Listed Equity

Effective messaging and equity story

We ensure effective messaging of a consistent and compelling investment proposition and equity story.

Through clear and consistent communication, our clients build stronger investor relationships, promote better strategic understanding and improve valuations.

Our daily dialogue with investors helps to inform our approach to messaging and establishing a company’s market positioning.

Insightful Investor Perception Studies

A Perception Study provides a clear, independent view of how the market sees the business. It tests assumptions and reveals how investors actually interpret strategy, performance and leadership. The analysis clarifies what drives investment decisions; what investors value; what they question; and what they need to see to build conviction.

Our Studies are rigorous and evidence based. We provide a concise executive summary, a structured thematic analysis, fully attributable investor transcripts, and clear conclusions on the implications for strategy and communications.

Independent Strategic and IR Advisory

Clear, unconflicted advice sits at the heart of our business. We help management teams achieve their capital markets goals by providing both proactive strategic counsel and the means to execute on it.

A well-constructed and proactive capital markets strategy is a catalyst for unlocking unrealised shareholder value. Our team’s deep experience means we act as a trusted adviser for clients.

Direct Investor Engagement

We engage investors of all shapes and sizes; large & small institutions, pension funds, discretionary private wealth, advisory wealth and family offices. Our model allows us to speak to any investor we identify as relevant, completely free from the economic or regulatory constraints placed on others.

Long-Term Capital
The broad range of investors we engage are an attractive source of long-term, supportive capital. As we have no commercial relationship with investors, we have no vested interest in one over another, guaranteeing the right capital is always targeted.

Whether it is to drive growth, support a business plan or facilitate M&A ambitions, attracting supportive equity capital is never straightforward.

Liquidity Providers
For many Small and Mid-Cap companies liquidity is drying up. We place great importance on engaging the active fund manager and the ‘marginal buyers’ on behalf of our clients. Such investors play a critical role in determining the share price.

Our dedicated Capital Markets team have extensive relationships and deep knowledge of this often overlooked pool of investors.

Investor feedback
Investor feedback is an invaluable way to assess the effectiveness of our clients’ activities. Our regular conversations with investors provide us with timely insights, which we deliver unfiltered to management on a fully attributable basis.

Proprietary Investor Targeting and Profiling

We provide data-driven investor targeting and profiling that matches a company’s investment characteristics to a corresponding investor’s style criterion.

Our targeting methodology matches corporates with the most appropriate investor audience and from this we build a programme of direct relationships between our clients and the right owners of their equity.

Detailed Equity Research

Whether a misunderstood narrative, limited sell-side coverage, an unhelpfully wide estimate range or a story not being told, our approach to research plays an important role.

High quality content, targeted and actively marketed at the right investors, is a powerful tool. Our research is actively marketed to targeted investors and prospective buyers.

Independent Remuneration Consultancy

An effective remuneration policy fosters improved performance, supports strategy and reflects the objectives and concerns of shareholders.

With a long-standing partner, we can provide expert independent remuneration consultancy on all aspects of management and board compensation and company-wide incentive arrangements.

Pre-IPO & IPO

Our senior team, drawn from all areas of the capital markets, is experienced in preparing private companies for success in the public markets via pre-IPO and IPO support.

We oversee the process from start to finish. Our advice is independent and conflict-free, aligned solely with our clients’ strategic objectives.