R5 Capital has launched as the 17th independent research provider (IRP) on Analyst Hub, a platform serving more than 200 institutional investors.
R5 Capital is a boutique consumer-centric equity research and consulting firm focused on utilising proprietary data and significant “boots on the ground” analysis to identify unique investment opportunities and provide strategic advice for companies.
Chief Executive Officer and founder Scott Mushkin, who is brings more than 25 years of buy-side and sell-side experience to the firm with a particular focus on food retailing.
Mushkin has held senior positions at Lehman Brothers, Jefferies and Bank of America and most recently served as Managing Director at Wolfe Research where he established the firm’s consumer research practice.
Founding partner Matt Siler will serve as R5 Capital’s Chief Financial Officer and Chief Analytics Officer, bringing over 20 years of experience in consumer research. He most recently served as Senior Analyst at Carbonado Capital, having previously held positions at Deutsche Bank and Balyasny Asset Management. Scott and Matt are joined by Erin Murray, who will focus on market research and client communications, skills she honed over the last 10 years.
R5 Capital is reimagining research by dedicating the firm to a proprietary process that melds extensive field research, decades of experience and innovative data analytics in order to bring clients a research product and strategic consulting service that will enable better decisions in an ever-more challenging climate. Covering retail, e-tail and consumer products, R5 Capital conducts extensive proprietary surveys and market research to better understand consumer trends and the competitive dynamics facing industries and companies.
“Scott is an incredible consumer thought leader. His passion for ground research, deep knowledge of customer behaviours and trends, and a strong global expert network allow him to zero in and build a clear forward view,” says Amin Maredia, Founder and Managing Partner of Meaningful Partners, a purposeful growth private equity firm, and former CEO of Sprouts Farmers Market.
“With a collective 45 years on Wall Street and having seen what works and what doesn’t, we decided to build a new firm, dedicated to the principles of excellence, intellectual curiosity, professionalism, diligence and integrity,” says Mushkin. “Analyst Hub is the perfect partner to help us realise this dream. With Analyst Hub handling R5’s operational and sales functions, we can focus our time on perfecting our unique method and developing the powerful and original research and analysis our clients need.”
Offering outsourced infrastructure and organisational support, Analyst Hub is helping top sell-side analysts go into business on their own to provide institutional investors with independent insights and analysis. Built by senior, veteran equity research sales professionals, Analyst Hub’s sales-first orientation sets up analysts for success by helping them secure and service clients, and then scale – reaching a broader audience – as the new firm matures.
“Dedicated, driven analysts like Scott and Matt are why we started Analyst Hub and we are excited to support them as they establish their firm,” says Mike Kronenberg, Analyst Hub co-founder and CEO. “The traditional subsidised investment banking and trading model prevents analysts from realising their potential. It’s exciting to be able to help talented analysts unlock their full value and maximise their ability to produce and monetise high quality research.”
