Our team’s extensive institutional relationships and experience creates an opportunity for public companies seeking to build and manage their institutional ownership. Stonegate develops and executes an investor IR outreach program that is complimentary to existing sell-side corporate access activities and IR initiatives.

Stonegate’s capital markets advisory services include messaging, targeting, institutional investor outreach, planning and reporting. We have leveraged our long history of providing research, trading and investment banking into a robust institutional outreach program.