Forward-thinking investor-relations professionals use the Bloomberg Terminal as it offers powerful tools to target and understand investors, manage analysts, gain crucial industry and competitive intelligence, monitor the markets and stay on top of current events.

Investor Relations | Bloomberg

Services: Annual reports, Board advisory, Financial PR, Investor analytics, Investor presentations, Investor Relations, Investor targeting and roadshows, IR consultancy, IR for small caps, IR Strategy, News providers, Share register analysis, Sponsored research, Strategic Communications

Radley Yeldar (RY) is an award-winning, independent creative consultancy that specialises in brand, corporate and sustainability communications.
 
Our 200-strong team in London and Birmingham help clients from all over the world combine inspiration and evidence to create on of the most precious commodities a business can possess: belief.
 
This all adds up to work that truly matters: work that is effective, impactful and meaningful. We do it by combining strategy and craft to deliver standout communications that engages audiences with the right content in the right channels and meets a whole range of client needs. In short, we help create businesses that people can really believe in

Services: Annual reports, Campaigns, Corporate branding, Digital platforms, Strategic Communications, Video, Website development

At Lavery Associates, we specialise in independent, conflict-free investor perception research that helps companies strengthen their relationships with the investment community and other key stakeholders. Our research is designed to deliver clear, data-driven, actionable intelligence that supports decision-making, improves communications, and ultimately enhances valuation while mitigating future risk.

In today’s volatile geopolitical and economic climate, it’s increasingly difficult for companies to distinguish between noise and what truly matters. This makes it more critical than ever to gain a deep understanding of their audience’s thoughts, expectations, and concerns.

Our approach to investor perception research goes beyond simply gauging how your company is viewed – it serves as a strategic asset that equips leadership with the clarity and confidence needed to make informed decisions, strengthen relationships, and drive long-term value.

Services: Perception studies

Kinura is a corporate video and live stream services agency dedicated to finance-industry communications.

Our services include turnkey onsite event video production with AV support, a City of London studio providing convenient access to premium corporate webinar production, and hybrid/virtual event support for Microsoft Teams and Zoom webinars.

Our live event production services cover capital market days, AGMs, investor relations briefings, webinars, and other key corporate events. We offer scalable AV setups and live streaming to any platform. Our meticulous event coordination ensures a flawless and compelling webcast experience for your stakeholders.

Situated in EC4, our City of London studio provides a premium corporate video solution for corporate communications. Equipped with 4K cameras, LED lighting, and a 6m video wall, it is ideal for investor relations, financial updates, and corporate webinars. The studio offers a perfect environment for live streaming or pre-recorded content with quick turnaround times.

Our virtual event services and hybrid event production dramatically improve the video and audio quality of Teams and Zoom meetings, town halls, and investor updates, with professional remote setups and speaker coaching.

For expert corporate video and live streaming services, contact Kinura today to create impactful and engaging content that delivers results.

Services: Video, Webcasting

h2Radnor is a leading independent capital markets advisory firm.

We are a team of experienced professionals from across global equity capital markets with expertise that spans investor relations, equity research, fund management, sales, corporate finance and trading.

Our work is driven by our clients’ strategic objectives and ambitions. Whether public or private, we believe each and every company must work hard to optimise value for all stakeholders in a crowded market.

Our advice enables clients to make sound strategic decisions leading to the best possible outcomes, predicated on our investor intelligence, analysis and shareholder engagement.

Services: Board advisory, Equity Research, ESG advisory, Investor analytics, Investor presentations, Investor Relations, Investor targeting and roadshows, IR consultancy, IR for small caps, IR Strategy, Perception studies, Share register analysis, Sponsored research

When meetings matter, OpenExchange delivers.

OpenExchange is chosen by the most demanding industries in the world as their virtual communications partner. We make virtual and hybrid meetings & events work, regardless of technology, complexity, location, or time of day. Our global team of skilled professionals, combined with advanced technology and fastidious planning results in unmatched satisfaction.

Experience the Distinction of Professionally Managed Virtual and Hybrid Meetings & Events

Service, collaboration, and expertise are the cornerstones of our client partnerships. Your dedicated team of an account manager, project manager, technology specialists, and support resources handle the tough parts of your event so you can focus on your message.

• Dedicated end-to-end project planning and management
• Technology selection and configuration
• Registration coordination
• Attendee check-in, movement between sessions, and tracking
• Continuous monitoring by expert technical specialists
• Real-time issue detection and resolution with proprietary technology

To learn more, visit www.openexc.com

Services: Corporate access, Digital platforms, Investor presentations, Video, Webcasting

Alliance Advisors is an independent advisory firm focused on Shareholder Engagement & Solicitation, Compensation, Governance & Sustainability Advisory, M&A – Activism, Investor Ownership Intelligence, Proxy Logistics and Retail Outreach strategies.

We have a longstanding client base of over 1000 active public companies from a range of industries and market capitalization size. We are headquartered in the US, working together as one team, around the world, in multiple locations.

We go beyond the norm to develop and execute bold, client-first strategies, resulting in winning outcomes.

Services: Proxy advisors and corporate support

DGA Group is a strategic advisory firm providing integrated solutions across all facets of communications and government affairs to clients to help them navigate the increasingly complex, regulated, and interconnected business environment of today.

Services: Board advisory, ESG advisory, Financial PR, Investor Relations, Perception studies, Strategic Communications

IRConsultants is a boutique investor relations and corporate communications consultancy dedicated to helping its clients better engage with their stakeholders.

Our mission is not just to empower companies, but to transform them. 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. 

We deliver this transformative journey through an integrated offering comprised of investor relations strategy, content strategy, reporting and digital communications.

Services: Investor presentations, Investor Relations, Investor targeting and roadshows, IR consultancy, IR for small caps, Strategic Communications, Video, Website development

As the leading collaborative software for creating corporate reports, CtrlPrint ensures compliance in today's and tomorrow's complex regulatory landscape without compromising the ability to tell a compelling story. With 25 years of experience and over 1,000 users, we are the preferred choice for companies worldwide.

Our cloud-based solution empowers Investor Relations teams to work smarter, more efficiently in a highly secure environment.. CtrlPrint offers full version control, clear audit trails and is ISO27001 and SOC 1 certified. Our XBRL tagger helps users tag and validate reports, while Integrate allows you to securely link your ERP system with CtrlPrint.

Services: Annual reports, Digital platforms, Investor Relations, Mobile technology , Strategic Communications

Trend Intelligence is the world’s only dedicated provider of trend-following price and sentiment research. At Trend we devote ourselves to removing market noise and complexity. Our mission is to empower globally minded corporations to better understand financial markets and make their greatest decisions. We do this by analyzing and visualizing price trends using leading statistical indicators.

