• Serving clients in 50 states, with $2.6 billion AUM and 600 employees worldwide.
  • Access to global resources with the personalized service of a boutique agency.
  • Committed to exceeding client expectations since 1978.
  • A comprehensive suite of innovative Investment Banking solutions.

Valuable Insights on Small-Cap Companies

Our Mission
Zacks Small-Cap Research (SCR) coverage specifically looks to focus on small-cap and micro-cap companies that are under-followed or under-valued by Wall Street. Our analysts seek to identify and report on these companies, bringing to investors a unique opportunity to gain insight on small-cap investments which are believed to be under-valued and well-positioned for future growth. Our goal is to produce high-quality (institutional) research for the small-cap portfolio. To access a complimentary copy of the most recent research report on any company in our coverage universe, please visit the SCR website.

Our Process
The Zacks Small-Cap analyst team has an average of 20 years' experience in the investment field. We conduct significant due diligence in an effort to maintain the highest quality small-cap universe. Zacks Small-Cap Research coverage includes a full initiation report that is a comprehensive overview of the company with valuation, recommendation, and financial statements. Analysts will typically publish research reports after the initiation on an as needed basis. Events that usually trigger publishing a research report or note include earnings, SEC filings, and material events. Zacks SCR will often publish a dozen reports on the companies we cover each year. We are also active on earnings conference calls and will often attend investment conferences and company sponsored events. Our performance is tracked by leading rating agencies including both Zacks All-Stars and Star Mine.

Our Distribution
Zacks Small-Cap reports are distributed to several institutional outlets, including Zacks Research Services, First-Call, Thomson-One, Reuters, The Markets, Bloomberg, and Wall Street Source. Our reports are also available for subscribers on Zacks.com and Fidelity.com.

Click here to access the Zacks Small Cap Research website.

*Zacks Small-Cap Research is a service offered through our affiliated company Zacks Investment Research. LBMZ Securities and Zacks Investment Research are legally separate but affiliated companies.

In the News

Contact Us Today

Zacks Small Cap Research

Jason Napodano

Managing Director

(312) 265-9421