Research that gives the team a useful next step.

I worked on a participant-research workbook that connected registration information with company and role context. The structure separates people from companies, groups company-name variations, and records sector, seniority and location so colleagues can find relevant conversations more easily.

The work also includes a focused manager shortlist, a company directory and checks for unmatched company names and inconsistent records. Notes distinguish company-level information from parent-level information and record uncertainty around identity, employee counts and audit data.

Deliverable: A structured participant workbook with company profiles, role-based shortlists, source context and review notes for event preparation.

Research scope: The reviewed version contains 709 participant/contact rows associated with 201 normalized company labels. Its 347-row shortlist spans 117 company labels. These are related populations within one workbook, not separate totals to add together; the base and later versions overlap. Company summaries are saved research values with documented checks.

I analyzed first-half 2026 Bermuda insurance registrations and organized the research by registration period and licence class. I connected entity information with sponsor, adviser and leadership research, recording the basis for a contact and the confidence of a match.

The resulting working lists help colleagues distinguish an entity’s own officers from contacts at a parent organization or adviser, and assess possible routes into a conversation. Prioritization includes written reasoning and unresolved points for review.

Deliverable: A registration analysis with entity records, class and addressability summaries, people research and a focused priority list.

Research scope: 35 first-half registration entities, comprising 31 insurers and four intermediaries. There are 45 entity-contact relationship rows representing 41 distinct saved name strings, and nine priority entries. These are different units, not additional populations to sum.

I prepared research for the CME Saddle Up & Scale Up event, organizing event facts, sponsor relationships, relevant companies and decision-maker personas into a usable briefing. With no public attendee list available in the reviewed research, the package distinguishes documented event relationships from inferred attendance and records a validation approach.

Deliverable: An event-intelligence workbook for planning and targeted conversations.

Research scope: 29 target-account entries, 23 contact/persona rows and 18 outreach-planning entries, supported by a 16-URL source table. Some contact rows are role personas rather than identified individuals. The outreach tracker records “Not Started”; these are preparation outputs, not confirmed attendance or executed outreach.

I developed daycare prospect research using licensed-site information, geography and capacity as initial screening inputs. The work separates the full site population from priority segments and a Calgary shortlist, with a documented model that explains what the available data can and cannot establish.

The related enrichment workflow maps operating companies and leadership or finance contacts back to the original sites. It preserves source notes, leaves unsupported details blank and identifies what requires human review before a CRM handoff or outreach.

Deliverable: A segmented daycare research workbook, model notes, a Calgary shortlist and a separate contact-preparation sheet.

Research scope: 1,790 unique Program IDs in the reviewed site population, with a 1,297-site priority subset and a 91-site Calgary shortlist. The later enrichment sheet has 211 working rows representing 197 site IDs because some sites have more than one person row. These counts describe sites and working rows, not unique businesses, clients or completed outreach.

The model flags incomplete ownership and funding information and a data-quality issue with inspection counts. It supports screening and validation; the available data does not establish that an audit is required.

I worked on research around stablecoin issuers and related digital-asset organizations in Canada and Bermuda. The work organizes licence and registration findings, business activities, incumbent-auditor information, available decision-maker research and potential audit or assurance relevance.

The files separate candidate discovery from issuer-category and audit-service research, and retain questions that need to be resolved before a prospect is treated as qualified. Smaller decision views connect evidence to recommended next actions. Intermediary and referral-route research gives colleagues another way to explore a relationship when a direct route is unclear.

Deliverable: Sector-specific research and pipeline workbooks with company context, source references, qualification fields and handoff information.

The pipeline is a research and tracking artifact. It does not establish contracted audit work, regulatory approval, a production software system or closed business. Several versions overlap, so they do not represent separate populations to add together.

I researched fintech organizations and developed working profiles to support audit, SOC 2 and compliance outreach preparation. The workbook translates a sector brief and news signals into explicit selection criteria, a focused shortlist and a separate contact list. It records legal-parent and company-name distinctions so the team can avoid enriching the wrong organization.

Keeping shortlisted companies, archived research and contact rows separate makes the list easier to review and maintain. The guide assigns me contact enrichment and identifies a colleague’s CRM-import responsibility, making the handoff and remaining work explicit.