Trend-following is an investment style that is over a century old, and by all accounts is the most objective lens for which to look at a company’s stock price. Trend-following is unique in that it doesn’t require any interpretation of headlines or economic information. Instead, the style applies pure mathematical models to asset prices. This simplicity makes it incredibly popular with institutional investors.

For an IRO, access to trend-following research on their own company stock issue can be a significant and differentiating advantage - as it allows expectations about the company’s share price future are made much clearer. 

Trend’s sample reports and resources can be viewed here

Services: Quantitative Research

Ambitious clients partner with us to elevate their valuation, transform their future, and establish leadership in global capital markets through highly impactful investor communication and engagement. 

We have decades of experience in capital markets, business, and the halls of government, and we're at the forefront of the strategic, technological, financial, and geopolitical issues shaping the future of investor content and communication for public companies. Our unique and intelligence-infused perspective helps us develop tailored strategies that drive enduring value for our clients worldwide.

Services: Investor analytics, Investor Relations, IR consultancy, IR for small caps, IR Strategy, Perception studies, Sponsored research, Strategic Communications

Modular Finance

Modular Finance is a fintech company that develops software products — with smarter tools and better data — for the investor relations teams.

Our offering includes platforms and services for investor relations CRM, shareholder data, regulatory news distribution, estimates consensus, UK MAR compliance, and IR websites.

We deliver top-tier data, intuitive user experiences, and all the features you need, which we proudly serve to more than 800 publicly listed companies.

Learn more about our products below

Monitor - Investor Relations Platform

A complete Investor Relations platform that gives you all the features and the best quality up-to-date shareholder data you need.

• Dynamic SRA (Share Register Analysis)
• CRM and global contact database
• Investor Targeting
• Share data
• Mobile app
• Reports and data exports

Learn more about Monitor

MFN - Regulatory News Platform
MFN is a Regulatory Information Service that makes regulatory and non-regulatory news distribution easy. The platform is built to manage all the tasks of a listed company’s news distribution. We are approved by the FCA as a PIP (Primary Information Provider).

• Meets all regulatory requirements
• Wide reach for both IR and PR
• Media database
• Full automation for your website
• High security
• Market analytics tool
• 24/7 support included

Learn more about MFN

Estimates - Consensus estimates service
Estimates make sure you get accurate estimate consensus, based on your needs.

• Full coverage consensus estimates
• We handle data collection and processing
• Wide distribution to major trading platforms and financial media
• Modules for your website included
• Can be viewed and analyzed in our IR-platform Monitor

Learn more about Estimates

Datablocks - Modules for IR websites
Datablocks is a wide selection of modules that can be customized to your brand's visual identity to improve the information and experience of your IR website.

Examples of modules:

• Shareholders
• Insiders
• Share data
• Dividend
• Repurschases
• Liquidity
• Transcripts
• Financial calender

Learn more about Datablocks

Strictlog - UK MAR Compliance Platform
Reduce the administrative burden and ensure regulatory compliance related to insider lists and PDMR.

• Ensure full compliance
• Significant time savings
• Documents time-stamped and securely stored
• Maximum security
• User-friendly
• Simple onboarding

Learn more about Strictlog

Services: Corporate access, Corporate branding, CRM databases, Debt IR, Digital platforms, Equity Research, Internet services, Investor analytics, Investor presentations, Investor Relations, Investor targeting and roadshows, IR Strategy, Mobile technology , News providers, Share register analysis, Strategic Communications, UK regulatory disclosure, Webcasting

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.

Investor Access

Our approach is built on a foundation of over two decades of broad and diverse industry experience, combined with a forward-thinking approach to investor acquisition and engagement. 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 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:

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.

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.

Messaging Audit

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.

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.

Investor Days

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

Reporting & Analytics

We produce a variety of reports providing important insights and competitive intelligence. These include detailed recurring reports and highly customized analysis and Board presentations.

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

Storm IR specialises in Investor Relations (IR) Webcasting, Zoom/Teams Conferencing, Pre-Recorded and Hybrid event planning, staging and streaming/broadcasting.

Therefore, if you need to reach a national or global audience of analysts and investors, to publish your Quarterly Results HYR / FYR, IPOs, Capital Markets Day, Investor Days, IR Announcements, AGMs and Town Halls, we are your end-to-end experts in this field.

Over the last eight- years we’ve gained a reputation for collaborative excellence, working with IR teams within publicly traded companies such as BAT and TUI Group to plan and execute events of vital importance to their shareholder engagement, IR communication strategy and commercial objectives.

We bring to the table all the state-of-the-art AV and streaming technology, lighting, set staging, and production expertise needed to create a professional forum for your announcements, presentations and financial data transmission. But we also offer platform flexibility, operator operator-managed streaming and conferencing, facilitated Q&A, transcription, presentation synchronised slide decks, PDF document access, green room management and the seamless coordination of on-site and remote speakers.

However, what truly sets us apart is our end-to-end support and consultancy. We’re there with you to help with everything from planning through to postproduction and publication for on-demand access. 

• World-class client-branded, fully interactive webcasting
• Managed Zoom and Teams Conferencing
• Pre-recorded presentation options
• In-house state-of-the-art AV equipment for premium outcomes and cost-effective solutions
• Experienced IR communication specialists
• Seasoned production team, dedicated to excellence
• Robust analytics capture for audience insights and follow-up
• Tailored and customisable packages 
 

Services: Webcasting

Sterling offers you a comprehensive range of services for the confidential negotiation of financial deals plus the rapid and accurate print production of the concluding documents.

Our technical and practical support includes the provision of secure virtual data rooms together with the creative input of our graphic designers, copywriters and artworkers. We offer 24/7 project management together with round-the-clock typesetting and proofreading to ensure that your toughest deadlines are met.

To complete the process, our clients benefit from over 30 years’ professional print and distribution experience. We’re geared up to deliver everything you need – exactly when you need it – to power your financial projects to a successful conclusion.

Sterling is the oldest financial printer in London and, as the only top-tier UK-based virtual data room provider, can offer clients a powerful dual service to streamline their projects.

GRAPHIC DESIGN

As part of our comprehensive range of project support services, we provide clients with full access to Sterling Studio, our highly creative graphic design and artwork resource for the production of all forms of corporate literature, including Annual Reports, Company Brochures, Board Packs and Investor Presentations.

COPYWRITING

Our clients can also employ the services of Sterling’s team of highly experienced professional copywriters who create informative and influential text for all forms of corporate communications. These senior copywriters use their expertise on your behalf not only to make your documents read well but also to reflect the style and ethos of your company.

VIRTUAL DATA ROOMS

Our partner company, Sterling Technology, provides state-of-the-art virtual data rooms (VDRs) that enable clients and their representatives to review and share confidential information in a secure and controlled environment while financial deals are being negotiated.

