Equity Advisory

We offer all encompassing advisory services that target the investor collective and help a company with its positioning towards capital markets. Within our equity advisory services we offer both operational and strategic tools that help a company with positioning and building an equity story, financial benchmarking against peers, investor analysis and targeting, perception studies, and ESG integration into the equity story.

Positioning and equity story

Given the increasing interest for companies to go public there is a need for companies to stand out and attract investors through a straightforward investment story. We help with such positioning as well as with incorporating important key messages connected to the company’s business model into a compelling equity story that targets relevant stakeholders.

Investor analysis and targeting

Investor targeting is the process of identifying and engaging a company’s current and potentially new investors to create the most value for the company. This involves gaining access to and understanding a company’s own investor data such as the type of investors the company has, the split between institutional investors compared to retail investors, analyzing any ownership changes over time and also comparing it with potential peers. Based on this approach we can help with building a strategy on how to assess investor “gaps” and identify potential opportunities.

Perception studies

Perception studies are an important tool that effectively measure the sentiment towards a company among investors, analysts, employees and other relevant stakeholders. It is especially effective to do a perception study ahead of important events such as capital markets days in order to address issues that are important to relevant stakeholders. It is also a relevant tool to use after major management or strategy changes in order to gather feedback on the changes made. We help facilitating such a study and ensures that the outcome reflects both positive opinions on the company as well as which areas should be developed going forward.

Peer benchmarking

In order to evaluate a company’s own performance, it is often necessary to use a benchmark by looking at other companies in the same sector or companies with similar characteristics such as similar size, growth level or cash flow generation. We support companies with making such a benchmarking analysis to keep track of a company’s own performance as well as to pinpoint areas of improvement compared to peers.

ESG integration to investment case

Most companies have an ESG story to tell about how they are managing the risks and opportunities associated with the wide range of ESG issues that they are exposed to but fail to present it to investors. These issues can vary between supplier transparency, energy efficiency, carbon footprint, tax transparency, labour issues and more. We help companies identify relevant ESG issues and how they should be integrated into a company’s investment case.