The short version.

Background

I work as a Director (independent consultant) at New Century Capital Partners, an investment banking platform and SEC-registered broker-dealer, where I support M&A advisory and capital-raising engagements with financial models, valuation analyses and company and industry research. Since March 2026 I have also published the independent equity research on this site, covering semiconductors and AI infrastructure, energy and power.

Before that I was an investment analyst at Hidataics (budgeting, forecasting and three-statement models for government infrastructure programs) and a junior investment analyst at El Toro Capital Management, a growth equity firm. I hold an MBA in Finance from Cal State Fullerton and have passed Level I of the CFA Program. My Cal State Fullerton team won the Americas region of the 2023 CFA Institute Research Challenge and advanced to the Global Finals.

I am open to equity research and investment analyst roles in Orange County and Los Angeles.

Three pieces of work

Chosen to show a call, a full work product and how a call was closed. Each opens as a web page; the first two also have a PDF edition.

The rest is in the research archive; every initiation is listed on the reports page.

How the work is done

Financials come from company filings, estimates are labelled, and every rating carries a target and the number that would prove it wrong. The method page sets out the rules, the coverage table shows where each call stands, and the track record shows how calls were graded. The models behind the notes are free in the toolkit.

Contact

Email: [email protected]
LinkedIn: linkedin.com/in/brandonpleon