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Rose & Company is a unique sales and marketing organization staffed by a team of senior level professionals with decades of experience delivering tangible results and a differentiated understanding of the capital markets dynamics from buy-side, sell-side and legal perspectives.

Rose & Company is a sales and marketing organization disguised as an investor relations firm

While some may call us an investor relations firm, Rose & Company is a sales and marketing organization at heart, and we deploy a team of highly-experience institutional equity salespeople to market our clients to the investment community.  By employing a consistent, disciplined approach grounded in feedback and follow through, we maximize our clients' internal resources by targeting and engaging with only the most relevant investors in order to enhance our clients' shareholder base and drive valuation.

Strategy

Define strategy for targeting the right investors whose mandates align with your value proposition

Outreach

Engage with high-quality institutional investors you are not accessing through traditional sell-side channels

Feedback

Understand evolving investor concerns through detailed feedback and perception reports

Follow through

Maintain consistent dialogue with current and prospective shareholders to strengthen your shareholder base

Senior Professionals, Delivering Tangible Results

We have purposefully built our team, consistently hiring highly-accomplished institutional equity sales people with decades of experience and relationships. We are staffed to help our clients with messaging, communications and strategic matters, but our unique differentiator  is our ability to act as our clients’ de facto institutional equity sales team. Our unique understanding of the equity and debt capital markets is based on the diverse perspectives of accomplished investor relations and corporate communications professionals and institutional salespeople with decades of experience at the world’s largest banks.

We Offer Our Clients a Variety of Value-Added Services

We work with our clients to evaluate, define and execute complementary strategies to enhance their efforts to engage with new and existing institutional shareholders. In addition to creating and maintaining relationships with the institutional investor community on behalf of our clients, we provide numerous services all geared towards effectively communicating to and engaging with our clients’ targeted audiences. These services, which are often integrated within our service offering and always highly customized, fall under the broad categories listed below.

Strategy

Capital markets advisory

IR planning

Activist defense

ESG roadmap

Messaging

Brand audit

Message development

Presentation design

Perception studies

Communications

Financial

Transactional

Restructurings

Special situations

Reporting

Competitive analysis

Market research

ESG benchmarking

Board reporting

Support

Website management

Event / NDR logistics

CRM management

Media distribution