Global Investor Advisory
Providing market leading independent advice to clients navigating equity markets.
Long term client relationships are integral to the Rothschild & Co and working with our partners in sector global advisory, capital markets, (including Rothschild and Co Redburn’s leading Equity Research, Sales and Corporate Access) and debt advisory, we bring a holistic independent perspective. This enables us to address ongoing issues, to de-risk and execute M&A transactions and address activist risk and challenges.
We utilise our deep expertise and backgrounds across broking, equity sales and research alongside breadth and depth of coverage of the broadest possible pools of capital and data analytics including AI backed solutions.
Corporate mandates in 2025
activist situations acting as lead adviser to our clients in the last five years
targeting and investor roadshows for clients since 2024
perception studies conducted for Boards globally
We provide boards and management with best-in-class market intelligence and advice to optimise valuation and ongoing market engagement.
We cover more investors providing invaluable intelligence to help drive informed decision making. We provide clients with time critical intelligence of how they are perceived by the equity market, through in-depth independent discussions with investors and the benefit of the network provided by Global Investor Advisory Equity Marketing and R&Co Redburn analysts and sales, including market leading corporate access.
Our combined relationships with over 1000 investors globally provide access to major institutions, sovereign wealth funds, pension funds, boutique investors, specialist funds and private wealth managers, in addition to passive investors across Europe and North America.
Our insights are tailored to address corporate needs around ongoing market themes, results, events and transactions across a broad spectrum of daily information to deep dive attributed perception studies. An in-depth assessment can be crucial in defence preparation for any potential M&A or activist investor activity, and to demonstrate best-in-class corporate governance through shareholder dialogue.
Valuable insight on investor behaviour. In combination with our extensive experience, we undertake detailed analysis of investor behaviour based on multi-factor, data-backed investor targeting combined with our on-the-ground market intelligence through direct engagement with investors to help evaluate and navigate market responses.
This includes the quantitative analysis of potential flows based on the primary drivers of institutional ownership, including indexation, shareholder returns, value, growth and yield thresholds, ESG integration, and fund flows.
The best possible presentation of your company's strengths to the right investors. We assist our clients in preparing concise and impactful messages for use in investor engagement, with a focus on the strengths of the investment case and strategies to address concerns.
Whether clients are looking to improve engagement with existing shareholders or identify investor targets, our analytical approach enables companies to target the most relevant institutions and underlying funds with the right message.
We work with management and investor relations teams to improve the structure and content of what is communicated in meetings and at conferences and prioritise the right names. 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.
The combination of Global Investor Advisory Equity Marketing retained roadshow access alongside R&Co Redburn leading corporate access allows clients to reach more investors across a broader range of capital than other Banks, including targeting specific geographies (North America, Europe, UK, Australia) more effectively.
Effective prevention and tactical response. We help our clients 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 challenge.
We can advise and execute on proposals, including spin-offs, splits, listing moves and capital allocation changes.
Our independent advice is integrated with our sector expertise. We have no conflict with prime broking or trading relationships.
Pre-attack services include:
- 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 services include:
- 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
- Analysis and monitoring of shareholders
ESG Advisory
We provide strategic advice around all aspects of ESG considerations on the allocation of capital and in M&A situations. 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.
Geostrategic Advisory
Working with Geostrategic advisory, to bring leading edge geoeconomic, political and policy intelligence and context to our advice to boards and executive teams, by anticipating the shifts that shape investment decisions and governments and investors perspectives.
