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OTR Global Snapshot
OTR is a leading channel and marketplace research firm serving Wall Street clients by providing research for more than 20 years. It prepares its research by aggregating, comparing and contrasting marketplace intelligence gathered from nontraditional sources. OTR compares its findings with expectations and looks for inflection points that provide investment opportunities for our clients. Sources are interviewed via telephone which subsequently provides the basis for OTR’s research.
At OTR Global, our mission has long been to be the leading provider of marketplace and channel intelligence to institutional investors. For 28 years, OTR Global has used the investigative interview-based methodology it pioneered to look for key market inflections and uncover unique investable ideas. OTR is committed to continue to offer the highest-quality independent research across multiple sectors.
In this pursuit to become THE market leader, we’re thrilled to tell you that 2023 will be a pivotal year for all of us here at OTR Global.
We’re very excited to tell you that we are merging with BWG Strategy! For over a decade, BWG has leveraged its proprietary network of 150,000+ executives to provide investors with unbiased, timely, and relevant insights across the primary research spectrum. The primary research business is growing and evolving and this partnership between our two firms gives us the opportunity to create the #1 platform for primary research.
What unites us is proprietary, unbiased, and relevant timely research that can be consumed efficiently by all our clients.
The combined strengths of OTR and BWG will allow investors to deepen their knowledge of a company or sector, save hours in their workflows, and access a comprehensive industry view that is unrivaled by any other research vendor.
Together, we will have 350 clients globally including most of the world's largest hedge funds, mutual funds, and growing opportunities with Private Equity firms and consulting clients.
Our combined research offering will produce over 3000 pieces of research every year, in addition to over 2500 panel events with industry speakers. Our team’s goal in this merger is to maximize client value. We will combine OTR’s industry-leading channel insights with BWG’s unique group executive forums to create new product offerings that will allow us to serve new market segments.
We have ambitious growth plans for this combined entity. This merger will create opportunities for both organizations to grow our skills, our roles, and our careers. We are very excited for these firms to get to know each other and start marching towards our new shared vision.
At OTR Global, our mission has long been to be the leading provider of marketplace and channel intelligence to institutional investors. For 28 years, OTR Global has used the investigative interview-based methodology it pioneered to look for key market inflections and uncover unique investable ideas. OTR is committed to continue to offer the highest-quality independent research across multiple sectors.
In this pursuit to become THE market leader, we’re thrilled to tell you that 2023 will be a pivotal year for all of us here at OTR Global.
We’re very excited to tell you that we are merging with BWG Strategy! For over a decade, BWG has leveraged its proprietary network of 150,000+ executives to provide investors with unbiased, timely, and relevant insights across the primary research spectrum. The primary research business is growing and evolving and this partnership between our two firms gives us the opportunity to create the #1 platform for primary research.
What unites us is proprietary, unbiased, and relevant timely research that can be consumed efficiently by all our clients.
The combined strengths of OTR and BWG will allow investors to deepen their knowledge of a company or sector, save hours in their workflows, and access a comprehensive industry view that is unrivaled by any other research vendor.
Together, we will have 350 clients globally including most of the world's largest hedge funds, mutual funds, and growing opportunities with Private Equity firms and consulting clients.
Our combined research offering will produce over 3000 pieces of research every year, in addition to over 2500 panel events with industry speakers. Our team’s goal in this merger is to maximize client value. We will combine OTR’s industry-leading channel insights with BWG’s unique group executive forums to create new product offerings that will allow us to serve new market segments.
We have ambitious growth plans for this combined entity. This merger will create opportunities for both organizations to grow our skills, our roles, and our careers. We are very excited for these firms to get to know each other and start marching towards our new shared vision.
OTR Global, founded in 1995, is an investment research firm with offices in North America, Europe and Asia. OTR is a leading platform for primary research and one of the largest channel research firms servicing the institutional investment community.
OTR was a leader in pioneering interview-based methodology; its research method is utilized by more than 130 research personnel located in more than 15 countries. The unique approach unites quantitative measures and qualitative responses to uncover inflection points and produce predictive results.
OTR has developed a comprehensive base of industry sources and a deep understanding of complex, global product supply chains and distribution channels.
OTR was a leader in pioneering interview-based methodology; its research method is utilized by more than 130 research personnel located in more than 15 countries. The unique approach unites quantitative measures and qualitative responses to uncover inflection points and produce predictive results.
OTR has developed a comprehensive base of industry sources and a deep understanding of complex, global product supply chains and distribution channels.
