Capital Markets Advisory


The process of running a public company can be a daunting task for busy executives who are focused on fundamentally building their companies. In a sense, when a private company becomes public, the management team has two companies to run – the underlying business, and the public company itself. Becoming a public company adds additional costs and administrative needs, necessary critical compliance measures, and the need to regularly communicate with the investment community and your shareholder base.

Whether you are already a public company, or a private company that is seeking to list on an exchange, we assist clients with all facets of capital markets, including:

  • Assembling, selecting and organizing the key team members necessary for the listing, including securities attorneys, accountants and auditors.
  • Based on established relationships, work with the company on key introductions and selection of underwriter, as well as introductions to funds and commercial finance groups.
  • Message Development.
  • Access to select research coverage groups.
  • Development of capital markets strategy and positioning.
  • Design and Development of critical investor presentation materials.
  • Representation at conferences and industry events.
  • Development of KPIs to track effective use of capital markets resources.
  • Budget management.

      Contact us today to learn more about our capital markets advisory services.

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    (601) 775-4299

    4445 Williard Avenue
    Chevy Chase, MD 20815

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