Our Marketing Plan Is Immediately Actionable

Given the increasingly competitive landscape for active investment capital, employing a strategic, proactive approach to identifying and meeting with compatible investors can have a positive impact on your company's valuation.

We provide the research and know-how to ensure your time and resources are maximized. Leveraging industry-leading targeting software, analytical skills and our in-depth knowledge of the buy side, we handle all the leg work to identify, prioritize and qualify underweight and prospective investors globally.

Our Approach, Which is Rigorous and Straightforward, Comprises:
  • Analyzing shareholder base to assess fit and capacity to add to current positions

  • Identifying suitable, high-quality prospects with purchase potential that can impact valuation


We provide a detailed and straightforward roadmap that aligns your IR efforts with long-term ownership objectives

  • Prioritized investor targets down to the mutual fund level, organized by city

  • Quantified purchase potential

  • Firm profiles with verified contact details

  • List of qualified investors interested in a meeting
Access Our Thought Leadership: Investor Targeting