Capital Markets Advisory Services
We demystify investor and capital markets challenges through a bespoke, research and data-driven approach which we believe ultimately creates value, trust, and long-term relationships with our clients and executive, board, investor relations, sustainability or legal teams. Throughout our capital markets advisory services we have a strong focus on institutional investor advisory using proprietary investor intelligence and carefully researched information as a baseline for our standard investor relations mandates, as well as our more complex client engagements around M&A transactions, shareholder activism as well as corporate governance and ESG use-cases.
The solutions we offer to our clients as part of our advisory services are:
Interim Investor Relations
Interim Investor Relations
Investor Intelligence
Investor Intelligence
Shareholder Identification
Shareholder Identification
Bondholder Identification
Bondholder Identification
Investor Targeting & Roadshows
Investor Targeting & Roadshows
Investor Engagement
Investor Engagement
Tender & Proxy Solicitation
Tender & Proxy Solicitation
AGM/EGM Risk Analysis
AGM/EGM Risk Analysis
Corporate Governance Advisory
Corporate Governance Advisory
Public Takeover M&A Advisory
Public Takeover M&A Advisory
Shareholder Activism & Defence
Shareholder Activism & Defence
Board Advisory, Briefings & Workshops
Board Advisory, Briefings & Workshops
Capacity Building, Qualification & Upskilling
Capacity Building, Qualification & Upskilling
ESG Investor Profiling
ESG Investor Profiling
ESG Advisory, Investor Targeting & Benchmarking
ESG Advisory, Investor Targeting & Benchmarking
SFRD Investor Intelligence (Article 8, Article 9, PAI)
SFRD Investor Intelligence (Article 8, Article 9, PAI)
ESG Data, Ratings & Scores
ESG Data, Ratings & Scores
Scalable ESG Capacity Building, Training and Qualification
Scalable ESG Capacity Building, Training and Qualification
Climate & Transition Risk Assessment and Valuation Impact
Climate & Transition Risk Assessment and Valuation Impact
Climate Governance
Climate Governance
AGM & M&A Risk and Intelligence Solutions
AGM & M&A Risk and Intelligence Solutions
US SEC Tier I and Tier II Regulatory Analysis (incl. Foreign Private Owner)
US SEC Tier I and Tier II Regulatory Analysis (incl. Foreign Private Owner)
Look-Through & Beneficial Owner Analysis
Look-Through & Beneficial Owner Analysis
ESG Regulatory Tracker
ESG Regulatory Tracker
ADR / GDR Advisory
ADR / GDR Advisory
ESG Data Verification & Assurance
ESG Data Verification & Assurance
Strategic Advisory
Strategic Advisory
Interim IR projects and Outsourced IR
Interim IR projects and Outsourced IR