Services

Investor Analytics & Targeting

In today’s competitive environment, attracting investor interest is increasingly challenging (roughly 60% of small-cap investments are made using passive vehicles).

Our team uses a proprietary analytical model to determine how investors react to the key factors affecting your business, then we design a positioning strategy that makes you most attractive to active and passive investors.

We can also help you target new investors for capital infusion.

Index Positioning & Composition

With expertise in index analysis and composition, we can help you analyze your index membership and ensure optimal positioning.

We can also leverage industry relationships to help you engage more productively with your index provider.

Shareholder Engagement & Activism Defense

Whether shoring up engagement among your investors or preventing activism, we help you implement best practices for issues, including shareholder communication, governance, executive compensation, and proxy voting.

While optimizing investor engagement, we also ensure alignment of all stakeholders, including customers, employees, and local communities.

Sell-Side Coverage

We identify potentially beneficial sell-side analyst relationships and then advocate on your behalf to expand your coverage.

Capital Structure Analysis

To optimize your capital structure and usage of excess capital, we offer guidance related to share buybacks, special or common dividends, and debt reduction.

Our recommendations consider your financial objectives, risk tolerance, cost of capital, debt capacity and covenants, debt/equity mix, and market conditions.

Responsible Business Practices: Gse & DEI

We refer to ESG as Gse under the conviction that strong governance is the foundation for all other facets of corporate responsibility and the key to propelling stock performance.

The Gse strategies we plan are centered around a governance structure that, by its nature, generates positive social and environmental impact.

Leveraging investment research and analysis of your business’s unique talent needs, we also help you formulate tailored diversity plans that optimize both profitability and stock performance.