Unique Fundamental Analysis Identifies Best-Fit Targets

Clermont Partners uses a unique approach to investor targeting and engagement that delivers a stronger ROI  than quantitative online targeting services or relationship-based (aka ‘fee-based’) corporate access meetings arranged by the sell side.  We optimize management’s time by focusing on pre-qualified investors who can create a more supportive shareholder base.

Our “best fit” analysis pinpoints appropriate targets based primarily on their fundamental investment style that matches the company’s investment thesis.

We routinely work with sell-side corporate access teams, and independently, to ensure best-fit investors are included in a client’s non-deal roadshows.

In preparation for the meetings, we provide detailed intelligence and “hot buttons” for each investor.  Our post-meeting follow-up creates an important cycle of feedback that supports ongoing strategic positioning, messaging and investor engagement.

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