• 1-800-880-6491

Market Connect

Grab the Attention of the Right Investors and Sell-Side Professionals

The Challenge

Both the sell-side and buy-side of the capital markets have suffered significant disruption in the past decade. For the sell-side, regulations like Sarbanes-Oxley and MIFID II have fundamentally changed their access to and relationship with the buy-side. For the buy-side, the emergence of low fee passive exchange traded funds, increasing regulations, and rising compliance costs have shifted the industry away from active fund management.

These changes have led to large scale layoffs of active fund managers, equity analysts, sales desk professionals, and investment bankers. The professionals left standing must now cover a much larger constellation of industries and companies. In this crowded, saturated market, even the most compelling investment story can fall flat if it’s not reaching the right audience.

Unfortunately, many management teams squander time and resources chasing meetings with unqualified investors and grifters posing as qualified sell-side professionals. Not only does this waste time and resources while generating little traction, it can also push management teams towards decisions that fail to align with their long-term shareholder base.

Without a precise targeting and engagement strategy, companies risk weak exposure and subsequent lack of interest from both the buy-side and the sell-side. On the buy-side, this means low-quality institutional ownership, and a fragmented shareholder register that undermines valuation and stability. On the sell-side, it means a lack of broker dealer support, an essential component to a public company’s capital markets success.

Our Solution

Market Connect: Data-Driven Capital Markets Targeting with Strategic Execution

Market Connect leverages our proprietary database to help you identify, prioritize, and connect with those capital markets professionals that are most likely to take a long-term interest in your story. We blend advanced analytics with personalized outreach to build a quality target list aligned with your business model, sector, and growth trajectory.

Market Connect for investors includes:

  • Quantitative Analysis: Our platform reviews the fundamentals of companies being purchased by a fund and compares that to your company’s fundamentals to determine if the fund may be a target.

  • Peer Analysis: We analyze the historical ownership patterns of your peers to pinpoint high-probability investor targets.

  • Thematic Analysis: We also consider sector rotations, fund limitations, SRI (Socially Responsible Investing) criteria, ESG mandates, and liquidity requirements.

  • Shareholder Quality Optimization: We monitor your shareholder composition to identify concentration risk, fund outflows, activist indicators, and opportunities for long-term base improvement.

  • Intelligence-Led Outreach: Using proprietary intelligence tools and databases, we identify entry points for new investors and re-engage lapsed or underweight holders.

Read More

Market Connect for the sell-side includes:

  • Analyst Targeting: Our platform reviews the coverage universe of analysts to identify candidates to begin building relationships with.

  • Sales Desk and Investment Banker Access: Using our proprietary database we identify the sales and banking staff your company needs to get in front of.

Collectively, MCI then delivers:

  • Custom Targeting Lists: Using these various approaches we develop curated target lists to support your outreach and engagement efforts.

  • Engagement Strategy and Execution: We craft specific outreach plans and coordinate virtual introductions, arrange in person meetings, and handle roadshow logistics.

Whether you’re planning a raise, or simply ready to level up your investor base, our service ensures your story reaches the right desks, at the right time, with the right message.

MCI's Investor Connect will help you identify, capture, and engage

Key Capital Market Relationships

The capital markets have changed dramatically over the last two decades, and so too have the people. Don’t get caught flat footed with old school approaches to investor relations. MCI’s Investor Connect will help ensure you reach the right people in the capital markets.

Accredited Investors

Our proprietary database of institutional investors allows us to deploy three different levels of targeting to identify and capture key audiences in the capital markets. This includes cross peer ownership analysis, quantitative buying analysis relative to your company’s fundamentals, and thematic analysis.

Sell-Side Professionals

We help your company expand its sell-side relationships with key equity analysts, sales desks, and investment bankers. Once constructive relationships are established, we provide the underlying supports that promote insightful research coverage, liquidity, high quality roadshows, and ongoing advisory.

Retail Investors

In addition to gaining access to retail broker distribution channels through supportive sell-side relationships, using a suite of targeting and digital engagement technologies we effectively drive retail investor interest

Our Capabilities
MCI Capabilities

Activist Resolution

MCI Capabilities

Corporate Communications

MCI Capabilities

Capital Markets
Strategy

MCI Capabilities

Crisis
Communications

MCI Capabilities

Debt and Equity
Offerings

MCI Capabilities

Design &
Branding

MCI Capabilities

Digital
Technologies

MCI Capabilities

ESG &
Sustainability

MCI Capabilities

Financial
Reporting

MCI Capabilities

Initial Public
Offerings

MCI Capabilities

Ongoing Investor
Relations

MCI Capabilities

Investment
Grade Events

MCI Capabilities

Market
Coaching

MCI Capabilities

Market
Connect

MCI Capabilities

Perception
Audits

MCI Capabilities

Transaction
Communications

Learn more about the capital markets

Access Our Insights

Market Climber Services - Investor Relations

Ownership Data Sources

 Ownership Data Sources 1024 576 MCI Capital Markets
Investor Relations: European Marketing with Broker Dealers

Institutional Marketing in Europe

 Institutional Marketing in Europe 1024 576 MCI Capital Markets
Finding competent investor relations professionals is

Finding An Investor Relations Professional

 Finding An Investor Relations Professional 1024 576 MCI Capital Markets
Sustainability and Investor Relations

Sustainability and Investor Relations

 Sustainability and Investor Relations 1024 576 MCI Capital Markets
Investor Relations - Enhance Shareholder Value

The Fair Valuation Framework

 The Fair Valuation Framework 1024 576 MCI Capital Markets
Investor Relations - Clear Communication for Success

Clear – People only invest in what they understand

 Clear – People only invest in what they understand 1024 576 MCI Capital Markets

Compelling – Attract investor share of mind

 Compelling – Attract investor share of mind 853 480 MCI Capital Markets
investor relations - investor communication platforms

Connected – Get the right people into Your Story

 Connected – Get the right people into Your Story 1024 576 MCI Capital Markets
Investor Relations Mistakes

The Seven Deadly Sins of IR

 The Seven Deadly Sins of IR 1024 576 MCI Capital Markets