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Investor targeting and roadshows

This page shows all the companies in the directory who provide this service, listed in random order.

Sociables Express

Sociables Express specialises in aiding financial institutions and publicly-listed companies in reaching out to UK retail investors across the internet. Leveraging the power of social media, our primary focus is on connecting clients with Millennials and Gen Z. Our approach is distinctly contemporary, innovative, and unconventional, setting us apart from traditional strategies. Our unique offerings arise from our focus on a combination of retail investors, social media, Millennials, and Gen Z. It’s not the stock market, it’s the people’s market.

Q4 Inc.

Q4 delivers data, insights, and workflows so IR teams can prioritize strategy, relationships, and driving premium valuations for their companies. Learn more at q4inc.com This email is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged information.

S&P Global Market Intelligence

Investor Relations & Sustainability Solutions - We connect our clients to the capital markets to help accelerate their progress. We understand the impact a strong IR program has on shareholder value, investor engagement, and access to capital. We partner with the IR community to deliver our leading data and investor network, expert IR analysts, sustainability and reporting solutions, and innovative workflow platforms. Our suite of Investor Relations & Sustainability solutions covers the complete range of IR program needs, and we provide depth of expertise in all aspects of an IR program - for all market caps, sectors and regions. As you plan for 2023 and beyond, we invite you to meet with the S&P Global Market Intelligence team to learn more about how we can help you achieve your IR Goals.

ingage

ingage provides a state of the art IR CRM, feedback and corporate access solution. We work with many of the best known corporates and investment institutions in the world, including over 30% of the FTSE 100 as well as FTSE 250, AIM, DAX, AEX and ASX members. The platform has been developed by senior investment professionals and software engineers to address the changing regulatory landscape and growing responsibilities of a modern IR team. Unique features include: confidential feedback directly from any investor you meet with and a meeting marketplace allowing you to reach out to any investor, anywhere. With an average of 10 product development releases each year both on the web product and the state of the art iOS app, we are constantly evolving to the needs of our clients to ensure IR teams have the most actionable insight from all their engagements.

Nasdaq Investor Relations Intelligence

Issuers from all market caps, sectors, and regions partner with Nasdaq IR Intelligence to drive valuation, discover new capital, and elevate their global brand. Our team of consultative experts and award-winning IR software provide clients with strategic actionable intelligence and unparalleled visibility into the capital markets for the long term. Combining Nasdaq's collective intelligence, expertise, and data with premium financial content to maximize the effectiveness of their IR and ESG initiatives and enhance shareholder value.

Modular Finance

Modular Finance is a leading provider of innovative tools and solutions for the financial industry, focusing on Investor Relations and Banking & Finance. With over 900 customers and 5000 users, Modular Finance offers a comprehensive suite of products including Monitor for dynamic shareholder ID, CRM, and reporting; MFN for distributing press releases; Datablocks for creating IR websites; Strictlog for UK-MAR compliance; and Estimates for managing analyst consensus.

IR Consultants

IRConsultants is a boutique investor relations and corporate communications consultancy dedicated to helping its clients better engage with their stakeholders. We aim to help our clients shape their brands and construct captivating narratives that set them apart, laying the foundations for credibility and thought leadership.

Kepler Cheuvreux

Kepler Cheuvreux is a leading independent European financial services company specialised in advisory services and intermediation. The company has four business lines: Equities, Debt & Credit, Investment Solutions, and Corporate Finance. Headquartered in Paris, the group has a staff of around 500. This multi-local company is also present in Amsterdam, Boston, Frankfurt, Geneva, London, Madrid, Milan, New York, San Francisco, Stockholm, Vienna, and Zurich.

Euronext Corporate Services

Euronext Corporate Services utilises the experience of the leading pan-European marketplace and the deep understanding of IR professionals’ needs to offer a suite of cutting-edge solutions and tailor-made advisory services. Focussing on the most critical needs of companies, Euronext Corporate Services supports in areas such as increasing their visibility, enhancing the impact of their communication, understanding financial markets, increasing investor engagement and improving governance.

