Investor Analytics

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

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.

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.

Private Capital

We advise companies on their strategic, capital raising and liquidity needs through to exit via IPO or M&A, which we can also advise on in-house. Our global network provides our clients with access to our investors networ including: family offices, sovereign investors, pensions plans, and endowments.

Direct Lending

We structure our client's investments to meet a very broad range of financing needs faced by middle-market companies, including buyouts, business expansion, acquisitions, refinancings and recapitalisations.

Investment strategy

Our investors focus on profitable, established companies led by talented management teams that are leaders in their market segments. Our experience over time has shown that investing in high-quality, defensible businesses is the best route to generating attractive risk-adjusted returns consistently.