TYPESETTING & PROOFREADING

To produce the detailed documents required to conclude complex financial deals, rapid and accurate typesetting is essential. Our 24/7 typesetting and proofreading services enable alterations and amendments to be made promptly prior to final printing and distribution of financial documentation.

TRANSLATION

The international nature of corporate finance and our worldwide client base often requires financial documents to be produced in a variety of languages. At Sterling Financial Print our clients have access to a bank of professional translators and specialist language experts.

PRINT & DISTRIBUTION

Each project Sterling manages on behalf of our clients culminates in the production and dissemination of information in the form of electronic or printed documents. With over 30 years of print expertise, Sterling ensures your deadlines are met and documents are distributed exactly where and when you need them.

FOR ENQUIRIES PLEASE CONTACT:

Tel: 020 7634 4900

Joe.Cotterell@sterlingfp.com

Richard.Coleshill@sterlingfp.com

www.sterlingfp.com

35-37 Cannon Street,

London EC4M 5SB

Services: Annual reports, Digital platforms, Investor presentations, Publications, Strategic Communications

SEC Newgate is an insights and research-driven global strategic communications and advocacy group. Our award-winning financial communications team advises clients on how to manage communications risk through contemporary, multi-channel strategies which create buy-in from investors, while enhancing their reputation with other stakeholders.

Our approach is underpinned by the fact that in today’s hyperconnected world, it is no longer possible to speak to one stakeholder group in isolation – investors don’t just read the financial media. What you say and where you say it can have a significant impact on your valuation, sometimes in the most unlikely places. Therefore, our work does not begin and end with the financial calendar, which is often too restrictive to create a well-rounded impression of what makes you investable. SEC Newgate takes an holistic approach, bringing digital and content strategies into the fold and providing advice which is underpinned by markets expertise, media acumen and regulatory insight. We pride ourselves on our proactive service, and apply fresh thinking to create new best-practice strategies, which have won industry acclaim.

As well as delivering thoughtful and proactive investor engagement programmes for both private and public companies, we have deep expertise of advising on IPOs, M&A, hostile takeovers, turnarounds, activism issues and restructurings. We provide insight to companies through perception audits, and our ESG narratives are informed by our proprietary research regarding investor-attitudes to sustainability.

With offices in all the main financial centres worldwide, we have a track record of working seamlessly with our colleagues both internationally and regionally.

Services: Financial PR

Notified is committed to making it easy for brands to create and share powerful stories with the world. Our suite of world-class IR communications solutions and our dedicated customer service team are relied upon by more than 10,000 global customers, from growing businesses and public companies to some of the world’s most recognizable brands.

We help companies effectively share and amplify their stories to investors, customers, employees, and the media with a suite of integrated solutions that includes:

• GlobeNewswire press release distribution & regulatory filing
• IR websites
• Earnings calls & webcasts
• Investor days
• ESG communications
• Whistleblower hotline

To learn more, visit Notified.com or follow us on LinkedIn and Twitter.

Services: Digital platforms, Financial PR, Investor presentations, Investor Relations, IR Strategy, News providers, Social Media, UK regulatory disclosure, Webcasting, Website development

Services: Annual reports, Board advisory, Campaigns, Corporate branding, Digital platforms, ESG advisory, Investor presentations, Investor Relations, IR consultancy, IR Strategy, Perception studies, Publications, Social Media, Strategic Communications, Video, Webcasting, Website development

Take your next investor relations event digital on the London Stock Exchange’s fully integrated online events platform, SparkLive. Our enhanced connectivity allows you to broadcast your Financial Results Presentations, AGMS, Capital Market Days, Roadshows, Client/Investor events and more to millions of retail and institutional investors all from one platform. From startups to companies on major world indices, issuers of equity or debt, all can access and benefit from SparkLive’s security, functionality and flexibility to take their corporate events, presentations and communications to the next level.

Global Distribution
Benefit from London Stock Exchange’s powerful distribution network and connect with international investors without the need to travel, minimising your carbon footprint.

Adaptable Functionality
SparkLive allows you to include transcripts and translations for accessibility, embed call to action buttons including written Q&A with instant feedback to help drive new leads and interaction.

Bespoke Branding
Forge stronger connections with investors by customising your SparkLive page to ensure your corporate communication is consistent with your brand.

For more information, visit: SparkLive | London Stock Exchange or to speak with the team, email sparklive@lseg.com

Services: Webcasting

Ensemble Studio is a strategic design consultancy specialising in corporate reporting, branding and creative campaigns.

We sit inside of FleishmanHillard, one the world’s leading communications groups. We count 2,500+ market-and-industry-specialist in 81 cities, including the world’s most important financial centres. In the UK, we work alongside 250 colleagues at Bankside London.

For us, it’s about bringing strategy, creativity and craft to our clients’ brand and corporate communications:

• Corporate reporting - We create annual reports that are a genuine expression of who you are. We know that authenticity is a precious commodity so we blend best practice advice with strategic insight to help you achieve your reporting ambitions.
• Branding - We design visual identities that bring your brand’s essence to life. Whether you’re building a brand from scratch, refreshing your brand identity, or if you’re about to launch new products or enter a new category altogether, we can help you express yourself in your true voice.
• Creative campaigns - We help build meaningful connections with your audiences. From employee engagement to consumer awareness and social media activations, we plan, create, execute and analyse your marketing campaigns to ensure you strike the right chords with your audiences.

In 2021, we celebrated our 75th anniversary and in 2022 were named best ‘Extra Large Agency’ and ‘Agency of the Year’ by PR Week. We are proud to be the first creative agency recognised for our commitment to diversity and inclusion with qualification to the UK National Equality Standard.

Our ever-growing portfolio of clients reflects how we help turn our client’s ambitions into their success, empowering them to make meaningful connections and build far-reaching communities.

We know that overcoming business challenges takes real effort. That’s why we keep an open mind and really throw ourselves into a brief, helping you, the client, discover how to turn obstacles into opportunities. And thanks to our network, we have market and sector expertise, as well as audience intelligence, to form deeper, more valuable insights.

As a team of co-creators, we involve you every step of the way. We believe in bringing together different perspectives to help craft solutions that best express who you truly are.

Services: Annual reports, Campaigns, Corporate branding, Social Media, Strategic Communications, Video

Services: Investor Relations, Strategic Communications

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.

Shareholder ID

Get latest insights into your shareholder base. Analyse the behaviour of your institutional investors on an ongoing basis using the extensive shareholder database and benefit from detailed investor profiles.

Investor Targeting with Artificial Intelligence

The engine’s algorithms identify investors for you. Learn which accounts are most relevant based on scoring and portfolio metrics.

CRM for Investor Relations

Benefit from a variety of important features, that support you in building long-term relationships with the right investors.

