Case Studies

Engaging with Generalist Investors

Define and qualify new investor targets using a sector agnostic approach based on a new comp group comprised of companies with similar financial metrics outside of client’s sector

Develop comprehensive investor outreach program to expose Client to new investors

Review client’s narrative and develop key messaging to bring forth client’s value proposition to resonate with long term value oriented institutional investors

Marketing a European Company to U.S. Investors

Company’s historic marketing efforts in the U.S. consisted of bulge bracket conferences and non deal roadshows sponsored by European brokers