Our institutional outreach effort is the foundation of our firm and a core aspect of our success. We have leveraged our long history of providing research, trading, investment banking and our proven track record of building institutional ownership into a robust institutional outreach program. Our team’s extensive institutional relationships and experience creates an unparalleled platform for small cap public companies looking to grow their institutional shareholder base and ultimately realize optimal valuation in their stock.
Most public companies seeking institutional exposure either rely on an investor relations firm or the “sell side” to coordinate and manage their non-deal road shows (NDR’s). At Stonegate, our approach is vastly different. We have a fully dedicated sales team whose sole responsibility each day is to reach out to institutional investors on behalf of Stonegate clients. Our salespeople our extremely knowledgeable about our clients businesses and are well equipped to reach out to a large number of highly targeted investors in a very short period of time.
Traditional investor relations firms will typically assign an “account manager” to cover several client companies. The account manager is responsible for providing those clients a wide range of traditional investor relations services in addition to arranging non-deal road shows. Given the significant amount of time and knowledge required to cover even one company, let alone 4 or 5, often times the account manager does not have the capacity necessary to effectively arrange quality road shows for each of their clients, which leads to taking short cuts and targeting the “favor” meetings.
Stonegate’s knowledge of small cap institutions coupled with a dedicated and focused sales team sets our firm apart from traditional investor relations firms or the sell side. To successfully arrange and coordinate a NDR with the highest quality institutions requires tremendous focus beginning with a thoughtful qualified target list in a given market and then hundreds of phone calls and emails. Stonegate’s sales team is comprised of FINRA licensed professionals with financial backgrounds who are focused exclusively on arranging NDR’s with our large universe of institutional investors. We believe Stonegate’s team oriented approach to institutional outreach is a much more effective solution, as opposed to companies relying on the sell-side or using an account manager at a traditional investor relations firm.
Stonegate’s entire team, including the principals, research analyst, institutional salespeople and director of IR work with our client companies to achieve one common goal - building and managing institutional ownership. We have a long history of building institutional ownership through capital raises or open market transactions and have a “real feel” for this process.