Marten & Co


Services for Companies

Clients choose to work with Marten & Co because our team has many years’ in-depth experience of financial markets.  And we know how to present the right information, to the right people.
So, who seeks out our services?  We work with asset managers, boards, as well as company executives, investor relation teams and advisers, on both private companies looking to float and existing listed companies.
Demand for our high-quality research, and other services, continues to grow. Since Marten & Co launched in 2012, we have worked with a wide range of successful businesses; our readership has increased substantially every year (winning industry awards on the way); and our team has expanded too, from 2 to 35.
Our goal is to help increase awareness and understanding of your company, among a wider range of potential investors in a post MiFID II, RDR and pension reformed world. We do this in a manner that is time and cost-effective for you.
When the time is right to raise additional capital, we are perfectly positioned to assist you. We can provide IPO notes, manage intermediaries offers and access previously untapped sources of capital as traditional capital market services fragment, collaborating with brokers and other advisers. Given our insight, independence and experience, we are often invited into the process early, prior to a flotation, to project manage IPOs and other capital raisings.


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, that readers should be aware if it is sponsored and that the views expressed should be as balanced and independent as possible.

Our research 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 update notes, to keep the content fresh. Update notes can be turned around quickly to ensure that the content is relevant and timely. Post MiFID II, investors will still be able to 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 40,000 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. The distribution of our research is not restricted by the implementation of MiFID II in January 2018. An investment bank’s ability to distribute their research is now limited to buy side accounts that are prepared to pay for it, so we partner with them to help you.

And that’s not all.   We also distribute our research through a large and expanding list of selected websites, research platforms, execution-only dealing platforms 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?

Below are the latest private investor notes hot off the press, from our retail brand QuotedData. The picture on the right is an example of our professional investor version:


Investor Relations

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, resources are deployed correctly and management are given in depth investor analytics and feedback consistently to monitor progress. At Marten & Co we can also organise one-to-one, group and webinar meetings. You will notice the quality of audience is high because we have experienced sales staff which have a deep understanding of your company and good relationship with the buyside (we are regulated to advise and offer other useful services such as research and news), which helps us vet attendees to those who can invest in your company. We are also authorised to arrange trades with brokers, unlike many other operators, and always collect orders and feedback after an event!

We appreciate that for most investment banks, investor relations, roadshows and presentations often only make sense in the context of a fundraising and often have a mixed agenda. Also with MiFID II many buy side accounts have cut off the majority of brokers, impacting on their ability to operate. We are willing to work on a fixed-fee basis, however. We 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 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

Capital Raising

Why limit distribution? We raise more capital with unique expertise and capabilities in running more effective regional efforts and 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

  • News and Research feeds for execution-only platforms, share clubs and research portals – for more information please visit
  • Educational guides for retail and professional investor websites
  • Video (great way for a company to reach more or explain a complex topic)
  • Events portal – free for clients to post their event to
  • Bespoke investment modelling & research on companies
  • Analyst support (with Marten & Co excel models) to professional investors to back up your IR teams
  • Encourage trade execution through investment banks
  • Project manage capital raising projects
Investor Relations and Capital Raising