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Our Investor Targeting program is designed to help attract and retain investment capital in today’s dynamic marketplace. Work with our Targeting Specialists to tell your company’s story to potential investors. We offer objective analysis of the investment community, identifying firms and funds that align with your strategy. 

Proprietary ownership models – Our Targeting Specialists incorporate our proprietary models in their analysis. The results are visually represented in our Smart Targets reports. 

Institutional Quality of Information – We analyze the same information that drives institutional investment decisions to provide you with detailed data and information to ensure an effective strategy 

Components of our targeting program: 

  • Annual targeting plan – This detailed plan aligns your targeting efforts with your long-term ownership strategy. 
  • Quarterly IR activity and Year-In-Review reports – Measure the impact of your targeting efforts. We analyze the time you and your management team spend meeting with targeted investors, along with the resulting changes in investors’ holdings. 
  • Ongoing analysis and support – Maximize the return on all investor-focused events you attend. We help you identify which investors to target and then tailor your message to attract them. 

Answer key questions with targeting: 

  • Who are your shareholders and what are their characteristics? 
  • Which investors can impact your valuation and shareholder base? 
  • Who should you be meeting with and why? 
  • How should you tailor your message for each targeted investor? 
  • Which regions and financial centers should you be visiting? 
  • How will investors react to a pending corporate action? 
  • How can you better communicate with the investment community? 
  • What was the impact of your outreach efforts?

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