Global investment and corporate advisory experience
Brought to bear inside a single growth plan
Proprietary analytics behind every recommendation
Focused on North American small and mid-cap companies
Executives at small and mid-cap companies share a common vulnerability: they are deeply familiar with their own operations and considerably less familiar with what today’s investors, index providers and analysts actually reward.
It rarely feels like a problem. The plan is sound, the team is capable, the numbers hold up. Then a rebalance goes the wrong way, coverage thins, a governance question turns into a proxy issue, or capital that should have found you goes somewhere else.
None of those are operating failures. They are visibility failures, and they compound quietly. By the time they show up in the share price, the decisions that would have prevented them are two years behind you.
A plan that accounts for these factors is more agile, because you can move before you are forced to, and more resilient, because fewer things can knock you off course.
of small-cap investments are now made through passive vehicles, which never read your deck and never take your call.
Attracting investor interest gets harder every year. We use our proprietary model to determine how investors react to the factors affecting your business, then design a positioning strategy that makes you attractive to both active and passive investors. We can also identify and target new investors when you are looking to raise capital.
Index membership determines how much capital is required to hold your stock regardless of sentiment. We analyze your membership, identify optimal positioning, and use industry relationships to help you engage more productively with your index provider.
Whether you're shoring up engagement or preventing activism, we help you implement best practice across shareholder communication, governance, executive compensation and proxy voting, while keeping customers, employees and local communities aligned behind the same plan.
Coverage drives visibility and visibility drives liquidity. We identify the analyst relationships most likely to benefit you, then advocate on your behalf to expand your coverage.
To optimise your structure and your use of excess capital, we advise on buybacks, special and common dividends, and debt reduction. Every recommendation accounts for your objectives, risk tolerance, cost of capital, debt capacity and covenants, debt-equity mix, and market conditions.
We say Gse rather than ESG because strong governance is the foundation for every other facet of corporate responsibility, and the key to propelling stock performance. We build strategies around a governance structure that generates positive social and environmental impact by its nature, and tailor diversity plans to your real talent needs.
Companies facing large-cap complexity with a fraction of the internal resources. Our core client, and the reason the firm exists.
Leaders who want their growth plan stress-tested by someone with no stake in the answer.
Directors who need an independent read on risk, governance or a specific strategic decision, from someone with no downstream fee at stake.
The first index review and the first proxy season arrive faster than most newly listed management teams expect.
Not with your org chart, but with how investors, index providers and analysts read you today.
No bank, no broker, no downstream fee waiting at the end of the recommendation.
Usually six separate vendors. We run them through a single model, so the answers agree.
Implementation support, monitoring as conditions shift, and reporting on a cadence you set.
Twenty minutes on where you are, what's changed recently and what's keeping the leadership team up at night. No pitch deck.
A targeted assessment of one area, or a holistic business review across all six. We run your business through the model and pair it with industry research.
You get a recommended course of action built for your business model, sequenced by what will move the needle first, with the reasoning shown.
We stay in it. Implementation support, monitoring as conditions shift, and reporting to management or the board on a cadence you set.
Agility is the ability to change direction quickly when conditions shift. Resiliency is the ability to absorb a shock without losing momentum. In practice that means a capital structure with room in it, a governance structure that does not become a liability, an investor base aligned with your strategy, and a plan built on current assumptions rather than last cycle’s.
A 20-minute call is usually enough to tell whether we can help. Bring the part of the plan you’re least sure about. We’ll tell you what we see and what we’d look at first. No pitch deck, no obligation.