Event Management

Digitally map your investor meetings or simply arrange your appointments directly using the integrated meeting management module.

Feedback

The fully digitized feedback process makes it easy for your investors to provide feedback and gives you a continuous overview of investor perceptions.

Reporting

Generate automated board reports on event level as well as on periodic reporting.

Build lasting investor relationships

Allow for efficient meeting preparation to make the most of your airtime with investors. Connect your engagement history with our comprehensive data on assets under responsibility, portfolio KPIs, investment behaviour and investor potential.

Analytics

Keep track of your team's activities and measure their impact. Learn from your own work by connecting your proprietary data with shareholder activities.

With ACCNITE onDemand you benefit from the ease of use and cost advantage allowing you to deploy your resources meaningfully and increase your team’s productivity. Visit www.accnite-ondemand.com to learn more.

Services: Corporate access, CRM databases, Digital platforms, Investor analytics, Investor presentations, Investor targeting and roadshows, IR consultancy, IR for small caps, Mobile technology , Perception studies, Share register analysis

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 - across institutions, family offices, wealth managers and retail investors, 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.

Services: Corporate access, Equity Research, ESG advisory, Investor analytics, Investor targeting and roadshows, IR consultancy, IR Strategy

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 Investor Relations & Sustainability Solutions are built on the data, analytics, intelligence, and technology innovation of S&P Global  -- making us uniquely positioned as a single source to connect Investor Relations and Corporate Issuers across the capital markets.

We help IROs and their management team lower the cost of capital and increase valuation, manage investor expectations and decrease volatility, and provide executives and the board the information it needs for strategic planning and decisions that drive shareholder value.   

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:

Capital Access and BD Corporate
IR platforms that provide the leading buyside/sell-side network, investor intelligence, and investor engagement and measurement tools.

Capital Surveillance and Shareholder ID
Understand the “Why” who is buying and selling your stock on a real-time basis with expert actionable recommendations and analysis.

Investor Targeting Solution
Online systems, advisory experts and unique data sets to identify, target and engage compatible investors and measure and report on results.

Perception Analytics
Un-biased global market sentiment on corporate strategy, executives, communications, ESG and more.

Bondholder ID, Investor Day Advisory, Corporate Governance, Situational Analytics, M&A, and Activism
Expert analysts and data-driven insights support your program across a range of services and special situations.

Sustainability Solutions & Reporting
Robust, in-depth data, expert insights and analytics help manage, measure and report on your sustainability journey.

Capital IQ Pro
A market data desktop platform that delivers data, news and research with productivity tools to keep abreast of the market, competitors and your company.

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.

Services: Board advisory, Company secretarial services, Corporate access, CRM databases, Debt IR, Digital platforms, ESG advisory, Investor analytics, Investor targeting and roadshows, IR consultancy, IR for small caps, Perception studies, Proxy advisors and corporate support

Services: Digital platforms

Euronext Corporate Services was established in response to the needs voiced by nearly 200 corporate issuers in a survey in 2016. This study showed that the four main operational efficiency challenges for issuers were:

• Establishing and implementing an efficient investor relations strategy
• Enhancing visibility and communication
• Improving governance
• Complying with regulation

As a result, Euronext Corporate Services empowers companies to embrace efficiency and offers a suite of cutting-edge solutions and tailor-made advisory services to support every stage of their financing journey.

The Euronext Corporate Services solutions include:

• Shareholder Analysis: shareholding structure analysis
• IR.Manager: IR CRM and targeting tool
• My Share Price Live: real-time share price performance web solution
• Post-Listing Advisory: IR advisory and market intelligence services
• Company Webcast: webcast solution
• iBabs: board portal solution
• InsiderLog: insider list management solution
• ESG Advisory: Tailor-made ESG advisory services

Contact us to learn more or to request a demo:

corporateservices@euronext.com
corporateservices.euronext.com

Services: Board advisory, Company secretarial services, CRM databases, Digital platforms, ESG advisory, Investor analytics, Investor presentations, Investor targeting and roadshows, IR consultancy, IR for small caps, Mobile technology , Perception studies, Share register analysis, Video

Brunswick Creative, formerly MerchantCantos, is the creative arm of global advisory firm, Brunswick Group. With offices across the world, notably in London, New York and the Gulf, we use creativity as a lever for changing businesses for the better. We are an end-to-end creative agency, with services spanning corporate & ESG reporting, brand, employee experience, film and experiential. Our breadth of expertise in critical business issues allows us to advise clients and create design, film and digital assets to connect their communications with key stakeholders. Learn more about how we use creativity here and here.

Services: Annual reports, Campaigns, Corporate branding, Digital platforms, ESG advisory, Financial PR, Investor presentations, IR consultancy, IR Strategy, Social Media, Strategic Communications, Video, Webcasting, Website development

Services:

Services: Corporate access, Investor analytics, Investor targeting and roadshows, IR consultancy, IR for small caps, Perception studies

Services: Depositary receipts services

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.

Our highly recognized survey based research produces an independent evaluation of quality across key markets and stakeholder groups – with rankings for top global sell-side research teams and corporate executives setting the industry standard. With the acquisition of Extel in 2018, the Institutional Investor Research portfolio expanded further to produce an advisory service which includes IR perception and peer benchmark insights, market trends and data analytics.

We evolve with our clients, providing objectivity and transparency, show casing best practice and delivering relative performance assessments for companies by sector and region. Over 30,000 global investment professionals and around 3,000 corporate issuers contribute regularly across our 6 regional research studies and share their unbiased and candid views to enable effective decision making and better resource allocation.‎

Our mission is to be the first-choice and independent validation source of qualitative market intelligence for Equities, Fixed Income and Corporate Executive Team performance globally.

Services: Board advisory, Corporate access, Investor analytics, Investor targeting and roadshows, IR for small caps, Perception studies

Located opposite St Paul’s Cathedral, in the heart of The City, London Stock Exchange Group’s headquarters offers a unique event space for hosting results presentations, investor days, roadshows or client entertaining.

With its backdrop of the live broadcast studios covering a generous 10,000 sq ft, these versatile event spaces have a light, contemporary feel and include modern integrated AV facilities – our tiered auditorium has fixed seating for 123 and boasts a state-of-the-art 9m x 2m HD video wall of seamless LED tiles and high-speed connectivity enabling us to accommodate live global webcasts and video conferencing with ease.

All spaces have the flexibility to be branded to your organisation’s requirements for added visual impact.

For further information, please visit our website www.lseg.com/event or contact our Commercial Events Sales Team on  + 44 (0)20 7797 2040 (option #2) or email events@lseg.com

Services: Event Spaces

We are not like our competitors…

and we like it that way

We are a single team of eight professionals, whose vast experience, without parallel in the industry, is dedicated to you 24 hours a day for the duration of your project. 

