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
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.
Each area links to the current service page that covers it.
For companies that need investors to understand them.
For companies preparing to raise or refinance.
For companies preparing a transaction.
For companies planning to list or move to a larger exchange.
For companies buying, selling or reviewing their options.
For companies under pressure or in transition.
For companies moving between markets.
For companies that need a clear operating plan.
One clear account of the business, the plan and the numbers.
A ranked list of funds and family offices that suit the company.
What the company expects to announce in the next two quarters.
Practice for investor calls, meetings and hard questions.
What StratQuent is built around. Every mandate that starts here gets the firm's full attention.
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.
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.
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.
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.
Brought in as a mandate needs them, and not sold as a separate practice.
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 →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 →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 →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 →Bring us the situation. We'll tell you which capability it actually calls for, and who on the team owns it.
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.