The challenge of matching up the unique needs and expectations of fund managers, research analysts, retail brokers and investment bankers with the investment attributes of each issuer is not a static process.
As the company matures, the business cycle rotates and investor appetites evolve, we help our clients continually evaluate and recalibrate their alliances with these key constituents.
Our investor outreach services include:
Identifying appropriate sources of sell-side analyst coverage
Managing the information needs of both buy-side and sell-side analysts
Targeting prospective institutional investors based on known comparable holdings
Scheduling presentations with select retail intermediaries and institutional sales teams
Co-ordinating road shows with current and prospective institutional investors
Tracking issues of importance to key institutional investor