For almost 30 years we have designed and produced over 450 Annual Reports for over 55 clients. 

We deliver successful integrated corporate reporting. We blend strategic, creative and digital capabilities to help businesses deliver effective corporate reporting solutions in today’s dynamic environment.

Services: Annual reports, ESG advisory, Investor presentations

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.

Services: Financial PR, Investor targeting and roadshows, IR consultancy, Perception studies

Founded in 1926, Davy is a leading independent Corporate Adviser & Institutional stockbroker which employs over 700 people in 5 offices across the UK and Ireland.  

As one of the oldest stockbrokers and advisers in the UK and Ireland, we have built our reputation on having trusted, long-term relationships with our clients where we provide a full range of services including advice and transaction execution in relation to M&A, IPOs, secondary equity issuance and debt capital markets. Our Corporate Broking clients include 36 companies listed in the UK and Ireland, with 6 FTSE 100 / Stoxx 50 and the remainder spread across a range of market caps from AIM listed companies to FTSE 250.

Our insightful Research is driven by award winning analysts (average tenure at Davy of 8+ years) who provide thoughtful ideas across a range of industries with over 140 stocks under-coverage. In addition, our Institutional Equities platform is aligned with both Research and our Advisory platform to ensure all pockets of investor demand across the UK, Europe and the US are found at IPO and through the life cycle of our clients.

Recent highlights include the following:

• ECM: Raised over €5bn in equity since January 2017 in the UK and Ireland including IPOs, M&A equity financing, as well as secondary equity issuance
• M&A and advisory: Since 2017, acted as Financial Adviser and Broker on over €7bn of deals relating to defence, M&A and disposals
• Conferences: Annually host over 10+ major conferences in the UK, Europe and North America
• DCM: Acted as primary dealer on over €21bn in sovereign debt over the past three years and almost €2bn in corporate debt

Services: Corporate broking

For over 45 years, Sodali & Co has been a trusted partner in providing comprehensive governance and shareholder services to more than 700 clients around the world.  Headquartered in London and New York, we offer consultancy advice on

• M&A and capital markets intelligence
• Proxy services for AGMs, EGMs and contested meetings
• Activism defence
• Corporate governance
• Board evaluation

For further information, please contact us at UKenquiries@sodali.com.

sodali.com

Services: Board advisory, Debt IR, ESG advisory, Investor analytics, Investor targeting and roadshows, Perception studies, Proxy advisors and corporate support

As the UK's leading specialist IR advisor, we help improve our clients' share price performance by assisting IR teams and management engage in open and regular communication with hard-to-reach investors.  We use our best-in-class understanding of, and close relationships with, wealth managers, smaller institutions, boutique asset managers, and regional and industrial pension funds to bring you to their attention. We work with FTSE100 and AIM clients alike and have more than doubled the proportion of these investors on the shareholder register of several of our clients. Our programmes involve a balance of remote and in-person investor meetings, issuer-sponsored research, and thematic seminars. In addition our sister company, Research Tree, is the UK's largest research aggregator.  It serves the full spectrum of investors and helps to further enhance our clients' IR programmes impact with both retail, mid-market and institutional investors.

Services: Corporate access, Investor analytics, Investor targeting and roadshows, IR consultancy, IR for small caps, Perception studies, Share register analysis, Sponsored research

Anna Hartropp connects companies with experienced investor relations professionals.

Anna delivers a bespoke search service for clients looking to hire investor relations officers or teams. Having previously worked in-house as an IRO and as an advisor, she combines her industry insight and experience with an extensive corporate and personal network, to help companies recruit investor relations professionals.

Services: Executive search

About us  

We are a creative communications consultancy committed to defining inspiring and impactful corporate communications, brands and digital experiences.   

Our aim is to help you win more business, secure investment and engage with clients and investors.
 

Full-service offering

We support you throughout the lifecycle of your business: whether you’re just starting out or moving from AIM to the Main Market. 

We consult, create, design, deliver and manage so you don’t have to.

Our clients include LSE-listed companies – from FTSE 250 through to AIM and newly listed companies – as well as global clients listed on the NYSE, Deutsche Börse, JSE and Oslo Stock Exchanges, among others.

Why Invicomm?

Since 2013 we have delivered excellent client service and exceptional creative solutions that challenge the obvious. We are trusted by organisations of all sizes to guide them through times of transformation. We do this by helping to articulate their purpose, evolve their identity, and communicate effectively across all channels ensuring stakeholders are aligned with the organisation’s purpose and ambitions.

In short, we create invincible communications that protect and build brands and reputations. 

Strategic communications, creatively delivered. 

London / Cape Town / Johannesburg

Services: Annual reports, Corporate branding, Digital platforms, ESG advisory, Internet services, Investor presentations, IR consultancy, IR for small caps, Mobile technology , Publications, Strategic Communications, Video, Website development

Services: Board advisory, Investor targeting and roadshows, IR consultancy, Perception studies, Proxy advisors and corporate support, Share register analysis

An insights-led strategic corporate and financial communications consultancy. Our mission is to empower clients to unlock and realise the full potential of their organisations, teams, and brands.

Services: Annual reports, Debt IR, ESG advisory, Financial PR, Investor presentations, Investor targeting and roadshows, IR consultancy, Perception studies, Proxy advisors and corporate support, Share register analysis, UK regulatory disclosure, Video, Website development

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.

Services include:

Inform: shareholder analysis, investor profiling and targeting, perception studies.

Connect: PCB and institutional roadshows, detailed meeting feedback, capital market days.

Communicate: Website best practice, RNSs, presentations, corporate factsheets.

Advise: investor relations strategy, IPO and capital raise messaging, implementing your IR program.

A 2 page brochure of our services can be found here: Yellowstone Advisory Services

Please get in touch with us.

Alex Schlich
Managing Director
alex@yellowstoneadvisory.com
07710 164 120

Services: Board advisory, Corporate access, Financial PR, Investor analytics, Investor presentations, Investor targeting and roadshows, IR consultancy, IR for small caps, Perception studies

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.

www.keplercheuvreux.com

Services: Investor targeting and roadshows

BRR Media is a specialist digital media company producing and delivering live streamed and on demand online events.  We partner with companies from concept to delivery and provide analytics to measure impact.

Our productions include video interviews, results or capital markets day presentations with synchronised slides, and creative corporate videos.   

Media content is managed on our proprietary platform.  We host content on client websites and distribute it to investors across relevant third party media partner sites and platforms.

BRR Media is focused on the digital communications needs of IR and prides itself on swift execution, reliable delivery and strict confidentiality.

Contact us on uksales@brrmedia.co.uk or 020 3435 7010 for further information.

