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Capital Market Insights

Put our decades of experience in strategic communications, the capital markets, and investor relations to work for you.
Hostile Market Actors
Hostile Market Actors: Putting Management in the Crosshairs 1024 576 Tom McMillan

Hostile Market Actors: Putting Management in the Crosshairs
Public companies that have been trading at a durable discount for a protracted period face serious risks from hostile market actors. Activist investors, opportunistic takeover bids, and renegade boards can challenge management, disrupt strategy, or force governance upheaval. read more
Reach New Institutional Investors
Reach New Institutional Investors 1024 576 Tom McMillan

Reach New Institutional Investors
Public companies face real challenges in reaching new institutional investors. Broker led corporate access prioritizes commission payers, which may not be the investors best suited for the company. To break through, companies must take control of institutional investor targeting. read more
The Three Pillars of Quantitative Investor Targeting
Quantitative Investor Targeting Relies on Three Pillars 1024 576 Tom McMillan

Quantitative Investor Targeting Relies on Three Pillars
Accurate quantitative investor targeting depends on three pillars: clean and current ownership data, comprehensive fundamental financial data, and a rigorously back-tested targeting model. When any one of these elements is weak, targeting accuracy drops, and IR teams risk wasting time on irrelevant outreach. read more
The importance of an Investor Relationship Management Systems
No Investor Relationship Management System = No IR Program 1024 576 Tom McMillan

No Investor Relationship Management System = No IR Program
In today’s capital markets no capability is more fundamental to a modern investor relations (IR) function than an effective Investor Relationship Management (IRM) system. The IRM is not “nice to have.” It should be at the operational core of every IR program. read more
Turn anonymous sell-side analysts, media and potential investors from the buy-side into engaged participants through a Capital Markets Conversion Funnel
Deploying a Sound Capital Markets Conversion Funnel 1024 576 Tom McMillan

Deploying a Sound Capital Markets Conversion Funnel
To fully unlock unrealized shareholder value, companies require a functional capital markets conversion funnel. Yet so many companies fail to capture and curate their key relationships in the capital markets to the detriment of their valuation. read more
The Good, The Bad, and the Ugly of Initial Public Offering (IPO) Outcomes
The Good, The Bad, and the Ugly of IPO Outcomes 1024 576 Tom McMillan

The Good, The Bad, and the Ugly of IPO Outcomes
Not all outcomes of an initial public offering (IPO) are created equal. The size of your engaged investor pool determines the quality of price discovery and the depth of ongoing market support. This is often the difference between a strong debut and one that falls flat. read more
Activist-Investor-Playbook-for-management
The Activist Playbook For Management 1024 576 Tom McMillan

The Activist Playbook For Management
The Activist Resolution Playbook for Management provides a guide on how to resolve issues with hostile and activist investors before they lead to a proxy battle. read more
Understanding the three types of shareholder and investor activists and how their campaigns evolve.
How Shareholder Activist Campaigns Evolve 1024 576 Tom McMillan

How Shareholder Activist Campaigns Evolve
Understanding the underlying motivation of an activist is the key to knowing how their activist campaign will evolve. We group activists into three broad categories: The Rational Activist; The Promotional Activist; and the Irrational Activist. read more