Present Your Story to Investors Who Can Act On It
The right investors can transform your company’s trajectory. The wrong introductions waste time and opportunity.
With over 30 years of experience, we know which investors align with your company’s profile—and where to find them.
The Challenge Varies by Company Size
If You're Large-Cap
You face a shareholder quality challenge. While you likely have substantial institutional ownership, passive index funds may dominate your register, and active managers may hold you only as a benchmark weight.
You need investors who:
Take concentrated, active positions based on fundamental research
Have long holding periods (3-5+ years) vs. high turnover
Engage constructively on strategy and capital allocation
Can absorb large block trades without price disruption
Provide stability during market volatility and activist campaigns
If You're Mid-Cap
You face a visibility challenge. You're often overlooked—too large for small-cap specialists, yet not large enough to be a core holding for mega-cap-focused funds. Many institutional investors skip past mid-caps entirely.
You need investors who:
Have mandates that specifically allocate to mid-cap companies
Can take meaningful positions (typically $50M-$200M+)
Provide the analyst coverage needed to maintain market attention
Support index inclusion and rebalancing events
Offer patient capital during your transition to large-cap status
If You’re Small or Micro-Cap
You face a different challenge. Mega-cap institutional funds can’t help you—their investment mandates, liquidity requirements, and position-sizing constraints prevent them from investing in smaller, less-liquid stocks.
You need investors who:
Can provide meaningful liquidity to illiquid stocks
Have mandates that include small and micro-cap companies
Understand the risk/reward profile of emerging growth companies
Broaden your shareholder base with long-term holders
Can support sustainable share price appreciation
Our Solution: Bespoke Investor Outreach
We don’t run generic roadshows.
We design customized investor programs tailored to your company’s market cap, sector, growth stage, and capital strategy.
Our firm maintains relationships across the full investor spectrum — from multi-billion-dollar institutions to family offices, private wealth managers, and high-net-worth investors.
We then match you with those who have genuine interest and capacity to invest in companies at your stage.
What We Provide
Direct Management Access
In-person or virtual meetings where your CEO and CFO engage directly with qualified investors—no intermediaries.
Pre-Qualified Audience
Every investor is vetted for interest in your sector, market cap, and region.
Intimate Format
Small group settings designed for substantive dialogue, not one-way pitches.
Strategic Timing
Meetings are scheduled to align with your capital strategy and regional investor interest.
Why Companies Work With Us
Over 30 years of relationships across the full spectrum of professional investors
Strategic matching expertise that goes beyond introductions understanding liquidity dynamics and shareholder composition
Access to the right investors for your size, stage, and region—from multi-billion dollar institutions to nimble small-cap specialists
Proven track record of facilitating connections that broaden shareholder bases, improve liquidity, and support share price appreciation
Discretion and professionalism befitting a relationship-driven business
Our Approach to Targeting Investors
We follow a five-step methodology to ensure every outreach delivers results:
Quantitative Targeting
Data-driven identification of investor profiles.
Feedback
Actionable insights from investor meetings.
Qualitative Targeting
Evaluation of investor alignment by behavior and track record.
Ownership Surveillance
Tracking engagement and shareholder trends.
Execution
Coordinated meeting logistics and investor communication.