“Longer-term partners with a vested economic interest provide the most un-biased advice on transformational events such as capital raises, M&A execution and dispute resolution”
Services > Capital Markets Advisory
GEP helps position a publicly traded company for maximum exposure in the capital markets. A company must be properly positioned and presented to a targeted group of influencers with an objective of establishing and or expanding the active following for its growth and financing requirements.
Strategy
- Development of a comprehensive investor relations strategy and plan that is aligned with the company's business plan.
- Provide counsel to senior management in connection with the company's financial media relations activities.
Content
- Draft and disseminate all news releases.
Develop and maintain the company's investor presentation and investor fact sheet. - Counsel in connection with the writing of the company's annual and quarterly financial reports.
- Provide counselling, writing and editing services in connection with the development and maintenance of the investor section of the company's website.
Research
- Development of a targeted retail distribution list for investor information materials.
- Monitor and report to management trading activity, developments of comparable public companies, and changes in significant ownership positions, brokerage house positions, short positions.
Outreach
- Arrange meetings with appropriate sell-side analysts.
- Identify and schedule opportunities for management to present the company's investment story to fund managers, analysts and institutional investors, and retail brokers who are in a position to purchase, or influence the purchase of the company's securities.
- Provide support for all of these meetings including pre-briefings, presentation rehearsal, materials production, on site logistics support and post-meeting follow-up.