Our unique approach begins with a comprehensive analysis of competitive positioning and our client's historical investor marketing activities. What follows is, disciplined, impactful execution with tactics that adapt as conditions change.
As we learn a client’s business strategy and goals, we simultaneously commence an independent assessment of market perception, competitive strength, and history in the capital markets. Our goal is to determine the elements of a comprehensive program that will maximize investor awareness, generate investor response, and ultimately lead to increased market value and trading liquidity.
Identify goals and key challenges to lay the foundation for a successful strategic plan
Rigorous internal review to understand historical developments, practices and investor marketing activities
Thorough review of marketing and financial presentations to evaluate how the investment proposition is being presented
Understand key drivers, themes, benchmarks and sentiment in client’s industry and adjacent industries
The scope of our investor marketing program is based on a client’s unique characteristics, goals, and resources and our assessment of what we think is achievable. The common element is our consideration of the market backdrop and shifting investor sentiment. This ensures that we can quickly help to adapt a client’s underlying narrative and change or expand the target audience at the right time.
Based on our assessment of a client’s investment proposition and target audience, we may recommend changes to messaging prior to further marketing
Fact Sheet Creation
A fact sheet will be created to be used during outreach efforts and on an ongoing basis to facilitate client marketing
We will highlight the best windows for marketing, taking into account corporate calendar, other marketing commitments and the industry calendar
Using a proprietary platform, a list of investor targets will be developed based on a custom defined peer group that is agnostic to sector
We are relentless and constantly seek to introduce our clients to high-quality institutional investors and develop lasting relationships. It’s a process that is ongoing in nature, despite being anchored by non-deal roadshows (virtual or otherwise). By helping our clients maintain consistent connectivity with the investment community, we are better able to act quickly on feedback, prioritize investor targets and help our clients convert targets into shareholder.
Our sales team is focuses on securing our clients meetings with decision-makers at long-only investment management firms
Initial round of meetings
Client and investor are both prepped and meetings are hosted by member of Rose & Co team
A feedback report is sent with a summary of key topics covered, notes from each meeting and unfiltered feedback collected after each meeting
After each round of meetings, actions steps are defined, key messages are evaluated and investor targets are reprioritized