Services: Internet services, IR for small caps, Mobile technology , Video, Webcasting

Q4 Inc. (TSX: QFOR) is the leading capital markets access platform that is transforming how issuers, investors, and the sell-side efficiently connect, communicate, and engage with each other.

The Q4 Platform facilitates interactions across the capital markets through IR website products, virtual events solutions, engagement analytics, investor relations CRM, shareholder and market analysis, surveillance, and ESG tools. The Q4 Platform is the only holistic capital markets access platform that digitally drives connections, analyses impact, and targets the right engagement to help public companies work faster and smarter.

The company is a trusted partner to more than 2,650 public companies globally, including many of the most respected brands in the world, and maintains an award winning culture where team members grow and thrive.

Q4 is headquartered in Toronto, with offices in New York and London. Learn more at www.q4inc.com.

Services: Corporate access, CRM databases, Digital platforms, Investor analytics, Investor presentations, Investor targeting and roadshows, IR for small caps, IR Strategy, News providers, Share register analysis, Webcasting, Website development

We’re a London-based design consultancy that listed and private clients of all sizes and sectors depend on to solve their financial communication, brand identity and marketing challenges, in print and online.

There are four parts to our service we’re 100% trusted to provide:

INSIGHT
We understand our clients’ challenges and devise fit for purpose, on-brand and compliant communications that make an impact with audiences.

CREATIVITY
We offer sharp and engaging creativity that ensures every detail is right and every message is clear.

EXPERIENCE
Our management team have decades of industry experience. We have the know-how to be flexible and responsive as well as to give dependable advice.

DELIVERY
We care about delivering the right thing at the right time at every stage of the journey with our clients.

Here’s what our clients say about us:

• “There’s maturity and experience in what they produce.”

• “They’re singularly good at distilling what the key messages are.”

• “First and foremost I have a genuine feeling they want to produce a good product and to meet our specific needs.”

• “They deliver no matter how tight the deadlines, often ahead of schedule. It gives you real confidence.”

• “The finished article is always very high quality. They make us more adventurous because we trust them.”

Please contact Simon Peyto or Stuart Pickering to learn more about our reporting, brand, marketing and digital design services and visit our website for examples of our work: www.fourthquarter.com

Simon Peyto
simon.p@fourthquarter.com

Stuart Pickering
stuart.p@fourthquarter.com

+44 (0) 20 7234 8960

Services: Annual reports, Investor presentations, Website development

D.F. King provides comprehensive advisory and execution services for equity and debt transactions. D.F. King is the only provider with far reaching international experience for communication campaigns involving shares and bonds.

Understanding the corporate governance expectations of leading investors is increasingly important when preparing for Annual or Extraordinary General Meetings. D.F. King helps explain to investors and proxy advisors a clients' corporate governance policies in relation to resolutions presented for approval. Through governance roadshows, governance studies and proxy advisory dependency mapping exercises, D.F. King helps clients understand and follow best governance practices, improving the chances of successful outcomes for their meeting resolutions.

D.F. King is highly experienced in providing effective defence services against activist investors, providing an array of tactics that can lower support for activists’ positions and neutralise their campaigns.

London: +44 (0)207 776 7574
proxy@dfkingltd.com
www.dfkingltd.com

Services: Board advisory, Debt IR, ESG advisory, Perception studies, Proxy advisors and corporate support

Lyonsbennett is the south coast’s leading corporate communications agency.

Our personal service ensures our key people are involved from start to finish, consistently delivering enviable creative that communicates our clients’ messages, cost effectively and in an environment where service is key.

We listen and benchmark to understand our clients’ audiences and messages, to achieve engaging and effective communications. Against the ever-changing best practice and legislative landscape, we deliver creative that balances compliance with communication.

Our transparent pricing policy ensures clients pay third-party fees, such as print and photography, at cost without mark-up. By charging a fixed price including unlimited proofs, our clients receive a final invoice that matches expectations.

Working with a number of FTSE 250, Small Cap and AIM listed companies, we produce annual reports, sustainability reports, corporate websites and presentations.

To find out more, please contact

Neil Duncanson
Commercial Director

Tel: +44 (0)1273 608589
Email: neil@lyonsbennett.com

Services: Annual reports, ESG advisory, Investor presentations, Website development

As a strategic comms partner, we provide Investor Engagement & ESG Disclosure, Sustainability & Impact and Brand & Culture expertise that connects insight and creativity to business outcome.

Securing reputation in times of change is vital and the new normal provides a powerful opportunity for businesses to refresh their investor connection and outreach.

Investors and wider stakeholders are placing responsibility alongside profit when assessing business viability. It's time to lead the conversation with a sustainable story that people can unite behind.

Why clients choose Luminous

• Best in-class quality
• Strategic expertise
• Joined-up thinking
• Resilient and enabling IT support

Our expertise in strategic thinking, best-practice content and outstanding creativity has made us one of the UK’s leading investor engagement and ESG communications agencies. We create 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.

Our corporate reports are respected for presenting a lucid investment case, with illuminating content, distinctive design ideas and persuasive messaging.

A trusted reporting partner for blue-chip businesses
Our client-base consists of organisations across a range of sectors and geographies. In the UK, we work with over 50 leading PLC’s, mainly in the FTSE 350, as well as some ambitious Main Market, Small Cap and AIM companies.

Award-winning reporting
We are at the forefront of the latest thinking and insight drives everything we do. We understand what best-in-class looks like and we are respected for the powerful way we combine creativity and content to create effective solutions. We are one of the most widely awarded reporting agencies in the UK, receiving recognition from respected industry bodies including the Investor Relations Society, CorpComms, Corporate & Finance, ICSA and PwC.

We provide consultancy, content and creative across the following services:

- Annual Reports
- Integrated Reports
- Sustainability and Social Impact Reports
- ESG strategy and communications
- Investor presentations
- Roadshow and investor day communications
- Corporate and investor relations websites
- Film & animation
- Brand
- Employee engagement
- Vision & values, purpose and culture articulation

View examples of our work at www.luminous.co.uk

Services: Annual reports, Corporate branding, Digital platforms, ESG advisory, Internet services, Investor presentations, Investor targeting and roadshows, IR consultancy, IR for small caps, Publications, Video, Website development

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.

Services: Board advisory, Corporate access, CRM databases, Debt IR, ESG advisory, Investor analytics, Investor targeting and roadshows, IR for small caps, Perception studies, Share register analysis

Broome Yasar Partnership is the leading global executive recruitment consultancy dedicated to Investor Relations, Corporate Communications, Public Relations and Marketing Communications. Our dedicated Partners have extensive experience of both investor relations and executive recruitment and have been involved in helping to place more than 300 senior investor relations professionals globally. 

Headquartered in Central London, we offer a global service that draws on our extensive international research capabilities and our hand-picked affiliates located in the world’s premier financial centres.  We pride ourselves on our cultural sensitivity and our ability to work across borders with ease.

