Marten & Co

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Services for Companies

Clients choose to work with Marten & Co because our team has many years’ in-depth experience of financial markets.  We know how to present the right information, to new and existing shareholders, to unlock additional capital that many other operators are not set up to do.

We work with asset managers, boards, as well as company executives, investor relations teams and their advisers, with best in class companies or funds looking to raise capital (or simply to improve their rating).

Demand for our services continues to grow. Since Marten & Co launched in 2012, we have worked with a wide range of successful growing businesses; our readership through our investor hub QuotedData.com has increased substantially every year (winning industry awards on the way); and our team has expanded too, from 2 to 25, with the largest Investment Trust research team, with the lowest client to analyst ratio in the market, ensuring quality and timeliness.

Our goal is to help increase awareness and understanding of your company, among a wider range of potential investors in a more socially distanced world, in a post MiFID II, RDR and Covid reformed landscape. We do this in a manner that is time and cost-effective for you, ready when the time is right to raise additional capital.

 

We believe that research should be accessible to all investors, not just to those with budgets to pay for it.  That’s why ours is free to read.  We also believe it should be up to date and that the views expressed should be as balanced and independent as possible.

Our news and research, through our publishing brand QuotedData, is designed to be insightful, interesting and thorough. Our analysts and writers are experts on their sectors and they know exactly what information investors need.  We write detailed initiation notes, which are updated annually. These are supported by news and update notes, to keep the content fresh and timely. Post MiFID II, investors can still access both our analysts and their models, saving investor relation teams considerable time. For these reasons, companies of all sizes are now enquiring about our services.

We make sure our research is brought to the attention of as broad an audience as possible.  It is distributed by email to a targeted list, selected from our 35,000 strong database (post GDPR numbers and growing at 500 a month), which includes investors, influencers and other decision makers. Our research reaches the full spectrum of investors including fund managers, hedge fund companies, private wealth managers, private client brokers, family offices, but also IFAs, high-net-worth individuals, self-directed investors, public relations professionals, journalists and even investment banks and sell side research analysts.

And that’s not all.  We also distribute our research directly through a large and expanding list of selected websites, research platforms, execution-only dealing platforms, publishers and share clubs. Many of these are through relationships that have forged over the years and are exclusive.  Furthermore, our research is featured consistently in the retail and trade financial press, which helps to spread the word even more widely.

If you would like to find out more about how we could help your business, or you know of a well regarded analyst looking for a new position, please give us a call.  In the meantime, why not subscribe to our free research at QuotedData.com?

Below are the latest private investor notes hot off the press, from QuotedData.

Research

Roadshows

More than anything else, investors want to meet the people who run the companies they invest in. We realise though that management time is a precious and rare commodity and so, if your management team is thinking of embarking on more serious investor relations programme, then it is vital that their time is used to best advantage. It is also vital that resources are deployed correctly and management are given the data and investor feedback consistently to monitor maximising penetration. At Marten & Co we can also organise one-to-one and group, physical and online meetings, calls and webinars. You will quickly notice the quality of audience is higher than you are used to because we have experienced sector focused sales staff which have a deep understanding of your company and investor base. We are also regulated to advise, offer other useful services they need (such as research, news and events), and can even arrange trades with brokers.

We appreciate that for some service providers, roadshows and presentations make sense in the context of a fundraising and can have a mixed agenda. Also with MiFID II many buy side accounts have cut off the brokers, impacting on their ability to operate. We are set up differently however and can handle all the logistical side of organising invitations, managing RSVPs, transport arrangements and following up meetings by collecting feedback for you. We pride ourselves on going that extra mile to meet your objective, whether that is identifying key new potential investors, or keeping in touch with existing shareholders, we will put you in touch with the right people and reduce wasted time/meetings.

If you would like to learn more about this service email us at dm@martenandco.com

Investor Relations

We arrange a whole range of services and intelligence to work as an outsourced function to support and inform your team.

Capital Raising

Increased distribution – We raise more capital with unique expertise and capabilities in running more effective regional fund and wealth manager efforts, also intermediary offers given our relationships with the platforms. We choose cooperation over profits, so offer no corporate finance advice, but choose to work with the best/most suitable advisers and distributors given the characteristics of each deal. This insight, independence and experience means we are brought in at the first stage of the process. Please ask us for references of how this has worked in the past.

Other Services We Provide

  • IPO notes
  • Project manage capital raising projects
  • Intermediary offers
  • News, research and investor event feeds for execution-only platforms, share clubs, search engines and research portals – for more information please visit QuotedData.com
  • Educational guides for retail and professional investor websites and hard copies for investors
  • Videos (great way for a company to reach more or explain a complex topic)
  • Events portal for you team to attract more investors (and choose a day that won’t clash) – free for all clients to post their event to
  • Private investor events service – organising your diary, provide guidance on all the different event providers and options, help design bespoke (solo or multi client) events, and much more
  • Bespoke investment modelling & research on companies for all purposes
  • Analyst and sales support
Investor Relations and Capital Raising