Westport Strategic Partners helps public companies, private companies and venture capital firms communicate with existing shareholders, potential investors, Wall Street and the media.
Setting and Achieving Goals
Approach: We strive for clarity and consistency and work towards clear capital markets goals. Our ability to make an in-depth analysis of a client’s market situation enables us to design comprehensive, individualized programs based on clearly defined targets that generate capital markets benefits.
We clarify all essential elements of your company’s business plan and create a compelling, factually accurate story built on value-creation themes. Our analysis will also detail investor perceptions so that we can help you set, manage and exceed investor expectations.
Independent Stance
Wall Street firms are now required to supplement their in-house research with independent research. As such, Westport’s programs are designed to provide the investment community with research analysis that highlights company strengths and engages institutional investors.
Intensive Involvement
Relationships: At Westport, we believe that strong relationships with Wall Street and the media are critical to a successful IR program. Our experience and background in the financial community have enabled us to develop and maintain strong relationships with industry analysts, Broker Dealers, and institutional Money Managers. Westport Strategic Partners educates the investment community through direct communication with brokerage firms, institutions and micro and small cap funds.
We will use our research story to educate existing shareholders and will tap into our powerful distribution channels in the financial community to introduce your company to new investors – ensuring that your story is heard.
Consistently Setting Goals
Experience: Building on more than two decades of involvement in the investment banking community, Westport’s professionals possess strong knowledge of the financial markets with expertise in investment banking, money management, equity research, and marketing. Our analysts are certified Chartered Financial Analyst’s (CFA’s) with extensive Wall Street experience and a loyal following. Our consulting staff has investment banking relationships with some of the largest and most prestigious Institutions in the U.S. and abroad. By combining our experience, innovative independent research and meticulous due diligence, we will provide your company with the exposure necessary to achieve results.
Market Intelligence Capabilities: Measurement of progress towards goals is generated through:
- Detailed investor feedback exercises following IR programming
- Perception studies on existing and potential investors
- Shareholder identification and analysis
- Institutional targeting programs
- Monitoring for shifts in sentiment and emerging opportunities
- Peer IR surveillance
- Capital markets media profile analysis
Institutional Quality Insights
Value: Westport’s true value is a deep understanding of the management/investor relationship. We are able to gain an in-depth understanding of a client’s business, strategy and individual style, add clarity and resonance to management’s voice, and create effective investment messages that accurately amplify strengths