Independent equity research and financial analysis to support informed investment decisions.

Invest With Confidence

Coe & Co provides project-based equity research support for investment teams. Founded by Geoffrey Coe, the practice focuses on fundamental company analysis, financial modeling, and valuation, with research tailored to each engagement—from evaluating a new opportunity to testing an existing investment thesis.

Your Questions, Answered

Who do you work with?

Coe & Co supports investment teams seeking additional equity research capacity, including asset managers, investment firms, and family offices. Engagements are tailored to your team’s research process and priorities.

What types of projects can you help with?

Projects can include company and industry research, financial modeling, valuation, and investment thesis development. Deliverables are agreed upon upfront and may include research memos, financial models, or presentations.

How does an engagement get started?

Start by sharing your research needs and anticipated timeline. From there, we’ll discuss the scope, deliverables, and fees before work begins.

Our Team

Founder & Equity Research Consultant

Geoffrey Coe

Geoffrey founded Coe & Co to help investment teams evaluate companies and develop investment theses through fundamental research, financial modeling, and valuation. His approach emphasizes clear assumptions, thoughtful analysis, and attention to downside risk.

Let's Work Together

Have a research project in mind? Get in touch to discuss your team’s priorities, timeline, and how we can help.

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