Investor relations and Consulting Services
SAGA Public Equity supports the “Investor Strategy” of European public companies by improving their shareholder footprint in the North American global and international investor base.
We are your investor strategy coach
SAGA Public Equity provides high level investor targeting to European public companies, arrived at after specific determination of a “suitable investor” universe matching your investment case, a mutually agreed “cherry-picking” list of addressable investors and the whole process involved in getting you to meet with them.
Your dedicated SAGA task force always includes a resident expert well recognized by the industry.
Our approach enhances shareholder engagement and fosters enduring relationships with North American investors.
We tailor our strategies to meet the unique needs of each client:
Bespoke IR & Consulting Services.
Pitch & presentation material.
Custom roadshow & targeting.
Reconfiguration of share capital.
Targeted introductions offer a high hit ratio
Saga Public Equity’s Strategic Investor matchmaking approach: selectivity leads to successful introductions. We support you by:
Targeted access
Reaching out to the North American investors which we already know well and which are right for you.
Efficient engagement
Thorough preparation work which enables management to present investors with your equity story efficiently by going straight into Q&A.
In-depth dialogue
Getting investors’ full attention for however long it takes to exhaust questions.
Relationship nurturing
Maintaining a long-term relationship between the C-suite and investors.
Strategic communication
Building mutual confidence and investor interest through regular discussions post results.
Seamless execution
Organizing optimized logistics both in time, cost and return on the above.
Bespoke Investor relations and Consulting Services (ICS)
Screening:
→ Investor typology (AUM, Style).
→ Investor sector knowledge.
→ Corporate share capital geography.
→ Corporate business cycle positioning.
Matching:
→ Corporate specifics.
→ Corporate financing needs.
→ Investor criteria.
→ Stock valuation.
→ Stock momentum.
Hitting:
→ High quality meetings: prepared Q&As.
→ No discovery meetings.
→ High added value.
→ High propensity of a good match and successful capital introduction.
Strategic investor relations optimization
Our network of relationships among North American investors enables you to match your equity story with the right institutional investors and choose among them those you wish to invite on board and for the duration.
We understand your investment case (KYC).
We know our Investors’ investment criteria (KYI).
We optimize every aspect of your IR outreach in North America.
We help you reshape and right-size your share capital to the requested configuration in North America.
Our dual understanding of both corporate needs and investor expectations increases the probability of successful capital market interactions.
Strategy
Simple and clear wording.
Pitch
Speak Investors’ language.
Deck
Craft compelling narratives.
Check List
Understand Investor’s protocol.
Expand and secure your North American investor base
SAGA Public Equity defines its mission as to be the Corporate Investor coach with aligned interests:
Precision Matching
“One size does not fit all”: we make our job to thoroughly understand both our investors’ investment criteria and our corporate’s investment cases, before making introductions. No time wasted and high hit ratio.
Strategic Narrative
We help the C-suite to verbalize their strategy the best possible way to arise investors’ interest and offer assistance in times of crisis.
Active Monitoring
Once retained, we engage into an ongoing dialogue with both the investor and the corporate: this ensures regular feedback and avoids surprises and misunderstandings along the way.
CIB Ambassadors
We protect both our corporate clients and their shareholders’ interests in the selection of an ECM syndicate and when pursuing ad hoc negotiations with IBs.
We work on the basis of a pre-agreed annual flat fee, supplemented with a formula which reflects our aligned interest with our customers.
Enjoying long-term relationships with:
SAGA Public Equity jointly with BIP (Bespoke Independent Partners) advise or have advised a variety of Index Member Companies:
Let’s get to know each other