1. About
  2. Approach

Our approach begins with a comprehensive analysis of our client's competitive positioning and historical investor relations activities. What follows is disciplined execution with tactics that adapt according to the investment narrative.

Strategic Review

We start with an assessment of our client’s market perception, competitive strengths, business strategy and goals.  The elements of a comprehensive program are then developed to maximize investor awareness, generate investor responses, and ultimately lead to increased market value and trading liquidity.

Onboarding Call

Identify goals and key challenges to lay the foundation for a successful strategic plan

Due diligence

Rigorous internal review to understand historical developments, practices and investor marketing activities

Messaging Review

Thorough review of marketing and financial presentations to evaluate how the investment proposition is being presented

Industry Analysis

Understand key drivers, themes, benchmarks and sentiment in client’s industry and adjacent industries


The scope of our investor marketing programs is based on a client’s unique characteristics, goals and resources, along with our assessment of what we think is achievable. Throughout the process, we keep our pulse on the market backdrop and shifting investor sentiment to ensure we can quickly adapt a client’s underlying narrative and adjust the target audience as needed.

Message development

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

Marketing Calendar

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 constantly seek to introduce our clients to high-quality institutional investors and develop lasting relationships. It’s a process that is ongoing in nature, 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 shareholders.

Investor Outreach

Our sales team is focused on securing meetings with decision-makers at the most appropriate investment management firms

Initial round of meetings

Client and investor are prepped and meetings are hosted by a senior member of the 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

Case Studies

Our approach has repeatedly helped companies more effectively engage with institutional investors and enhance their investor relations programs.