Equity marketing
Helping clients effectively engage with the right investors
Investor Advisory
Guiding clients through complex equity market challenges
The Investor Advisory team provides strategic equity market advice and tailored investor engagement services. We help companies compete for capital by identifying and accessing the most suitable equity capital pools, by delivering clear insights into how the market perceives their investment case and by refining and enhancing equity narratives and investor messaging.
Collaborating closely with colleagues across the firm, our team also specialises in de-risking M&A transactions, working in bid defence scenarios and providing advice around activist situations. Additionally, we have developed a leading ESG capability.
The expertise and experience of our professionals, in collaboration with sector specialists, and presence in over 40 countries, allows us to provide strategic equity markets advice and solutions to listed corporates across the world.
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Investor analytics
Detailed analysis of investor behaviours to help optimise engagement
Perception studies and market insight
In-depth understanding of how our clients are perceived by the equity market
Equity story messaging
Helping clients effectively articulate their equity story and mitigate investor concerns
Activist defence
Expert support to both pre-empt and negotiate activist attacks
ESG Advice
Advice on ESG considerations for M&A transactions and allocation of capital
Equity Marketing
The right approach for the right investors
Our investor access platform has unparalleled reach across the major pools of equity capital and a deep understanding of how to engage with investors. We implement plans designed to maximise the scope and reach of our clients’ investor engagement activities.
Our relationships with over 400 investors globally provide access to major institutions, sovereign wealth funds, pension funds, boutique investors, specialist funds and private wealth managers, as well as passive investors across Europe and North America.
We help clients to proactively market their equity story, to access the most relevant investors, key sub-funds and decision makers, and provide strategic advice around implementing a best-in-class investor relations programme.
A cornerstone of our process is to give our clients unfiltered and ongoing feedback from shareholders and potential investors.
Investor Analytics
Valuable insight on investor behaviours
We undertake detailed analysis of investor behaviours based on multi-factor, data-backed investor targeting combined with our on-the-ground market intelligence through direct engagement with investors.
This includes the quantitative analysis of the key drivers of institutional ownership, including shareholder returns; thresholds for Value, Growth, Yield; ESG integration; and fund flows.
Whether clients are looking to improve engagement with existing shareholders or identify new investor targets, our analytical approach enables companies to clearly identify the most relevant institutions and underlying funds to be prioritised for investor engagement.
Perception studies and market insight
Invaluable feedback that helps drive effective engagement
We provide clients with a detailed understanding of how they are perceived by the equity market, through in-depth independent discussions with key investors and influential sell-side analysts.
Our insight is obtained from an independent perspective and helps to identify the equity market’s support for our client’s strategic agenda. This can be crucial in defence preparation for any potential M&A or activist investor activity, as well as demonstrating best-in-class corporate governance through shareholder dialogue.
Attributable investor intelligence is provided directly to Boards and Management teams, in a market environment where good quality feedback is increasingly hard to access.
Equity Story Messaging
The best possible presentation of your company's strengths
We assist our clients in preparing concise and impactful messages for use in investor engagement, with a focus on the key strengths of the investment case plus ways to address investor concerns.
We work with Management and Investor Relations teams to improve the structure and content of what is communicated in meetings and at conferences. We help clients to prepare for capital markets events, enabling them to showcase their investment case in more detail than is possible in investor meetings.
Our equity story advice is built on our proximity to the equity market through our relationships with over 400 investors globally, plus our deep sector expertise.
Activist Defence
Effective prevention and tactical response
We meet our clients’ needs to determine and evaluate how best to respond and act in the interests of all stakeholders, how to address misperceptions and maximise support and valuation in the event of an activist event.
Our experienced team includes former equity sales, fund managers and brokers connected to over 400 investors worldwide, from the largest global asset managers to boutiques, wealth managers and pension funds. We hold deep understanding of how to influence, access and drive support.
We can advise and execute on the most complex proposals that might arise, including spin-offs, splits, listing moves and capital allocation changes.
Our independent advice is integrated with our sector expertise, with no conflict with prime broking or trading relationships.
Pre-attack, we provide:
- Regular vulnerability assessments with recommendations and actions to address areas of weakness and drive valuation and support
- Independent assessment of shareholder and analyst views
- Communications and governance support around ESG and AGMs
Post-attack, we provide:
- Strategic advice to Boards on responding to the activist and engaging with investors and market influencers
- Focus on an objective assessment of demands and likely support across the register
- Deep understanding and experience of increasingly complex dynamics of voting if required for Board challenges or EGMs
- Granular analysis and monitoring of shareholders
ESG Advice
The right strategy, effectively communicated to help access capital
We provide strategic advice around all aspects of ESG considerations on the allocation of capital and in M&A situations.
We help our clients ensure that their ESG investment proposition is effectively communicated with stakeholders and reflected in valuation, to help maximise all possible pools of capital available.
Our dedicated team holds ESG qualifications and experience of understanding what matters to investors, in a world increasingly dominated by data reporting, regulatory requirements and the evolving impact of energy transition.
Our support includes advice on:
- Which agencies matter and how investors use ratings
- Framework for ratings
- Areas of weakness and best solutions
- How to engage agencies
- How to maintain good ratings
- New trends and issues
Learn more about our services:
To connect with our teams please choose an office, or contact us via email.
Interested in joining our Global Advisory team? Learn more about our Student and Graduate programmes and our opportunities for experienced professionals