CONNECTING COMPANIES AND INVESTORS
WHY?
Why do companies use us?
​
We focus on introducing companies to the marginal buyer, new and existing investors across the UK & Europe. Enabling greater awareness of your equity story and ultimately enabling better alignment of share price performance with the underlying performance of the business. We have unrivalled regional contacts: 50% of our investor meetings take place outside of London.
​
Companies engage us to help them:
BROADEN THE SHARE REGISTER
INCREASE
LIQUIDITY
REDUCE
VOLATILITY
INCREASE THE
SHARE PRICE
ABOUT US
Capital Access Group is an independent, specialist IR advisory business that connects quoted and private companies with the marginal buyer - new and existing investors, primarily private client fund managers (PCFMs), smaller institutions, and pension funds.
​
We do this through investor targeting, research, and roadshows.
​
Our service is unconstrained by MiFID II and additive to your existing corporate brokers. Ultimately, we look to broaden your share register, in turn increasing liquidity, dampening volatility, and supporting your share price.
6,500+
Investment Managers
1000+
Investment Offices
1600+
Meetings in 2024
c.£1.4trn
Total Addressable AUM
57%
AUM Outside London
25-30%
Of Meetings Result in Buying Activity
HOW WE WORK
IMPROVE THE REACH OF YOUR EQUITY STORY
-
CAG Issuer-Sponsored Research improves the reach of and simplifies the equity story.
​
-
Investor Access Team widens awareness of your equity story to new, underserviced investors across the UK & Europe. Introducing and explaining the investment case.
TARGETED ENGAGEMENT WITH INVESTORS
-
Proprietary and detailed investor targeting exercise.
​
-
Organise virtual and in-person roadshows with investors across the UK & Europe with investors with the money and mandate to invest.
-
Attributed feedback following meetings to help shape messaging and ascertain what is required to invest.
KEEP THE STORY AT THE FOREFRONT
-
Newsflow distributed to investors spoken to or met to keep your story at the forefront.
​
-
Investor Access Team regularly speaks with investors, including following key announcements and provides actionable feedback.
PERFORMANCE
-
Performance of our programmes is tracked and reviewed – how is sentiment changing? Are investors buying shares?
-
We track movements of shareholders on the register.
-
The results will broaden your share register, enhancing liquidity, reducing volatility, and supporting your share price.
SERVICES
CORPORATE ACCESS
Capital Access offers bespoke, MiFID II compliant programmes connecting companies with the marginal buyer - private client fund managers (PCFMs), smaller institutions, and pension funds.
​
Our Corporate Access offering includes full, attributed investor feedback, as well as "Market Pulses" (on the day feedback after key announcements), so you can understand the market's views and where investors are in the buying cycle.
INVESTOR TARGETING
All roashows organised through our Corporate Access offering are highly targeted to ensure the best use of IR and management time.
We work with you to target and engage with the marginal buyers, adding to your IR efforts.
​
Analysis of shareholder movements undertaken to track the effectiveness of the programme and to understand wider share register changes.
IR
ADVISORY
Capital Access has over twenty years of experience advising public companies. Whether FTSE 100 giants, smaller growth companies on AIM or investment trusts, we have the expertise to be able to help clients understand what investors are looking for.
​
Using our proprietary data, information gleaned speaking with investors, and the deep relationships we have with fund managers, we can help our clients enhance their messaging overcoming investors’ concerns.
NEWSFLOW DISTRIBUTION
Client news is distributed to our network of investors to keep your equity story at the forefront of investors' minds.​
Core to this effort is that our Investor Access Team is in regular contact with investors about your story. For example, following key newsflow, you receive on-the-day feedback ("Market Pulse") to give a deeper understanding of investor sentiment.
ISSUER SPONSORED RESEARCH
Our research is aimed at the generalist investor. It seeks to simplify the business, put it in context with the sector and explore the key performance indicators. We can contribute to or summarise consensus, getting your view to the market.
​​
Our research is available to the whole of market including via Bloomberg, Refinitiv, FactSet, Reuters, AlphaSense, ResearchTree, and more. It can even be published on your own IR website to build a one-stop shop for investors wanting to learn about your business.
INVESTOR PERCEPTION SURVEYS
Before deciding on the key points in a company’s investor engagement programme it is crucial to understand exactly how the company is perceived. A carefully crafted investor perception survey can reveal what investors think about the company and what their concerns are.
Our surveys cover the entire market from institutional majors to retail investors so that our clients can fully understand what the various participants think, and, critically, how to address them.
CLIENTS
Our clients range from UK100 to AIM and across most sectors allowing broad and regular discussion with investors.
​
Every client is different so programmes are equally diverse.
CONTACT
Enquiries
If you would like to hear more about how Capital Access Group can help with your ongoing investor relations efforts, contact:
Ian Barbour
T: +44 (0)20 7082 5518
E: Ian.Barbour@capitalaccessgroup.co.uk
​
For Investment Trusts:
Alex MacEwen
T: +44 (0)20 7082 5501
Head Office
Careers
We are always interested to meet potential new colleagues. If you would like to work with us, send your C.V. to: careers@capitalaccessgroup.co.uk