and moat assessment
- White-space and adjacency evaluation

Focus
Clarity between good options—not false certainty.

Risk, Control & Fiduciary Advisory

We provide intelligence aligned with institutional requirements—supporting investment committees, boards, and diligence processes across capital, governance, and ESG considerations.

Typical mandates
- Investment and IC-support research
- Governance and fiduciary context analysis
- ESG materiality and benchmark intelligence

Focus
Insights that withstand scrutiny.