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

We can also provide our clients with a full suite of non-deal roadshow (NDR) services, including:

  • City-level search for high-fit targets and confirming purchase potential
  • Outreach to assess interest and level of company knowledge
  • Confirming meetings with qualified investors
  • Setting up and managing restaurant, hotel and car service reservations and logistics
  • Preparing briefing binders for each meeting
  • Feedback and coaching sessions pre-and-post meeting
  • Accompanying clients on NDRs, if requested
  • Follow-up phone calls with each firm to understand their perspective on the meeting and acquire feedback
Access Our Thought Leadership: Investor Targeting