Why Rose & Co
We deliver a unique value proposition to our clients, leveraging broad capabilities, vast capital markets experience, and the reach of a scaled institutional sales team.
Unique positioning and scaled expertise
We have purposefully built a team of seasoned institutional sales professionals, with the experience and relationships comparable to those at leading investment banks. Over decades, these professionals have cultivated strong relationships with institutional investors by providing valuable insights and supporting their portfolio management. This gives us the breadth and ability to continuously engage with the investment community on behalf of our clients, free from competing interests.
Our unconflicted position in the capital markets also enables us to interact with institutional investors in a unique way, as engaging them in thoughtful dialogue is the only exchange of value we ask for.
What sets us apart
Our unique value lies in our scale, our approach, and a distinctive blend of expertise, innovation, and client-focused strategies.
Senior-level institutional sales expertise
Our team comprises seasoned Wall Street professionals, each with an average of 10 years of experience across industries. We ensure that every client benefits from expert insights and strategic guidance, driving meaningful outcomes to investor relations programs.
Established relationships with 1,500+ global institutional investors
With long-standing connectivity with institutional investors across North America, Europe, and APAC, we facilitate broad and meaningful investor access on behalf of our clients.
Continuous investor feedback integration
We engage in ongoing dialogue with investors, gathering invaluable feedback to inform and refine our clients' strategy and messaging. This feedback loop ensures that our clients' narratives remain compelling and relevant to the investor community.
Unbiased client advocacy
As an independent and unconflicted advocate, we ensure an optimal alignment of interests. We are immune from the impact of decreasing buy-side budgets or conflicting revenue sources that may not be aligned with our clients’ interests.
Proprietary methodologies
Our proprietary processes integrate rigorous quantitative analysis with qualitative assessments from seasoned Wall Street professionals. Our unique perspective ensures precision in qualifying, engaging, and converting high-quality, long-term investors.
Best-in-class analytics and data
Our strategic partnership with S&P Global gives us access to the most reliable and comprehensive market intelligence, empowering informed decision-making and strategic planning.
Proven strategies that drive valuation
Discover how we have helped companies across all geographies, industry sectors, and market capitalizations achieve their corporate goals and increase market valuation.
Broadening the Shareholder Base of a Large-Cap Company
Helping a leading ~$75 billion market cap company maximize its investor engagement efforts across large fund complexes and investors in secondary and tertiary geographies, broadening the shareholder base and enhancing investor conviction.
Expanding Awareness of a European Company in North America
Targeted ongoing outreach and engagement efforts, combined with a change in listing venue super-charged engagement with North American investors, who increased ownership in our client's shares by 40% in a six-month period.
Broadening Investor Audience and Shareholder Base
Helping a leading $2.5 billion market cap company expand its shareholder base by broadening its reach to generalist investors and driving strong buying from long-only investors.
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