Rose & Company

Rose & Company is a leading independent capital markets advisory firm headquartered in New York. We offer strategic counsel and tailored solutions to help companies increase market valuation. Serving a broad range of companies across industries and geographies, we employ a forward-thinking approach to investor engagement and acquisition, leveraging significant experience and broad relationships within the investment community. We align our interests with those of our clients and focus on creating long-term value by identifying, engaging, and building relationships with high-quality, long-term investors.

Services Directory Board advisory Corporate access Corporate branding CRM databases Debt IR Financial PR Investor analytics Investor presentations Investor targeting and roadshows IR consultancy IR for small caps Perception studies Share register analysis Strategic Communications

Investor Access

Our approach is built on a foundation of over two decades of experience spanning institutional sales and research, investment banking, and investor relations. We systematically identify, engage, and nurture relationships with qualified institutions that exhibit the highest potential to become long-term shareholders.

Investor Qualification

We deploy our proprietary process to qualify investors whose investment criteria align with your company's value proposition. This process is predicated on a rigorous, data-driven foundation that extends beyond traditional investor targeting methodologies.

Investor Outreach

We deploy a sales team of senior Wall Street professionals to conduct direct outreach to a curated selection of investors and arrange meetings with decision-makers.

Investor Feedback

We gather and leverage investor feedback to continually refine your messaging and tier investors for follow up.

Follow Through

We establish a marketing pipeline to encourage and sustain dialogue and engagement from initial interest to shareholder conversion.


Corporate Advisory

We leverage decades of institutional knowledge and experience to evaluate, define, and execute strategies that enhance our clients’ efforts in engaging with new and existing institutional shareholders.
Our unique blend of expertise enables us to augment traditional investor relations programs and help clients solve complex business and communication challenges effectively. Services include:

Messaging Audits

We conduct a comprehensive analysis of our clients' investment narratives to identify areas for enhancement, messaging gaps, and opportunities to better align messaging with core value drivers while addressing the needs of investors.

Perception Studies

We gather candid investor feedback to evaluate perceptions of a company’s strategy, execution, and equity story, and synthesize key findings.

Investor Presentation Development

We develop or refine investment presentations and related materials to ensure they are impactful and resonate with targeted audiences, leveraging investor feedback, in-depth research, and in-house graphic design capabilities.

Financial Communications

Our financial communications services, including full-cycle earnings support, help our clients address the various complex communications challenges that can impact valuation and reputation.

Investor Day Advisory

We orchestrate successful investor days from strategy to execution, with modular and full-service offerings customized to meet our client’s needs.

Investor Relations Strategy

We develop tailored investor relations programs focused on increasing awareness, broadening the shareholder base, enhancing investment narratives, and implementing a best-in-class investor relations infrastructure. Our approach includes helping clients define achievable goals, establish KPIs, and create a framework to track progress.

 

Contact

Mia Magarro
Rose & Company | Senior Associate 
445 Park Avenue, Suite 700
New York, NY 10022
O: (212)-257-5645
M: (201)-923-4410
mmagarro@roseandco.com