Partnership isn’t just the name on our door – it’s the promise to work as a dedicated and long term partner with you, either as a client looking for the right senior candidate or as a candidate looking for unrivalled advice, career nurturing and ultimately your next role.

Contact ir@broomeyasar.com
www.broomeyasar.com
Contact:  +44 (0)203 955 5160
Bridge House, 181 Queen Victoria Street, London, EC4V 4EG.

Services: Board advisory, Executive search

Part of the Computershare group, ingage designs, builds and licences specialist Investor Relations (IR) software in a subscription model. Building on traditional IR CRM, the ingage platform is a comprehensive Investor Relations software suite that helps power world class equity and debt IR, Sustainability and CoSec teams at quoted and unquoted corporate issuers globally.

Linked In | ingage.com

Services: Corporate access, CRM databases, Debt IR, Digital platforms, Investor presentations, Investor targeting and roadshows, Mobile technology

QuantiFire has pioneered a highly successful form of perception research, which builds on qualitative commentary by also producing sentiment ‘as data’. The solution is light-touch for investors and provides IRO’s with a low-cost, ongoing reporting service.

We call this the ‘Living Perception Study’. It improves efficiency and reduces costs, by uncovering the 'cause & effect’ of market perception.

This groundbreaking service is proven and has global reach. Alongside this, QuantiFire also integrates and visualises multiple IR data, providing turnkey analysis for investor targeting, roadshow planning, message refinements, board reporting and more. 

At QuantiFire, we believe that much more can be done with IR data analysis and we have the next generation technology to prove it.

"QuantiFire's investor perception and IR data analysis is an intelligent solution which provides valuable real-time feedback on investors' view of the strategy and the business."

Head of Investor Relations, Travis Perkins

Services: Perception studies

Design Portfolio is an integrated corporate communications and sustainability consultancy. Design Portfolio supports companies to craft impactful communications and our in-house consultancy, Ever Sustainable, develops ESG strategies that get results.

Digital communications

• Websites
• Video & animation
• Campaigns

Corporate communications

• Reporting
• Brand
• Presentations

Sustainability

• Materiality & strategy
• Performance & targets
• Framework alignment

www.design-portfolio.co.uk        @WeAre_DP

Services: Annual reports, ESG advisory, Investor presentations, Video, Website development

Black Sun Global is a stakeholder advisory and engagement agency that's been driving transformation and positive change for ambitious brands for over 20 years. We have deep expertise in disclosure and reporting, ESG, sustainability, and digital engagement, reshaping how organisations connect with customers, employees, investors, and the wider world. A trusted partner to large, global organisations, we spark innovation and drive sustainable performance through our strategic insights, partnerships, and proprietary technologies.

As founders of the Positive Change Group, we are on a mission to create a new kind of stakeholder relations partner. Our world-class specialists work closely with global leadership teams to protect reputations, inspire trust, and promote responsible business practices - building resilience and long-term value in a rapidly changing world.

For more information, please visit: www.blacksun-global.com

Services: Annual reports, Campaigns, Digital platforms, ESG advisory, Investor presentations, Publications, Video, Website development

At CKD we specialise in building our clients’ corporate reputation through the media of brand management, digital communications and corporate reporting.

Established in 1990, with over two decades of financial reporting, we are well versed in the ever changing corporate reporting regulatory landscape.

Our personal and collective experience in this space reads like a who’s who:

BP, BSkyB, Cable & Wireless, Compass Group, Grand Met (Diageo), RBS, Severn Trent, Smith & Nephew, Standard Chartered, Tesco and Weir Group to name but a few.

Not forgetting our friends in the AIM arena such as:

ANGLE, Hamleys, Majestic Wine, Oxford Biomedica, and Summit.

So why should you partner CKD?

CKD keep things simple. We help you to tell your story in a joined-up, engaging and informed way, appealing to all stakeholder groups and ticking all regulatory boxes.

Communicating in a truly integrated way, through all the latest digital channels.

You are the only client that matters!

To see how CKD can add value to your corporate strategy, talk to Adam Hindmarsh on 020 7566 0190 or visit at www.carrkamasa.co.uk. We’d love to hear from you.

Services: Annual reports, Website development

Depositary receipts are a means for non-US companies to raise their profile with foreign investors, make their shares more easily available to them and raise new capital outside the domestic market, especially in the United States. Deutsche Bank's Depositary Receipt business is dedicated to providing excellent service for companies with American or Global Depositary Receipt programmes.

Deutsche Bank provides all the support necessary to set up and run a successful depositary receipt programme plus a range of added services to ensure that both the issuing company and its investors get the most from the programme. Every client is assigned a specialist relationship manager for consistent, personalized service, and streamlined broker desks in London, New York and Hong Kong provide a global processing service to market professionals.

Deutsche Bank has developed a market-leading website to provide the most comprehensive, up-to-date information on the entire depositary receipt market for investors and brokers. It also offers private access for depositary receipt clients to a wide range of tailored data on their program, their investors and their peers.

For a more personal, specialist service, please contact us or visit our website.

Services: Depositary receipts services

Emperor is one of the UK’s leading employee-owned strategic and creative communications agencies. We are specialists in reporting, brand, employee experience and sustainability.

With more than 230 partners across five hubs, we help you connect and engage with your stakeholders through the power of clear, credible and consistent communications. Working with a diverse group of ambitious organisations across a range of sectors, we enable you to build understanding about your company, shape behaviour and deliver better business.

We’re fun and friendly people to work and spend time with. Let’s talk about your great ambitions.

If you would like an initial consultation, please contact:

Leon Milligan
Head of Stakeholder Engagement
leon.milligan@emperor.works
+44 (0)207 729 9090

emperor.works

London | Edinburgh | Manchester | Warwick | Dubai

Services: Annual reports, Digital platforms, ESG advisory, Investor presentations, IR consultancy, IR for small caps, Publications, Video, Webcasting, Website development

Who We Are
Fidelio Partners is an international executive search consultancy with a unique capital markets perspective and a profound understanding of stakeholder relations. Fidelio’s ability to attract senior executive talent gives our clients a clear advantage in the competition for capital. Fidelio’s executive search proposition is built upon Board level corporate experience, a senior cross border and cross sector network and a rigorous in-house research capability.  Based in London, we work globally and our in-house research team includes fluent Mandarin, German and French speakers.

Our deep knowledge of the investment value chain enables us to provide effective and compelling search solutions for our clients, who benefit from Fidelio’s experience and understanding of the interaction between investors, corporates and advisors. The competition for capital is intense. Talented individuals and teams are highly prized. We deliver value enhancing search solutions for our clients and we do so in a timely and effective manner.