Deliverable: A fintech target workbook with a current shortlist, historical company research and a contact working list.

Research scope: 13 shortlisted company rows, 30 archived company rows and 51 populated contact records. The contact records span 21 company-name strings. These sheets overlap; they are neither a combined unique-company total nor a record of personally completed outreach.

I organized public-company research around December fiscal year ends, bringing together company identity, reporting timing, auditor context, financial information and leadership research. This gives the team a basis for reviewing where a conversation may be timely and relevant.

The work distinguishes company records from executive contacts and retains information needed for further qualification. A fiscal year end is a research signal, not proof that a company is seeking a new provider.

Deliverable: A December year-end research workbook with company profiles and associated executive-contact research.

Research scope: 641 company records covering 636 distinct normalized company-name strings. All 641 rows are marked December year end. These are saved research records, not 641 independently resolved legal entities. The executive-contact sheet is a separate population and is not added to company records.

I contributed research around management cease trade order records and related issuer information, organizing available company, reporting and contact context for business-development review.

This work needs careful identity matching and source interpretation. An issuer, an individual and a third-party filer are different record types, and a regulatory record alone does not establish a current service need or a sales opportunity.

Deliverable: Research contributions to MCTO-related working lists, with later versions treated as team material where ownership is not established.

Later MCTO work includes contributions by other staff. My credit here is for the research contribution described above; it does not claim sole authorship of every later file, automated lookup or quality-control improvement.

I prepared Mining Investment Forum company research with executive contacts and session context for a focused shortlist.

Deliverable: Company profiles and a shortlist with executive-contact and session context for the team’s event preparation.

Research scope: 63 MIF company rows and a 19-company shortlist. The shortlist is part of the researched population, not an additional company total. These figures describe research and preparation, not attendance, clients or revenue.

I consolidated accounting-practice sale listings from three marketplaces into a consistent comparison workbook. The research brings together source and listing identifiers, location, listing status, reported commercial information, service mix and operating context, with original URLs retained for review.

Separate source tabs preserve the underlying marketplace views while the master makes comparisons easier. This is acquisition-market intelligence, distinct from a general directory of accounting-firm contacts.

Deliverable and scope: A master comparison of 19 distinct source-plus-listing-ID records, with three supporting source views. Those views repeat the master’s records; they are not an additional 19 listings.

Equivalent PKF Antares and Coolumba copies contain the same research, credited here once as a shared artifact. Reported listing values and status are historical source claims, not valuations or transaction outcomes. The work does not establish a completed acquisition.

I worked on accounting-firm and private-equity research that supports the broader PKF Antares and Coolumba business-development activity. The work organizes firm and decision-maker information and provides a structure for reviewing relevance, assigning follow-up and documenting next steps.

The go-to-market guide explicitly includes Coolumba software. This is shared PKF Antares and Coolumba work, rather than an exclusively PKF audit-services assignment.

Deliverable: A shared prospect-management workbook with separate firm populations, a go-to-market guide, role-specific outreach angles, formula-based follow-up fields and a dashboard structure.

Research scope: 50 accounting-firm rows and 41 private-equity-firm rows. The pipeline stage is recorded as “New” and several next-action fields are blank. This describes research and a working structure, not an operational automated lead-generation system or a completed campaign. Shared copies are credited once.

Read the Coolumba targeting and commercial research case study for the related assignment.

Alongside the sector work, I prepare event comparisons, company and executive profiles, briefings and activity reporting. Event comparisons cover audience, service fit, cost, access and priority. Mining Investment Forum, BILTIR and CME research each contribute to this broader event-preparation work.

I also contribute reusable AI-assisted research and handoff workflows shared across PKF Antares and Coolumba. These connect prospect qualification, supported contact enrichment and structured CRM preparation, with review and authorization before consequential outreach actions.

Deliverable: Event comparisons and briefings, activity reporting, and reusable research and handoff practices. Reports preserve sources and separate company, contact and campaign counts so colleagues can interpret and continue the work.

Research scope: 85 researched event opportunities, retained from the earlier reviewed event-planning work. This is a count of opportunities researched, not events attended, clients acquired or revenue generated.