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Capital Markets Strategy

Put the Markets to Work For You with a Sound Capital Markets Strategy… Before You Get Worked by the Markets

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The Challenge

A company’s Capital Markets Strategy must address the following questions:

  • How should the company allocate capital? How will the success of its capital allocation decisions be measured?
  • What is the optimal way to return capital to shareholders?
  • How should management appropriately manage market expectations? Should they provide guidance?
  • How should management teams allocate capital to investor relations to enhance shareholder value?
  • How should management structure their capital markets function?
  • Who should management trust in the capital markets and who is just pouring honey into their ear?

Before going public, the success of a company is based entirely on their operational performance. However, once a company goes public, their future success or failure is also predicated on their capital markets strategy.

Navigating the complex multi-layered web of regulations and securities laws from different jurisdictions, different levels of governments, and various competing regulatory authorities is a daunting task in and of itself. However, management teams must also understand the intersecting interests between themselves, their investors, and their sell-side advisors when setting their capital markets strategy.

Our Solution

Delivering a Tailored Capital Market Strategy that Drives Long-term Success for Your Company

We help management teams establish a Capital Markets Strategy that enhances shareholder value by maximizing the benefit the company receives from the Capital Markets. Companies that understand and play “the game” well receive better support from investors and the sell-side, are brought better opportunities, and benefit from a higher valuation relative to their peers.

Our approach includes:

  • Articulating Your Approach to Capital Allocation and Measurement: Today’s investors demand that management teams demonstrate the return on the capital they have allocated. We help management team’s establish a capital markets strategy that clearly articulates their approach to capital allocation and provides a framework to support constructive outcome evaluation.
  • Defining a Framework to Return Capital to Shareholders: Whether through dividends, distributions, share buybacks, or other mechanisms, we help management teams and boards articulate their approach to returning capital to shareholders.
  • Maximizing Your Return on the Capital Markets: We maximize the return on the capital your management team allocates to the investor relations and capital markets function. We do this by right sizing the resources being applied to this critical area, and establish objective, measurable standards to measure the return on this investment.
  • A Balanced Approach to Compliance: We ensure conformance to all securities laws and regulations while balancing the needs of the company and its investors. We work with inside and outside legal counsel to ensure the company meets all of its obligations, while protecting the company from the harms of an overzealous approach to these frameworks.
  • Trusted Partner Identification: We help management teams sift through the inbounds and understand the difference between those in the capital markets they can trust, and the grifters that will do them harm for their own benefit.

Whether you’re new to managing a company through the capital markets, or a seasoned veteran, our services will help you set a capital markets strategy that points your company towards greater success.

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

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Effective Investor Relations and Capital Markets Strategy Requires the Fair Valuation Framework

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Companies that see a disconnect between their performance and their valuation are missing a component of the Fair Valuation Framework. Enhance shareholder value by ensuring your company’s story is credible, clear, compelling, and connected to the right people in the capital markets.

Investor Relations - Clear Communication is required to achieve a fair valuation

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Compelling investment grade investor communications are key to grabbing the market's attention, share of mind, and share of wallet.

Compelling – Attract investor share of mind

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Compelling investment grade investor communications are the key to grabbing the market’s attention, share of mind, and share of wallet. This requires superior branding and design.

Need Help With Your Capital Markets Strategy?

The capital markets can be bewildering, even to the most experienced management teams. We believe that most executives are committed to maximizing shareholder value, but poorly executed investor relations can lead to valuation loss, reputational damage, employee attrition, deal failure, and even shareholder revolt.

MCI has helped its clients unlock billions of dollars in market value through a proven system that delivers sound messaging, branding, and engagement strategies. Over the past two decades our team has been involved in $5.7 billion in corporate actions that include $3.1 billion in acquisitions and $2.6 billion in financings-all successful.

MCI can help you resolve unfair valuation discounts and get the most out of your company’s public listing. Contact us today to engage our data driven, results focused process to unleash real progress.