IR Track Record
Our leading IR consultant, Gillian Karran-Cumberlege has an established track record at the top of the IR profession, including the following roles:

• Group Head of Investor Relations Volkswagen AG
• Group Head Of Investor Relations UBS AG
• Global Co-ordinator of Investor Relations Brunswick
• Board Member of UK IR Society and Chairman of Annual IR Society Conference

Executive Search
Fidelio has particular search expertise in the following senior roles:

• Investor Relations
• Finance/Treasury
• Communications/Public Affairs
• Governance/CSR

Operational Excellence
Fidelio promotes operational excellence in capital market communications by sourcing highly effective executives and non-executives for key roles.  In addition Fidelio empowers clients to communicate more effectively with the capital markets with the following tools:
 
Winning the competition for capital

• The leadership guide
• Board evaluation
• Sharpening the investment proposition
• Architecting the investor base; mapping the stakeholder base
• The stakeholder framework
• Transformation programme
• Crisis communications

Enhancing the return on communication

• Channel check
• Structures and processes
• Benchmarking
• Capturing brand valuation
• The handbook
• The feedback loop
• Return on communication

For further details please visit our website at www.fideliopartners.com.

Services: Board advisory, Company secretarial services, Debt IR, Executive search, IR consultancy, IR for small caps

For over two decades, IDX (formerly Investis Digital) has led the way in digital communications. With its award-winning websites, proprietary products, and 24/7 customer services, IDX helps more than 1,500 companies worldwide present their investment case effectively. With a round-the-clock service model, IDX ensures timely and regulatory-compliant releases of all crucial announcements during and after the IPO process.

Head to idx.inc to learn more. 

Services: Annual reports, ESG advisory, IR consultancy, Webcasting, Website development

Jones and Palmer help you to craft memorable corporate stories that provide your stakeholders with the tools to make informed long-term decisions. Whether this is through your annual report, corporate website, sustainability reports or corporate brand, we work with you to ensure your stakeholders understand your story by producing a joined-up, informed approach to your corporate communications.

Our consultancy-led approach gets us to the heart of your story, helping to structure your investment case and key messages. Collaboration across the team helps to elevate these messages through design and brand, resulting in high level, informed digital and print products.

We’re proud to have created long-lasting partnerships with over 100 PLCs on their corporate branding and communications. This relationship allows us to support you in planning and continually developing your corporate story to ensure that it aligns and evolves with your business activities year-on-year.

We’d love for you to get in touch with us, whether it is for a chat or to set up a meeting for us to come and speak with you personally. You can contact Jim Robinson or Nick Christopher to do so:

Alternatively, you can find out more about us by visiting our website or following us on Linkedin. 

Services: Annual reports, Corporate branding, Digital platforms, ESG advisory, Investor presentations, IR consultancy, IR for small caps, Publications, Video, Website development

H/Advisors Maitland is a trusted communications adviser to some of the finest companies in the world. We have the experience and ideas to advise on any business issue you might face, whether it is about growth, people or reputation.

We are experts in the workings of financial markets, media, governments and regulators. Our power to inform and influence is anchored by decades of experience, data driven analysis and global reach through our international group.

Services: Board advisory, Debt IR, ESG advisory, Financial PR, Investor analytics, Investor presentations, Investor targeting and roadshows, IR consultancy, IR for small caps, Perception studies, Share register analysis

Part of Lazard UK

Services: IR consultancy

Previously Orient Capital, our Investor Relations experts at MUFG Corporate Markets, a division of MUFG Pension & Market Services are a global leader in share ownership analysis, equity market intelligence, investor webcasting, shareholder management technology, global bondholder analysis, institutional targeting & investor perception work. 

We have been providing investor relations support around shareholder identification analysis, CRM, webcasting, perception studies and investor targeting to listed companies and their advisors for over 30 years. Globally we work with over 1,600 issuers, delivering over 1,250 shareholder analysis reports on time every month. Our client base across EMEA covers around 750 issuers and includes 39% FTSE100 and 35% FTSE250. 

We provide IR solutions alongside our proxy solicitation team (D.F. King), combining our experience on debt transactions, acceptance chasing for takeovers, takeover defence, shareholder activist defence, vote matching and corporate governance advisory. 

London: +44 (0)207 776 7574
Sydney: +61 2 8280 6000
Hong Kong:  +852 2973 6878

IR_info@cm.mpms.mufg.com

https://eu.mpms.mufg.com/services/investor-relations/

Services: Corporate access, CRM databases, Debt IR, Internet services, Investor analytics, Investor targeting and roadshows, IR consultancy, IR for small caps, Mobile technology , Perception studies, Proxy advisors and corporate support, Share register analysis, Video, Webcasting

Equiniti is a leading provider of shareholder, investor, and employee solutions, we serve around 48% of the FTSE and our average client relationship spans 14 years. We’re passionate about helping businesses thrive by providing innovative solutions and exceptional service. From managing share registers to running employee share plans, we’ve got you covered.

Within Equiniti, you will find EQ RD:IR, a friendly and experienced team of investor relations experts. We’re passionate about helping public companies, both big and small, navigate the world of investor relations. We serve over 600 UK and international public companies, ensuring that we have the experience to make a real difference.

Our services

Think of us as your extra pair of hands for all things Investor Relations. We offer a full range of services designed to make your life easier and your investor relations program a success. Delivered via our proprietary online platform & app, IR InTouch.

Analyse

• Shareholder analysis.
• Peer group ownership analysis.
• Investor domicile analysis.
• Sanctioned holder analysis.
• IR CRM for equity, debt, ESG.
• Create and report on investor events.
• Source feedback from investors.
• Email distribution.
• Investor and ESG profiling.

Advise

• Investor targeting.
• Investor access & roadshows.
• Capital market days.
• IPO consultancy.
• IR team & process support.

Engage

• Virtual / Hybrid meeting hosting.
• Retail investor identification & mailing.
• Shareholder communication advice.
• Proxy solicitation for: AGMs, EGMs, Schemes of Arrangement, Offers, Placings, M&A.
• Proxy advisory agency influence analysis.
• Proxy advisory agency liaison.
• Advice on voting guidelines.
• Pre & post meeting Vote Match analysis.
• Governance roadshows.

At EQ RD:IR, we’re committed to being your trusted partner. We’ll work closely with you to understand your unique needs and help you achieve your goals.

Services: Board advisory, Corporate access, CRM databases, Debt IR, Depositary receipts services, Digital platforms, Investor analytics, Investor Relations, Investor targeting and roadshows, IR consultancy, IR for small caps, Mobile technology , Proxy advisors and corporate support, Registrars, Share register analysis, Social Media, Strategic Communications, Video, Webcasting

Finsbury is a global leader in strategic communications. We are trusted advisers to boards, senior executives and legal counsel of many of the world’s most successful companies, institutions and organizations.

Services: Financial PR