CapitalBridge’s investor targeting is a critical element of an ongoing investor relations program. The benefits of meeting with new investors include diversifying and expanding your shareholder base, adding long-term, loyal holders and building interest in your stock to counterbalance selling. CapitalBridge is skilled at identifying investors whose investment style and criteria for investing are compatible with your company’s fundamentals. Moreover, we go beyond merely identifying these investors to provide you with ongoing outreach services.

CapitalBridge’s institutional targeting service uniquely provides Suitability Scores® that match investors directly to your investment story and strategic analysis allows you to play out “what if?” scenarios to uncover potential changes to your shareholder base. Our approach incorporates client input and is completely transparent. Periodic refreshes allow you to continually capture the most appropriate targets, and CapitalBridge analysts guide you through every step of the targeting process and its results.

We offer two levels of service. CapitalBridge’s SnapTarget focuses on your top institutional targets and top fund targets that can generate the most shareholder value. Up to three user-specified Strategic Scenarios allow you to test the reactions of your current shareholders and top targets to changes in your investment story. CapitalBridge’s OnTarget service adds an additional layer of information and analysis to the basic SnapTarget package, including pre-qualification interviews to identify contacts that specifically express interest in the investment story as well as an executive summary detailing methodology and results.

CapitalBridge has extensive experience in targeting for client companies and for non-retainer clients on a project basis. We have been successful in introducing companies to new shareholders and thereby helped to improve liquidity, diversify the shareholder base and increase valuation.