Strategic

Investor Engagement

Stonegate is a leading independent research and investor outreach firm.

Our team works with 100+ Global companies to build and manage institutional ownership.

 Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies.

Years in Business

Companies Covered with Research

Clients

Institutional Relationships

Investor
Access

Stonegate specializes in institutional targeting and investor outreach for publicly traded companies. Stonegate’s extensive institutional relationships and experience creates an unparalleled platform for companies seeking to expand their investor relationships and shareholder base. Our team is made up of investment bankers, research analysts, institutional salesman and industry experts.  Stonegate is complimentary to existing sell-side corporate access and IR initiatives.

Research
Coverage

Stonegate provides research coverage for public companies. Our equity research serves as a valuable tool for enabling investors to evaluate the fundamentals of a Company. Our research reports include a Company overview, industry and competitor analysis, earnings model, valuation, and key risks to consider.

Investment
Banking

Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, capital raising and sell-side M&A Advisory for public and private companies. Our senior-led transaction teams provide the depth and experience necessary to achieve favorable outcomes for our clients. We collaborate with our clients to provide tailor-made solutions that deliver measurable results with a focus on speed to market and quality execution.

News & Press Releases

Investor Outreach: Best Practices

In 2025, public companies continue to face increasing challenges as they try to attract new institutional shareholders. ChallengesThe sell-side continues to reduce budgets and headcount, resulting in less support in the form of non-deal road shows and conferences....

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Securities offered through Stonegate Capital Markets, Inc. (Member FINRASIPC)