40+ YEARS OF INVESTOR OUTREACH
INCREASING AWARENESS
Before there was “Corporate Access” or “Investor Access” there was The Equity Group. For over 45 years, we have served as an extension of our clients to target, introduce, cultivate, and manage buy-side, sell-side and investment banking relationships that they would otherwise not experience. We serve as a trusted partner to find our clients the right investor at the right time for the right reasons. The results: more than 2,000 investor/analyst interactions across our client base each year that lead to new institutional holders and research coverage; Equity Group clients are currently
covered by 30+ firms.
covered by 30+ firms.
“Working with you for the past 12 years has been one of our better professional experiences of that time period… From no meaningful sell-side research or institutional holders, Mobile Mini now has a number of prominent investment firms writing on it and a large and loyal cadre of institutional holders…”
LARRY TRACHTENBERG
FORMER DIRECTOR & FORMER CFO
MOBILE MINI – NOW WILLSCOT MOBILE MINI
Non-Deal Roadshows
We have several decades of experience conducting direct outreach to investors and analysts. We arrange in-person and virtual Non-Deal Roadshow meetings with investment professionals throughout the world. We also collaborate with firms that cover our clients in research on the NDRs that they arrange, and help optimize their efforts. In a typical year, our client base conducts approximately 2,000 investor and analyst interactions.
FIRMS THAT CURRENTLY COVER OUR CLIENTS IN RESEARCH
SAMPLE INVESTOR CONFERENCES IN WHICH OUR CLIENTS HAVE PARTICIPATED IN RECENT YEARS:
AIFA Insurance Conference
B. Riley Investor Conference
Baird Global Consumer, Technology & Services Conference
Baird Global Industrials Conference
BMO Farm to Market Conference
Canaccord Genuity Growth Conference
Canaccord Genuity Infrastructure One-on-One Day
Cantor Fitzgerald Global Healthcare Conference
Cowen Aerospace, Defense & Industrials Conference
Craig-Hallum Alpha Select Conference
Craig-Hallum Institutional Investor Conference
Credit Suisse Industrials Conference
Credit Suisse Under Followed Opportunities Conference
D.A. Davidson Engineering & Construction Conference
Deutsche Bank Global Industrials & Materials Conference
Deutsche Bank Leveraged Finance Conference
Dougherty & Company Institutional Investor Conference
Drexel Hamilton Telecom, Media & Technology Conference
FIG Partners West Coast CEO Forum
Global Mizuho Investor Conference
Goldman Sachs Leveraged Finance Conference
IDEAS Investor Conference
Jefferies Global Consumer Conference
Jefferies Industrials Conference
JMP Financial Services & Real Estate Conference
J.P. Morgan Healthcare Conference
KBW Insurance Conference
KeyBanc Capital Markets Consumer Conference
KeyBanc Industrial, Automotive & Transportation Conference
Ladenburg Thalmann Healthcare Conference
LD Micro Main Event
Morgan Stanley Global Chemicals & Agriculture Conference
Needham Growth Conference
NYSSA Insurance Industry Conference
Oppenheimer Industrial Growth Conference
Planet Micro-Cap Showcase
Raymond James Institutional Conference
ROTH Growth Conference
ROTH Industrial Growth & Cleantech Conference
RSA Conference
Sidoti & Company Investor Conference
Stephens Fall Investment Conference
Stifel Industrials Conference
UBS Industrials & Transportation Conference
UBS Infrastructure & Engineering & Construction 1×1 Conference
UBS Reinsurance/Specialty Insurance 1×1 Conference
THOUGHTS FROM INVESTORS
“As an investor, The Equity Group is one of the better firms I’ve worked with.”
“Over the years, there have been many companies I would never have heard of if it weren’t for The Equity Group."
“I’ve worked with Equity Group team members on a few companies…they’re embedded – true partners to their clients.”
Begin Your Outreach