Question 1

How is Stock & Milster different from ICF, Wood Mackenzie, or Enverus?

Accepted Answer

Those firms are excellent at scaled data licensing and broad-coverage research. We are positioned as an independent intelligence layer purpose-built for institutional decisions: faster cycles, IC-format deliverables, and scope calibrated to a specific question. We do not develop, broker, or place capital — independence is the asset.

Question 2

Do you take success fees, finders fees, or any transaction-contingent compensation?

Accepted Answer

No. All engagements are fee-for-service or retainer. The moment an advisor's compensation depends on the deal happening, the analytical posture is impaired.

Question 3

Are you a registered investment adviser, broker-dealer, law firm, or accounting firm?

Accepted Answer

No. Stock & Milster LLC is a Delaware-organized strategic advisory and intelligence firm. Materials are for institutional decision-making and do not constitute investment, legal, tax, or accounting advice.

Question 4

What does a typical engagement look like?

Accepted Answer

Engagements range from ~5 day pre-LOI red-flag reads to multi-month standing retainers. Most fall in 30–90 day defined-scope mandates with a fixed deliverable cadence.

Question 5

What is the typical retainer size?

Accepted Answer

Retainers are scoped to coverage breadth (single market vs. multi-market) and intensity (monitoring vs. active diligence). We share calibrated tier ranges during scoping conversations.

Question 6

How fast can you turn a site screen or pre-LOI read?

Accepted Answer

Pre-LOI red-flag reads typically 5–10 business days. Site screens 3–6 weeks depending on geographic breadth and depth of per-site work.

Question 7

Do you sign NDAs and operate under data room protocols?

Accepted Answer

Standard practice. We operate routinely under mutual NDAs and inside structured data room environments for transactional engagements.

Question 8

Where does your data come from?

Accepted Answer

Public ISO/RTO filings, FERC dockets, EIA datasets (860/861/930), state PUC filings, county GIS, NERC, OpenStreetMap, and licensed data partners. We document sources and refresh cadence in every deliverable.

Question 9

Is the platform real-time?

Accepted Answer

We refresh on cadences appropriate to the data class. Market signals and queue events are tracked continuously; structural data (e.g., FERC 715, EIA-860) refreshes on the underlying source's release cadence. Cadence is documented per layer.

Question 10

Can you build custom dashboards for our team?

Accepted Answer

Yes — under our Proprietary Intelligence Dashboards engagement. Typical build is 60–90 days with continuous refresh thereafter.

Question 11

How do you handle confidentiality across competing clients?

Accepted Answer

Engagement-level information walls and conflict screening at intake. We will decline mandates where independence cannot be maintained.

Question 12

Do you publish client identities or case studies?

Accepted Answer

Only with explicit client consent. Public case material is anonymized to remove any identifying detail.

Common questions, direct answers.