Equity Stories, Retold

We are a category-first advisory helping large businesses tell equity stories that drive valuation

WHY WE EXIST

82% of investment decisions are influenced by the strength of a company’s equity story*

Every business at a major inflection point needs to tell its story to investors and the market. The problem is that their equity story sits between bankers, funders, marketers and management, with no single expert truly owning it.

The result is an unconvincing investment case at the exact moment backers need a clear reason to believe. The price is ultimately paid in valuation.

*SOURCE

WHAT WE DO

We are dedicated to telling equity stories that lift valuation

At the moments when a business’s future depends on its story, we support sell-side and management teams to craft, deliver and defend equity stories that positively shape investor and market value assumptions.

APPROACH & SERVICES

WHO WE WORK WITH

We work with the sell-side teams responsible for shaping and telling equity stories

Mid-market and large-cap sponsors preparing portfolio companies for exit, IPO or strategic transactions.
Dealmakers who need a valuation-grade narrative that strengthens the sell-side process.
CEOs, CFOs and leadership groups who run the business but need support crafting and communicating the investment case.
Teams aligning strategic priorities, commercial initiatives and operational proof points to the equity story.
Businesses approaching major inflection points like exits, recaps, IPOs, carve-outs and platforms.