Our Firm
JM Lafferty Associates, Inc. is an independent developer and publisher of financial and investment data, applications and related advisory services.
We provide financial and valuation analytics, and market-driven intelligence on public and private companies and institutional portfolios.
Using our data and the same analytical engines, we provide powerful decision support tools to corporate and institutional analysts and portfolio managers.
John Lafferty founded our firm in 1991. Mr. Lafferty was Chief Investment
Officer at Stein Roe & Farnham. He has broad investment expertise gained from hands-on investment management of
institutional portfolios and mutual funds. In addition, Mr. Lafferty is a leading developer of shareholder value concepts
and online research and portfolio management tools.
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Our People
Our people have extensive financial analysis and advisory services experience. As a consequence, we understand how financial analysts
think and communicate. And our ongoing product development and
client communications greatly benefit from this understanding.
Our people have extensive experience in providing counsel to clients in support of our offerings.
Over time and through their efforts, we have earned a reputation for providing client service of the highest
quality.
We will continue to deliver our products and services with professionalism and at reasonable cost and
our teams will work closely to assure that the products delivered best fulfill our clients' overall needs.
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Our Clients
We serve the financial services industry, including corporations, private equity and institutional investors, and investment banks.
JMLAI has a number of important strategic partners with whom we collaborate to deliver "best of class" solutions to
clients. Partners include:
PriceTarget Research, Inc - An independent, alternative research firm providing stock price targets based on prevailing "Street" forecasts and powerful group analytics.
Thomson Reuters - The Thomson ONE platforms for Corporate Finance, Corporate Development, Investment Banking, and Investment Management all utilize the JM Lafferty's ForecastWorks application, distributed as the "Deal & Forecast Wizard".
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