Instinctif Partners

www.instinctif.com

EQ RD:IR

EQ RD:IR is a London-based consultancy offering a wide range of IR related analysis, research & consultancy services to UK and international public companies and their advisors...

Yellowstone Advisory

Yellowstone Advisory is a specialist investor relations advisory firm that helps listed and pre-IPO companies to improve their communication with investors. We work with clients to build a stable, well-informed shareholder base and to increase the number of investors who understand the investment proposition. The business was formed by Alex Schlich who has over 20 year experience in fund management, investment banking and strategy consulting. He has a deep understanding of the capital markets and uses his knowledge to help clients explain their investment case to a wide range of investors in a clear and consistent manner, across all formats, and with maximum effectiveness.

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.

Extel

For over 50 years, Extel (formerly Institutional Investor Research) has been conducting independent research surveys with global investment professionals who evaluate and determine the best performing sell-side service providers, asset managers and CEOs, CFOs, IROs and IR Programs across Europe, Emerging EMEA, Asia Pacific, North America and Latin America. The research data independently captures evaluations of companies, investment professionals and executives from investment managers, banks, research providers and corporate issuers, to deliver detailed peer-to-peer comparative analyses every year; the feedback helps inform strategic decision making and improve resource and process management.

RMS Partners

RMS Partners is an investor engagement consultancy focused on providing PLCs with time efficient and effective investor relations solutions. With over 50 years’ experience in equity markets, the RMS team is well positioned to develop bespoke measurable investor access programmes, build and maintain targeted long-term investor relationships, as well as provide a range of consultancy services customised to your investor relations needs.

H/Advisors Maitland

www.maitland.co.uk

ACCNITE onDemand

ACCNITE onDemand is an integrated investor relations CRM solution. The cloud-based application digitises and simplifies investor relations workflows centred around investor engagement, shareholder intelligence and investor targeting.

Orient Capital

Orient Capital is a global leader in share ownership analysis, equity market intelligence, investor communication, shareholder management technology, global bondholder analysis, institutional targeting & investor perception work.

Georgeson

www.georgeson.com/uk

Tavistock

Investor relations is at the forefront of Tavistock’s offering. We understand the increasing complexity of the role of IR, and the alignment of strategic communication, to prepare for and navigate the challenges that arise through the course of the financial year, business transformations and special situations. Our team’s experience spans senior in-house roles at high profile FTSE 100, 250 and AIM listed companies, in addition to wealth and fund management. We have the expertise to project manage capital market events, and facilitate access to both institutional and private investors, for companies looking to raise capital in the UK and Europe.

Capital Access Group

We're the UK's leading specialist IR advisor. We can help improve your share price performance by working with IR teams and management to engage in open, regular communication with hard-to-reach investors. What we can achieve for you is enabled by our best-in-class understanding of, and close relationships with, wealth managers, smaller institutions, boutique asset managers, and regional & industrial pension funds across the UK. Our corporate access offering is tailored to your requirements using a unique combination of investor analytics & targeting, physical & virtual roadshows, perception studies, share register analysis, and sponsored research.

Sodali & Co

Sodali & Co is leader for corporate governance consulting, shareholder and bondholder services and investor relations managing services.

Luminous

Luminous is a multi-award-winning strategic comms agency working predominantly for FTSE 100 and 250 clients in corporate reporting, ESG disclosure, sustainability, brand and digital. We pride ourselves on our strategic thinking, best-practice content, outstanding creativity and bespoke client service. Since 2002, we have created corporate narratives that distil and articulate the purpose that sets businesses apart and present them in ways that connect meaningfully with stakeholders and show them where the future value lies.

Edison

Edison's leading research and investor relations consultancy connects listed companies to the widest pool of global investors. By focusing on both the volume and quality of investors reached, Edison is able to create and gauge intent to purchase, even in the darkest pools of capital. Having founded its own Investor Relations segment 17 years ago, Edison remains the largest in market with more than 100 analysts, covering every economic sector. Headquartered in London we also have offices in New York, Frankfurt, Amsterdam and Tel Aviv as well as presence in Athens, Johannesburg and Sydney.