The Equity Group?
Since our founding as an investor relations firm in 1974, we have specialized in formulating and implementing comprehensive IR programs for small- and mid-cap public companies. We have earned a reputation for working with companies that have compelling stories and are led by strong management teams. Importantly, we excel at the three key components of IR services: effective investor communications, targeted investor outreach, and sound counsel.
The Equity Group has assumed the investor relations function for companies in diverse industries and at various stages of development. Because no two companies are alike, and companies change over time, we design and implement programs that are tailored to specific needs, management philosophies, and desired outcomes.
Some measures of our success:
- Our client base conducts 1,500-2,000 investment community interactions each year
- We generate research coverage of our clients
- Our clients present at well-respected investment conferences
- Our client relationships average 7 years, and many span 10-20 years
- What our clients say
- Detailed case studies of our work & results
Our capabilities, results-oriented approach and commitment to our clients have produced long client relationships, averaging 7 years, with many spanning over 10 years and one over 20 years. Likewise, The Equity Group team averages 13 years with the firm, providing clients with continuity, and their investors with a familiar, trusted point of contact. Clients rely on us for all aspects of their IR programs, and we have a long-standing reputation for bringing compelling companies to the investment community. Having credibility is essential when working with clients to build their own credibility within the investment community.
We invest the time early on to understand each client's distinct business, markets, drivers, culture and philosophy, enabling us to forge successful working relationships. We are professional and meticulous in every aspect of our services, and make every effort to exceed client expectations.
Clients work directly with a senior member of our team with at least ten years of investor relations experience. We know that things happen outside typical work hours and we are available when needed around the clock.
We conduct ongoing, targeted outreach to the investment community, and arrange meetings for clients with relevant analysts and investors. We secure invitations to present at reputable investment conferences, organize on-site investor days, and work with analysts to optimize the non-deal roadshows their firms arrange for our clients. The end result: effective, centralized investor outreach programs that make the most productive use of management's time.
We recognize that the ability to effectively reach investors and communicate the story - be it growth, value, turnaround, market leadership, disruptive technology, etc. - in an impactful and consistent manner can significantly influence how a company is perceived and how its securities are valued.
Investor relations is a distinct discipline that integrates finance, communication, marketing and securities law compliance, with a real world understanding of the capital markets. Reflecting the background and experiences of our founder and senior staff, The Equity Group's approach to the practice of investor relations is rooted in finance. From client evaluation to assessing historical and future operating performance, we understand the language of business and the culture of professional investing.
We provide our clients a monthly summary of activities, and periodic detailed reports covering contact work. Equity Group associates also keep weekly timesheets.