• 1-800-880-6491

Capital Markets Strategy

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

The Challenge

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

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

Beyond operational performance, the future success or failure of both public and private companies is predicated on their capital markets strategy. Management teams must also understand and navigate the intersecting interests between themselves, their investors, and their sell side advisors when setting their capital markets strategy.

Our Solution

A Tailored Capital Market Strategy that Drives Long-term Success

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 teams articulate their approach to capital allocation and provide 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 establish objective metrics and indicators to continually measure and optimize your performance in the capital markets.
  • A Balanced Approach to Compliance: Companies must rigorously comply with securities laws and regulations. However, overzealous legal teams often employ tactics that unintentionally damage a company’s valuation. We work with inside and outside legal counsel to strike a balance that meets your company’s obligations while maximizing shareholder value.
  • Trusted Partner Identification: We help management teams identify trusted partners in the capital markets, and avoid 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.

Learn more about the capital markets

Access Our Insights