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Market Connect

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

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The Challenge

Market Disruption

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.

Large Scale Layoffs

These changes have led to large scale layoffs of active fund managers, equity analysts, sales desk professionals, and investment bankers. Those 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.

Questionable Tactics

Unfortunately, many management teams squander time and resources chasing meetings with unqualified investors and grifters posing as qualified sell side or buy 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.

Precise Targeting and Engagement

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.

Our Solution

Market Connect: Data-Driven Capital Markets Targeting and Engagement with Retail Investors, Institutional Buyers, and Sell Side Professionals

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 Targeting: 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.
  • Cross-Peer Targeting: We analyze the historical ownership patterns of your peers to pinpoint high-probability investor targets.
  • Thematic Targeting: We also consider sector rotations, fund limitations, ESG mandates, and liquidity requirements.
  • Retail Targeting: We deploy a proven set of targeting and access channels to attract investment from investment advisors and retail investors.
  • 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.

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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

Financial
Reporting

MCI Capabilities

Design &
Branding

MCI Capabilities

Digital
Technologies

MCI Capabilities

ESG &
Sustainability

MCI Capabilities

Investor Perception
Studies

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

Transaction
Communications

Learn more about the capital markets

Access Our Insights

The Good, The Bad, and the Ugly of Initial Public Offering (IPO) Outcomes

The Good, The Bad, and the Ugly of IPO Outcomes

 The Good, The Bad, and the Ugly of IPO Outcomes 1024 576 MCI Capital Markets

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.

Activist-Investor-Playbook-for-management

The Activist Playbook For Management

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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.

Understanding the three types of shareholder and investor activists and how their campaigns evolve.

How Shareholder Activist Campaigns Evolve

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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.

Put the Audience at the Centre of Initiating or Enhancing Your Company's Financial Reporting

How to Initiate or Enhance Your Financial Reporting

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Whether you’re preparing to report your financial results publicly for the first time, or you’re working to significantly enhance your company’s financial reporting, start by asking your audience what they want.

MCI Supports the Effective Implementation of Workiva in Financial Reporting and Investor Relations

Automate Your Financial Reporting

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Finance teams are under immense pressure to accelerate the reporting of financial results while also enhancing the quality of their financial disclosures. To deliver, these teams must look to automation platforms.

Headlines and Subheadlines that Clip the WIngs of Your News Release

Don’t Clip the Wings of Your News Release

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News aggregation services like Bloomberg, FactSet, and Refinitiv are a critical distribution channel to the financial community. But they cut off long headlines and subheadlines… clipping the wings of an otherwise newsworthy release.

IR Experts Connect the Right Elements of the Investment Thesis to Investors

AI and the Art and Science of Investor Relations

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Artificial Intelligence can play a significant role in generating content, analyzing data, and automating tasks within well-defined frameworks for Investor Relations Teams… But the art of IR is best left to the experts. 

Countering the Damning Fingerprints of Generative Artificial Intelligence

Don’t Leave Behind the Fingerprints of Artificial Intelligence

 Don’t Leave Behind the Fingerprints of Artificial Intelligence 1024 576 MCI Capital Markets

Generative AI leaves behind invisible fingerprints that can infect the content you write, tip off competitors to AI generated content, and harm your company’s search rank.

Artificial Intelligence - Dangers to Publicly Traded Companies

Artificial Intelligence and Selective Disclosure

 Artificial Intelligence and Selective Disclosure 1024 576 MCI Capital Markets

Right this very second, someone in your organization is experimenting with artificial intelligence (“AI”) and inadvertently selectively disclosing material information about your company’s performance and strategy.

Contact Us

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.