Rose & Company is a capital markets advisory firm dedicated to helping companies access high-quality, long-only investors to drive valuation and liquidity. As an independent advocate, we provide a distinct and proactive approach to Investor Access, addressing the inefficiencies of traditional bank-sponsored methods. Our investor qualification process, leveraging comprehensive data and analyzed by our senior team of Wall Street professionals, connects companies with the right investors, not just the highest commission payers. Our approach fosters consistent dialogue with over 1,500 global institutional investors creating a feedback loop that informs strategy and messaging.

Rose & Company represents a diverse portfolio of over 100 companies spanning various industry sectors, market capitalizations, and geographies. Our expansive reach ensures we maintain active engagement with a broad range of generalist investors.

Investor Access

Rose & Company optimizes the resources our clients allocate to investor marketing through a comprehensive program that maximizes awareness, generates positive investor response, and ultimately leads to increased market value and liquidity. We proactively identify, arrange meetings with, and deliver our client’s narrative to the most relevant universe of investors to build and maintain a high-quality shareholder base. The scope of our investor acquisition and retention program is based on a client’s unique characteristics, goals, resources, and our assessment of what is achievable.

• Investor Qualification: We deploy our proprietary process to qualify investors whose investment criteria align with your company's value proposition. This process is predicated on a rigorous, data-driven foundation that extends beyond traditional investor targeting methodologies.
• Investor Outreach: We deploy a sales team of senior Wall Street professionals to conduct direct outreach to a curated selection of investors and arrange meetings with decision-makers.
• Investor Feedback: We gather and leverage investor feedback to continually refine your messaging and tier investors for follow up.
• Follow Through: We establish a marketing pipeline to encourage and sustain dialogue and engagement from initial interest to shareholder conversion.

Reporting & Analysis

We regularly produce a variety of reports for our clients with the goal of providing important insights and competitive intelligence to our clients. Report types include:

• Shareholder Reporting
• Sell-side Analysis
• Performance Analysis

Corporate Advisory

We work with our clients to evaluate, define, and execute complementary strategies to enhance their efforts to engage with new and existing institutional shareholders. Services include:

• IR Strategy
• Messaging & Marketing Materials Development
• Normal Course & Special Situation Communications
• Outsourced IR Services
• Investor Days & Other Events