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