What we do

Services

The decisions that determine what a company is worth, and how the market understands it. Every engagement starts with a direct conversation with the executive who owns the decision.

Each engagement uses the areas the situation needs. A company with an exchange notice may need two. A company preparing a financing may use several over a year.

Eight areas of work

Each area links to the current service page that covers it.

01

Capital Markets Advisory and Investor Relations

For companies that need investors to understand them.

  • Investor narrative and institutional targeting
  • Shareholder intelligence and perception studies
  • Earnings preparation and investor engagement
02

Capital Formation and Financing Strategy

For companies preparing to raise or refinance.

  • Debt and equity options and capital structure
  • Use of proceeds and financing materials
  • Investor identification, with any regulated execution through the proper entity
03

Investment Banking and Transaction Advisory

For companies preparing a transaction.

  • Transaction preparation and diligence coordination
  • Strategic counterparties and deal execution support
  • Any financing or placement work only through the proper regulated entity, where approved
05

M&A, Divestitures and Strategic Alternatives

For companies buying, selling or reviewing their options.

  • Sell side preparation and carve outs
  • Strategic reviews and shareholder positioning
  • Diligence and post close transition
07

Cross-Border Strategy and Market Entry

For companies moving between markets.

  • Investor positioning in North America, Africa and Latin America
  • Local partnerships and market access
  • Introductions to specialists in each market
08

Corporate Strategy, Value Creation and Operator Advisory

For companies that need a clear operating plan.

  • Operating priorities and capital allocation
  • Value creation plans and management reporting
  • Access to experienced operators

Investor communication, in every area.

The investment case

One clear account of the business, the plan and the numbers.

Choosing investors

A ranked list of funds and family offices that suit the company.

A calendar of announcements

What the company expects to announce in the next two quarters.

Preparing management

Practice for investor calls, meetings and hard questions.

Every engagement begins with a defined piece of work.

  • 10 day diagnosticA review of the company's position and a written plan with options.
  • 30 day readiness programThe investment case, materials and investor list, ready to use.
  • 60 to 90 day advisory projectA defined scope, timetable and set of deliverables.
  • Ongoing investor relationsA weekly call with management and a short written update each month.
  • Transaction preparationWork plan, information requests, coordination of counsel and management preparation.
  • Approved regulated mandatesCarried out only through a properly registered firm and authorized individuals.

What a company receives.

  • A written plan within ten days of the first conversation.
  • A ranked investor list, with the reason each investor fits.
  • A call plan for the first thirty days after an announcement.
  • The investment case, in a form management can deliver in five minutes.
  • Draft answers to the hardest questions investors will ask.
  • A monthly update on meetings held, feedback received and next steps.

Core practices

What StratQuent is built around. Every mandate that starts here gets the firm's full attention.

Investor Relations & Capital Markets Positioning

We build and run investor relations programs directly: earnings strategy, disclosure governance, CFO scripting, and investor presentations. The work determines how the market reads a company's numbers and decisions, not just how it's announced.

  • Fractional IR, running the investor relations function part-time in place of a full-time hire
  • Earnings strategy, CFO scripting, and investor presentations
  • Disclosure governance and reporting discipline
  • Analyst and institutional investor engagement
Full detail →

Capital Markets Advisory

We help companies raise capital, private or public, and structure the deal terms that actually get a round done. That includes building the investor targeting list, preparing outreach materials, and advising on structure and pricing.

  • Capital raise strategy, from early-stage rounds to more complex raises
  • Investor targeting lists and outreach materials
  • Deal terms, structure, and pricing guidance
Full detail →

Transactions & M&A

For companies choosing to grow by acquisition, or preparing for a raise that involves a transaction, we source and structure the deal, run diligence, and handle the financial modeling, valuation, and documentation that gets it to signature.

  • Deal sourcing, target identification, and transaction structuring
  • Financial modeling, valuation, and deal documentation
  • Integration planning, built before close, not after
Full detail →

Special Situations

When something is already wrong, a capital structure under stress or a reputational crisis breaking in public, we help assess the situation honestly and manage the response, from lenders and investors to press and public stakeholders, until it's resolved.

  • Distressed capital structure assessment and restructuring strategy
  • Rapid-response crisis planning and stakeholder management
  • Special situations advisory through resolution
Full detail →

Extended practices

Brought in as a mandate needs them, and not sold as a separate practice.

Strategic Advisory

Strategic and operating model work for companies, investors, and institutions: growth strategy, market entry, portfolio strategy, and the operating model that has to carry the strategy once it's decided.

Full detail →

Leadership & Governance

The people and structure side of a transition: interim executives when there's a leadership gap, and the governance and operating structure that determines whether new capital or a new leadership team actually gets used well.

Full detail →

Ownership Transition Advisory

For founders and owners thinking about what comes after them, retirement, a partner buyout, or handing the business to the next generation, we plan the transition as a life-stage decision, not a rushed transaction.

Full detail →

Strategic Positioning

Building and protecting how a company is understood publicly: executive visibility, media relationships, and engagement with regulators and policymakers on issues that affect the business.

Full detail →

Not sure which of these you need?

Bring us the situation. We'll tell you which capability it actually calls for, and who on the team owns it.

Discuss a Mandate

StratQuent advises on strategy, communications, positioning and process. We do not speak for the company. Any regulated securities activity is carried out only through a properly registered firm and authorized individuals. The company's lawyers review every outside document. We make no promise about financing, introductions or a share price. Scope and fees are agreed after a first conversation.