Whether you are looking to set an IR strategy for an upcoming IPO or you feel your existing strategy needs to be calibrated and enhanced, Harbor Access can advise you on the best course of action.
Much of our advice is grounded in research, namely talking with investors about your company and its investment proposition. This can take the form of gathering informal feedback or conducting an in-depth Perception Study.
Timely and effective communication with the capital markets is crucial for any IR program. Benefit from Harbor Access's combined Sellside, Buyside and corporate IR experience, to develop clear investment messages that will resonate with the markets.
Often the key to improved shareholder or geographical diversification. Focusing on specific investors, conferences or regions we can assist in gaining new Sell-side coverage.
Corporate Access has long been the domain of the Sellside, with varying degrees of success. Simply put, we know the right investors for our clients, whether they are Hedge funds or long-only institutions. Harbor Access can arrange both IR and Management roadshows.
Harbor Access can ensure you are getting the most out of your current depository contract.
In addition to leveraging our institutional relationships to organize robust investor roadshows, we offer targeting analysis to identify potential new investors. This analysis can also be helpful with regard to prioritizing meetings at equity conferences.
Harbor Access offers insightful ownership analysis, which is a key element of developing an IR strategy and program. We believe the right ownership mix can contribute to an optimal market valuation.
Our team has been directly involved in the capital markets for over 75 years, collectively, and has operated through the markets' various stages, from the Tiger economy era to the internet boom and bust of the late 90s to the financial crisis that began in 2008. We are on the cutting edge of Investor Relations and Investor Access, offering best practices for both of these disciplines.
Jonathan has worked on both the Buyside and Sellside, at firms such as Coutts, HSBC and J.P. Morgan. On the Sellside, he was involved with U.S. Investors for over 15 years in various capacities, including running several successful Corporate Access desks. During this time, Jonathan developed a virtually encyclopedic knowledge of the U.S.A. Canada and European investor base whilst advising corporate management teams on IR best practices. Jonathan is a regular contributor to IR Magazine and the global IR community.
John has held various positions with Volvo Group. During his 28 years at the company he worked within Volvo Financial Services, Group Treasury and Volvo Cars. During the last 15 years of John's tenure, he was responsible for Volvo's North American Investor Relations Program and ADR program. John is a member of the Connecticut Chapter of The National Investor Relations Institute (NIRI).
Graham brings 15 years of North American capital markets experience to Harbor Access. during this time he was responsible for capital raising, corporate management roadshows, senior account management and investor access. Most recently Graham was VP of IR/Communications for a Canadian based international company, where he developed a European network of investors. Graham has presented on several global panels discussing best practices within IR.
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