Who are our clients?
Funds (private equity, private credit, distressed, real estate, hedge funds)
Independent Sponsors & Direct Investor Groups
Family Offices (Single & Multi)
Investment Banking Advisory Firms
Portfolio Companies of our Clients
Small to mid-sized Placement Agents
Special Purpose Acquisition Corporation (SPAC) Sponsor Groups
The profiles of our typical manager clients fall into three primary categories...
The top 3 reasons clients call us...
To build or overhaul their primary investor presentation - develop the narrative, build out and fine-tune the content, overhaul and develop design, graphics and charts, and coach them on their presentation delivery.
To take on their annual investor meetings - planning, development and execution - both from an event and content perspective.
To be advised on and help them execute on best-practice in investor relations both from a strategy and tactical implementation standpoint - investor communications, on-going investor service, investor letters and reporting, process-management, and technology (CRM, client portals, website).